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Client-Focused Wealth Planner & Strategy Lead
Job in
Edina, Hennepin County, Minnesota, USA
Listed on 2026-06-18
Listing for:
Accredited Investors Wealth Management®
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Accredited Investors Wealth Management® in Edina, Minnesota is seeking a Wealth Manager to join their team. This role focuses on client-focused wealth management and requires strong analytical skills and a detail-oriented approach. Responsibilities include developing client deliverables and ensuring accurate reporting.
The ideal candidate will have at least 3 years of financial planning experience and a Bachelor's degree in a relevant field, demonstrating strong relationship skills and a commitment to client service. Accredited Investors offers a competitive benefits package.
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