Investment Strategy Specialist

2 weeks ago

Minneapolis, Minnesota, United States Russell Tobin Full time

Job Overview

Position: Financial Planning Specialist

Location: Minneapolis, MN (Hybrid)

Employment Type: Full Time

Compensation Range: $60,000 to $80,000

Role Summary:

The Financial Planning Specialist will work closely with the Lead Advisor and Client Service Team to provide thorough financial planning and exceptional client service. This position is crucial for nurturing client relationships, preparing for meetings, and ensuring the effective implementation of financial strategies.

Key Responsibilities:

  • Financial Knowledge: Offer extensive expertise in areas such as retirement planning, tax considerations, risk management, and estate planning.
  • Meeting Preparation: Support all aspects of client meeting activities, including agenda preparation, documentation, follow-up communications, and financial assessments.
  • Client Relationship Development: Foster and sustain client relationships through effective communication and proactive engagement with client needs.
  • Regulatory Compliance: Ensure adherence to industry standards and regulations.
  • Operational Enhancements: Identify and implement improvements for operational efficiency through research and innovative strategies.
  • Client Onboarding and Service: Oversee the client onboarding process and deliver ongoing support, collaborating with team members and external partners as needed.
  • Collaborative Engagement: Maintain active communication with internal teams, clients, and external professionals to gather and manage client information.
  • Project Involvement: Participate in special projects as required, coordinating with external experts when necessary.

Required Skills:

  • Preferred Qualification: CFP designation or progress towards completion.
  • Experience: Minimum of 3 years in the financial services sector.
  • Technical Skills: Proficiency in Practifi, Tamarac, Outlook, and Excel is highly desirable.
  • Detail Orientation: Strong organizational capabilities, with excellent verbal and written communication skills.
  • Client Service Focus: Dedication to providing outstanding client service.
  • Team Collaboration and Multitasking: Ability to work effectively within a team, manage multiple tasks, and prioritize changing responsibilities.
  • Analytical Thinking: Proven ability to apply critical thinking skills to resolve complex issues.
  • Consistency and Structure: High level of attention to detail and consistency in work processes.
  • Communication Proficiency: Strong written and verbal communication skills, combined with excellent customer service and organizational abilities.
  • Analytical Skills: Strong financial and analytical capabilities essential for success in this role.

  • Investment Strategy Specialist

    1 week ago

    Minneapolis, Minnesota, United States Fricke Recruiting Full time

    Position: RIA Financial Advisor with Competitive Compensation PackageIndustry Overview: Financial Services & Wealth ManagementKey Qualifications:Strong Financial KnowledgeExpertise in Investment StrategiesProficient in Financial PlanningExceptional Client Negotiation & Communication SkillsStrategic Financial Planning and ImplementationAwareness of Market...

  • Product Specialist for Fixed Income Strategies

    2 weeks ago

    Minneapolis, Minnesota, United States WELLS FARGO BANK Full time

    About the Position:Wells Fargo is in search of a Product Specialist for the Fixed Income Strategies Team (FIST) within the Wealth & Investment Management (WIM) division. This role is crucial in supporting our Managed Solutions offerings.Key Responsibilities:Act as the representative for the Fixed Income Strategies Team (FIST) in engagements with Financial...

  • Merchandising Strategy Specialist

    1 week ago

    Minneapolis, Minnesota, United States Merchology Full time

    Merchandising Strategy | The art and science of crafting and delivering custom-branded merchandise and corporate gifts globally. Merchology stands as a premier eCommerce retailer specializing in B2B sales of co-branded merchandise, including apparel, headwear, drinkware, gifts, and accessories. We pride ourselves on being a family-owned, people-centric...

  • AVP of Alternative Investments

    2 weeks ago

    Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    AVP of Alternative Investments - Head of Private Debt Strategies | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We are dedicated to supporting our employees, customers, and communities through sustainable practices and innovative solutions.Key Responsibilities:Oversee the...

  • Media Strategy Specialist

    2 weeks ago

    Minneapolis, Minnesota, United States Collective Measures Full time

    Join the Team at Collective MeasuresCollective Measures is on the lookout for a committed Media Strategy Specialist to enhance our Brand Media division. In this pivotal role, you will be instrumental in crafting media approaches, overseeing campaigns, and refining performance across diverse channels.Core Responsibilities:Contribute to the formulation of...

  • Proposal Strategy Specialist

    2 weeks ago

    Minneapolis, Minnesota, United States Center for Energy and Environment Full time

    Position OverviewThe Center for Energy and Environment is in search of a Proposal Development Specialist. This role will report directly to the Director of Program and Business Development. As a Proposal Development Specialist, you will manage the proposal creation process from the release of the RFP to the award of the contract. You will collaborate closely...

