Wealth Advisor - Mentorship, Growth & Client Experience

Prairie View Wealth Partners; Sioux Falls (SD); Presencial; USD 90.000 - 135.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Mentorship from founders

Career growth path

CFP designation support

Descripción de la vacante

Prairie View Wealth Partners is a fee-only fiduciary wealth management firm serving high-net-worth clients. We value hospitality and integrate tax strategy with investments. This is our first hire, reporting to the founders.

You will build comprehensive financial plans, meet with clients, and keep the client experience organized and responsive. We welcome varied experience, with CFP progress considered a plus.

Formación

• Background in financial services or wealth management preferred.
• Willing to learn from clients and founders; take ownership.
• Excellent organizational skills and attention to detail.

Responsabilidades

• Build financial plans covering cash flow, retirement, tax, risk and estate planning.
• Participate in client meetings, analyze data, and nurture relationships over time.
• Prepare for meetings with data gathering, analysis, and materials.
• Document meeting notes in our CRM and track action items to completion.
• Help improve our technology stack, including planning software and portfolio tools.

Conocimientos

Attention to detail

Self-starter

Clear communicator

Tech-savvy

Hospitality mindset

Educación

CFP designation in progress

Herramientas

Planning software

CRM

Portfolio tools

Descripción del empleo

Prairie View Wealth Partners is a fee-only fiduciary wealth management firm serving high-net-worth clients. We value hospitality and integrate tax strategy with investments. This is our first hire, reporting to the founders.

You will build comprehensive financial plans, meet with clients, and keep the client experience organized and responsive. We welcome varied experience, with CFP progress considered a plus.