Wealth Manager

Bond&Devick Wealth Partners, a fee-only, RIA firm located in the Minneapolis/St. Paul area, is growing and looking for an experienced (at least 5 years) individual, with their CFP® (CERTIFIED FINANCIAL PLANNER™) designation, to join our team. This position will immediately begin working with our clients and collaborating with our team to provide comprehensive financial planning. We offer an inclusive culture with career and personal growth opportunities to our employees who are committed to our clients, team, and values. Please reach out to me if you or someone you know is looking to join a team that balances work and life and treats each other and their clients like family.

Responsibilities

Client Responsibilities:

Deliver the Bond&Devick Client Experience

Deliver financial plan process

Respond to client questions

Conduct client meetings

Attend firm client and volunteer events

Team Responsibilities:

Work with Wealth Management and Operation Teams

Work with Advisors to collaborate and ensure consistency

Firm Responsibilities:

Understand and support the firm’s vision, mission, and strategy

Engage in teamwork and team building

Integrate into and support firm’s culture

Growth Responsibilities:

Support Partners by creating presentations and materials for business development meetings

Attend business development meetings with Partners and take responsibility for follow-up tasks

Help maintain and grow key business contacts

Conduct prospect meetings

Qualifications:

CERTIFIED FINANCIAL PLANNER

Bachelor's Degree

Minimum 5 years experience, RIA firm preferred

Skills Required:

Knowledge of the financial planning areas and process

Exceptional communication (written and verbal)

Focus on attention to detail

Client experience oriented

Minimum 5 years’ experience in wealth management, preferably with an RIA firm

Technology:

Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Knowledge of custodial platform (Schwab), portfolio management (Morningstar and Money Guide Pro), BNA Tax Software, client reporting (Black Diamond) and CRM (Redtail)

*(preferred platforms in parentheses)