Job Information
Robert Half Wealth Management Advisor in Minneapolis, Minnesota
Description
Our client, a leading Registered Investment Advisory firm in the Twin Cities, is seeking a Wealth Management Advisor to join their team. In this role, you will provide personalized financial planning and investment management services to an established client base while collaborating with colleagues in a supportive and team-oriented environment. This position offers the opportunity to build strong client relationships and contribute to their financial success.
Responsibilities:
• Develop and implement customized financial plans covering areas such as retirement, investment strategies, cash flow management, tax planning, asset protection, and estate planning.
• Conduct detailed financial analyses tailored to individual client goals, values, and priorities.
• Prepare for and actively participate in client meetings, ensuring comprehensive follow-up and gradually assuming full management of client relationships.
• Lead client meetings independently, explaining complex financial concepts and strategies with clarity.
• Work closely with the Client Service Team to ensure seamless client support and service delivery.
• Build new client relationships by collaborating with community strategic partners.
• Contribute to the firm’s collective goals by fostering teamwork and supporting colleagues.
If you are interested in joining this leading Register Investment Advisory firm please contact Douglas Rickart on LinkedIn, call Doug at 612-804-2132 or apply through the link provided.
Requirements
• A minimum of 3 years of experience in financial planning or a related field.
• Strong knowledge of financial planning principles, including retirement and investment strategies.
• Proficiency in tax planning and strategies.
• Excellent client engagement and relationship management skills.
• Ability to explain complex financial concepts in an easy-to-understand manner.
• Commitment to providing exceptional service in a collaborative team environment.
• CFP preferred or desire to obtain.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
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