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Wealth Manager
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- 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.
- 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.
- Values-Based: Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.
- 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.
- 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.
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