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Private Wealth Advisor

Employer
Waycrosse, Inc.
Location
Minneapolis, Minnesota
Salary
Competitive salary commensurate with experience and full benefit package
Closing date
Apr 16, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
10 or more years
CFP® Certification
Preferred

General Overview

The Advisor is responsible for providing comprehensive wealth management services to support the goals and aspirations of an assigned group of members. The Advisor is responsible for building cohesive and trusting relationships with members. Partnering with other Waycrosse departments you will provide the knowledge and expertise required to meet the needs of our clients.

Key Areas of Responsibility:

  • Provide comprehensive wealth management services
  • Client meeting preparation and presentations
  • Tax Planning
  • Financial Reporting
  • In partnership with the Insurance staff, provide comprehensive risk assessments to clients

Qualifications:

  • Bachelor's degree in Accounting, Finance or related field required
  • Master's degree in Business, Tax or Accounting preferred
  • 10+ years of experience in financial advisory, accounting, tax (individual and trust) or related field required
  • Must maintain a high level of confidentiality and sensitivity of information
  • Demonstrated interpersonal ability to build strong relationships both individually and with small groups, which includes presentations and responding to a variety of inquiries.

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