Associate Wealth Advisor UHNW (Minneapolis, MN)
Core
Associate Wealth Advisor supporting Senior Advisors in delivering comprehensive financial planning and investment management to ultra-high-net-worth families ($50M+).
Role type
Associate Wealth Advisor (Developmental IC)
Builds
Integrated financial plans, investment strategies, and client relationship growth for UHNW families
Domain
Wealth Management / Financial Planning
Required skills
Financial planning, Investment management, Client relationship building, Compliance knowledge, Financial analysis, Portfolio review
Preferred skills
Sales aptitude, Entrepreneurial spirit, Master's degree
Technologies
Financial planning software
Responsibilities
Prepare comprehensive financial plans reflecting client goals and circumstances, Collaborate with internal partners (portfolio management, tax, estate) to deliver integrated solutions, Anticipate Senior Advisor needs and manage pre/post-meeting deliverables, Build technical and relational capabilities with expectation of increased client ownership, Translate complex financial concepts into client-friendly materials, Ensure adherence to compliance and regulatory policies
Seniority
Associate (Developmental, supporting Senior)