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Wealth Advisor – Minneapolis, MN

Bronfman Rothschild is currently looking for a Wealth Advisor in our Minneapolis office.

Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. Offering comprehensive wealth management and planning to individuals and families, as well as retirement advisory and consulting services to retirement plan sponsors, our collaborative approach utilizes the collective expertise of our team and is supported by our in-house research capabilities. Our client-focused culture is underscored by our adherence to a high standard of fiduciary care, as we seek to form a true partnership with each client we serve.

Responsibilities:

  • Acquire new assets through targeted marketing and business development efforts
  • Develop financial plans and make recommendations to clients, considering clients’ short term and long term goals
  • Determine investor suitability through analysis of clients’ investment objectives, risk tolerance, net worth, income, and investment expertise
  • Advising clients on various products and services, through education with respect to clients’ objectives, risk tolerance, etc.
  • Systematically monitor client investments and review performance, suggest changes to client portfolio as deemed appropriate
  • Cultivate strong client relationships through on-going communication and interaction, deliver superior client service to ensure client satisfaction and retention of assets
  • Mentor Associate Advisors to include business development, client management, product selection, and issue resolution
  • Positive team player who works effectively within an entrepreneurial environment
  • Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events

Qualifications:

  • Bachelor’s Degree required, experience in lieu of degree considered
  • Minimum one (1) year of advisory experience required
  • FINRA 7 and 63 or 66 and/or 65 registrations required within company specified time frame
  • Possess a natural market and broad network of contacts from which to develop business, paired with a strong ability to develop a pipeline through prospecting and relationship building
  • Superior communication and organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team
  • Strong client service attitude, positive team player and contributor
  • Ability and willingness to go above and beyond to acquire new business, serve clients, contribute to the team and develop oneself

How to apply:
Please send resume and cover letter to jobs@belr.com.