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Wealth Management Associate
Minneapolis, MN
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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


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