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A Purpose-Driven Career for Advisors Who Lead with Strategy, Integrity, and Empathy
In today’s increasingly complex financial landscape, the role of a financial advisor has evolved far beyond portfolio construction and investment selection. Clients seek trusted professionals who can translate strategy into action, balance logic with empathy, and guide them through life’s financial decisions with clarity and care. This is precisely where The Strategic Implementer: Financial Advisor – Minneapolis, MN opportunity at White Oaks Wealth Advisors stands apart.
Based in Minneapolis, Minnesota, White Oaks Wealth Advisors is a respected, fee-only financial planning firm with a deep commitment to fiduciary responsibility, collaboration, and client-centered advice. This permanent, full-time position offers not only a competitive salary of $100,000–$130,000 per year, but also a rare opportunity for long-term growth, mentorship, and potential equity within a values-driven organization.
For experienced financial professionals who want their expertise to make a meaningful difference—both for clients and within a supportive team—this role represents a compelling next step.
The Role: Strategic Implementation with Purpose
The Financial Advisor role at White Oaks Wealth Advisors is designed for professionals who excel at transforming comprehensive financial strategies into practical, actionable plans. As a Strategic Implementer, you will work closely with an established client base, collaborating with an experienced internal team to deliver proactive, holistic financial planning solutions.
Your work will encompass all phases of the wealth planning cycle, including retirement planning, investment management, cash flow analysis, multi-year tax planning, estate and asset protection strategies. Importantly, every recommendation is grounded in the client’s unique values, goals, and life priorities. This advice-first philosophy ensures that planning is not transactional, but deeply personal and forward-looking.
Over time, you will assume increasing responsibility for client relationships, lead comprehensive client meetings, and contribute to the firm’s long-term success. This role requires both technical excellence and emotional intelligence—an ability to listen carefully, communicate clearly, and act decisively in the client’s best interest.
Responsibilities That Reflect Strategic Depth
As The Strategic Implementer: Financial Advisor – Minneapolis, MN, your responsibilities include:
- Designing, presenting, and implementing detailed financial plans across investments, retirement, tax strategies, and estate considerations.
- Preparing in-depth financial analyses that reflect each client’s preferences, values, and long-term vision.
- Leading and participating in client meetings, including preparation and follow-up, with the intention of assuming primary advisory relationships over time.
- Developing the capability to guide clients through complex financial decisions across all stages of wealth accumulation and preservation.
- Coordinating closely with the Client Service Team to ensure a seamless client experience.
- Supporting new client development through collaboration with strategic community partners.
- Contributing beyond your individual role, recognizing that firm-wide success depends on teamwork, flexibility, and shared accountability.
This balance of individual responsibility and collective contribution is central to the firm’s culture.
Qualifications That Signal Professional Excellence
White Oaks Wealth Advisors seeks advisors who combine experience, credentials, and character. Ideal candidates bring:
- A minimum of 3 years of experience in wealth management or financial planning.
- A CFP® designation, reflecting a strong ethical and technical foundation.
- Proven ability to thrive in a collaborative, collegial team environment.
- Excellent client service and relationship management skills.
- Strong attention to detail, initiative, and a growth-oriented mindset.
- Comfort with feedback, learning, and continuous professional development.
While prior experience with tools such as Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, or MacOS is a plus, it is not required. This is a full-time, in-office position based in Golden Valley, Minneapolis, reinforcing the firm’s commitment to collaboration and shared culture.
Salary, Benefits, and Long-Term Opportunity
The compensation and benefits package reflects the firm’s belief that great advisors deserve strong support:
- Salary: $100,000–$130,000 per year
- Employment Type: Permanent, Full-time
- Immediate mentoring and professional growth opportunities
- Potential for firm equity for the right candidate over time
- 401(k) with employer contribution after one year
- Employer covers 50% of medical insurance premiums for employees and eligible family members
- Employer-paid long-term disability coverage and life insurance
- Unlimited PTO, plus an additional bonus holiday week
- 10 paid company holidays
- Paid professional dues, continuing education, conferences, and training
- Charitable matching and tuition reimbursement
- Company-paid cell phone and service
- Maternity and paternity leave
- Summer hours, with office closure at 3:00 PM on Fridays between Memorial Day and Labor Day
- Internal financial planning services for employees
These benefits are not simply perks; they reflect a philosophy that sustainable excellence requires balance, security, and respect for life beyond work.
Core Values That Define the Culture
White Oaks Wealth Advisors is guided by values that shape daily decisions and long-term strategy:
- A deep love and respect for clients
- A hardworking yet genuinely happy working environment
- A commitment to advice-first, not sales-driven, financial planning
As a 100% woman-owned registered investment advisory firm, the organization brings more than 100 years of combined experience to its clients. Under the leadership of CEO Sharon Bloodworth, a recognized trailblazer in the financial industry, White Oaks has built a reputation for integrity, inclusion, and excellence. As fiduciaries, the firm is legally obligated to put clients first—and culturally driven to treat them like family.
The Hiring Process: Thoughtful and Transparent
The recruitment process is designed to be respectful and thorough. Qualified candidates begin with a 15–30 minute Zoom interview conducted by the firm’s consultant. Those who advance will complete a Career History Form and meet with the White Oaks team. Assessments may be included as part of the process to ensure alignment for both the candidate and the firm.
White Oaks Wealth Advisors is proud to be an equal opportunity employer, welcoming diverse perspectives that strengthen its mission and community impact.
The Strategic Implementer: Financial Advisor – Minneapolis, MN role is more than a job opening—it is an invitation to build a lasting career rooted in trust, strategy, and meaningful human connection. With competitive compensation, exceptional benefits, and a collaborative, advice-first culture, White Oaks Wealth Advisors offers a rare opportunity for experienced advisors to grow professionally while making a genuine difference in clients’ lives.
For financial advisors seeking purpose, stability, and long-term impact in Minneapolis, this position represents a strategic move worth serious consideration.
