Associate Wealth Advisor

Job Description

Job Description

We are looking for an experienced Associate Wealth Advisor to join our client's team in the Twin Cities. This role is ideal for an individual with a strong background in financial planning and client services, who is detail-oriented and creative in their approach. We seek someone passionate about building lasting relationships and contributing to the firm's long-term success.

Responsibilities :

• Develop customized financial plans tailored to individual client needs and goals.
• Provide expert guidance on wealth management strategies and investment solutions.
• Communicate effectively with clients to ensure clarity and understanding of financial recommendations.
• Monitor and analyze client portfolios, making proactive adjustments as needed.
• Collaborate with the team to deliver exceptional service and maintain high client satisfaction.
• Conduct regular reviews to assess financial progress and update plans accordingly.
• Stay informed about industry trends and regulations to provide accurate and up-to-date advice.
• Support the firm’s growth by building strong client relationships and fostering trust.
• Minimum of 2 years of experience in financial planning or a related field.
• A CFP or pursuing a CFP highly desired
• Exceptional communication skills for engaging with clients and team members.
• Strong attention to detail and organizational abilities.
• Creativity in developing financial strategies and solutions.
• Knowledge of registered investment practices and wealth management.
• Ability to work collaboratively while maintaining a proactive and independent approach.
• Commitment to long-term career growth and the potential for firm ownership.