Wealth Manager

Accredited Investors Wealth Management® is currently seeking a client-focused, collaborative individual to join our wealth management team. The Wealth Manager role is responsible for identifying and performing analyses of planning strategies and ensuring client deliverables and reports are developed reflecting these strategies in a timely, accurate and useful manner. Individuals in this role are responsible for participating and listening carefully in client and planning meetings to capture data and completing the analysis on an ongoing basis. The Wealth Manager role is an opportunity to learn and refine the fundamentals of Accredited Investors’ model of wealth management within the supportive and mentoring environment of a team.

Who We Are

We are a high-performing group of over 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 is focused on delivering 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 $3.3 billion of investment assets as of 12/31/2023.

We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset:

Values-Based: Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.

Culture-Focused: The Cultural Constitution from which we operate at Accredited is not meant to be aspirational; it is practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.

Curiosity-Minded: We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.

What It is 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 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

You will be a member of the wealth management team and work directly with Lead Wealth Managers and in partnership with other internal and external individuals to ensure that clients receive exceptional service, and standards of care are met.

What Responsibilities You Will Have

• In collaboration with a Lead Wealth Manager, you will identify and perform analysis of planning strategies, risks, and opportunities related to each component of Accredited Investors Wealth Management Index ™, including retirement planning, tax planning, estate planning, cash flow planning, asset protection, etc.
• Develop client deliverables and reports in a timely, accurate, and informative manner.
• Participate and listen carefully in client and other planning meetings and translate the discussions into a plan for data collection and analysis to help drive financial planning efforts.
• Own implementation of client planning strategies.
• Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc.
• Proactively participate within a strategic planning area (i.e., tax planning), staying current on trends within the area and ensuring Accredited’s planning tools and philosophy remain cutting edge.

Who Will Be Successful

A successful candidate will be passionate about wealth management, continuous learning, and will have a keen eye for detail. You will also be a team player that demonstrates high competency in organization, adaptability, transparency, client focus, and effective technology use.

What You Offer

• Ability to effectively balance a client-centric style while working within the Accredited model of wealth management.
• Ability to work successfully within the Accredited Investors culture while driving results – high personal and professional integrity.
• Ability to gain rapport, build trust and effectively engage Accredited’s clients, outside advisors, and fellow team members.
• Ability to conceptualize and think through complex financial and life scenarios comprehensively and with creativity.
• Ability to frame client needs, goals and values into analyses and wealth management solutions.
• Strong listening and communication skills within a complex matrix-structured organization and ability to work effectively within a client team.
• Excellent organizational and time management skills; proven drive to consistently follow-through.
• Creative problem solver, ability to anticipate needs and actively participate in a continuous improvement culture.
• Personable and approachable with a positive attitude.
• Self-disciplined with commitment to quality, attention to detail and accuracy.
• Ability to receive and provide feedback in an effective way.
• CERTIFIED FINANCIAL PLANNING practitioner or on path to certification.
• Minimum of 3 years of professional experience required, finance related experience preferred.

What We Offer

Accredited Investors Wealth Management® offers a competitive compensation and benefits package including medical; dental; vision; disability and life insurance. We offer a 401k plan with generous employer contributions and match. In addition to our core benefits package, Accredited also offers enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; a marketplace-leading time-off allowance, including paid parental and grandparental leave and paid volunteer time; and firm-wide profit sharing. Our employees enjoy a sustainably focused, beautifully appointed facility, including 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: $79,000 to $122,000

If interested, please apply via this LinkedIn posting. Direct InMail messages or emails to the poster will not be considered an application. For more information about our firm, please visit our website at Accredited.com

Note to Recruiters & Staffing Agencies: We appreciate your interest in assisting with our hiring needs. However, we are currently managing our recruitment process internally and are not seeking external support at this time. We kindly ask that you refrain from contacting us about this role, as we will not respond to these inquiries. Thank you for your cooperation in respecting this request.