Financial Planner

Rwa Wealth Partners Llc; Minneapolis (MN); On-site; USD 85,000 - 120,000; Full time

Job summary

RWA Wealth Partners, a boutique wealth management firm, seeks a Financial Planner to support Wealth Advisors in planning, delivery, and client engagement. You will help create and present financial plans, participate in client meetings, and work toward retaining clients and increasing wallet share.

The role emphasizes professional certifications (CFP, Series 65) and 4+ years of client-facing experience, with expertise in eMoney, Holistiplan, Excel and Salesforce.

Qualifications

• Bachelor’s Degree, Series 65, CFP designation or pursuing it.
• 4+ years’ experience working directly with clients.
• Strong customer service and communication skills.
• Proficiency in financial planning tools and software.

Responsibilities

• Create, present, update financial plans and coordinate meetings with Wealth Advisors.
• Assist with tax planning, insurance, equity compensation, and Social Security analysis.
• Contribute to knowledge sharing and best practices.
• Support onboarding and client meetings with Wealth Advisor.
• Identify opportunities to grow wallet share and respond to client needs.
• Demonstrate value via investment platform and planning tools.

Skills

Customer service

Communication

Emotional intelligence

Writing

Interpersonal skills

Education

Bachelor’s Degree, Series 65, CFP

Tools

eMoney

Holistiplan

Excel

PowerPoint

Word

Salesforce

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

FullTime Professional Minneapolis, MN, US

Organization

RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations.

Our team of professionals operates from six offices across the nation, serving over 6,000 clients and managing over $21 billion in assets.

We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners.

Role Overview

The ideal candidate will have a well-developed understanding of the wealth management industry and have a passion for financial planning and client engagement. The Financial Planner will provide support to Wealth Advisors in all aspects of relationship management including financial plan creation & delivery, driving client loyalty, managing escalations, and client retention.

The Financial Planning Team sets the industry standard for unparalleled financial planning expertise, innovation, and excellent client experiences.

Responsibilities

• The Financial Planner is a specialist, offering services, such as plan creation, plan presentation, plan updates, and meeting coordination, to the firm's Wealth Advisors.
• Assist clients with tax planning, and analysis in areas including insurance, equity compensation, and Social Security.
• Assists in contributing to our culture of knowledge sharing and best practice creation.
• Partner with the Wealth Advisor during the client onboarding experience, including participation in client meetings.
• Identify opportunities for increasing wallet share with clients. Anticipate client needs, recognize challenges, and provide swift, efficient solutions.
• Retain and demonstrate our value through understanding our investment platform, having a deep understanding and utilization of our financial planning tools, and utilizing the wealth services (estate planning review and tax preparation) offered by the firm.

Education, Experience and Qualifications

• Bachelor’s Degree, Series 65 license, and the CFP® designation (or actively pursuing).
• 4+ years’ experience working directly with clients.
• Excellent customer service, communication, emotional intelligence, writing and interpersonal skills.
• Excellent in-person and video call (e.g., Zoom) presentation skills.
• Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce
• Notable attention to detail, decision making skills, analytical prowess, and self-initiated follow through.

Compensation

The anticipated base salary range for this position is $85,000.00 - $120,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.

RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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