Relationship-Driven Financial Advisor (Hybrid)

Stevens Foster Financial Advisors; BLOOMINGTON (MN); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

PTO 18 days

Holidays + floating

Volunteer PTO

401(k) match

Medical/Dental/Vision

Life & Disability

PFML (MN)

Education reimbursement

Discounted advisory services

Job summary

Stevens Foster Financial Advisors in Bloomington, MN is seeking a Financial Advisor to act as primary relationship manager for clients, translating complex financial information into clear recommendations and coordinating across planning, tax, and investments.

You will lead client meetings, develop personalized strategies, and maintain high-touch service while managing cyclical workloads and ensuring confidentiality, with hybrid work arrangement.

Qualifications

• 3–5 years of experience in individual financial planning or a similar client facing advisory role.
• Strong working knowledge of investments, executive benefits, retirement planning, and wealth management concepts.
• Professional certifications (CFP®, CPA®, Series 65) strongly preferred.

Responsibilities

• Build and maintain long term client relationships through proactive communication, empathy, and trust.
• Develop a deep understanding of client goals, financial priorities, and personal circumstances.
• Serve as the central point of contact for client questions, planning needs, and follow up items.
• Maintain an ongoing understanding of clients’ evolving goals, priorities, and communication preferences over time.
• Collaborate with Financial Planning, Tax, and Investments to design comprehensive, personalized strategies for each client.
• Communicate client goals clearly to internal teams to support accurate and timely deliverables.
• Translate client context, priorities, and timing considerations into clear guidance for Financial Planning, Investment, and Tax teams to ensure strategies and deliverables meet the client’s current needs.
• Serve as the integration point across disciplines, ensuring a unified advisory approach.
• Lead client meetings, present strategies, and explain planning options and recommendations in a clear, approachable manner.
• Prepare clients for upcoming decisions and guide them through implementation steps.
• Ensure detailed documentation of meetings, actions, and decisions in AdvisorEngine/Junxure.
• Maintain ongoing awareness of clients’ comfort with risk, decision making preferences, and engagement style, adjusting communication and guidance as circumstances evolve.
• Manage cyclical workload with flexibility during peak periods including tax season, yearend planning, and annual reviews.
• Coordinate follow through on tasks with the team to ensure timely completion.
• Uphold confidentiality and protect sensitive client information at all times.
• Act as a consistent, trusted representative of Stevens Foster’s relationship centered advisory philosophy in all client and team interactions.
• Represent Stevens Foster with professionalism, integrity, and a commitment to high quality service.
• Foster strong relationships with internal teams to support a collaborative advisory environment.

Skills

Client relationship management

Investments knowledge

Communication

CFP

CPA

Series 65

Tax planning

Estate planning terminology

CRM

MS Office

Education

CFP®

CPA®

Series 65

Tools

CRM

Microsoft Office

Job description

Stevens Foster Financial Advisors in Bloomington, MN is seeking a Financial Advisor to act as primary relationship manager for clients, translating complex financial information into clear recommendations and coordinating across planning, tax, and investments.

You will lead client meetings, develop personalized strategies, and maintain high-touch service while managing cyclical workloads and ensuring confidentiality, with hybrid work arrangement.