Strategic Wealth & Planning Manager

Fiduciary Counselling, Inc.; Saint Paul (MN); On-site; USD 80,000 - 110,000; Full time

Job summary

A wealth management firm in Saint Paul, Minnesota is seeking a Financial Manager to coordinate comprehensive financial management for clients. The successful candidate will work closely with advisors to ensure seamless communication and execution of financial strategies. Candidates should possess at least 5 years of relevant experience and a bachelor's degree, along with advanced financial certifications. Proficiency in Microsoft Office and financial planning software is required for this role, which emphasizes collaboration and strategic planning.

Qualifications

• Minimum 5 years related experience in financial planning, accounting, or finance.
• Advanced certifications or credentials such as CFP, CPA, or CPWA.

Responsibilities

• Serve as primary coordinator of day-to-day financial management for assigned clients.
• Conduct ongoing review and analysis of clients’ financial positions.

Skills

Accountability & Execution

Communication

Critical Thinking & Problem-Solving

Decision Making & Judgment

Relationship Building & Collaboration

Empowerment & Delegation

Technical & Professional Expertise

Education

Bachelor's degree in finance, accounting, financial planning, business, or a related field

Tools

Microsoft Office

Financial planning software

Job description

A wealth management firm in Saint Paul, Minnesota is seeking a Financial Manager to coordinate comprehensive financial management for clients. The successful candidate will work closely with advisors to ensure seamless communication and execution of financial strategies. Candidates should possess at least 5 years of relevant experience and a bachelor's degree, along with advanced financial certifications. Proficiency in Microsoft Office and financial planning software is required for this role, which emphasizes collaboration and strategic planning.