Wealth Strategist Jobs in Lake Elmo MN \ Accounting & Finance Job Recruiters

Posted: 11/13/2024 Employment Type: Permanent Category: Accounting & Finance Job Number: 27345

Job Description

Seeking a new job opportunity? Don’t miss this role! Dahl Consulting is currently partnering with a leader in the banking industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Wealth Strategist for a permanent role. Interested? Get more details below!

Worksite Location: Lake Elmo, MN

What you’ll do as the Wealth Strategist:

Collaborate with sales professionals to provide tailored financial planning services, ensuring alignment with clients’ goals and priorities
Develop and deliver advanced financial strategies in areas such as:
- Comprehensive financial planning (estate, tax, retirement, and business succession planning)
- Advanced asset allocation and risk management strategies
- Tax-efficient wealth transfer and gifting strategies
- Charitable giving and philanthropic planning
- Business transition planning for entrepreneurs and family-owned businesses
- Multi-generational wealth planning, focusing on legacy preservation and continuity
- Integration of financial, legal, and tax considerations across complex client portfolio
Foster strong, long-term relationships with clients, becoming a trusted advisor by understanding their unique needs and objectives
Provide expertise and guidance to clients on managing wealth, minimizing tax liabilities, and achieving their financial aspirations

What you’ll bring to the Wealth Strategist role:

Bachelor’s degree in Finance, Accounting, Economics, or a related field
7-10+ years of experience in wealth management, financial planning, or a related field, with a focus on multigenerational wealth planning
Relevant certifications (e.g., CFP, ChFC, CPA, CFA, CTFA, or similar) are highly desirable
Comfortable interacting with individuals of significant wealth
Trustworthiness and personal integrity that is beyond reproach
Proven track record in developing and managing complex wealth transfer strategies
In-depth knowledge of estate planning, tax laws, trust structures, and investment strategies
Strong interpersonal and communication skills, with the ability to work effectively with high-net-worth clients and their families
Excellent problem-solving abilities and attention to detail
Ability to work collaboratively in a team environment, including with external advisors and professionals
Occasional travel may be required for client meetings and conferences
Must maintain appropriate financial planning and advisory licenses

Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps! For questions or more information about this role, please call our office at (651) 772-9225.

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

Dahl Consulting is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other applicable legally protected characteristics.

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About Lake Elmo, MN

Ready to kickstart your career in the tranquil and promising surroundings of Lake Elmo, Minnesota? This picturesque region, situated just east of St. Paul and Minneapolis, offers job seekers a blend of small-town charm and big-city opportunities. With its close proximity to the bustling Twin Cities metropolitan area, Lake Elmo provides a unique balance of serene natural beauty and urban conveniences. Explore job opportunities in this thriving area, home to beautiful parks like Lake Elmo Park Reserve and historical sites like the Stone House Museum. Indulge in delicious local cuisine and visit art galleries like White Bear Center for the Arts or theaters like The Phipps Center for the Arts. Discover why Lake Elmo, MN is the ideal place to grow your career and experience the best of both worlds.