Jr. Wealth Advisor

Bluespring Wealth Partners; Minneapolis (MN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Bonuses

Comprehensive benefits package

Job summary

Bluespring Wealth Partners is seeking a motivated Junior Wealth Advisor to join our client-centric advisory team in Minneapolis. You will support Wealth Advisors and Senior Wealth Advisors in delivering tailored financial solutions and client service, learning through collaboration, and contributing to planning and tax strategies.

The role emphasizes ongoing development, professional growth, and in-person collaboration with a dedicated team to help clients achieve financial well-being.

Qualifications

• Strong interpersonal and communication abilities to build client relationships.
• Analytical mindset for financial planning and tax considerations.
• CFP eligibility preferred; pursuing designations welcome.

Responsibilities

• Assist in building and maintaining trust-based relationships with clients under guidance of senior staff.
• Support Wealth Advisors in client meetings, take detailed notes, and ensure timely follow-up actions.
• Help develop comprehensive financial plans including retirement, investments, and tax planning.

Skills

Interpersonal skills

Communication skills

Analytical skills

CFP eligibility

Education

Bachelor's degree in finance, economics, business, or related field

Job description

Bluespring Wealth is a client-centric, Registered Investment Advisor dedicated to empowering our clients and team members to live with confidence, clarity, and peace of mind. We pride ourselves on building trusted, long-term relationships with our clients, delivering tailored solutions with integrity, transparency, and a commitment to their financial well-being.

Job Summary

We are seeking a motivated and detail-oriented Junior Wealth Advisor to join our team. This mid-level role offers hands-on experience in client service, financial planning, and tax strategies. You will support Wealth Advisors and Senior Wealth Advisors in delivering comprehensive financial solutions, building strong client relationships, and developing the skills needed to excel in a client-facing advisory role. This position emphasizes learning, collaboration, and a passion for helping clients achieve financial success.

Key Responsibilities

Client Relationship Support

• Assist in building and maintaining trust-based relationships with clients through professional, empathetic communication.
• Support Wealth Advisors and Senior Wealth Advisors in client meetings, taking detailed notes, and ensuring follow-up actions are completed promptly.
• Respond to client inquiries about account details, plan updates, or general financial questions under the guidance of senior advisors.
• Help prepare for client reviews by gathering financial data, updating records, and ensuring client materials are accurate and professional.

Financial and Tax Planning Support

• Assist in developing comprehensive financial plans, including retirement planning, investment allocation, tax planning, and cash flow analysis, under the supervision of senior planners.
• Collect and analyze client financial data (e.g., income, expenses, assets, liabilities) to support the creation of tailored financial strategies.
• Research tax-saving strategies and assist in preparing tax-related recommendations, such as optimizing deductions or retirement contributions.
• Support the implementation of financial plans by coordinating with clients and external professionals (e.g., CPAs, attorneys) as directed.

Client Education and Engagement

• Help educate clients on basic financial and tax concepts to enhance their understanding and confidence in their financial plans.
• Prepare client-facing materials, such as presentations or summaries, to clearly communicate financial strategies and recommendations.
• Assist in addressing client needs during life events (e.g., job changes, marriage) by providing support and resources under senior planner guidance.

Team Collaboration and Professional Development

• Work closely with our Wealth Advisors, Senior Wealth Advisors and Portfolio Management Group to learn best practices in client service and financial planning.
• Contribute to the firm’s client-centric culture by sharing feedback and ideas to improve service delivery.
• Actively pursue professional development, including studying for certifications like the CFP® or Series 65, with firm support.
• Participate in team meetings, training sessions, and firm initiatives to build knowledge and skills.

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field.
• Certified Financial Planner (CFP®) eligibility strongly preferred; candidates holding or pursuing other financial-related designations/licenses such as a CPA will be strongly considered.
• 2+ years of experience in financial planning, wealth management, or a client-facing advisory role.
• Exceptional interpersonal and communication skills, with a passion for building meaningful client relationships.
• Strong analytical skills
• Deep understanding of investment strategies, tax planning, retirement planning, and estate planning principles.
• Ability to work independently and collaboratively in a team-oriented environment.
• Commitment to fiduciary responsibility, ethical conduct, and client-first principles.

Why Join Us?

• Opportunity to make a meaningful impact on clients’ lives through personalized financial planning.
• Collaborative, supportive team environment with a focus on professional growth and development.
• Competitive salary, performance-based bonuses, and comprehensive benefits package (health, dental, vision, 401(k), etc.).
• A desire to work in-person with a phenomenal team of like-minded individuals.
• Access to cutting-edge tools, resources, and ongoing training to enhance your expertise.