Manage a group of high net worth clients from daily activities to reviews and special projects
Meet with clients on a regular basis to provide updates and advice based on the Advisor’s recommendations using updated investment and financial planning analyses
Create financial plans for new prospects
Open new client accounts and transfer client assets
Process client requests for money via check or electronic transfer, initiate and monitor transfers/rollovers/exchanges to completion
Internally review accounts and prepare reports for various activities including systematic trades, fees, cash to invest, periodic distributions, ACH debits and credits
Use firm investment allocations and reporting formats to make investment recommendations to the Advisor for further consideration
Proficiently use a variety of software required for routine tasks and responsibilities: processing and tracking security transactions; account maintenance; assisting with financial planning, insurance; correspondence; investment research and performance reporting; portfolio reporting; testing and evaluating new software; and scheduling
Participate in staff meetings, classes and seminars to continue professional growth, training and licensing and registration requirements
Collaborate with other advisors such as CPAs, attorneys etc.
Bachelor’s degree in Finance, Economics or related business field
At least 2 years of financial services experience, preferably within a wealth management firm servicing high net worth individuals
FINRA Series 7 and 66 required
CFP or working towards a CFP designation is strongly preferred
Strong communications (written/verbal), organizational and analytical skills
Detail oriented with strong follow through
Energetic and a demonstrated team player
Additional Salary Information: Very competitive compensation package includes health benefits, 401k and generous bonus potential.
At Brown & Tedstrom, Inc. we never wanted to be the biggest but the best. It’s our aim to take the time to understand each client’s unique priorities, then customize our trademarked wealth management process to address their goals, ease their concerns and help design the success of their financial future. Our best investment is always the relationships we create with our clients, friends and busin...ess partners. Contact us today, and let us start investing in you.When Mark Brown and Peter Tedstrom founded Brown & Tedstrom in 1988, comprehensive financial planning and private family wealth management were in their infancy. Even though the industry was still forming, they had the foresight to realize financial insight is only the beginning: The real key to helping clients pursue long-term independence and financial confidence is by making a personal investment in each client – by developing personal relationships and truly understanding a client’s most important priorities. With this knowledge, they launched a wealth management firm on the following principles:Comprehensive financial & wealth planning designed to the individual goals and objectives of clients and their families.Highly personalized service driven by a deep understanding of each client’s unique situation and preferences.Strategic investment management reinforced by independent, unbiased advice and unlimited access to vehicles across the investment spectrum.Proprietary financial planning tools and methodologies to help clients navigate market fluctuations in a disciplined, rational manner.Nearly thirty years later, these principles still hold true. And, while industry recognition and the firm’s continued growth validate these ideas, the true testament to our founding principles is the long-standing loyalty of our clients.