Associate Wealth Advisor

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC; Minneapolis (MN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid holidays

PTO

Job summary

Schwarz Dygos Wheeler Investment Advisors LLC in Minneapolis, MN seeks an Associate Wealth Advisor to partner with the senior advisor and deliver our comprehensive financial planning process. You will build financial plans, run cash flow and retirement projections, model scenarios, and analyze tax planning opportunities, ensuring thoughtful and accurate implementation.

Ideal candidates have 5+ years in wealth management, CFP® preferred or pursuing, and strong data-to-insight, structure-building,

Qualifications

• 5+ years of experience in wealth management or financial planning.
• CFP® preferred or actively pursuing.
• Proficient with cash flow and retirement modelling tools.

Responsibilities

• Running cash flow and retirement projections
• Analyzing tax planning opportunities
• Ensuring recommendations are implemented thoughtfully, accurately, and efficiently

Skills

Data-driven

Structure & efficiency

Client-focused

Word & Excel

Education

CFP certification or pursuing

Tools

Word

Excel

Industry-specific software

Job description

When we founded Schwarz Dygos Wheeler Investment Advisors in 2008, we built the firm on a simple belief: clients deserve objective advice, transparent guidance, and an advisor whose loyalty is always aligned with their best interests. As we continue to grow, we're committed to keeping the close-knit, high-touch culture that has defined us from day one.

About the Role

That's why we're excited to add an Associate Wealth Advisor to our team. This person will work directly alongside me and play a key role in delivering our comprehensive financial planning process: building financial plans, running cash flow and retirement projections, modeling scenarios, analyzing tax planning opportunities, and making sure every recommendation is implemented thoughtfully, accurately, and efficiently. The right person takes pride in turning data into actionable recommendations, loves creating structure and efficiency, and has a real passion for helping clients navigate important financial decisions.

Responsibilities

• Running cash flow and retirement projections
• Analyzing tax planning opportunities
• Making sure every recommendation is implemented thoughtfully, accurately, and efficiently

Qualifications

• 5+ years of experience in wealth management or financial planning
• CFP® preferred or actively pursuing

Required Skills

• Takes pride in turning data into actionable recommendations
• Loves creating structure and efficiency
• Has a real passion for helping clients navigate important financial decisions
• Good computer skills- Word, Excel, plus other industry-specific software

Pay range and compensation package

• $70,000–$100,000 base salary plus discretionary bonus
• 5% 401(k) match, health/dental/vision, life and disability coverage
• 11 paid holidays + 18 days PTOFull-time, in-office
• Minneapolis, MN

Our team works hard, supports one another, and values family and life beyond work. If that resonates, I'd love to hear from you.

#WeAreHiring #FinancialPlanning #WealthManagement #FeeOnly #CFP