Trusted Private Wealth Advisor for High-Net-Worth Clients

CyberCoders

Minneapolis (MN)

On-site

USD 90,000 - 160,000

Full time

14 days+

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Job summary

CyberCoders is seeking an experienced Wealth Manager to provide comprehensive financial advice and portfolio management for high-net-worth individuals and families. You will build and maintain client relationships, develop tailored financial plans, manage investment strategies, and coordinate with tax, legal, and estate professionals to help clients achieve their long-term financial goals.

The role requires 3+ years in wealth management, relevant licenses or degrees, and strong communication,

Qualifications

Bachelor's degree in Finance, Economics, Business, or a related field.
MBA or Master’s in Finance preferred.
CFP designation preferred, JD or CPA.
Series 65 or equivalent registration preferred.
3+ years in wealth management or related advisory roles with a track record managing high-net-worth clients.
Expertise in portfolio construction, asset allocation and risk management across asset classes.
Excellent interpersonal and communication skills.
Strong analytical skills, attention to detail, and proficiency with planning software.

Responsibilities

Develop and maintain deep, trust-based relationships with individual and family clients.
Create and implement comprehensive financial plans covering investments, retirement planning, tax optimization, estate planning, and insurance needs.
Design and manage diversified investment portfolios, monitor performance, and adjust strategy as needed.
Provide ongoing advice, reviews, reports, and communicate portfolio changes to clients.
Coordinate with tax, legal, and estate professionals to deliver integrated wealth solutions.
Prospect, cultivate, and onboard new clients through networking and outreach.
Ensure compliance with regulatory requirements and complete documentation.