Financial Planner

RWA Wealth Partners; Minneapolis, Saint Paul (MN, MN); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, and vision plans

Employer 401(k) contributions

Job summary

RWA Wealth Partners, a boutique wealth management firm, seeks a Financial Planner to support Wealth Advisors in financial plan creation, delivery, and client engagement. The role emphasizes relationship management, loyalty building, and proactive client service in a collaborative team.

The team delivers comprehensive planning, tax considerations, and holistic wealth services, with a base salary range and opportunities for discretionary bonuses and benefits.

Qualifications

• Bachelor’s Degree, Series 65 license, and the CFP designation (or actively pursuing).
• 4+ years’ experience directly with clients.
• Excellent customer service, communication, emotional intelligence, writing and interpersonal skills.
• Excellent in-person and video call (e.g., Zoom) presentation skills.

Responsibilities

• The Financial Planner supports Wealth Advisors in relationship management including plan creation and delivery.
• Drive client loyalty, manage escalations and client retention.
• Coordinate plan creation, presentation, updates and meetings with Wealth Advisors.
• Assist clients with tax planning and analysis in areas such as insurance, equity compensation, and Social Security.
• Partner with Wealth Advisor during client onboarding and participation in meetings.
• Identify opportunities to increase wallet share and anticipate client needs.
• Utilize investment platform and planning tools; leverage estate planning and tax services.

Skills

Customer service

Communication skills

Presentation skills

Interpersonal skills

Attention to detail

Analytical thinking

Relationship management

Education

Bachelor’s Degree

Series 65 license

CFP designation

Tools

eMoney

Holistiplan

Excel

PowerPoint

Word

Salesforce

Job description

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.

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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