Wealth Management Specialist jobs in Rochester, MN

About this Position

At Wayne-Norrid-Wetmore Wealth Management, we believe in empowering individuals to achieve their financial goals and dreams. As a valued member of our team, you will play a crucial role in delivering financial solutions that make a meaningful impact on the lives of our clients. We are dedicated to fostering a collaborative and inclusive environment where every team member is supported, challenged, and given the opportunity to thrive.

As a Media Marketing Specialist at Wayne-Norrid-Wetmore Wealth Management, you will play a pivotal role in supporting financial advisors and the team in managing and organizing office workflow. Your primary focus is on creating and delivering a unique client experience that sets the practice apart. Upholding high standards of business ethics and regulatory compliance, you ensure that all interactions and tasks adhere to legal requirements. Acting as a liaison between clients and the practice, you will provide client relationship support, including accurate account setup and addressing client inquiries. Additionally, you will contribute to practice management tasks and coordinate various projects, such as client seminars, to enhance client service delivery.

You’re Perfect for this Position if...

• Exceptional communication skills: You can convey complex financial information clearly and concisely, ensuring effective interactions with clients, advisors, and colleagues.
• Strong organizational abilities: You can efficiently manage multiple tasks, schedule appointments, and maintain accurate records in a fast-paced environment, prioritizing tasks to meet deadlines effectively.
• Ethical conduct: You are committed to upholding high standards of business ethics, professionalism, and compliance with legal and regulatory requirements, ensuring the integrity and trustworthiness of the practice.
• Client-focused mindset: You are dedicated to providing exceptional client service and creating a positive client experience, demonstrating empathy, understanding, and prompt responsiveness to client inquiries and needs.
• Adaptability and flexibility: You can adapt to changing priorities, technologies, and procedures in a dynamic environment, remaining flexible and willing to learn new skills and tools to support the success of the practice.
• Team collaboration: You can work effectively as part of a team, collaborating with advisors, team members, and external partners to achieve common goals and deliver exceptional service to clients.
• Proactivity and initiative: You demonstrate proactivity in addressing client needs, documenting interactions, and aligning with the mission, core values, and team culture of the practice, contributing to its ongoing success and evolution.
• Technical proficiency: You have proficiency in using computer software and digital tools such as Microsoft Office suite, CRM systems, and social media platforms, enabling you to optimize practice results and enhance client engagement.
• Dedication to continuous improvement: You are committed to ongoing learning and growth, continuously refining your skills and knowledge to adapt to industry trends and contribute to the competitiveness and relevance of the practice.

Responsibilities

• Work with the home office to ensure accurate account setup and resolve any related issues promptly.
• Answer client inquiries and provide necessary information within allowable guidelines, ensuring a high level of service.
• Maintain files and records in accordance with the records retention policy, ensuring accuracy and compliance.
• Use key tools such as MOD, Go Social, and the Advisor website to optimize practice results.
• Set up and maintain the client management system to streamline client interactions and information management.
• Call clients or prospects to schedule meetings or appointments, facilitating efficient client engagement.
• Write administrative notes or letters to clients and handle client appreciation tasks to strengthen client relationships.
• Attend and participate in client meetings as needed to support advisors and enhance the client experience.
• Conduct transaction requests as directed by financial advisors and associate financial advisors, ensuring accuracy and timeliness.
• Answer unsolicited calls from prospects to schedule appointments or refer them to the appropriate advisor.
• Maintain and update social media pages.

Requirements

• Education: A bachelor's degree in finance, business administration, information technology, or a related field is preferred. Relevant coursework or certifications in financial services or client management may also be advantageous.
• Experience: Prior experience in a client service or administrative role, preferably within the financial services industry, is desirable. Experience with client relationship management systems, office workflow management, and digital tools is beneficial.
• Knowledge of Financial Services: A basic understanding of financial products, investment terminology, and industry regulations is important for effectively communicating with clients and supporting advisors. Familiarity with Ameriprise Financial products and services is a plus.
• Technical Skills: Proficiency in using computer software and digital tools such as Microsoft Office suite (Word, Excel, Outlook), CRM systems, and social media platforms is essential. Experience with website management and social media management tools is advantageous.
• Communication Skills: Excellent verbal and written communication skills are necessary for interacting with clients, advisors, and colleagues professionally and effectively. The ability to convey complex information in a clear and concise manner is important.
• Organizational Skills: Strong organizational skills are crucial for managing multiple tasks, scheduling appointments, and maintaining accurate records. The ability to prioritize tasks and meet deadlines in a fast-paced environment is essential.
• Ethical Conduct: A commitment to upholding high standards of business ethics, professionalism, and compliance with legal and regulatory requirements is paramount. Integrity and discretion in handling sensitive client information are necessary.
• Client Focus: A strong dedication to providing exceptional client service and creating a positive client experience is essential. The ability to empathize with clients, anticipate their needs, and address inquiries promptly is critical for building and maintaining client relationships.
• Adaptability: The ability to adapt to changing priorities, technologies, and procedures in a dynamic environment is important. Flexibility and a willingness to learn new skills and tools are key for success in this role.
• Team Collaboration: The ability to work effectively as part of a team, collaborating with advisors, team members, and external partners to achieve common goals, is crucial. Strong interpersonal skills and a positive attitude contribute to a collaborative work environment.
• Documentation and Proactivity: Ensure that every interaction with every client is documented. Demonstrate proactivity in addressing client needs and aligning with the mission, core values, and team culture of the practice.

About Our Company (https://www.ameripriseadvisors.com/team/wayne-norrid-wetmore-wealth-management1/)

At Wayne-Norrid-Wetmore Wealth Management, we are more than just a financial services firm - we are dedicated to making a positive impact on the lives of our clients. Our mission is to help individuals plan for a future free of financial worry, and our core values guide every aspect of our work:

• Client-Centric Approach: Placing our clients' needs and aspirations at the forefront of everything we do.
• Empathy and Understanding: Striving to deeply understand each client's unique circumstances, goals, and concerns.
• Financial Expertise: Committing to providing expert financial guidance and strategies tailored to individual client situations.
• Integrity and Trustworthiness: Upholding the highest ethical standards and fostering trust through transparency and honesty.
• Inclusivity and Accessibility: Ensuring that our services are accessible and beneficial to clients of all financial backgrounds.
• Continuous Improvement: Pursuing ongoing education and innovation to deliver the best possible outcomes for our clients.
• Long-Term Relationships: Building enduring relationships with clients, supporting them through life's financial journey.
• Community Engagement: Giving back to the communities we serve and promoting financial literacy and empowerment.

Our team culture is rooted in these values, creating an environment where every team member is supported, challenged, and given the opportunity to thrive. We believe in fostering collaboration, respect, and positivity, and we prioritize work-life balance and personal development. Join us in our mission to empower individuals and families to achieve their financial goals with confidence and peace of mind.

Benefits

• Short and long-term disability benefits
• Paid time off
• Annual incentive compensation
• Clothing allowance
• Volunteering in the community
• Retirement plan

Application Instructions

Please apply via Indeed and we will contact you to fill out an application. We will contact you directly to set up an interview if you meet our criteria. Thanks so much for your interest!

The Wayne-Norrid-Wetmore Wealth Management is proud to be an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate in employment based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, military service, or any other legally protected characteristics. If you need assistance or accommodation due to a disability, you may contact us at: hello@luxessentials.us. This description is not all-inclusive, and certain activities, duties, or responsibilities may be required of the employee as needed.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan

Schedule:

• Monday to Friday

Work Location: In person