Investment Consultant

About Allodium:

Allodium provides comprehensive financial planning and investment consulting services to help individuals, families and small organizations achieve their investment goals and simplify their financial lives. We launched Allodium to provide the very best financial advice and personal service to a limited number of clients in the Twin Cities area. We believe the best advice is completely objective and aligned with our clients’ best interests – without potential conflicts of interest. To this end, Allodium is a fee-only Registered Investment Advisor (RIA) that is independent from banks, brokerage firms, investment custodians, mutual fund companies and other financial service providers.

To learn more about Allodium, please visit our website at www.aicria.com.

Job Purpose:

Independently provide comprehensive financial planning, investment consulting and related service to affluent individuals, families and organizations.

Responsibilities:

1) Investment Consulting & Service:

• Serve as primary financial advisor and investment consultant for 50-75 assigned individual, family and organizational clients, delivering exceptional advice and service to achieve high client satisfaction.
• Serve as secondary advisor for 50+ client relationships, helping primary advisor deliver exceptional advice and service in a team environment and serving as back up advisor when primary advisor is unavailable.
• 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 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 and execute a variety of other projects, as assigned.
• Lead or serve as member of firm’s Client Service, Financial Planning and Investment Committees.

2) Business Development:

• Assist with intake process for new clients, including the preparation of investment proposals for prospective clients.
• Assist President & CEO with business development activities, as needed.

Qualifications:

Minimum:

• BA or BS degree in finance or related field.
• CFP designation with strong belief in the value of comprehensive financial planning.
• 5+ years of experience independently serving as investment consultant for clients.
• 5+ years of experience performing comprehensive financial planning for clients.
• Demonstrated excellence in client service.
• Unquestionable personal and business ethics and integrity.
• Preference for and proficiency with executing consistent advice and service processes.
• Excellent written and verbal communication skills.
• Pleasant, upbeat attitude with excellent interpersonal skills with clients and peers.
• Embraces team approach to advising and serving clients.
• Strong technical and analytical skills related to investment consulting and financial planning.
• Highly flexible with ability to work in changing environment.
• Highly proficient with Microsoft Office and other software applications.

Preferred:

• 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 online platform or similar tool.
• MoneyGuidePro, FinaMetrica and/or equivalent financial planning software.
• Working knowledge of Black Diamond performance reporting software or similar tool.
• CRM software like Salesforce.com.
• Electronic document management software like Laserfiche.
• NAPFA-registered advisor
• Business development experience with strong desire to help firm grow and prosper.

Salary & Benefits:

Base salary commensurate with experience, qualifications and performance. Bonus opportunity is available. Competitive benefits including paid time off and medical, dental, life and disability insurance.

Contact:

To apply, please submit the following items to info@aicria.com for consideration:

1. Brief letter of introduction.
2. Resume.
3. Minimum salary requirements.

Allodium Investment Consultants is an Equal Opportunity Employer.