Allodium seeks a full-time Wealth Advisor who is prepared to help more senior Wealth Advisors provide comprehensive financial planning, investment consulting and related wealth management services to affluent individuals, families and organizations. The ideal candidate will join us with the knowledge, experience, skills and desire required to independently serve smaller clients with minimal training.

RESPONSIBILITIES:

Wealth Advisor & Service Support – 80%:

• Serve as primary or secondary Wealth Advisor for assigned individual, family and organizational client relationships, delivering exceptional advice and service to achieve high client satisfaction.
• Assess and monitor each client’s financial situation, goals, risk tolerance, issues, etc. to provide comprehensive and tailored financial planning and investment advice, and proactively propose and/or portfolio rebalance suggestions, as needed.
• Assist with firm’s efforts to continually improve financial planning, investment consulting and client service processes.
• Help plan and execute client service communications and events like periodic newsletters, market commentaries, educational workshops, client recognition events, etc.
• Independently manage or assist with assigned projects related to client service, financial planning and investment consulting.
• Serve as member of firm’s Client Service, Financial Planning and Investment Committees.

Business Development – 20%:

• Assist with identifying and onboarding prospective new clients, including the preparation and presentation of financial plans and investment proposals using multiple software tools.

MINIMUM QUALIFICATIONS:

• BA or BS degree in financial planning or related field.
• CFP® designation or passed CFP® exam with strong belief in comprehensive financial planning.
• 3+ years of experience serving as primary wealth advisor for clients.
• 3+ years of experience performing comprehensive financial planning for clients.
• Clean FINRA Broker Check history.
• Ability to work full-time 40-hour-per-week schedule Monday - Friday.
• Ability to work in Minneapolis office several days per week with remote work on other weekdays.
• Excellent written and verbal communication skills.
• Demonstrated excellence in client service.
• Pleasant, professional and friendly manner with excellent interpersonal skills with clients and peers.
• Highly proficient with Microsoft Office and other business software tools and eager to learn more.
• Unquestionable personal and business ethics and integrity.
• Preference for executing consistent advice and service processes.
• Embraces team approach to advising and serving clients.
• Strong technical and analytical skills related to wealth management and financial planning.
• Highly flexible with ability to easily adapt to changing environment.

OTHER:

• Experience serving affluent clients with more complex financial situations.
• AIF designation and/or working knowledge of the Global Fiduciary Standards of Excellence developed by fi360.
• Experience with following websites and software: fi360 or similar tool, MoneyGuidePro, Morningstar Risk Profiler and/or equivalent financial planning software, Black Diamond performance reporting, Wealthbox CRM, Microsoft Office suite (including SharePoint).
• NAPFA-registered financial advisor.
• Business development interest and experience with strong desire to help firm grow and prosper.