Investment Consultant

About Allodium:

Allodium provides comprehensive wealth and fiduciary management 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 mostly 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 completely 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.allodium.com.

Job Purpose:

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

Responsibilities:

Investment Consulting & Service – 80%:

• Serve as primary Investment Consultant for assigned individual, family and organizational client relationships, delivering exceptional advice and service to achieve high client satisfaction.
• Serve as secondary Investment Consultant for assigned client relationships, helping primary Investment Consultant deliver exceptional advice and service in a team environment and serving as back up Investment Consultant when primary Investment Consultant 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 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 investment and financial plans using multiple software tools.

Qualifications:

Minimum:

• BA or BS degree in finance or related field.
• CFP® designation or passed CFP® exam with strong belief in comprehensive financial planning.
• 3+ years of experience serving as primary investment consultant for clients.
• 3+ 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 and eager to lean more.

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 (investment screening), MoneyGuidePro (financial planning), FinaMetrica (risk profiling), Black Diamond (performance reporting), Salesforce (CRM). Laserfiche (document management)
• NAPFA-registered financial advisor.
• Business development interest and experience with strong desire to help firm grow and prosper.

Salary & Benefits:

Starting position level and base salary commensurate with experience, qualifications and performance. Bonus opportunity is available. Competitive benefits include paid time off and medical, dental, vision, life and long-term disability insurance.

How To Apply:

Please submit the following items to kkaluza@allodium.com for consideration:

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

Allodium Investment Consultants is an Equal Opportunity Employer.