What are the responsibilities and job description for the Wealth Management Associate position at DSG CAPITAL ADVISORS, LLC?
Wealth Management Associate — DSG Capital Advisors | Edina, MN
DSG Capital Advisors is a boutique RIA based in Edina, Minnesota, providing family office services to high-net-worth clients. We manage approximately $655M in assets and operate with a small, experienced team where every person's work is visible and meaningful. We're looking for a Wealth Management Associate to join us — someone who can work directly with clients and support our Relationship Managers across a wide range of wealth management functions.
This is a full-time, in-person role based out of our Edina, MN office.
What You'll Do
- Build and run comprehensive financial plans in eMoney, including balance sheets, cash flows, and tax considerations — with the ability to make recommendations on Social Security, retirement distributions, and Roth conversions
- Manage all aspects of private investments: client communications, subscription documents, capital calls, distributions, performance reporting, and fund communications
- Run asset allocation and risk metrics for client portfolios using planning software and communicate findings directly to clients
- Prepare and monitor client performance reporting in performance reporting software
- Assist Relationship Managers with client tax compliance and organization
- Review client life insurance policies annually, communicate findings to clients, and coordinate premium payments
What We're Looking For
Skills & Work Style
- Analytical and detail-oriented with the ability to work accurately in a fast-paced environment
- Strong multitasker who can prioritize competing workflows without dropping the ball
- Self-starter who can create and establish processes and policies for their areas of responsibility — not someone who needs to be told what to do twice
Experience & Credentials
- 2–5 years of experience running financial plans for clients
- Working knowledge of income tax and estate tax laws, rules, and regulations
- CFP designation or a commitment to obtaining it within 2 years
- Background in tax or legal work is a plus
Why DSG
We're not a large wirehouse. Our clients have complex needs, and the people who serve them need to think, not just execute. If you've been in a bigger firm and feel like you're one of fifty doing the same thing, this is a different environment. You'll have exposure to sophisticated client relationships and a direct line of sight to how decisions get made.
DSG Capital Advisors, LLC does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information.