Associate Wealth Advisor

2 weeks ago

Eden Prairie, United States Brown Wealth Management Full time

We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals.

 

Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning environment. We value our employees, and we take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of a superior quality of services based on a foundation of honesty, integrity, and ethical treatment.

 

We are currently seeking an Associate Wealth Advisor who is familiar with the financial planning and investment management process and is dedicated to helping take our company to the next level. This position requires a goal-oriented, self-motivated, and professional person. The primary responsibility will be to provide technical financial planning and investment management work, either under the management of higher-level professionals or on their own. They usually work with other professional planners in the firm and are under the supervision of a Lead Wealth Advisor and/or Senior Wealth Advisor and have decision making abilities on client plans, investment processes and procedures, operational processes and procedures and client affairs. 

 

General Responsibilities:

 

  • Work with clients to analyze, research, and implement solutions in their individual financial situations and provide operational support as needed.
  • Support the Advisor team on plan and investment delivery of the Brown Wealth Management Client Experience.
  • Demonstrate excellent people skills by being confident in the delivery of advice to clients via conference call or face-to-face meetings—excellent verbal and non-verbal communication a necessity. 
  • Always maintain high ethical standards/confidentiality.
  • Prepare, coordinate, and follow through on any needed communication with new or existing clients.
  • Continuously monitor clients’ financial situations with detail and accuracy with the ability to look at the big strategic financial picture.
  • Dedicated to networking, continued education, and establishing expert relationships with strategic partners in our community.

 

Qualifications:

 

  • Professional and knowledgeable demeanor.
  • Be enthusiastic about financial planning.
  • Bachelor’s degree, required.
  • Series 65, preferred.
  • Have completed, or almost completed, the Certified Financial Planning coursework
  • Proficient knowledge of and experience in the securities industry, regulations, financial planning and investment management.
  • Strong verbal and written communication skills.
  • Strong persuasive and interpersonal skills.
  • Ability to identify, meet and follow through with client’s needs and requirements.
  • Must be a self-starter and a problem solver.
  • Must interact effectively with office staff and be a goal-oriented team player.
  • Strong attention to detail.
  • Must demonstrate excellence in organizational and time management skills.
  • Able to perform multiple tasks efficiently and accurately.
  • Be able to meet deadlines and deal with the stress of market fluctuations.
  • Exceptional phone and client service skills, positive and upbeat attitude at all times.


Benefits:

 

  • Salary with incentive performance-based pay program
  • Career track available with opportunities for advancement
  • Health insurance
  • 401(K) Retirement plan
  • Paid holidays and vacation accrued based on flex time
  • Mentorship and learning opportunities
  • Paid membership fees for industry associations, conference attendance, and continuing education workshops
  • Great working environment with professional growth opportunities


We are an equal-opportunity employer. Selected candidates may be required to pass a drug test and background check.

  • Associate Wealth Advisor

    1 day ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Associate Wealth Advisor

    1 week ago

    Eden Prairie, United States Brown Wealth Management Full time

    We are a well-established financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. Our employees are as important as our clients, and we work to provide both with a great atmosphere and learning...

  • Wealth Management Associate

    4 weeks ago

    Eden Prairie, United States Boulay Full time

    Job DescriptionJob DescriptionWe are currently seeking a talented and enthusiastic individual to join our Wealth Management Department. Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial. Our Associates provide direct assistance to a team of about 40 people and get...

  • Wealth Management Associate

    1 week ago

    Eden Prairie, United States Boulay Full time

    Job DescriptionJob DescriptionWe are currently seeking a talented and enthusiastic individual to join our Wealth Management Department. Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial. Our Associates provide direct assistance to a team of about 40 people and get...

  • Wealth Management Associate

    4 weeks ago

    Eden Prairie, Minnesota, United States Boulay Full time

    We are currently seeking a talented and enthusiastic individual to join our Wealth Management Department. Boulay Financial Advisors provide clients with holistic and integrated tax, estate, investment and wealth advice to simplify the financial. Our Associates provide direct assistance to a team of about 40 people and get hands-on client experience. Learn...

