About Our Work Culture

Tradition Companies offers a unique work environment. The corporate office is located in the Spirit of Brandtjen Farm development (Lakeville), acquired in 2005. The main office is the replica horse stable, our interior design studio is the replica farm house, and the community center is a restored dairy barn all previously owned by the Brandtjen Family. All of the buildings still contain original California redwood, shipped over on railcars in the mid 1900s.

The company offers benefits including Medical/Dental (company pays a portion), 401K Match, PTO, and flexible work schedules for full-time employees.

Beyond the standard benefits, the culture is fostered to work hard but have fun too. This may be Friday companywide Summer BBQ’s, or ping-pong office tournaments, ordering Food Trucks to stop by over during lunches, company parties, or just leaving early on a nice Friday afternoon. The CEO encourages each employee to have a work-life balance as long as your core responsibilities are completed.

Tradition Companies has a passion for philanthropy from giving back to their local communities from supporting local sports teams to fundraising for our charity of choice, HopeKids MN.

We have a vast array of services. Please see if any career opportunities meet your skillset.

Current Job Openings:

Job Description

Tradition Wealth Management (TWM) is a Twin Cities based independent SEC Registered Investment Advisory firm offering a team of high-level, and high-touch experts to help individuals with personal wealth management and business owners with business planning and guidance. TWM is 100 % employee-owned which ensures that we provide unbiased wealth planning with no allegiances to any one firm, product, or service.
TWM believes in a collaborative team-based approach and has achieved great success utilizing the core-competencies of its experienced team. A candidate of TWM will not only benefit from the unique collective skill set from the entire team, extensive technology platform, and marketing support but also from the reputation and well-known brand of Tradition Companies.
TWM is currently in search of an experienced advisor to join our growing advisory team in our Edina, Wayzata, and North Oaks offices. The Wealth Advisor will be responsible for providing comprehensive guidance to clients regarding their investment, retirement, insurance and estate planning needs. The Wealth Advisor will have a high level of responsibility and a significant opportunity to contribute to a successful wealth management team.

Past Experience, Skills and Attributes

  • Must display traits such as professionalism, integrity, positive attitude, strong work ethic, and team-orientation.
  • Is extremely customer focused
  • Ability to maintain confidentiality and integrity
  • Exceptional communication, time management, planning, and organizational skills
  • Highly reliable and follows through on commitments
  • Strong skills in problem solving and maintaining a sense of urgency
  • Detail oriented with high degree of accuracy
  • Excellent interpersonal skills to effectively interact with clients, co-workers, and organizational partners.
  • Knowledge of investment and risk management products
  • Computer proficiency in PC applications such as MS Office (Outlook, Word, Excel, etc.).

Minimum Requirements

  • Clean U4
  • Existing successful practice
  • 5 + years of financial services experience
  • Series 7, 63, and 65 or 66
  • Excellent written and verbal communications skills
  • Excellent business development and marketing skills
  • Strong prospecting, and sales skills
Please send your resume and any questions to Mark at mark.walsingham@traditionwealthmanagement.com.