About us

At Seleskie Financial, you will have the opportunity to grow professionally and personally through our wealth management career path. We are seeking advisors interested in acquiring new clients that align with our mission, and that are interested in plugging into a team of experts that have decades of experience in supporting business growth and client service. The right candidates can be at any level of career development. Having an established book of business is not a requirement. Please note: this job requires 75% of time spent PROSPECTING FOR NEW CLIENTS.

We provide the tools, resources, and support to help you shape a career that delivers more of what you want: work that makes a difference and impacts others. Additionally, you will have opportunities to engage in professional development to increase your industry, product, sales, and servicing skills and abilities.

Primary Responsibilities

• Build and promote the Seleskie Financial business through new client acquisition by prospecting and obtaining referrals from existing clients, COIs, and other business leads
• Set and hold meetings with new prospects as well as current clients
• Prepare for interactions with clients and handle incoming client requests
• Record detailed client interaction case notes
• Oversee the completion of business opportunities and customer satisfaction within the process
• Uphold Seleskie Financial’s culture and vision

Compensation

Compensation to include salary as well as a bonus based on:

• Length of service in Financial Services & Industry Designations
• Achievement of leading indicators around the client experience and new client acquisition
• Fit within our team, our values, and our culture

Skill Requirements

• FINRA Series 7 & 63 licensed, Life and Health license (or ability to obtain within six months of hire)
• Coachable, collaborative, and values-driven
• Exceptional communication skills, both written and verbal
• Strong leadership skills and well-organized to manage multiple initiatives

About You

• You believe in and are passionate about our Mission and how we help the clients we serve
• You want to make an impact on the communities in which we live and work
• You love working and collaborating with a team
• You have an entrepreneurial spirit
• You have an insatiable interest in getting better and enjoy professional and personal development
• You thrive in a fast-paced environment
• You have an Abundance Mindset (vs. a Scarcity Mindset)
• You are customer obsessed
• You are a persuasive communicator and have exceptional written and verbal communication skills
• You are a Leader, with experience leading others in fast-changing environments, in some cases with limited direction

Benefits

• Health, Dental, Vision and Disability insurance
• 401(k), Profit Sharing, and Cash Balance plans with generous employer contributions – we want to help our team save for retirement!
• Comprehensive Financial Plan – even professionals need advice! Receive a complimentary financial plan by working with another Seleskie Financial advisor.
• Professional development, education reimbursement, and a personalized career track – learning is very important in our culture! We offer fully paid licensing and designations to encourage you to grow professionally and personally.
• Firm-sponsored happy hours, team building, meet-ups, and retreats. Given the weight of what we manage for our clients, we feel that it’s critical that we get outside of the office to build relationships with each other – to socialize, set goals, map out strategies, grow together, give back to our communities, and most importantly to HAVE FUN!

Job Type: Full-time

Pay: $50,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Saint Paul, MN 55115: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial services: 1 year (Preferred)
• Outside sales: 2 years (Required)

License/Certification:

• Series 7 license? (Preferred)
• Series 63 or Series 66 license? (Preferred)
• Life & Health Insurance License (Preferred)

Work Location: In person

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