Stevens Foster Financial Advisors · 5 days ago
Client Account Manager (Financial Advisor)
Bloomington, Minnesota, United States
Full-time
Hybrid
Mid Level
$80K/yr - $90K/yr
3+ years expStevens Foster Financial Advisors is a firm focused on delivering integrated financial strategies. The Client Account Manager serves as the primary relationship manager, guiding clients through financial decision-making and ensuring a high-touch service experience.
AdviceFinancial ServicesRisk Management
Responsibilities
Build and maintain long-term client relationships through proactive communication, empathy, and trust
Develop a deep understanding of client goals, financial priorities, and personal circumstances
Serve as the central point of contact for client questions, planning needs, and follow-up items
Collaborate with Planning, Tax, and Investments to design comprehensive, personalized strategies for each client
Communicate client goals clearly to internal teams to support accurate and timely deliverables
Serve as the integration point across disciplines, ensuring a unified advisory approach
Lead client meetings, present strategies, and explain planning options and recommendations in a clear, approachable manner
Prepare clients for upcoming decisions and guide them through implementation steps
Ensure detailed documentation of meetings, actions, and decisions in Junxure
Manage cyclical workload with flexibility during peak periods including tax season, year-end planning, and annual reviews
Coordinate follow-through on tasks with CSAs, Planners, and Operations to ensure timely completion
Uphold confidentiality and protect sensitive client information at all times
Represent Stevens Foster with professionalism, integrity, and a commitment to high-quality service
Foster strong relationships with internal teams to support a collaborative advisory environment
Qualification
Required
3–5 years of experience in individual financial planning or a similar client-facing advisory role
Strong working knowledge of investments, executive benefits, retirement planning, and wealth management concepts
Familiarity with estate planning terminology and complex trust structures
Working knowledge of individual income tax planning
Proficiency with Microsoft Office and comfort learning CRM and financial systems
Excellent written and verbal communication skills with the ability to simplify complex strategies
Strong time management, organizational discipline, and follow-through
High emotional intelligence and relationship-building ability
Demonstrated integrity, sound judgment, and commitment to confidentiality
Commitment to ongoing professional development and certification
Preferred
Professional certifications (CFP®, CPA, Series 65) strongly preferred
Benefits
Medical (PPO and HSA options with 85% employer-paid employee coverage)
100% employer-paid dental for employees
Voluntary vision
Employer-funded HSA contributions
Company-paid life and disability insurance
Pre-tax FSA options
50% employer coverage of Minnesota Paid Family & Medical Leave (PFML) premiums
401(k) with up to a 5% employer match after one year of service
Company
Stevens Foster Financial Advisors
Stevens Foster Financial Advisors offers risk management, financial, estate, and tax planning services.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase