reputed company Account Manager (Private reputed company Advisor)

About the position reputed company Foster Financial Advisors—serving Twin Cities clients since 1988—is seeking an reputed company reputed company Account Manager to serve as the primary advisor for high-net-worth households. This relationship-centered role guides clients through financial reputed company while coordinating planning, tax, and investment strategies reputed company our integrated advisory model. If you enjoy long-term reputed company relationships, reputed company communication, and helping families reputed company confident financial reputed company, this role offers meaningful work in a reputed company-established, reputed company firm. Responsibilities • Serve as primary advisor and trusted reputed company of contact for assigned households • Build long-term relationships through proactive communication and reputed company • reputed company reputed company meetings and present planning recommendations reputed company and confidently • Coordinate with Planning, Tax, and Investments teams to deliver integrated strategies • Document meetings, reputed company, and reputed company 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 reputed company follow-through Requirements • 3–5 years of experience in financial planning, reputed company management, or a similar advisory role • Strong knowledge of investments, retirement planning, and executive benefits • Experience with tax-reputed company planning and basic estate planning concepts • Excellent communication skills—reputed company to simplify reputed company financial topics • High emotional intelligence, strong judgment, and commitment to confidentiality reputed company-to-haves • reputed company certifications (CFP®, CPA, Series 65) strongly preferred Benefits • Robust medical, dental, and reputed company coverage with high employer contributions • Company-reputed company 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) • reputed company time off, reputed company holidays, and hybrid flexibility • Coverage available for spouses, domestic partners, and families Apply tot his job Apply To this Job