Associate Wealth Advisor

Pitzl Financial; Saint Paul (MN); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a dynamic and growing firm as an Associate Wealth Advisor, where you'll collaborate closely with experienced Principals to enhance client financial success. This entry-level role offers a unique opportunity to develop skills in financial planning while managing essential tasks like database organization, client meeting preparations, and investment trading. With no business development responsibilities, you can focus on delivering exceptional service and support. If you're looking for a place to grow your career in finance while contributing to a team-oriented environment, this position is perfect for you!

Qualifications

• Entry-level position requiring familiarity with financial planning applications.
• Proficiency in Microsoft Office and strong time management skills.

Responsibilities

• Assist Principals with database management and client meeting preparations.
• Ensure timely follow-through on client tasks and investment allocations.

Skills

Time Management

Adaptability

Confidentiality

Tools

Junxure

Orion

Money Guide

Planner CS

Wealth Access

Microsoft Office Suite

Job description

Pitzl Financial Greater Minneapolis-St. Paul Area

The Associate Wealth Advisor will work directly with the firm’s Principals in developing tools, processes, and recommendations that aid our clients’ pursuit of financial success.

The primary function of the associate wealth advisor is to assume responsibility for many of the job functions currently being handled by the Principals. This includes, but is not limited to, database management and organization, preparation for and follow-up after client meetings, investment allocations and trading, interaction with our allied professionals (attorneys, CPA’s, insurance agents) to provide and gather information, and to ensure timely and accurate follow-through on client “to-do’s.”

This position does not have business development requirements.

There is tremendous upside in this role, as we are a young and growing firm.

Qualifications

• Familiarity with financial planning applications (Junxure, Orion, Money Guide, Planner CS, Wealth Access) preferred
• Proficiency with Microsoft Office suite (Word, Excel, PowerPoint)
• Ability to manage time effectively with multiple projects and deadlines
• Ability to work independently and adapt/innovate without explicit instructions
• A commitment to confidentiality and a fiduciary duty of care

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales