Financial Planner Wealth Manager

Employer
Flourish Wealth Management
Location
Edina, Minnesota
Salary
$70,000 - $80,000
Posted
Nov 08, 2019
Closes
Dec 08, 2019
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Entry Level

Financial Planner/Wealth Manager

Flourish Wealth Management is an independent, fee-only, boutique wealth management firm located in Edina, Minnesota that provides hands-on expertise focused solely on the best interest of each client. We are looking for a Financial Planner/Wealth Manager to join our team. The Wealth Manager will work closely with the partners to prepare and deliver comprehensive financial plans to our clients.

Find out more about the company at flourishwealthmanagement.com

Responsibilities

  • Develop financial plans and proactive planning recommendations using Money Guide Pro, financial planning research, and critical thinking
  • Participate in the delivery of financial plans along side the Senior Partner with the plan to take over some client relationships over time
  • Integrate investment solutions as directed by our Director of Investments
  • Respond to client requests and work with an outsource partner who prepares paperwork and other client service duties
  • Coordinate client meeting scheduling, including in-person and video meetings
  • Assist where needed – we are a small team and we all wear multiple hats

Qualifications

  • 5 years experience in a wealth management, financial planning, or personal tax-related position
  • CFP is not required, but will be favored. We are also open to other financial advice licenses and tax-related licenses. Obtaining the CFP designation will be required of anyone who does not have it.
  • Excellent communication skills – a high level of interpersonal written and oral communication is required.
  • Excellent client service and relationship management skills
  • Empathy and high emotional intelligence in dealing with sensitive client issues
  • Attention to detail and team-player attitude
  • Experience with our custodian and software is not required, but will be a plus: Schwab, Salesforce, Money Guide Pro, Orion, BNA tax planning, Sharefile

Salary and Benefits

  • Starting salary for this position will be in the $70-80K range, based on experience
  • This position has immediate room for mentoring and growth, and there will be an opportunity for partnership for the right person down the road
  • 401(k) plan with employer contribution
  • Medical plan and Health Savings Account contribution
  • Employer paid long term disability coverage
  • PTO plus bonus holiday week
  • 9 paid company holidays
  • Paid professional dues, continuing education, conferences, and training
  • Paid time off for volunteer opportunities

The Process

Qualified candidates will be invited to schedule a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position), then an in-person interview. If there is mutual ground on which to move forward, candidates will be asked to take a Caliper assessment, and then a second in-person interview. Successful candidates must pass a background and credit check.



  • 5 years experience in a wealth management, financial planning, or personal tax-related position
  • CFP is not required, but will be favored. We are also open to other financial advice licenses and tax-related licenses. Obtaining the CFP designation will be required of anyone who does not have it.
  • Excellent communication skills – a high level of interpersonal written and oral communication is required.
  • Excellent client service and relationship management skills
  • Empathy and high emotional intelligence in dealing with sensitive client issues
  • Attention to detail and team-player attitude
  • Experience with our custodian and software is not required, but will be a plus: Schwab, Salesforce, Money Guide Pro, Orion, BNA tax planning, Sharefile