Wealth Management Associate

Location: Twin Cities, MN 

Our client, a mission-driven wealth management firm, is seeking a highly organized and detail-oriented Wealth Management Associate to join their team. The ideal candidate is passionate about community impact, highly attentive to detail, and able to thrive in a fast-paced environment.

Key Responsibilities:

• Provide exceptional service by onboarding new clients and managing ongoing client relationships.
• Serve as a point of contact for client inquiries on behalf of the advisor, determining the appropriate course of action.
• Offer concierge-level service to clients, managing communication preferences and keeping them updated on their financial plans and investment accounts.
• Utilize planning software to assist in building financial plans.
• Track and bring to completion all open client items, ensuring timely follow-through.
• Organize client meetings, prepare documentation, and maintain accurate client records.
• Maintain client files and database, keeping records updated with life events and changes.
• Manage and update Wealthbox CRM to ensure efficient client information management and seamless internal communication.
• Communicate as the liaison with the outsourced marketing team.
• Improve upon operational systems and create new processes as needed for optimal workflow.
• Liaise between the advisor, clients, and back-office team, proactively resolving issues, concerns, and requests.
• Uphold the firm's mission and community-focused values, engaging with initiatives that support these goals.

Qualifications:

• Bachelor's degree preferred
• Minimum of 5 years of experience in an administrative/ client service role within the wealth management industry
• Must live in the Twin Cities area
• Proficient in eMoney or comparable financial planning software; experience with Pershing/BNY Mellon custodian is a major plus
• Technical proficiency with strong knowledge in Excel
• Familiarity with annuities and related processes is a plus
• Strong organizational skills and attention to detail
• High emotional intelligence and relationship management skills 
• Excellent written and verbal communication skills
• Resourceful, proactive and process-driven with the ability to multi-task and manage multiple priorities
• Mission-driven with a passion for community impact and client care embodying the firm’s vision as a brand ambassador

Compensation & Benefits:

• Base Salary: $80,000 - $100,000 plus benefits and 401K plan 
• Work remotely within the Twin Cities area
• Competitive benefits package, including health and wellness options
• Opportunity to work in a mission-aligned firm that values community and client relationships
• Professional development and growth opportunities within the firm