Junior Wealth Advisor — CFP Path & Client Impact

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 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.