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Financial Manager

Employer
Fiduciary Counselling, Inc.
Location
Saint Paul, Minnesota
Salary
Minimum $130,000 base salary (based on experience) plus bonus
Closing date
May 24, 2024

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required

Job Details

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES: 

Provides clear advice and recommendations as a financial planning expert. Communicates clearly and effectively with clients. 

Reviews and analyzes clients’ financial situation regularly and proposes tactical and/or strategic ideas to help clients meet their financial and related goals. 

Contributes to client meeting planning.  Oversees preparation of meeting materials. Attends most client meetings.  Manages execution of tasks resulting from client meeting. 

Monitors overall financial activity of assigned clients. Identifies and resolves client issues as they arise and, if necessary, brings issues to the attention of Client Advisor and other FCI staff as needed. Responsible for clients’ cash flow planning and makes recommendations as necessary.

Works with the Client Analysts and Operations Team to ensure completion of assigned work and transactions. 

Works with the Investment Department on clients’ investment planning; is knowledgeable regarding clients’ investment planning objectives. 

Works with the Tax, Trust, Estate, and Charitable Groups on clients’ estate, tax, and charitable planning and trust matters; is knowledgeable regarding clients’ financial and related objectives.

Works with clients and insurance brokers to ensure adequate and appropriate insurance coverage based on clients’ needs.

Completes special projects and participates in company initiatives as assigned.

EDUCATION AND EXPERIENCE:

Bachelor’s degree in financial planning, business, accounting, or finance preferred. Minimum 5 years related experience (financial planning preferred, accounting, finance) required. Advanced certifications or credentials held or working towards completing – CFP preferred. Ability to travel up to 25% of time. 

Company

Fiduciary Counselling, Inc. is a private financial services and registered investment advisor (RIA) company. We are located in St. Paul, MN and Tacoma, WA. We provide our private clients with a variety of services including financial planning, investments, tax compliance and tax planning, estate planning and estate administration, charitable administration, trust administration and more.

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