Financial Planner: Drive Client Wealth & Planning

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

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.