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Allodium Investment Consultants · 6 days ago

Wealth Advisor (CFP Required)

Minneapolis, MN

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Allodium Investment Consultants provides comprehensive wealth and fiduciary management services to help individuals and small organizations achieve their financial goals. They are seeking a full-time Wealth Advisor to assist senior advisors in delivering financial planning and investment consulting services to affluent clients.

ConsultingFinanceFinancial ServicesWealth Management

Hiring Manager

Tyler Chapman

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 execute portfolio rebalancing, 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 proposals using multiple software tools

Qualification

CFP® designationFinancial planningWealth managementClient service excellenceAnalytical skillsFi360 experienceMoneyGuideProMorningstarBlack DiamondWealthboxMicrosoft SuiteBusiness developmentInterpersonal skills

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

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

Unquestionable personal and business integrity

Preference for executing consistent service processes

Embraces team approach to advising and serving clients

Strong 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 fi360, MoneyGuidePro, Morningstar, Black Diamond, Wealthbox, Microsoft Suite including SharePoint, JumpAI, and/or similar industry software

NAPFA-registered financial advisor

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

Benefits

Paid time off

Medical, dental, vision, life and long-term disability insurance

401K with match

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