Strategic Wealth Planner

Rwa Wealth Partners Llc; Minneapolis (MN); Presencial; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

RWA Wealth Partners, a boutique wealth management firm, seeks a Financial Planner to support Wealth Advisors in planning, delivery, and client engagement. You will help create and present financial plans, participate in client meetings, and work toward retaining clients and increasing wallet share.

The role emphasizes professional certifications (CFP, Series 65) and 4+ years of client-facing experience, with expertise in eMoney, Holistiplan, Excel and Salesforce.

Formación

• Bachelor’s Degree, Series 65, CFP designation or pursuing it.
• 4+ years’ experience working directly with clients.
• Strong customer service and communication skills.
• Proficiency in financial planning tools and software.

Responsabilidades

• Create, present, update financial plans and coordinate meetings with Wealth Advisors.
• Assist with tax planning, insurance, equity compensation, and Social Security analysis.
• Contribute to knowledge sharing and best practices.
• Support onboarding and client meetings with Wealth Advisor.
• Identify opportunities to grow wallet share and respond to client needs.
• Demonstrate value via investment platform and planning tools.

Conocimientos

Customer service

Communication

Emotional intelligence

Writing

Interpersonal skills

Educación

Bachelor’s Degree, Series 65, CFP

Herramientas

eMoney

Holistiplan

Excel

PowerPoint

Word

Salesforce

Descripción del empleo

RWA Wealth Partners, a boutique wealth management firm, seeks a Financial Planner to support Wealth Advisors in planning, delivery, and client engagement. You will help create and present financial plans, participate in client meetings, and work toward retaining clients and increasing wallet share.

The role emphasizes professional certifications (CFP, Series 65) and 4+ years of client-facing experience, with expertise in eMoney, Holistiplan, Excel and Salesforce.