Wealth Management Assistant

Accredited Investors Wealth Management® is seeking a talented full-time Wealth Management Assistant to primarily support a team of Wealth Managers within an industry-leading and nationally recognized wealth management firm. The Wealth Management Assistant will be accountable for scheduling internal and external meetings, assisting with documentation and data management, and supporting various administrative components of client service.

Who We Are

We are a high-performing group of nearly 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited delivers industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.

What It’s Like to Work Here

Purposeful- At Accredited Investors Wealth Management, our guiding principles are centered on improving the individual and collective lives of all those we serve – clients, colleagues, and the community.

Challenging – Our work is frequently challenging and fast paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited’s workplace culture has often been recognized by media outlets within our community and our industry.

Energizing– Surrounded by thoughtful, charismatic leaders, laughter echoes through our hallways and egos are checked at the door. While collaboration is engrained, camaraderie is organic. New learnings are fostered and shared. Fun is encouraged on most days ending in y.

Who You Will Work With

In this role, you will work closely with a team of Wealth Managers and Lead Wealth Managers. You will also interact with clients, prospective clients, and external partners, playing a key role in ensuring a seamless and professional experience across all touchpoints.

Primary Responsibilities

• Serve the Wealth Management team as a primary client with a dedication to providing a polished and desired client experience.
• Actively manage client scheduling & coordinate meeting logistics for designated members of Wealth Management team
• Initiate and respond to client, internal and external communications in a respectful, professional manner
• Comprehensively document and maintain client information in firm’s CRM and related systems
• Prepare and distribute agreements and related documents to both current and prospective clients, serving as notary when needed
• Provide flexible support for additional administrative and/or operational projects and backup administrative team members as needed (including front desk coverage)
• Assist with preparation of internal and external events
• Other duties as assigned

Who Will Be Successful

The ideal candidate is highly organized, detail-oriented, and proactive, with a strong sense of ownership over their work. They are comfortable managing multiple priorities, anticipating needs before they arise, and taking pride in delivering a polished and consistent experience. This individual operates with professionalism, communicates clearly and thoughtfully, and thrives in a collaborative, team-based environment.

What You Offer

• Service-oriented mindset and a commitment to delivering a polished experience in all interactions
• Strong written and verbal communication skills, with the ability to be clear, timely, and professional
• Technological proficiency, including Microsoft Office applications (especially Outlook), CRM systems, and the ability to quickly learn new tools
• Sound judgment, decision-making, and prioritization skills, with the ability to anticipate needs and solve problems proactively
• Ability to work independently while collaborating effectively, remaining flexible and adaptable during high-volume or fast-changing periods
• Commitment to compliance and client confidentiality, with strict adherence to firm policies and procedures
• Minimum of 3 years of full-time professional experience in an administrative or client service role, with demonstrated ability to operate independently and manage responsibilities in a fast-paced environment
• Physical demands: ability to lift 10 pounds and operate standard office equipment (telephone, computer, copier, etc.).

What We Offer

Accredited Investors Wealth Management® offers a competitive compensation and comprehensive benefits package designed to support employees professionally and personally.

Our core benefits include medical, dental, vision, disability, and life insurance, along with a 401(k)-plan featuring generous employer contributions and match. We also offer enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; and a marketplace-leading time-off allowance, including paid parental and grandparental leave, and paid volunteer time.

Employees enjoy a sustainably focused, beautifully appointed workplace with a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.

Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.

Salary Range: $60,000-$85,000, based on experience, skills, and qualifications.

*Additional Compensation: Firm-Wide Profit Sharing*

In addition to base salary, this role is eligible for annual firm-wide profit sharing if the firm meets certain growth and profitability metrics.

Eligibility begins after one year of employment and is calculated as a percentage of an employee’s eligible base salary earnings paid by the firm during the calendar year. The maximum profit-sharing payout is up to 7.5% of eligible earnings through five years of service, increasing to up to 15% thereafter. Profit sharing is paid annually and is separate from base compensation.

For more information about our firm, please visit our website at https://www.accredited.com/. Please direct all questions to resumes@accredited.com. If you’re interested in applying for this role, please apply via our LinkedIn job posting. Please note: Due to the high volume of applications, we are unable to respond to direct messages or InMails.

Note to Recruiters & Staffing Agencies: Any unsolicited outreach to our employees regarding this role will not receive a response. Please respect our request and refrain from contacting us.