Certified Financial Planner

Overview

You will not rely on cold calls to build momentum. Instead, you will join paid workshops filled with retirees and pre-retirees drawn in by the firm’s marketing, earning their trust from the front of the room. Fundamental Wealth Designs is developing its west metro Twin Cities office, and this is the lead advisor position. This is not a support role or a desk within another practice. The west office will be your base to anchor, grow, and own.

The Firm

Founded in 2023 by Billy Voyles, MBA, RICP, Fundamental Wealth Designs brings 17+ years of industry experience, including senior roles at Allianz Life and Magellan Financial, where he advised advisors on building practices. He is a published author (To Roth or Not to Roth, 2024), a working fiduciary, and a founder who built the client acquisition infrastructure before hiring the advisor to run it. The firm offers a holistic retirement planning model that covers tax coordination, retirement income, investment management, estate planning, and insurance implementation. We currently serve the east and north metro areas, with the west-metro expansion as the next step.

What You Walk Into

• A firm funded seminar and workshop calendar generating qualified appointments; you present and close, the firm fills the room
• A holistic planning model serving retirees and pre-retirees across tax, income, investments, estate, and insurance
• A founder with 17+ years of industry depth who will invest in your ramp, not hand you a phone list and wish you luck
• An existing support team handling marketing, operations, and client engagement
• A media and content engine: published book, active YouTube, social, and community presence across the Twin Cities

Who This Is Not For

This is not an associate planner role. There is no one handing you a stack of financial plans to review at your desk. You will be in the room presenting, discovering, recommending, closing, and owning the relationship from first handshake through implementation. If you are not comfortable asking for the business after a workshop or a first meeting, this role is not right for you.

Not a Fit For

This role is not suitable if you oppose insurance and annuity implementation within a retirement income model, or if you want a fully remote seat with no in-market presence.

Required Qualifications

• CFP designation
• Active Series 65/66 and Life Insurance license
• Demonstrated ability to independently run discovery, present recommendations, and close
• Comfort presenting in workshops, seminars, and client-education events
• Willingness to anchor the west metro Twin Cities office in person

Preferred Qualifications

• 3–5+ years of advisory production experience
• Direct experience converting seminar, workshop, or firm-generated lead flow
• Twin Cities market familiarity or a credible local network
• Experience inside an independent or hybrid advisory firm serving retirees
• CPA, EA, or strong tax-planning fluency

How to Apply

Interested? Apply below or reach out directly for a confidential conversation.

Compensation and Benefits

Pay: $95,000.00 - $240,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Licenses and Certifications

• Series 65 (Required)
• Life Insurance License (Required)

Location and Work Arrangement

• Ability to Commute: Minnetonka, MN 55345 (Required)
• Work Location: In person