Wealth Management Trader and Investment Professional

Chanhassen, MN

It’s a great time to join our busy, fast growing independent, fee-based, financial planning firm. Get all the advantages of working with a large company in a small business environment. Not only do we take pride in what we do, we have fun and change lives every day!

We’re looking for a smart, motivated, detail-driven individual to work with our exceptional team and clients to create investment proposals, coordinate account openings and transfers, manage our AUM and trade accounts.

We’re a high-energy, close knit team, with a mentoring culture that focuses on excellence, integrity and servicing our clients. You will work directly with our president, a nationally-known financial advisor and author, who puts the highest value on maintaining a great environment for the entire team. There is no boredom in this job!

 

Your duties as a Wealth Management Trader and Investment Professional would include:

  • Utilizing our investment philosophy to create investment proposals for upcoming client meetings

  • Analyze clients’ holdings to provide gap reports

  • Rebalancing and trading client accounts

  • Helping make our clients’ financial futures much brighter

  • Coordinating the onboarding of new investment accounts and transfers

  • Coordinating all the aspects of the clients’ investment accounts to make sure the clients get a WOW experience

  • Managing multiple clients/projects with a smile

  • Prepping our financial advisors for investment components of their meetings

  • Communicating with the Client Service Managers (CSMs) on the statuses and investment components of the clients they manage

  • Preparing documents for client meetings including pre-filling paperwork

  • Changing lives every day!

 

Skills/Characteristics required to be considered for this position:

  • A sense of humor

  • A team player who can juggle projects simultaneously

  • The ability to provide world class service to our clients

  • Experience with Microsoft Office (Word, Excel, and PowerPoint)

  • Experience with Customer Relationship Management (CRM) databases

  • On-the-fly problem solving

  • A passion for education, excellence, and ethics

  • Detail driven

  • Knowledge of personal finance and financial planning

  • At least 4 Year College degree, with a B average or better, business/finance degree preferred

  • At least 3 years’ experience in Financial Services

  • Experience trading and doing money movements

  • Securities licenses are required

 

We also offer a generous benefit package, including:

  • A health insurance plan

  • PTO of 3 weeks per year

  • A retirement plan

  • Personal financial planning and investment management

  • Paid continuing education, licensing and designations

  • Bonuses throughout the year based on performance and team spirit

  • Base salary range $38,000 - $48,000 based on education and experience (Bonuses would increase this, of course!)

Job Type:

  • Full-time

 

Required Education:

  • Bachelor's

 

Required Experience:

  • Financial services industry: 3 years

To apply please email alyssa@mdfinancialadvisors.com with the subject line “Responding to Alyssa,” with:

  • A resume

  • A brief video stating why you would be a good candidate for this position and what you have to offer the firm

  • Please include the words “Responding to Alyssa” in the subject line