Wealth Strategy & Client Relations Lead

EmergencyMD; Minneapolis (MN); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services company in Minneapolis is seeking a Wealth Strategist to shape the financial futures of clients. The role focuses on relationship management, providing tailored financial solutions, and ensuring compliance. Ideal candidates will have a Bachelor's degree and 5+ years of experience, with strong analytical and communication skills. This is a full-time position offering growth in a dynamic environment.

Qualifications

• 5+ years of experience in a relevant business environment.
• Proficiency in CRM software and financial analysis tools.
• Certifications such as JD, CPA, CFP, or CTFA preferred.

Responsibilities

• Manage client relationships and ensure high satisfaction.
• Provide personalized financial advice and strategies.
• Maintain regulatory compliance and resolve account issues.

Skills

Analytical skills

Problem-solving skills

Communication skills

Interpersonal skills

Customer-focused approach

Education

Bachelor's degree in Business, Accounting, or Finance

Tools

CRM software

Financial analysis tools

Job description

A leading financial services company in Minneapolis is seeking a Wealth Strategist to shape the financial futures of clients. The role focuses on relationship management, providing tailored financial solutions, and ensuring compliance. Ideal candidates will have a Bachelor's degree and 5+ years of experience, with strong analytical and communication skills. This is a full-time position offering growth in a dynamic environment.