Wealth Manager

Accredited Investors Wealth Management®; Edina (MN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Profit sharing

Paid time off

Job summary

Accredited Investors Wealth Management® is seeking a Wealth Manager to analyze planning strategies, develop client deliverables, and support data-driven financial plans within a collaborative team. The role emphasizes client relationships, thoughtful planning, and accurate reporting to guide decisions.

You will participate in meetings, translate discussions into data-driven analyses, and own the implementation of planning strategies while staying current on trends.

Qualifications

• Minimum of 3 years of professional financial planning experience.
• Career changers welcome: 8+ years in professional business settings.
• Bachelor’s degree in accounting, finance, economics, business, or related field.
• Proficiency with Microsoft Office, including Excel, Word and PowerPoint.

Responsibilities

• Identify and perform analysis of planning strategies, risks, and opportunities related to each component of Accredited Investors Wealth Management Index, including retirement, tax, estate, cash flow planning, asset protection.
• Develop client deliverables and reports in a timely, accurate, and informative manner.
• Participate and listen in client and planning meetings and translate discussions into a data collection and analysis plan.
• Own implementation of client planning strategies.
• Maintain ongoing relationships with clients and understand their unique circumstances.
• Stay current on tax planning trends and ensure planning tools remain cutting edge.

Skills

Financial planning

Client relations

Data analysis

Communication

Team collaboration

Education

Bachelor’s degree in accounting, finance, economics, business, or related field

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Accredited Investors Wealth Management® is currently seeking a client-focused, collaborative individual to join our wealth management team. The Wealth Manager role is responsible for identifying and performing analyses of planning strategies and ensuring client deliverables and reports are developed reflecting these strategies in a timely, accurate and useful manner. Individuals in this role are responsible for participating and listening carefully in client and planning meetings to capture data and completing the analysis on an ongoing basis. The Wealth Manager role is an opportunity to learn and refine the fundamentals of Accredited Investors’ model of wealth management within the supportive and mentoring environment of a team.

This role is dedicated to comprehensive wealth management and client relationship work. If your primary interest is in investment research, portfolio management, or security analysis, this position will not align with those career goals, as our investment management function is handled by another group within the firm. Additionally, this is not a sales role. Accredited Investors is a fee-only advisory firm. We do not sell products, receive commissions, or require business development as part of this position. Success in this role is measured by the quality of client relationships, strategic planning, and collaboration with colleagues.

Who We Are

We are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

Primary Responsibilities

• In collaboration with a Lead Wealth Manager, you will identify and perform analysis of planning strategies, risks, and opportunities related to each component of Accredited Investors Wealth Management Index ™, including retirement planning, tax planning, estate planning, cash flow planning, asset protection, etc.
• Develop client deliverables and reports in a timely, accurate, and informative manner.
• Participate and listen carefully in client and other planning meetings and translate the discussions into a plan for data collection and analysis to help drive financial planning efforts.
• Own implementation of client planning strategies.
• Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc.
• Proactively participate within a strategic planning area (i.e., tax planning), staying current on trends within the area and ensuring Accredited’s planning tools and philosophy remain cutting edge.

Who Will Be Successful

A successful candidate will be passionate about wealth management, continuous learning, and will have a keen eye for detail. You will also be a team player that demonstrates high competency in organization, adaptability, transparency, client focus, and effective technology use.

What You Offer

• Proven ability to balance a client-centric approach with Accredited’s team-based model.
• Strong relationship skills—able to build trust and engage clients, colleagues, and outside advisors.
• Skilled in analyzing complex financial and life scenarios and translating them into clear, creative solutions.
• Effective communicator and listener, comfortable working in a collaborative, matrix-structured environment.
• Highly organized with strong time management and follow-through; proven drive to consistently follow-through.
• Creative problem solver, eager to be a part of Accredited’s continuous improvement culture.
• Self-disciplined with commitment to quality, attention to detail and accuracy.
• Ability to receive and provide feedback in an effective way.
• Personable and approachable with a positive attitude.

Education and Experience

• Minimum of 3 years of professional financial planning experience required.
• Career Changers Welcome: Professionals with 8+ years of experience in a professional business setting who are passionate about financial planning and helping individuals spend their lives wisely are encouraged to apply (cover letter required for consideration).
• Bachelor’s degree in accounting, finance, economics, business, or a related field.
• Proficiency with Microsoft Office, including Excel, Word and PowerPoint

What We Offer

Accredited offers a competitive compensation and benefits package, including:

Core Benefits

• Medical, dental, and vision insurance
• Disability and life insurance
• 401(k) plan with generous employer contributions and match

Enhanced Benefits

• Adoption and fertility assistance
• Financial support for professional development and certifications
• Personal financial and investment planning services
• Charitable gift matching
• Marketplace-leading time-off allowance, including: PTO accrual beginning on your first paycheck, additional R&R days, paid volunteer time, and paid parental and grandparental leave
• Firm-wide profit sharing after one year of service

Workplace & Amenities

• Recently renovated, sustainably focused, beautifully appointed facility
• Fitness center and pickleball courts
• Outdoor patio and collaborative spaces
• State-of-the-art technology
• Thoughtfully designed collaboration spaces
• Electric vehicle charging stations
• Additional amenities that enhance our work environment

*Additional Compensation: Firm-Wide Profit Sharing*

In addition to base salary, this role is eligible for annual firm-wide profit sharing if the firm meets certain growth and profitability metrics.

Eligibility begins after one year of employment and is calculated as a percentage of an employee’s eligible base salary earnings paid by the firm during the calendar year. The maximum profit-sharing payout is up to 7.5% of eligible earnings through five years of service, increasing to up to 15% thereafter. Profit sharing is paid annually and is separate from base compensation.

Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.