Associate Advisor, Wealth Strategies Group

5 months ago

Edina, United States Punch & Associates Investment Management, Inc. Full time

Punch & Associates is a Minneapolis-based, independent wealth and investment management firm serving a select number of institutions and families of substantial wealth. Our mission is to enable families and institutions to steward resources with clarity and purpose.


Founded in 2002, Punch & Associates is a nationally recognized, independent wealth management boutique with a strong history of delivering exceptional investment performance, highly customized wealth planning, and intimate client service. Our risk-averse investment philosophy is centered on preserving and growing our clients’ assets. Our team of seasoned professional advisors enables our clients to pursue their varied and rewarding life interests, both personal and professional. Our core values are to:


1. Aim past the target;

2. Demonstrate diligence and persistence in our work;

3. Display humility in our interactions;

4. Build our company for permanence; and

5. Maintain a fun place to work.


Responsibilities Include, but are not limited to:


  • Support all aspects of client and prospect plan presentations, including ensuring that all research and data gathering is complete, and presentation materials are prepared in a timely fashion.
  • Organize, prepare for, and participate in client meetings under supervision of senior advisors; assist in implementation of tailored financial strategies for high net worth individuals;
  • Enthusiastically take ownership of ongoing financial planning goals and tasks and assist clients, external allied advisors, and internal wealth strategies and investment management teams in achieving desired outcomes.
  • Learn and navigate firm’s investment strategies; implement client investment portfolio recommendations within the philosophy and guidelines of the firm’s management team.
  • Coordinate the involvement of third party experts (attorneys, accountants, etc.) to support and execute client financial, tax, and estate planning strategies.
  • Inspire client confidence through proactive communication, timely responses to client requests, and as a team member at client seminars and marketing events.


Qualifications:


  • Philosophical alignment with Punch’s investment and financial advising approach.
  • Confident interest in working with clients and developing a long-term career in wealth management.
  • Ability to operate in collaborative manner with clients and allied professionals; ability to work with other team members on multiple projects while consistently completing projects on time, efficiently, and with the highest quality.
  • Excellent communication and organizational skills.
  • Ability to think critically and creatively on a strategic level, taking initiative in problem-solving.
  • Desire to build beneficial relationships in appropriate community, business, and professional organizations.


Education, Skills and Experience:


  • Bachelor’s degree in finance or business and related experience.
  • Minimum of 2 years of wealth management and investment advisory experience desired.


Punch & Associates offers a competitive salary, people-first culture, and generous benefits package. Please submit a cover letter and resume to resumes@punchinvest.com

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