Accredited Investors Wealth Management® · 6 days ago
Wealth Manager
Edina, MN
Full-time
Onsite
Mid, Senior Level
$75K/yr - $122K/yr
3+ years expAccredited Investors Wealth Management® is a fee-only advisory firm dedicated to providing exceptional wealth management services. The Wealth Manager role focuses on analyzing planning strategies and ensuring timely, accurate client deliverables while fostering strong client relationships and collaboration within the team.
ConsultingFinanceFinancial ServicesWealth Management
Hiring Manager
Nicole Aristi
Responsibilities
In collaboration with a Lead Wealth Manager, you will identify and perform analysis of planning strategies, risks, and opportunities related to each component of Accredited Investors Wealth Management Index ™, including retirement planning, tax planning, estate planning, cash flow planning, asset protection, etc
Develop client deliverables and reports in a timely, accurate, and informative manner
Participate and listen carefully in client and other planning meetings and translate the discussions into a plan for data collection and analysis to help drive financial planning efforts
Own implementation of client planning strategies
Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc
Proactively participate within a strategic planning area (i.e., tax planning), staying current on trends within the area and ensuring Accredited’s planning tools and philosophy remain cutting edge
Qualification
Required
Minimum of 3 years of professional financial planning experience required
Bachelor's degree in accounting, finance, economics, business, or a related field
CERTIFIED FINANCIAL PLANNING™ certification (or on track)
Proficiency with Microsoft Office, including Excel, Word and PowerPoint
Proven ability to balance a client-centric approach with Accredited's team-based model
Strong relationship skills—able to build trust and engage clients, colleagues, and outside advisors
Skilled in analyzing complex financial and life scenarios and translating them into clear, creative solutions
Effective communicator and listener, comfortable working in a collaborative, matrix-structured environment
Highly organized with strong time management and follow-through; proven drive to consistently follow-through
Creative problem solver, eager to be a part of Accredited's continuous improvement culture
Self-disciplined with commitment to quality, attention to detail and accuracy
Ability to receive and provide feedback in an effective way
Personable and approachable with a positive attitude
Preferred
Career Changers Welcome: Professionals with 8+ years of experience in a professional business setting who are passionate about financial planning and helping individuals spend their lives wisely are encouraged to apply
Benefits
Medical, dental, and vision insurance
Disability and life insurance
401(k) plan with generous employer contributions and match
Pet insurance
Adoption and fertility assistance
Financial support for professional development and certifications
Personal financial and investment planning services
Charitable gift matching
Marketplace-leading time-off allowance, including: PTO accrual beginning on your first paycheck, additional R&R days, paid volunteer time, and paid parental and grandparental leave
Firm-wide profit sharing after one year of service
Company
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® offers tailored financial planning services most applicable to those with investment portfolios greater than $3 million.
51-200 employees
H1B Sponsorship
Accredited Investors Wealth Management® has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
R
Ross Levin
Founder & Shareholder
W
Wil Heupel
Founder & Shareholder
Recent News
2026-01-14
2025-12-18
Company data provided by crunchbase