Top 18 Certified financial planner Jobs in Wayzata, Mn

Investment Advisor
Maridea Wealth Management —Shorewood, MN
- $85,000 - $100,000 a year
- Full-time
- 5 years
- Office
- Business development
- Health insurance
- Dental insurance
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1d
Financial Advisor
Northwestern Mutual - Twin Cities —Mendota Heights, MN
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Paid training
- Health insurance
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Wealth Management Associate - Entry Level (Minneapolis, MN)
Equitable Advisors —Minneapolis, MN
- $33,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
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Finance - Senior Wealth Advisor
Pohlad Companies —Minneapolis, MN
- $150,000 - $225,000 a year
- Full-time
- 7 years
- Ability to walk for extended periods
- Office
- Paid parental leave
- Paid holidays
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Retirement Client Advisor
UMB Financial Corporation —Minneapolis, MN
- $141,354 - $207,900 a year
- Email
- Office
- 3 years
- Finance
- Paid holidays
- Health insurance
Associate Financial Advisor
Edward Jones —Golden Valley, MN
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
2d
Advisor - Minneapolis
Brighton Jones —Minneapolis, MN
- $80,000 - $130,000 a year
- Full-time
- CPA
- Office
- Windows
- Profit sharing
- Paid parental leave
Financial Planning Associate
Northwestern Mutual-Twin Cities —Mendota Heights, MN
- $60,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Finance
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Wealth Management Advisor - Minneapolis, MN
TIAA —Minneapolis, MN
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Wealth Advisor, Director (Sr. Relationship Manager)
BMO Financial Group —Minneapolis, MN
- $102,000 - $190,000 a year
- Full-time
- 7 years
- Office
- Team management
- Health insurance
- Tuition reimbursement
Financial Professional
Equitable Advisors —Minneapolis, MN
- $34,200 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Advisor (Training Provided)
Northwestern Mutual —Minneapolis, MN
- $120,000 - $300,000 a year
- Full-time
- Mid-level
- US work authorization
- Health savings account
- Health insurance
Quick Apply
3d
Wealth Management Associate
Equitable Advisors —Minneapolis, MN
- $34,200 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Manager
CX Institutional LLC —Bloomington, MN
- Weekends as needed
- CPA
- Mid-level
- Office
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Financial Advisor
Northwestern Mutual —Minneapolis, MN
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply

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certified financial planner jobs near wayzata, mn

Investment Advisor

Maridea Wealth Management
Shorewood, MN

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Job Details

Permanent | Full-time
$85,000 - $100,000 a year
1 day ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance
Retirement plan

Qualifications

Financial planning
Financial planning software
Series 66
Series 7
Client management
CRM system proficiency
Experience practicing in the securities industry
Technical Proficiency
Customer acquisition

Full Job Description

We are seeking an experienced Wealth Management Advisor with a strong background in comprehensive financial planning to join Maridea Wealth Management—ranked as one of the top 10 fastest-growing RIAs in the country by Financial Advisor Magazine and an honoree on the 2026 Inc. Best Workplaces list.

This role is designed for a detail-oriented professional who excels at delivering holistic wealth planning strategies and is motivated to grow their own practice. You will work with clients across retirement, tax-efficient investing, estate planning, and risk management, using a consultative, planning-led approach to build trust and expand your client base.

Our firm provides full operational, technology, and back-office support, allowing you to focus on client relationships, financial strategy, and business development.

Key Responsibilities

Financial Planning & Wealth Advisory

Lead the financial planning process for new and existing clients, delivering customized plans covering retirement, tax strategies, estate planning, and asset allocation.
Utilize advanced planning software (e.g., eMoney, RightCapital) to build, present, and monitor long-term financial roadmaps.
Conduct regular client review meetings to evaluate portfolio performance, update financial plans, and address shifting financial goals.

Business Development & Client Acquisition

Develop and execute a personal business plan to acquire new client relationships through referrals, strategic partner networks (CPAs, estate attorneys), and local outreach.
Translate client goals into actionable advice, demonstrating the value of our firm’s fee-based wealth management services.
Onboard new clients smoothly, including any portable client relationships you may bring to the firm.

Portfolio Management & Compliance

Align client investment strategies with their overall financial plan and risk tolerance.
Oversee portfolio rebalancing, asset allocation adjustments, and tax-loss harvesting in accordance with firm guidelines.
Ensure full compliance with SEC regulations, state RIA requirements, and internal policies.

Qualifications

Experience: 5-10+ years of experience in financial planning or client-facing wealth management within an RIA, wirehouse, or bank environment.
Education & Credentials: Active Series 65 license (or Series 7 and 66 combined). Certified Financial Planner (CFP®) designation preferred (or active candidacy near completion).
Technical Skills: Proficiency with financial planning software (e.g., eMoney, RightCapital), CRM platforms (Redtail, Salesforce), and custodian interfaces (Charles Schwab, Fidelity, etc.).
Key Attributes: Strong interpersonal skills, technical aptitude in personal finance, and a proactive approach to client outreach and practice growth. Bringing an existing book of business is a plus, but not required.

What We Offer

Competitive Compensation: A stable base salary combined with performance-based bonuses and revenue sharing on self-sourced clients.
Operational & Administrative Support: Dedicated back-office assistance with client onboarding, paperwork processing, trade execution, and compliance.
Professional Development: Firm-paid continuing education, conference attendance, and credential maintenance fees.
Career Growth: Clear opportunities for long-term career advancement within a growing independent RIA.
Benefits: Health, dental, and vision insurance, 401(k) with match, and paid time off.

Job Types: Full-time, Permanent

Pay: $85,000.00 - $100,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Retirement plan

Work Location: Hybrid remote in Shorewood, MN 55331

Quick Apply

Refine Your Search

certified financial planner jobs in wayzata, mn

Investment Advisor

Financial Advisor

Wealth Management Associate - Entry Level (Minneapolis, MN)

Finance - Senior Wealth Advisor

Retirement Client Advisor

Associate Financial Advisor

Advisor - Minneapolis

Financial Planning Associate

Wealth Management Advisor - Minneapolis, MN

Wealth Advisor, Director (Sr. Relationship Manager)

Financial Professional

Financial Advisor (Training Provided)

Wealth Management Associate

Wealth Manager

Financial Advisor

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