We are seeking talented professionals to provide our clients with cross-disciplinary financial advice
Individuals with net worths between $2 million and $15 million have many needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While certain professionals can help with one or two of these areas, we are able to meet our clients’ needs by prioritizing three key values.
Provide highly personalized, unbiased advice across multiple disciplines is at the core of PrairieView Partner’s business philosophy.
Serve as the central point of communication for our clients so we can understand their situation and objectives.
Make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.
Our mission is to develop a highly motivated and competent staff. We provide ample opportunities for growth and accomplishment, financial participation in firm success, and professional development. Here are just a few of the ways we help our staff thrive and provide exceptional service.
Be part of a talented and tight knit team of financial professionals who support one another.
Receive competitive pay based on experience, along with exciting benefits to meet your needs.
Serve over 350 interesting and appreciative clients with investment wealth in excess of $800 million.
Work remotely and in our newly renovated offices on the 22nd floor of the Town Square Tower in the business center of downtown St. Paul.
Apply your knowledge and strengthen your skills across multiple financial disciplines.
Explore opportunities to work with our team.
We are seeking to grow our team by adding a Financial Planning Analyst who is knowledgeable about and interested in financial planning and the financial planning process.
We are seeking a tax professional with three-plus years relevant experience to serve as a tax preparer and tax administration coordinator to serve the needs of our clients.
Are you ready for a rewarding role in tax preparation, financial planning, and wealth advising, but don’t see a specific position that fits what you are looking for? Fill out the short form below, attach a cover letter and/or resume, and we’ll get back to you soon.