Financial Advisor / Relationship Manager

Stevens Foster Financial Advisors • Bloomington, MN

5d • Hybrid

About The Position

We're adding a Financial Advisor (internal title: Client Account Manager) to our team to serve as the primary relationship manager for Stevens Foster’s clients, guiding households through financial decision-making with clarity, professionalism, and care. The Advisor serves as a front-line advocate for clients’ financial well-being, ensuring that services delivered remain aligned with client needs, priorities, and long-term objectives. Advisors build trusted relationships, develop a comprehensive understanding of each client’s goals, and coordinate seamlessly across Planning, Tax, and Investments to deliver integrated, holistic financial strategies.

This role embodies Stevens Foster’s relationship-centered advisory philosophy. Advisors translate complex financial information into clear recommendations, lead client discussions, ensure follow-through on all action items, and support a high-touch service experience. They serve as the central connection point across internal teams, ensuring clients receive the full value of the firm’s coordinated approach.

Requirements

• 3–5 years of experience in individual financial planning or a similar client-facing advisory role.
• Strong working knowledge of investments, executive benefits, retirement planning, and wealth management concepts.
• Familiarity with estate planning terminology and complex trust structures.
• Working knowledge of individual income tax planning.
• Proficiency with Microsoft Office and comfort learning CRM and financial systems.
• Excellent written and verbal communication skills with the ability to simplify complex strategies.
• Strong time management, organizational discipline, and follow-through.
• High emotional intelligence and relationship-building ability.
• Demonstrated integrity, sound judgment, and commitment to confidentiality.
• Commitment to ongoing professional development and certification.

Nice To Haves

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

Responsibilities

• Client Relationship Management
• Build and maintain long-term client relationships through proactive communication, empathy, and trust.
• Develop a deep understanding of client goals, financial priorities, and personal circumstances.
• Serve as the central point of contact for client questions, planning needs, and follow-up items.
• Maintain an ongoing understanding of clients’ evolving goals, priorities, and communication preferences over time.
• Integrated Financial Strategy
• Collaborate with Planning, Tax, and Investments to design comprehensive, personalized strategies for each client.
• Communicate client goals clearly to internal teams to support accurate and timely deliverables.
• Translate client context, priorities, and timing considerations into clear guidance for Planning, Investment, and Tax teams to ensure strategies and deliverables meet the client’s current needs.
• Serve as the integration point across disciplines, ensuring a unified advisory approach.
• Client Meetings & Communication
• Lead client meetings, present strategies, and explain planning options and recommendations in a clear, approachable manner.
• Prepare clients for upcoming decisions and guide them through implementation steps.
• Ensure detailed documentation of meetings, actions, and decisions in Junxure.
• Maintain ongoing awareness of clients’ comfort with risk, decision-making preferences, and engagement style, adjusting communication and guidance as circumstances evolve.
• Operational & Seasonal Responsibilities
• Manage cyclical workload with flexibility during peak periods including tax season, year-end planning, and annual reviews.
• Coordinate follow-through on tasks with CSAs, Planners, and Operations to ensure timely completion.
• Uphold confidentiality and protect sensitive client information at all times.
• Professionalism & Representation
• Act as a consistent, trusted representative of Stevens Foster’s relationship-centered advisory philosophy in all client and team interactions.
• Represent Stevens Foster with professionalism, integrity, and a commitment to high-quality service.
• Foster strong relationships with internal teams to support a collaborative advisory environment.

Benefits

• Paid Time Off (18 days annually at hire, increasing with tenure)
• 10 paid holidays plus 1 floating holiday
• 8 hours of Volunteer Paid Time Off annually
• Safe Harbor 401(k) with employer match and immediate vesting
• Medical, dental, and vision insurance
• Life and disability insurance
• Minnesota Paid Family & Medical Leave (private plan)
• Professional development and continuing education reimbursement (with approval)
• Discounted advisory services for eligible employees

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees