Wealth Advisor - Hybrid: In-Office/Remote Client Planning

Allodium Investment Consultants LLC; Minneapolis (MN); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability insurance

401K with match opportunity

Job summary

A small employee-owned financial firm is seeking a full-time Wealth Advisor to support senior advisors and provide comprehensive financial planning and investment consulting services. The role requires a BA/BS degree in financial planning or related field, a CFP® designation, and at least 3 years of experience as a primary advisor. The firm offers competitive starting salary, bonuses, and benefits including medical, dental, and a 401K match. Located in Minneapolis with a hybrid work model.

Qualifications

• 3+ years as primary wealth advisor for clients required.
• Strong belief in comprehensive financial planning essential.
• Demonstrated excellence in client service is necessary.

Responsibilities

• Serve as primary or secondary Wealth Advisor for clients.
• Assess and monitor clients' financial situations.
• Plan and execute client service communications.

Skills

Client relationship management

Financial planning

Microsoft Office proficiency

Analytical skills

Communication skills

Education

BA or BS degree in financial planning or related field

CFP® designation or passed CFP® exam

Tools

MoneyGuidePro

Black Diamond software

CRM software like Wealthbox

Job description

A small employee-owned financial firm is seeking a full-time Wealth Advisor to support senior advisors and provide comprehensive financial planning and investment consulting services. The role requires a BA/BS degree in financial planning or related field, a CFP® designation, and at least 3 years of experience as a primary advisor. The firm offers competitive starting salary, bonuses, and benefits including medical, dental, and a 401K match. Located in Minneapolis with a hybrid work model.