Are You Passionate About Financial Planning and Wealth Management?

Overview:

PrairieView Partners, LLC, is a steadily growing, downtown St. Paul-based, fee-only financial planning/wealth management firm with an affiliated CPA firm that provides comprehensive cash flow, investment, financial, tax, and estate planning consultation to individuals and families with a net worth of $2 million to $15 million. We are seeking to grow our team by adding an individual with interest in financial planning, investments, markets, and the technology that supports those fields.

Job Description:

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. This role is ideal for anyone with 0-5 years or experience or if you are an experienced professional with an interest in the technical side of financial planning. Possession of or being on the path to obtain CFP® certification is desired, as would be a CPA license or CFA charter. This role is not intended to be client-facing, but may involve email and/or phone contact with clients. The successful hire will have a strong academic background in the areas of business, economics, finance and/or investments, have an ability to learn quickly, have close attention to detail, work well with little supervision, and collaborate with other team members.

Our client process is unique in that every client works with a team of experienced professionals, including a Certified Financial Planner, an investment specialist, a Certified Public Accountant, and an estate-planning attorney. This hire’s main roles will be to prepare client financial plans, research specific planning topics, and coordinate information and data gathering. You will be expected to contribute to the full range of financial planning topics including retirement planning, investment planning, education planning, risk management, charitable planning, tax planning and estate planning.

Responsibilities of Role:

1. Assist Associate and Senior Planners in analysis of retirement planning, investment planning, education planning, tax planning, estate planning and insurance needs
2. Develop financial plans using Money Guide Pro
3. Create deliverables for client engagements
4. Participate in and coordinate internal planning and strategy meetings for clients
5. Assist in appropriate follow-up with clients as requested
6. Monitor clients’ financial situations with detail and accuracy to ensure clients’ financial plans and asset allocation are still on target
7. Analyze prospective client investment portfolios and prepare presentations of analysis
8. Help with onboarding new clients and other operational tasks/projects pertaining to implementing financial plans
9. Interact with custodial partners including Charles Schwab, TD Ameritrade, Fidelity, and TIAA
10. Utilize our investment technology suite including Tamarac Reporting and Tamarac Trading platforms

Desired Skills and Experience:

1. Bachelor’s Degree or equivalent experience in business, accounting, finance, economics or related field.
2. Obtained CFP® certification, preparing for the CFP® exam, or passed exam and need to meet work experience requirement
3. Strong financial and analytical skills
4. Strong written and verbal communication skills
5. Self-starter, problem solver and goal-oriented team player with a ‘no job is beneath me’ attitude
6. Must demonstrate well above average ability in time management and organizational skills
7. Must have general understanding and interest in investment topics such as capital markets, asset classes, asset allocation, diversification, taxation of investments, investment vehicles, etc.
8. Strong understanding of financial planning, i.e. disciplines of advice, difference between wealth management and money management, goal-based planning, etc.
9. High level of Excel and PowerPoint proficiency
10. Must be extremely detail oriented with a high degree of accuracy in work outputs.
11. Curious mindset and continuous learner
12. A self-starter who takes responsibility for his/her work
13. Impeccable ability to maintain confidentiality.
14. A team player who will thrive in a smaller company environment.
15. Ability to set priorities between a variety of tasks and a frequent heavy volume of work.

Who Should Apply

• If you are a driven, curious, detail oriented, and self-starting professional
• If you have a strong interest in financial planning
• If working in a fast-paced but friendly and collegial atmosphere is appealing to you
• If the opportunity to work with and learn from a team of CFP®s, CPAs and CFA Charterholders is appealing to you
• If you did your homework on our firm and what we do for our clients, and you want to join our team

Who Should Not Apply

• People looking first and foremost for a very structured experience and/or a big company name on their resume should move on.
• If you are not a good fit for working on a team that takes pride in the culture and the clients above all else, this opportunity is not a good fit. PrairieView Partners functions as a team from the owners on down.
• If you need to be told what to do every second of the day or if you are someone who cannot get his or her work done PrairieView Partners is not the place for you.
• If you are firing off your resume, cutting and pasting a cover letter to every available opportunity without fully understanding the brand, culture and team you want to work with, please move on. If you don’t take the time to learn as much as you can about us, we are not interested in taking time to learn about you.
• We are a small business that cannot get our hiring wrong – if you can’t be patient with our decision-making process, you will not make it through our interviews.

How To Apply

1. Learn about our firm at www.prairieviewpartners.com.
2. Please send your resume to careers@prairieviewpartners.com.
3. Please include a cover letter indicating why you are interested in this position and why you may be a good fit for our team.

Overview

PrairieView Partners, LLC is an established downtown St. Paul-based “fee-only” financial planning/wealth management firm serving over 350 interesting, successful and appreciative clients with combined investment wealth in excess of $800 million. 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 and those of Irwin Schaffer, LLC, an affiliated CPA firm.

Job Description

This can be a full-time position or full-time during tax season and part-time for the rest of the year. We are flexible about work location and hours, with both in-office and telecommuting options available. Currently, we are working mostly remotely but with the option to work in the office. Because of the nature of the job, this role will require an in-office presence at least 2 to 3 days a week during tax season.

Responsibilities of Role:

1. You will prepare 75 – 100 individual tax returns from February 15th through April 15th for mid to high net worth individuals. These returns have varying levels of complexity but the information is normally quite organized as we only prepare returns for investment management clients and we have access to all the investment related data. These returns will be reviewed and signed by a partner of the firm or senior CPA. 

2. Outside of the tax return preparation season, you will work with the firm’s partners and other tax professionals on a variety of on-going tax related matters, including trust and estate administration, tax projections, estimated taxes, property tax refunds, IRA distribution planning, charitable giving, IRS audits, amended tax returns, and tax planning. 

3. Working with the firm’s CPAs, you will manage the administrative aspects of the firm’s tax return preparation and planning function to ensure that the process runs smoothly and efficiently. This important role entails providing administrative support in connection with the preparation of 260-plus individual and trust tax returns. 

4. Working with a tax administrative assistant, you will handle file maintenance, flow of work coordination, tracking the status of returns on Excel, e-filing returns, updating tax software, billing, tax supply monitoring, and sending client notifications.  

5. You will also oversee one or two administrative employees in connection with printing and mailing tax organizers, logging in returns, copying data, assembling tax returns, mailing returns to clients, scanning returns and data, and related administrative tasks.

Desired Skills and Experience:

1. Proficiency with MS Office, including Excel is required.  

2. Knowledge of accounting, experience with the tax return preparation process within a CPA or tax preparation firm

3. Familiarity with CCH ProSystem (or similar) tax software and BNA tax planning software is helpful but is not required for someone with transferable skills.

Salary and Benefits

1. Competitive salary based on experience

2. Employer funded retirement plan

3. Quarterly profit participation program

4. A generous parking stipend

5. Ability to work remotely and in our downtown St. Paul office, located on the 22nd floor of the Town Square Tower  

How to Apply:

Email your resume and letter of interest to Tom@PrairieViewPartners.com. Please visit PrairieViewPartners.com to learn more about our organization.