Join the DSB Rock Island Wealth Management Team
Are you passionate about helping clients achieve their financial goals? Join our growing Wealth Management team as a Wealth Plan Specialist at DSB Rock Island Wealth Management. We are seeking a dedicated individual who can create and maintain comprehensive financial plans, focusing on the unique needs of our clients in areas such as cash flow, retirement planning, estate planning, education planning, and major purchase planning.
About Us: DSB Rock Island Wealth Management is home to a team of experienced financial professionals, committed to serving the needs of individuals and families throughout Minnesota and across the United States.
Our Team Culture: At DSB Rock Island Wealth Management, we value our team members and strive to create a positive and supportive work environment. Our company operates on EOS® (Entrepreneurial Operating System), which fosters clear communication, effective delegation, and a culture of continuous improvement. As a member of our team, you will have the opportunity to contribute to the growth and success of the firm while enjoying professional development opportunities and recognition for your contributions.
Core Values
· We are TRUE to our word
· We are COMMITTED to mastery
· We seek first to SERVE
As a Wealth Management Specialist, you will play a key role in delivering exceptional service to our clients. Your responsibilities will include:
· Enter client information into Comprehensive Financial Planning Software and generate wealth plans
· Prepare and mail introduction packages with an engagement letter, document request, and Wealth Questionnaire
· Demonstrate the Wealth Plan software to potential clients
· Assist clients in aggregating their accounts into the system
· Develop a close, long-term relationship with wealth plan clients to understand their current circumstances and future needs or wishes
· Create PowerPoint presentations summarizing the Wealth Plans for client meetings
· Provide annual reviews
· Manage clients’ individual wealth planning websites to maintain current information
· Review and modify systems to enhance the wealth planning experience
· Continually seek ways to improve the wealth planning process
· Develop and maintain written systems of all wealth planning activities
· Perform other duties as assigned
Qualifications and Competencies
· A genuine interest in serving and caring for other people.
· Excellent interpersonal skills with a focus on extraordinary client service.
· Extreme attention to detail.
· Strong analytical and communication skills.
· Excellent organizational and time management skills.
· Proven ability to handle multiple tasks and manage stress.
· Proficiency with Microsoft Office Suite.
· Regular and reliable attendance.
Education and Experience
· Bachelor’s degree in Economics, Accounting, Finance, or similar field of study.
· 3+ years of financial planning, wealth management, or public accounting experience.
· 2+ years of experience in a financial planning firm.
· Series 7 and 65 licenses.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
Education:
Experience:
- Investment management: 2 years (Preferred)
Ability to Relocate:
- Mendota Heights, MN 55120: Relocate before starting work (Required)
Work Location: In person
