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    Financial Wealth Relationship Manager - Minneapolis, United States - Stevens Foster Financial Advisors

    Stevens Foster Financial Advisors
    Stevens Foster Financial Advisors Minneapolis, United States

    3 days ago

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    Description

    Job Description

    Job DescriptionSalary: $60, $100,000.00 per year

    Stevens Foster is a highly respected Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide fully integrated financial planning to high net worth and corporate clients.

    Summary:

    We are seeking a person to fill this position to be the primary connection between the client and our firm.

    Our relationship managers develop a trusting relationship with the client; understand and convey client goals and objectives; work with Stevens Foster team to design effective options to meet client goals; and personally convey those options to the client.

    Required skills and experience:

    The ideal candidate will have financial services experience and a basic understanding of areas of personal financial planning such as investing, executive benefits, estate planning, retirement planning and tax issues.

    Experience:

    • Financial planning for individuals: 3-5 years (Required)
    • Estate planning terminology
    • Basic individual tax knowledge

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Disability insurance
    • Health insurance
    • Health savings account
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • Monday to Friday
    • Hybrid opportunity after 6 months

    Supplemental pay types:

    • Bonus opportunities
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