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Financial Wealth Relationship Manager

Stevens Foster Financial Advisors
Bloomington, MN Full Time
POSTED ON 4/16/2024

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

Salary.com Estimation for Financial Wealth Relationship Manager in Bloomington, MN
$87,900 to $116,190
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