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.

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.

Responsibilities of Role

1. Prepare client financial plans using MoneyGuide Pro
2. Research specific planning topics
3. Coordinate information and data gathering between clients and advisors
4. Assist the Client Service team with service requests for respective clients
5. Analyze prospective client investment portfolios and prepare presentations of analysis
6. Help with onboarding new clients and other operational tasks/projects pertaining to implementing financial plans
7. Interact with custodial partners including Charles Schwab, Fidelity and TIAA
8. 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. Possession of or being on the path to obtain CFP® certification is desired, as would be a CPA license or CFA charter.
3. 0-5 years of experience or if you are an experienced professional with an interest in the technical side of financial planning.
4. Strong financial and analytical skills
5. Strong written and verbal communication skills
6. Self-starter, problem solver and goal-oriented team player with a ‘no job is beneath me’ attitude
7. Above average ability in time management and organizational skills
8. Excel and PowerPoint proficiency
9. Detail-oriented with a high degree of accuracy in work outputs.
10. A team player who will thrive in a smaller company environment.

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.

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.

Job Description

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.

Responsibilities

• Build and maintain client relationships as lead advisor and in partnerships with the Senior Wealth Managers
• Lead financial planning, investment advice, tax planning, and other elements of financial planning for clients
• Lead and participate in client meetings to communicate financial plans and recommendations and ensure that all action items and follow-up are executed and documented.
• Interact with Portfolio Managers, Tax Professionals, Analysts, CSAs, and other team members to appropriately delegate action items and ensure completion.
• Interact with clients’ outside professionals including tax professionals and estate attorneys

Requirements

• CFP® Certification required
• 6+ years of financial planning experience, including 2+ years of client-facing experience.
• Strong technical acumen in all financial planning disciplines
• Ability to take on lead advising responsibilities and work as a member of a client’s advising team.
• Excellent communication and client facing skills.
• Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
• Experience with CRM, financial planning software, and portfolio accounting software required.
• Transferrable clients are NOT required
• Ability to work in a team environment to help serve clients.