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Financial Planning Associate
Full Time 9 Months Ago
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Bluespring Wealth Partners is Hiring a Financial Planning Associate Near Minneapolis, MN

SUMMARY:

Vector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm managing over a billion dollars in assets. We are passionate about providing exceptional service to high net worth clients through comprehensive and objective financial wealth management.

We are looking for a relationship-driven associate for our Advanced Planning Team with specific emphasis on financial planning. This role consists of managing, gathering and analyzing client data, helping prepare preliminary financial plans and other client deliverables, and other practice management tasks.

You will report to our Senior Wealth Advisor while working with the Lead Advisor and our Client Service Team to provide a variety of planning and service needs to our clients.

RESPONSIBILITIES:

  • Must have in-depth understanding of retirement planning, tax issues, risk management, and estate planning.
  • Participate in all aspects of pre and post client meeting activities such as preparation of meeting agendas, paperwork as well as follow up meeting notes and performing financial analysis.
  • Take an active role in building client relationships by communicating in a positive and informative manner.
  • Follow rules and regulations in the securities industry.
  • Have an eye for opportunities to capture new efficiencies and research different approaches and processes.
  • Work with client and team members to manage the onboarding process along with ongoing client service.
  • Actively communicate with internal team members, clients, and outside vendors to obtain client information.
  • Participate in ad-hoc projects as assigned or delegated.
  • Coordinate planning implementation with outside professionals if necessary.

SKILLS:

  • Demonstrate an ability to work in a team environment.
  • Manage regular changing of priorities.
  • Strong financial and analytical skills.

EDUCATION AND EXPERIENCE:

  • 3 years of experience in the financial services industry
  • Previous knowledge of Junxure, Outlook, Excel are highly desired

CERTIFICATIONS:

  • CFP® designation preferred or in the process of completion

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more for full time employees.

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

  • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

Job Summary

JOB TYPE

Full Time

POST DATE

06/12/2022

EXPIRATION DATE

12/07/2022

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