  • AVP of Alternative Investments

    1 week ago

    Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    AVP of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We prioritize our employees by creating an environment where everyone can thrive and be recognized for their contributions. Our commitment extends to our customers through...

  • Vice President of Alternative Investments

    2 weeks ago

    Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Vice President of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We prioritize our employees' well-being, our customers' needs, and our community's health, all while committing to sustainability and social equity.Key...

  • Vice President of Alternative Investments

    1 week ago

    Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Vice President of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We prioritize the well-being of our employees, customers, and community through sustainable practices and equitable opportunities.Key Responsibilities:Oversee the...

  • Vice President of Alternative Investments

    1 week ago

    Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Vice President of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We are dedicated to supporting our employees, customers, and communities through innovative solutions and sustainable practices.Key Responsibilities:Oversee the...

  • Vice President of Alternative Investments

    2 weeks ago

    Minneapolis, Minnesota, United States Allianz Popular SL. Full time

    Vice President of Alternative Investments - Capital Markets & Sourcing | HybridAt Allianz Popular SL, our mission is to secure your future while fostering a culture of inclusivity and growth. We prioritize our employees' well-being, our customers' needs, and our community's development through sustainable practices and equitable initiatives.Key...

  • Bilingual Specialist in Product Marketing Strategies

    2 weeks ago

    Minneapolis, Minnesota, United States Thrivent Financial for Lutherans Full time

    Role OverviewAs a Bilingual Product Marketing Specialist, you will be instrumental in delivering expert knowledge on specific product lines to various stakeholders and key partners.Key ResponsibilitiesProvide in-depth subject matter expertise on product lines to ensure alignment with organizational goals.Assist in the planning and implementation of marketing...

  • Planner, Investment

    3 months ago

    Minneapolis, Minnesota, United States National Rural Electric Cooperative Association Full time

    Job DescriptionPlanner, Investment and Retirement Services - MN, WI, OH, MINRECA is a unique national trade association providing advocacy, financial services and business support services to over 900 consumer owned electric cooperatives across the country. NRECA employees are united by our mission, inclusive culture, collaborative workplace and commitment...

  • Mobile Crane Repair Specialist

    1 week ago

    Minneapolis, Minnesota, United States Talent Strategy Full time

    Exciting Career Opportunity - Heavy Equipment Maintenance TechnicianPosition: Heavy Equipment Maintenance Technician (Field or Shop)Location: Minneapolis, MNPay Range: $25-$38 per hourWorking Hours: 7am-6pm M-F, with potential for overtime and weekend hoursJoin our team at Talent Strategy as a Heavy Equipment Maintenance Technician, where you will play a...

  • Investment Analyst

    6 days ago

    Minneapolis, Minnesota, United States Allianz Full time

    About the RoleWe are seeking a highly skilled Investment Analyst - Alternative Assets to join our AIM Capital Markets & Sourcing team. As a key member of our team, you will be responsible for performing analysis, supporting research, and making allocation recommendations for fund and asset manager selection and oversight for alternative assets.Key...

  • Investment Relationship Manager

    1 week ago

    Minneapolis, Minnesota, United States CX Institutional LLC Full time

    Job OverviewObjective:As a key member of the Wealth Management Division, the Wealth Advisor is instrumental in fostering business growth, enhancing client experiences, and ensuring client loyalty. This position focuses on acquiring new households through effective management of a lead pipeline, utilizing various strategies such as educational seminars,...

  • Investment Consultant

    1 week ago

    Minneapolis, Minnesota, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement Group is a premier independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our personalized financial planning approach through our innovative Roundtable and UniFi processes, which surpass conventional methods. We...

  • Fixed Income Portfolio Management Specialist

    1 week ago

    Minneapolis, Minnesota, United States WELLS FARGO BANK Full time

    Position Overview:Wells Fargo is in search of a dedicated Product Specialist for the Fixed Income Strategies Team (FIST) within our Wealth & Investment Management division. This role is pivotal in enhancing our Managed Solutions offerings.Key Responsibilities:Act as the primary liaison for the Fixed Income Strategies Team (FIST) with Financial Advisors,...

  • Registered Investment Advisor

    2 weeks ago

    Minneapolis, Minnesota, United States Fricke Recruiting Full time

    Position Title: RIA Financial AdvisorIndustry Overview: Financial Services & Wealth ManagementKey Qualifications:Strong Financial AcumenExpertise in Investment StrategyProficient in Financial PlanningExceptional Client Negotiation & Communication SkillsStrategic Financial Planning and ExecutionIn-depth Market Trend KnowledgeClient Development & Service...

  • Investment Consultant

    2 weeks ago

    Minneapolis, Minnesota, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a premier independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our approach to personalized financial planning through our innovative Roundtable and UniFi processes, which transcend conventional methods. We...