Client Account Manager (Private Wealth Advisor)

Stevens Foster Financial Advisors • Bloomington, MN

20d • $80,000 - $90,000 • Hybrid

About The Position

Stevens Foster Financial Advisors—serving Twin Cities clients since 1988—is seeking an experienced Client Account Manager to serve as the primary advisor for high-net-worth households. This relationship-centered role guides clients through financial decisions while coordinating planning, tax, and investment strategies within our integrated advisory model. If you enjoy long-term client relationships, clear communication, and helping families make confident financial decisions, this role offers meaningful work in a well-established, collaborative firm.

Requirements

• 3–5 years of experience in financial planning, wealth management, or a similar advisory role
• Strong knowledge of investments, retirement planning, and executive benefits
• Experience with tax-aware planning and basic estate planning concepts
• Excellent communication skills—able to simplify complex financial topics
• High emotional intelligence, strong judgment, and commitment to confidentiality

Nice To Haves

• Professional certifications (CFP®, CPA, Series 65) strongly preferred

Responsibilities

• Serve as primary advisor and trusted point of contact for assigned households
• Build long-term relationships through proactive communication and empathy
• Lead client meetings and present planning recommendations clearly and confidently
• Coordinate with Planning, Tax, and Investments teams to deliver integrated strategies
• Document meetings, decisions, and action items in CRM (AdvisorEngine/Junxure)
• Manage pacing of work during seasonal peaks (tax season, year-end, annual reviews)
• Partner with CSAs, Planners, and Operations to ensure timely follow-through

Benefits

• Robust medical, dental, and vision coverage with high employer contributions
• Company-paid life insurance and disability coverage
• 401(k) plan with immediate eligibility and up to 5% employer match after one year
• Health Savings Account contributions for HDHP participants
• Flexible Spending Accounts (health and dependent care)
• Paid time off, paid holidays, and hybrid flexibility
• Coverage available for spouses, domestic partners, and families

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed