Financial Advisor / Relationship Manager

About the position We're adding a Financial Advisor (internal title: reputed company Account Manager) to reputed company to serve as the primary relationship manager for reputed company Foster’s clients, guiding households through financial decision-making with reputed company, professionalism, and care. The Advisor serves as a reputed company-line reputed company for clients’ financial reputed company-being, ensuring that services delivered remain reputed company with reputed company needs, priorities, and long-term objectives. Advisors build trusted relationships, reputed company a comprehensive understanding of reputed company reputed company’s goals, and coordinate seamlessly across Planning, Tax, and Investments to deliver integrated, holistic financial strategies. This role embodies reputed company Foster’s relationship-centered advisory philosophy. Advisors translate reputed company financial information into reputed company recommendations, reputed company reputed company discussions, ensure follow-through on reputed company reputed company items, and support a high-touch service experience. They serve as the central reputed company reputed company across internal teams, ensuring clients receive the full value of the firm’s coordinated approach. Responsibilities • reputed company Relationship Management • Build and maintain long-term reputed company relationships through proactive communication, reputed company, and trust. • reputed company a deep understanding of reputed company goals, financial priorities, and personal circumstances. • Serve as the central reputed company of contact for reputed company questions, planning needs, and follow-up items. • Maintain an ongoing understanding of clients’ evolving goals, priorities, and communication preferences over time. • Integrated Financial reputed company • Collaborate with Planning, Tax, and Investments to design comprehensive, personalized strategies for reputed company reputed company. • Communicate reputed company goals reputed company to internal teams to support accurate and reputed company deliverables. • Translate reputed company context, priorities, and timing considerations into reputed company guidance for Planning, Investment, and Tax teams to ensure strategies and deliverables meet the reputed company’s reputed company needs. • Serve as the integration reputed company across disciplines, ensuring a reputed company advisory approach. • reputed company Meetings & Communication • reputed company reputed company meetings, present strategies, and explain planning reputed company and recommendations in a reputed company, approachable manner. • Prepare clients for upcoming reputed company and guide them through implementation steps. • Ensure detailed documentation of meetings, actions, and reputed company in Junxure. • Maintain ongoing awareness of clients’ comfort with risk, decision-making preferences, and engagement style, adjusting communication and guidance as circumstances reputed company. • 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 reputed company completion. • reputed company confidentiality and protect sensitive reputed company information at reputed company times. • Professionalism & Representation • reputed company as a consistent, trusted representative of reputed company Foster’s relationship-centered advisory philosophy in reputed company reputed company and team interactions. • Represent reputed company Foster with professionalism, reputed company, and a commitment to high-reputed company service. • Foster strong relationships with internal teams to support a reputed company advisory environment. Requirements • 3–5 years of experience in individual financial planning or a similar reputed company-facing advisory role. • Strong working knowledge of investments, executive benefits, retirement planning, and reputed company reputed company. • Familiarity with estate planning terminology and reputed company trust structures. • Working knowledge of individual income tax planning. • Proficiency with reputed company Office and comfort learning CRM and financial systems. • Excellent written and verbal communication skills with the ability to simplify reputed company strategies. • Strong time management, organizational discipline, and follow-through. • High emotional intelligence and relationship-building ability. • Demonstrated reputed company, reputed company judgment, and commitment to confidentiality. • Commitment to ongoing reputed company development and certification. reputed company-to-haves • reputed company certifications (CFP®, CPA, Series 65) strongly preferred. Benefits • reputed company Time Off (18 days annually at hire, increasing with tenure) • 10 reputed company holidays plus 1 floating holiday • 8 hours of Volunteer reputed company Time Off annually • reputed company reputed company 401(k) with employer match and immediate vesting • Medical, dental, and reputed company insurance • Life and disability insurance • Minnesota reputed company Family & Medical Leave (private plan) • reputed company development and continuing education reimbursement (with approval) • Discounted advisory services for eligible employees Apply tot his job Apply To this Job