Junior Wealth Advisor

Junior Wealth Advisor

Location:

Minneapolis, MN

Compensation: $110,000 + Bonus

A growing Registered Investment Advisor (RIA) is seeking a motivated and client-focused Junior Wealth Advisor to support senior advisors in delivering comprehensive financial planning and wealth management solutions. This role provides hands‑on experience across client service, financial planning, tax strategies, investment planning, and relationship management while offering a clear path toward becoming a lead financial advisor.

The ideal candidate has a passion for helping clients achieve their financial goals, enjoys building long‑term relationships, and is eager to continue developing technical expertise in financial planning, investments, retirement planning, and tax strategies.

• Support Wealth Advisors and Senior Wealth Advisors in delivering exceptional client service and comprehensive financial planning.
• Assist with client meetings by preparing materials, taking detailed notes, and ensuring timely follow‑up on action items.
• Respond to client inquiries regarding accounts, financial plans, and general wealth management questions under advisor guidance.
• Prepare client review materials by gathering financial information and maintaining accurate client records.
• Assist in developing comprehensive financial plans including retirement planning, investment allocation, tax planning, and cash flow analysis.
• Collect, organize, and analyze client financial information including income, assets, liabilities, expenses, and financial goals.
• Research tax‑saving strategies and assist with preparing tax planning recommendations.
• Coordinate implementation of financial plans with clients and external professionals, including CPAs and attorneys.

• Help educate clients on financial planning concepts, investment strategies, and tax planning principles.
• Prepare client presentations, financial summaries, and planning materials.
• Support clients during major life events by providing financial planning resources and advisor support.
• Deliver a high level of professionalism while building trusted, long‑term client relationships.

• Partner closely with Wealth Advisors, Senior Wealth Advisors, and Portfolio Management teams.
• Participate in team meetings, training programs, and firm initiatives.
• Contribute ideas that improve client service and operational efficiency.
• Pursue ongoing professional development, including CFP and Series 65 licensing.

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 2+ years of experience in financial planning, wealth management, or a client‑facing advisory role.
• Strong understanding of investment management, retirement planning, tax planning, and estate planning principles.
• Excellent interpersonal, communication, and relationship‑building skills.
• Strong analytical and problem‑solving abilities.
• Ability to work both independently and collaboratively within a team environment.
• Commitment to fiduciary responsibility, ethical conduct, and a client‑first philosophy.

• CFP designation or CFP eligibility.
• CPA or other financial planning designations or licenses.
• Series 65 or willingness to obtain licensing.
• Experience supporting comprehensive financial planning engagements.

MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at