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Allodium Investment Consultants · 2 days ago

Wealth Advisor

Minneapolis, MN

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $110K/yr

3+ years exp

Allodium Investment Consultants is a small employee-owned firm that provides comprehensive wealth and fiduciary management services. They are seeking a full-time Wealth Advisor to assist senior advisors in delivering financial planning and investment consulting services to affluent clients, while also managing client relationships and contributing to business development efforts.

ConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Serve as primary or secondary Wealth Advisor for assigned individual, family and organizational client relationships, delivering exceptional advice and service to achieve high client satisfaction

Assess and monitor each client’s financial situation, goals, risk tolerance, issues, etc. to provide comprehensive and tailored financial planning and investment advice, and proactively propose and/or portfolio rebalance suggestions, as needed

Assist with firm’s efforts to continually improve financial planning, investment consulting and client service processes

Help plan and execute client service communications and events like periodic newsletters, market commentaries, educational workshops, client recognition events, etc

Independently manage or assist with assigned projects related to client service, financial planning and investment consulting

Serve as member of firm’s Client Service, Financial Planning and Investment Committees

Assist with identifying and onboarding prospective new clients, including the preparation and presentation of financial plans and investment proposals using multiple software tools

Qualification

CFP® designationFinancial planningWealth managementMicrosoft OfficeCRM softwareClient service excellenceTeam approachCommunicationInterpersonal skillsAdaptability

Required

BA or BS degree in financial planning or related field

CFP® designation or passed CFP® exam with strong belief in comprehensive financial planning

3+ years of experience serving as primary wealth advisor for clients

3+ years of experience performing comprehensive financial planning for clients

Clean FINRA Broker Check history

Ability to work full-time 40-hour-per-week schedule Monday - Friday

Ability to work in Minneapolis office several days per week with remote work on other weekdays

Excellent written and verbal communication skills

Demonstrated excellence in client service

Pleasant, professional and friendly manner with excellent interpersonal skills with clients and peers

Highly proficient with Microsoft Office and other business software tools and eager to learn more

Unquestionable personal and business ethics and integrity

Preference for executing consistent advice and service processes

Embraces team approach to advising and serving clients

Strong technical and analytical skills related to wealth management and financial planning

Highly flexible with ability to easily adapt to changing environment

Preferred

Experience serving affluent clients with more complex financial situations

AIF designation and/or working knowledge of the Global Fiduciary Standards of Excellence developed by fi360

Experience with following websites and software: fi360 online platform or similar tool

MoneyGuidePro, Morningstar Risk Profiler and/or equivalent financial planning software

Working knowledge of Black Diamond performance reporting software or similar tool

CRM software like Wealthbox

Electronic document management software like Microsoft Sharepoint

NAPFA-registered financial advisor

Business development interest and experience with strong desire to help firm grow and prosper

Benefits

401(k)

401(k) matching

Dental insurance

Financial planning services

Flexible schedule

Health insurance

Health savings account

Life insurance

Matching gift program

Paid time off

Paid training

Parental leave

Professional development assistance

Referral program

Tuition reimbursement

Vision insurance

Company

Allodium Investment Consultants

Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors.

Founded in 2005

Minneapolis, Minnesota, USA

11-50 employees