  • Senior Wealth Manager

    1 month ago

    Eden Prairie, United States Boulay Full time

    Job DescriptionJob DescriptionWe are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking for!The Senior Wealth Manager leads client relationships and is an...

  • Senior Wealth Manager

    3 weeks ago

    Eden Prairie, Minnesota, United States Boulay Full time

    We are currently seeking a talented, enthusiastic individual to join our Wealth Management Team in our Eden Prairie, MN office. Are you an adaptable individual who enjoys a fast-paced environment that looks different daily? You could be the person we are looking for! The Senior Wealth Manager leads client relationships and is an experienced advisor at the...

  • Customer Experience Specialist

    3 weeks ago

    Eden Prairie, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Full Time Entry Level Store Associates The Best Buy Advisor engages customers using relationship skills and inspires them to see what's possible with technology. In addition, they build quality relationships with customers and...

  • Outlet Customer Experience Specialist, Advisor

    5 days ago

    Eden Prairie, United States Best Buy Full time

    **Outlet Customer Experience Specialist, Advisor - Job Details** **Outlet Customer Experience Specialist, Advisor** Share Job **Overview** Part Time Entry Level Store Associates The Sales Consultant Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will...

  • Accounting Advisory Associate

    7 days ago

    Eden Prairie, United States Boulay Full time

    Job DescriptionJob DescriptionThis position would ideally start in September 2024. We are currently seeking a talented and enthusiastic individual to join our Accounting Advisory Department. This team works with small-to mid-sized businesses by integrating business and owner strategies, so clients understand their impact on future success. Our professionals...

  • Estimator - Skilled

    1 week ago

    Eden Prairie, United States Parallel Technologies Full time

    Apply Job Type Full-time Description At Parallel Technologies, we are pioneers in innovation, dedicated to empowering people through intelligent building design. Founded on the principles of curiosity, integrity, and excellence, we continually push the boundaries to deliver exceptional solutions that exceed client expectations. Parallel Technologies is...

  • Academic Advisor II

    4 days ago

    Prairie View, Kansas, United States Prairie View A&M University Full time

    Job TitleAcademic Advisor II - 17 positions available.AgencyPrairie View A&M UniversityDepartmentUniversity College - Academic AdvisingProposed Minimum Salary$4,166.67 monthlyJob LocationPrairie View, TexasJob TypeStaffJob DescriptionThe Academic Advisor II, Complies with all state, system, and university policies, regulations, rules, procedures, guidelines,...

  • Mechanical Engineer

    2 weeks ago

    Eden Prairie, United States IPAMS Full time

    REMINDER: WE WILL ONLY RESPOND TO YOU IF YOUR CURRENT EXPERIENCE, INDUSTRY AND QUALIFICATIONS MATCH THE REQUIREMENTS OF OUR PRINCIPALS/EMPLOYERS Qualifications: Bachelor's degrees of Mechanical Engineering. Minimum 3-5 years of experience in the related position Must have good knowledge of equipment maintenance drawings, repair procedures. GCC experiences...

  • Accounting Advisory Associate

    1 week ago

    Eden Prairie, Minnesota, United States Boulay Full time

    This position would ideally start in September 2024. We are currently seeking a talented and enthusiastic individual to join our Accounting Advisory Department.  This team works with small-to mid-sized businesses by integrating business and owner strategies, so clients understand their impact on future success. Our professionals provide preparation of...

  • Academic Advisor II

    3 days ago

    Prairie View, United States Prairie View A&M University Full time

    Job Title Academic Advisor II - 17 positions available.Agency Prairie View A&M UniversityDepartment University College - Academic AdvisingProposed Minimum Salary $4,166.67 monthlyJob Location Prairie View, TexasJob Type StaffJob Description The Academic Advisor II, Complies with all state, system, and university policies, regulations, rules,...

  • Business Development Manager

    1 month ago

    Grand Prairie, United States BlueTeam Full time

    Job DescriptionJob DescriptionBusiness Development Manager - Private Sector – BlueTeamWe are…BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and our clients are the world’s premier commercial portfolio owners and operators.We are a turnkey provider for...