Are you a detailed-oriented, customer-service focused individual looking to contribute to the growth of a financial advisory practice? The Director of Wealth Management at Foster Klima & Company, Inc. is looking for an experienced Financial Services Assistant to manage Client Service and Operations for personal practice, as well as to oversee Investment Operations for the firm.

This position requires industry experience, Above and Beyond customer service, and exceptional organizational skills. This is an opportunity to have an immediate impact on clients and colleagues while having the ability to grow and evolve with the business over time.

Role & Responsibilities included with supporting the Director of Wealth Management:

• Client correspondence, calendar management, and operational command of the financial planning practice
• Account opening and maintenance (Investment accounts, Insurance plans, and Financial Planning agreements)
• Preparing documents using financial planning software and other systems
• Facilitating investment operations training for new advisors and staff
• Handling the escalation of operational issues for advisors/staff and working with appropriate parties to achieve resolution
• Managing daily/weekly tasks related to investment operations for the firm
• Marketing, and various projects, and other tasks as needed
• General professionalism, “Above and Beyond” customer service, and strict adherence to all regulatory, compliance and confidentiality standards are essential components of this role
• In addition to these day-to-day tasks, there will be other duties that arise during business – flexibility and a “team player” attitude is essential

Location, Hours, & Compensation:

• 40 hours/week
• This position will involve a flexible combination of hybrid and in-office work at our downtown Minneapolis office.
• $60,000-$75,000 (yearly) with opportunities for growth

Licensing & Experience (REQUIRED):

• Previous experience in the financial services industry is required
• Life, Accident and Health Insurance license prior to start date
• Investment licenses are preferred prior to start date, but non-licensed applicants will be considered on the condition that they become licensed within 3-6 months (Series 6 and Series 63 or Series 7 and Series 66)

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan

Schedule:

• 8 hour shift

Education:

• Bachelor's (Preferred)

Experience:

• Financial services: 1 year (Preferred)

Work Location: Multiple Locations

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