Join Our Team: Wealth Management Specialist

Location: Minnesota, United States
Job Types: Full Time
Timing/Shifts: 4.5 Day Week

UP TO $ 6,000 / month

We're excited to welcome a Wealth Management Specialist to our dynamic team at Lupient Automotive Group in Minnesota!

Are you passionate about guiding individuals and businesses through their financial journey? Do you thrive in a fast-paced, customer-focused environment? If so, we want to hear from you!

As a Wealth Management Specialist with Lupient Automotive Group, you will have the opportunity to work closely with our clients, providing tailored financial solutions and investment strategies. Your role will involve assessing client needs, developing comprehensive financial plans, and offering guidance to help our clients achieve their long-term financial goals.

What We Offer:

Competitive compensation and attractive bonus incentives
Comprehensive healthcare benefits package
Rewarding retirement savings plans
Ongoing professional development opportunities
A positive and inclusive team culture
Access to state-of-the-art resources and technologies

Key Responsibilities:

Conducting in-depth financial analysis for clients
Developing personalized investment strategies
Providing wealth management and estate planning services
Building and maintaining strong client relationships
Staying updated on financial regulations and market trends

Requirements:

Bachelor's degree in Business, Finance, Economics, or a related field
Proven experience in financial planning and wealth management
Strong analytical and communication skills
Professional certifications such as CFP, CFA, or CWM are a plus
Understanding of compliance and regulatory standards

If you are ready to take the next step in your finance career and have a passion for helping others achieve financial success, we encourage you to submit your application today. Join us at Lupient Automotive Group, where your dedication and expertise will be rewarded, and your professional growth is our priority.