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 400 interesting, successful and appreciative clients with combined investment wealth approaching $1 billion.
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.
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.
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.
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 role will be to assist Associate and Senior Planners in analysis of retirement planning, investment planning, education planning, tax planning, estate planning and insurance needs for clients.
This role is not intended to be client-facing, but the Financial Planning Analyst will be offered the opportunity to participate in client meetings as deemed appropriate. This role will involve email and/or phone contact with clients.
This role has the opportunity to grow into either an advisor role or client service role.
We are seeking to grow our team by adding a Wealth Manager who has strong technical skills, client facing experience, and is confident leading client relationships utilizing a goals-based planning approach.
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 experience in financial planning, investments, tax planning, estate planning, and the technology that supports those fields.
We are seeking to grow our team by adding a Wealth Manager who has strong technical skills, client facing experience, and is confident leading client relationships utilizing a goals-based planning approach. This person will take over existing firm clients to help create capacity for the current team and will also be responsible for leading new client relationships coming into the firm.
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 that is comprised of or supported by experienced professionals, including Certified Financial Planners, a Chartered Financial Analyst, and Certified Public Accountants. This hire’s main roles will be to prepare client financial plans and recommendations, lead client relationships, and work with team members to ensure successful implementation of advice.
This is an excellent opportunity for an advisor with a commitment to high-end client service to join a growing and close-knit team with a unique client offering. There is a strong growth path in place for this individual as they progress within the firm. This role will be the best fit for a candidate looking to join a small team atmosphere where they can make significant contributions to the team and clients, while also being able to leverage the resources of other subject matter experts in the firm.
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.