Financial Advisor / Relationship Manager at Stevens… · Bloomingt…

Role Summary

The Financial Advisor is the primary relationship manager for Stevens Foster’s clients, guiding households through financial decision making with clarity, professionalism, and care. The Advisor serves as a front line advocate for clients’ financial well being, ensuring that services delivered remain aligned with client needs, priorities, and long term objectives. Advisors build trusted relationships, develop a comprehensive understanding of each client's goals, and coordinate seamlessly across Financial Planning, Tax, and Investments to deliver integrated, holistic financial strategies.

This role embodies Stevens Foster’s relationship centered advisory philosophy. Advisors translate complex financial information into clear recommendations, lead client discussions, ensure follow through on all action items, and support a high touch service experience. They serve as the central connection point across internal teams, ensuring clients receive the full value of the firm’s collaborative approach.

Key Responsibilities

Client Relationship Management

• Build and maintain long term client relationships through proactive communication, empathy, and trust.
• Develop a deep understanding of client goals, financial priorities, and personal circumstances.
• Serve as the central point of contact for client questions, planning needs, and follow up items.
• Maintain an ongoing understanding of clients’ evolving goals, priorities, and communication preferences over time.

Integrated Financial Strategy

• Collaborate with Financial Planning, Tax, and Investments to design comprehensive, personalized strategies for each client.
• Communicate client goals clearly to internal teams to support accurate and timely deliverables.
• Translate client context, priorities, and timing considerations into clear guidance for Financial Planning, Investment, and Tax teams to ensure strategies and deliverables meet the client’s current needs.
• Serve as the integration point across disciplines, ensuring a unified advisory approach.

Client Meetings & Communication

• Lead client meetings, present strategies, and explain planning options and recommendations in a clear, approachable manner.
• Prepare clients for upcoming decisions and guide them through implementation steps.
• Ensure detailed documentation of meetings, actions, and decisions in AdvisorEngine/Junxure.
• Maintain ongoing awareness of clients’ comfort with risk, decision making preferences, and engagement style, adjusting communication and guidance as circumstances evolve.

Operational & Seasonal Responsibilities

• Manage cyclical workload with flexibility during peak periods including tax season, yearend planning, and annual reviews.
• Coordinate follow through on tasks with the team to ensure timely completion.
• Uphold confidentiality and protect sensitive client information at all times.

Professionalism & Representation

• Act as a consistent, trusted representative of Stevens Foster’s relationship centered advisory philosophy in all client and team interactions.
• Represent Stevens Foster with professionalism, integrity, and a commitment to high quality service.
• Foster strong relationships with internal teams to support a collaborative advisory environment.

Qualifications

Education & Experience

• 3–5 years of experience in individual financial planning or a similar client facing advisory role.
• Strong working knowledge of investments, executive benefits, retirement planning, and wealth management concepts.
• Professional certifications (CFP®, CPA®, Series 65) strongly preferred.

Technical Skills

• Familiarity with estate planning terminology and complex trust structures.
• Working knowledge of individual income tax planning.
• Proficiency with Microsoft Office and comfort learning CRM and financial systems.

Professional Skills & Attributes

• Excellent written and verbal communication skills with the ability to simplify complex strategies.
• Strong time management, organizational discipline, and follow through.
• High emotional intelligence and relationship building ability.
• Demonstrated integrity, sound judgment, and commitment to confidentiality.
• Commitment to ongoing professional development and certification.

Schedule

• Full-time schedule, Monday through Friday.
• Additional hours may be required during tax season and cyclical planning periods.
• Hybrid work option available in accordance with firm policy.

Compensation & Benefits

We offer a competitive base salary and annual discretionary bonus tied to individual and firm performance.

Eligible employees receive a competitive benefits package, including: • Paid Time Off (18 days annually at hire, increasing with tenure) • 10 paid holidays plus 1 floating holiday • 8 hours of Volunteer Paid Time Off annually • Safe Harbor 401(k) with employer match and immediate vesting • Medical, dental, and vision insurance • Life and disability insurance (STD and LTD) • Minnesota Paid Family & Medical Leave (private plan) • Professional development and continuing education reimbursement (with approval) • Discounted advisory services for eligible employees Benefits are subject to plan terms and eligibility requirements.

Equal Employment Opportunity Stevens Foster Financial Advisors is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, creed, religion, national origin, sex, pregnancy, gender identity or expression, sexual orientation, marital status, disability, age, veteran status, status with regard to public assistance, or any other characteristic protected by federal, state, or local law.

About Stevens Foster

Stevens Foster Financial Advisors is a Registered Investment Advisor (RIA) providing integrated financial planning, investment management, and tax strategy services to corporate executives and high net worth families with complex financial needs. Since 1988, we have delivered objective, personalized guidance as fiduciaries—always acting in our clients’ best interests.

Our team operates within a highly regulated environment, emphasizing precision, discretion, and thoughtful coordination across all aspects of a client’s financial life. We build long term relationships through high quality service, clear communication, and a disciplined, holistic approach to wealth management.