Associate Financial Planner - Wealth Manager Track
St. Paul MN 55101 USA
BGM TruNorth Wealth Partners is a successful Financial Planning and Wealth Management firm with locations in St. Paul and Bloomington, Minnesota and Sacramento, California. Our passion is guiding critical life decisions by bringing value to clients where life and wealth intersect. Clients and employees of BGM TruNorth benefit from the internal expertise of our Wealth Management team and our highly qualified affiliated companies that include accounting and trust operations.
We seek an Associate Financial Planner to focus on financial planning and client service in support of our St. Paul, MN based team that serves 130+ clients and over $275 million in assets under management.
This is a career-track and growth-focused position well suited for a recent graduate with an interest in working with a highly motivated team in a Fee-only / Wealth Management environment.
Specific responsibilities include:
Financial Planning:
§ Prepare multi-scenario financial plans, outputting documents to printed handouts and PowerPoint presentations
§ Gather financial information and update client financial plans
§ Update net worth and financial planning models
§ Run portfolio performance reports
§ Review financial planning modeling assumptions and document client-specific planning strategies
§ Assist with firm-wide client service campaigns
§ Create and maintain new and current client data in financial planning software, CRM and EDM
Client Service Job Duties:
§ Handle client service requests, communication and correspondence via phone and email
§ Track communication and activities in CRM
§ Process and track items such as: required minimum distribution, quarterly estimated tax payment & bond/CD maturity
§ Review and resolve custodial alerts and maintain custodial paperwork
§ Obtain cost basis data and provide to custodians
Qualified candidates will have a Bachelor Degree in Financial Planning, Finance or other numbers-focused major along with internship or post-college work experience in a related field. Knowledge of fundamental Financial Planning strategies is required. Highly qualified candidates will possess attention to detail and the ability to communicate planning strategies along with the ability to manage time efficiently and prioritize tasks. This role is well suited to candidates interested in making an impact in the lives of others while working in an environment where constant improvement and striving for exceptionalism are daily aspirations. Intermediate computer skills including the proficient use of Microsoft Word, Excel and PowerPoint, required.
BGM TruNorth Wealth Partners offers competitive base compensation, and full benefits. Our culture stresses integrity, independence, listening, accountability, inquisitiveness and an industry passion to seek and share knowledge. For more information about our firm, visit our website: www.bgmtrunorth.com. To Apply: please forward your resume to our hiring resource, Red Seat: . Red Seat is not a recruiter or employment agency, but a contract HR company assisting us in the hiring process. For more information, call Red Seat direct at (651) 317‐9211. We will confirm receipt of your resume within two business days.