Careers at PrairieView

PrairieView Partners was established to fulfill a purpose that was not, in our view, being adequately met in the marketplace. Individuals with net worth’s between $2 million and $15 million, our target market, have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination.

Providing highly personalized, unbiased, advice truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. The goal is to serve as the central point of communication for our clients—to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.

Our team of professionals is key to our success and maintaining our high client-retention rate. It is the mission of our firm to grow and develop highly motivated and competent staff by providing professionals the opportunity for growth and accomplishment, financial participation in firm success and an environment fostering team camaraderie and personal improvement. We have established career paths at all levels of our firm to provide unlimited opportunities for all members of the PrairieView team. Please send all inquiries to careers@prairieviewpartners.com

Tax Professional with Interest in Personal Financial Planning

PrairieView Partners, LLC, an established St. Paul-based “fee-only” financial planning and wealth management firm, and Irwin Schaffer, LLC, a commonly-owned Minnesota licensed CPA firm, seek an experienced tax professional who is interested in personal financial planning. The successful candidate will have five-plus years of experience preparing and reviewing individual tax returns, familiarity with fiduciary taxation and estate administration, and the ability to be responsible for tax returns that can be filed without substantial additional review.

The ideal person will be a CPA and/or tax attorney working at a senior level for a CPA firm, law firm, or trust company with experience consulting directly with mid-to-high net worth clients. We are seeking a talented tax professional to use his or her tax knowledge as a basis to provide cross-disciplinary financial advice which virtually always has a tax element. Although possessing the CFP® designation is desirable, we are willing to train someone with transferable skills with the intent that they will take the CFP® exam through the accelerated/challenge path for CPAs and lawyers. We envision that this position will be dedicated about half to tax compliance and planning and half to personal financial planning, including retirement planning, cash flow forecasting, distribution sourcing, executive compensation consulting, estate planning, and possibly even an investment advisory role for someone with that background and interest.

We are a collegial 14-person firm serving over 300 interesting and appreciative clients with investment wealth in excess of $650 million. Our clients come to us through client and professional referrals and we are not sales oriented. We are located in newly renovated modern offices on the 22nd floor of the Town Square Tower in the business center of downtown St. Paul. Compensation is competitive and commensurate with experience and we offer a full spectrum of benefits.   Please submit your resume and letter of interest by email to PrairieViewHire@gmail.com.

Client Service Coordinator

PrairieView Partners is a comprehensive, fee-only financial planning and investment firm located in downtown St. Paul.  Our team is committed to providing clients an integrated wealth planning experience with high-touch service. We seek a Client Service Coordinator to work closely with an established Client Service Team and assist with a variety of administrative and client-facing duties.

Are you looking for a challenging and rewarding position in a positive, supportive team environment?  Do you have top skills with a variety of software including Word, Excel and Outlook along with a drive for accuracy and exceptional customer service?  If you have a strong customer service and/or administrative background and seek a small and thriving team, we hope to hear from you!

This position is intended to be an on-site, public-facing role; there may be initial remote work available as we navigate our office protocols through the current health crisis.

Client Service Coordinator duties include:

  • Ensure an outstanding client service experience
  • Complete client transaction requests (wires, ACH, IRA distributions), tracking items to ensure accurate resolution
  • Onboard new clients, including training on portal and online account access
  • Assist with meeting preparation and follow up
  • Solve problems and provide accurate and timely follow up
  • Greet clients, maintaining a welcoming and professional atmosphere
  • Schedule client meetings and send appointment reminders
  • Review and confirm daily reporting numbers and daily alerts
  • Serve as a liaison for external vendors, third party authorities, and financial custodians
  • Update and ensure data accuracy in client database/CRM
  • Coordinate general office duties such as ordering supplies, client mailings, and maintaining office and kitchen areas
  • Assist with departmental special projects and other duties as assigned

Client Service Coordinator qualifications include:

  • Related undergraduate degree or 3 to 10+ years of commensurate administrative / customer service experience
  • Understanding of financial planning concepts and/or brokerage operations (various account types and purpose)
  • Solid verbal and written communication skills along with high accuracy and a team-player personality
  • Desire to play a role in process improvement via new technologies and concepts

Apply:

Affiliated with the established accounting firm Irwin Schaffer, PrairieView Partners offers a stable work environment, a highly competitive compensation plan, full benefits, and continuing education opportunities to assist with career growth. Salary commensurate with experience. Interested applicants please forward your resume along with a cover letter directly to kelly@prairieviewpartners.com. We will confirm receipt of your resume within 5 business days.