Financial Planning Associate:
Brown Wealth Management, a financial advisory firm providing fee-only financial life
planning and wealth management services to affluent and high net worth clients
located in the Eden Prairie, MN (Minneapolis) area has an opening for a Financial
Planning Associate.
Who is our ideal candidate?
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B.A. or B.S. degree from accredited four year university
You must be able to sit for the CFP exam (having taken all the coursework)
within one of year of employment OR passed the CFP and need the
experience
Extreme attention to detail
Excellent interpersonal skills
Excellent attitude and an extraordinary client service orientation
A genuine interest in serving and caring for other people
Excellent organizational and time management skills
An ability to handle multiple tasks and handle stress
A desire to succeed
Self-starter who is a quick learner and able to work independently
Highly polished and professional demeanor
Team player - able to coordinate services with staff and 3rd party service
providers and follow up to ensure tasks are completed in a timely manner.
Strong oral and written communication skills.
Strong desire and interest to constantly improve financial planning technical
skills
Adhere to all compliance procedures and continuing education requirements
Complete the Dave Ramsey Financial Peace University study within first two
years of employment
Duties of the Financial Planning Associate:
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Enter client information into Comprehensive Financial Planning Software
Assist clients in aggregating their accounts into the system
Create comprehensive, written financial plans including customized asset
allocations
Develop and maintains written systems of all activities
Is at his or her desk, productively working by 8 a.m.
Has the six most important activities list on his or her desk before leaving
each evening
Complete administrative tasks as needed, including: billing, copying, filing,
organizing, scanning, scheduling, answering phone, etc.
Be technology savvy
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Analyze, research and implement investment arrangements
Implement the planning recommendations and follow up on client needs in
a timely manner
Sit in on client meetings as needed
Assists in preparation of client events
Works weekends or evenings as necessitated by client events
Compensation:
 Dependent upon experience and CFP status
Benefit Offerings:
 401k with employer match
 After three months earn 10 days annually of paid time off (PTO), upon
completing one year, earn additional 5 days annually of PTO for a total of
15 days.
 Nine paid Holidays
 Health plan reimbursement
 Group Long Term Disability plan is made available
 Continuing education allowance
 Education reimbursement (continuing education)
 Will reimburse candidate for CFP exam fee 1 year after they have passed
the test
 Indoor parking
 Access to workout facility on premises
Office Hours:
 Monday through Friday, 8:00am to 5:00pm with the expectation for
extended hours as needed
Interested candidates should apply by sending their resume to clientservices@brownwealth.com