Associate Wealth Advisor: Financial Planning & Tax Strategy

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

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,