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