What are the responsibilities and job description for the Financial Planning Consultant position at Accredited Investors Wealth Management®?
About the Company
Accredited Investors Wealth Management is a high-performing group of over 60 team members who are passionate about delivering exceptional service to our clients and being a sought-after place to work. Founded in 1987, we are 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, we manage approximately $3.7 billion of investment assets. We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset:
Values-Based : Our values are embedded within our work through deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.
Culture-Focused : The Cultural Constitution from which we operate at Accredited is not meant to be aspirational; it is practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.
Curiosity-Minded : We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.
We are proud to be an equal opportunity employer and 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.
