Holistic Wealth Planner | Client-Focused & Strategic

Accredited Investors Wealth Management®; Edina (MN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Profit sharing

Paid time off

Job summary

Accredited Investors Wealth Management® is seeking a Wealth Manager to analyze planning strategies, develop client deliverables, and support data-driven financial plans within a collaborative team. The role emphasizes client relationships, thoughtful planning, and accurate reporting to guide decisions.

You will participate in meetings, translate discussions into data-driven analyses, and own the implementation of planning strategies while staying current on trends.

Qualifications

• Minimum of 3 years of professional financial planning experience.
• Career changers welcome: 8+ years in professional business settings.
• Bachelor’s degree in accounting, finance, economics, business, or related field.
• Proficiency with Microsoft Office, including Excel, Word and PowerPoint.

Responsibilities

• Identify and perform analysis of planning strategies, risks, and opportunities related to each component of Accredited Investors Wealth Management Index, including retirement, tax, estate, cash flow planning, asset protection.
• Develop client deliverables and reports in a timely, accurate, and informative manner.
• Participate and listen in client and planning meetings and translate discussions into a data collection and analysis plan.
• Own implementation of client planning strategies.
• Maintain ongoing relationships with clients and understand their unique circumstances.
• Stay current on tax planning trends and ensure planning tools remain cutting edge.

Skills

Financial planning

Client relations

Data analysis

Communication

Team collaboration

Education

Bachelor’s degree in accounting, finance, economics, business, or related field

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Accredited Investors Wealth Management® is seeking a Wealth Manager to analyze planning strategies, develop client deliverables, and support data-driven financial plans within a collaborative team. The role emphasizes client relationships, thoughtful planning, and accurate reporting to guide decisions.

You will participate in meetings, translate discussions into data-driven analyses, and own the implementation of planning strategies while staying current on trends.