Job Description
Accredited Investors Wealth Management® is currently seeking a client-focused, collaborative individual to join our wealth management team. The Wealth Manager role is responsible for identifying and performing analyses of planning strategies and ensuring client deliverables and reports are developed reflecting these strategies in a timely, accurate and useful manner. Individuals in this role are responsible for participating and listening carefully in client and planning meetings to capture data and completing the analysis on an ongoing basis. The Wealth Manager role is an opportunity to learn and refine the fundamentals of Accredited Investors’ model of wealth management within the supportive and mentoring environment of a team.
Important Note
This role is dedicated to comprehensive wealth management and client relationship work. If your primary interest is in investment research, portfolio management, or security analysis, this position will not align with those career goals, as our investment management function is handled by another group within the firm. Additionally, this is not a sales role. Accredited Investors is a fee-only fiduciary firm; we do not sell products, receive commissions, or require business development as part of this position. Success in this role is measured by the quality of client relationships, strategic planning, and collaboration with colleagues.
Who We Are
We are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $3.7 billion of investment assets as of 12/31/2024.
Primary Responsibilities
- In collaboration with a Lead Wealth Manager, you will identify and perform analysis of planning strategies, risks, and opportunities related to each component of Accredited Investors Wealth Management Index ™, including retirement planning, tax planning, estate planning, cash flow planning, asset protection, etc.
- Develop client deliverables and reports in a timely, accurate, and informative manner.
- Participate and listen carefully in client and other planning meetings and translate the discussions into a plan for data collection and analysis to help drive financial planning efforts.
- Own implementation of client planning strategies.
- Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc.
- Proactively participate within a strategic planning area (i.e., tax planning), staying current on trends within the area and ensuring Accredited’s planning tools and philosophy remain cutting edge.
Who Will Be Successful
A successful candidate will be passionate about wealth management, continuous learning, and will have a keen eye for detail. You will also be a team player that demonstrates high competency in organization, adaptability, transparency, client focus, and effective technology use.
What You Offer
- Proven ability to balance a client-centric approach with Accredited’s team-based model.
- Strong relationship skills—able to build trust and engage clients, colleagues, and outside advisors.
- Skilled in analyzing complex financial and life scenarios and translating them into clear, creative solutions.
- Effective communicator and listener, comfortable working in a collaborative, matrix-structured environment.
- Highly organized with strong time management and follow-through; proven drive to consistently follow-through.
- Creative problem solver, eager to be a part of Accredited’s continuous improvement culture.
- Self-disciplined with commitment to quality, attention to detail and accuracy.
- Ability to receive and provide feedback in an effective way.
- Personable and approachable with a positive attitude.
Education and Experience
- Minimum of 3 years of professional financial planning experience required.
- Career Changers Welcome: Professionals with 8+ years of experience in a professional business setting who are passionate about financial planning and helping individuals spend their lives wisely are encouraged to apply.
- Bachelor’s degree in accounting, finance, economics, business, or a related field.
- CERTIFIED FINANCIAL PLANNING™ certification (or on track).
- Proficiency with Microsoft Office, including Excel, Word and PowerPoint
What We Offer
Accredited Investors Wealth Management® offers a competitive compensation and benefits package including medical; dental; vision; disability and life insurance. We offer a 401k plan with generous employer contributions and match. In addition to our core benefits package, Accredited also offers enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; a marketplace-leading time-off allowance, including paid parental and grandparental leave and paid volunteer time; and firm-wide profit sharing. Our employees enjoy a sustainably focused, beautifully appointed facility, including a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.
Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.
If interested, please apply via this LinkedIn posting and include a cover letter with your resume. Direct InMail messages or emails to the poster will not be considered an application. For more information about our firm, or to view the entire job description, please visit our careers page at accredited.com/careers.
Note to Recruiters & Staffing Agencies: We are not engaging external recruiters or agencies for this role. Any unsolicited outreach to our employees regarding this role will not receive a response. Please respect our request and refrain from contacting us.