Stevens Foster Financial Advisors—serving Twin Cities clients since 1988—is seeking a detail-oriented. Client Service Associate. to support our advisors, planners, and operations teams. This role plays a key part in delivering a smooth, accurate, and high-touch client experience by managing account operations, documentation, money movement, meeting preparation, and general client service workflows. If you enjoy helping clients feel supported, kee...
The. Tax Administrator. provides operational, administrative, and workflow support to the Tax and Client Service teams at Stevens Foster. This role supports tax-season processing, organizes and tracks client information, prepares and distributes tax organizers, handles e-filing and tax correspondence, and supports year-round documentation needs. The position plays a vital role in ensuring accurate records, timely filings, and consistent communica...
Stevens Foster Financial Advisors is seeking an experienced. Business Development Executive. to lead new client acquisition and represent the firm in the Twin Cities market. This role focuses on building relationships with executives, high-net-worth families, and professional referral partners while introducing them to our integrated planning, tax, and investment model. This is a strategic, relationship-centered role—not high-volume sales. You’ll...
About Stevens Foster. Stevens Foster Financial Advisors is a Bloomington-based wealth management firm offering comprehensive financial planning, investment, and tax services to high-net-worth individuals and corporate executives. Since 1988, we’ve built our reputation on delivering thoughtful, integrated advice that helps clients manage complex financial lives. The Opportunity. We’re seeking a Business Development Executive to lead new client gro...
About Stevens Foster. Stevens Foster Financial Advisors is a Bloomington-based wealth management firm offering comprehensive financial planning, investment, and tax services to high-net-worth individuals and corporate executives. Since 1988, we’ve built our reputation on delivering thoughtful, integrated advice that helps clients manage complex financial lives. The Opportunity. We’re looking for a Senior Tax Advisor to join our collaborative team...
