09/23/2025
NorthPointe Wealth Management is expanding!
NPWM is seeking a professional Client-Associate to join the team. The ideal candidate is a happy, friendly, independent self-starter. Located in a professional office environment in St Michael, MN . Hours: Monday-Friday 8:30am-4:00pm.
About This Role
• Customer satisfaction and communication is number one. Must have excellent oral and written communication skills.
• Responsible for day-to-day operations and administrative support.
• Own best-in-class ex*****on of all client tasks, requests, and inquiries in a timely manner.
• Proactively seek opportunities to improve NPWM’s internal procedures in pursuit of excellent client, and advisor experience.
• Support new client prospecting, closing, and onboarding processes, including: meeting preparation, obtaining account and investment strategy documentation, driving account creation and account transfers.
• Work closely with other professional advisors such as CPAs, estate planning attorneys, business managers, insurance agents.
• Create and maintain client data in Redtail and other systems.
• Adherence to all required compliance policies and procedures.
• Protect client’s confidentiality of all personal and financial information.
What We are Seeking:
• BA/BS degree in finance, economics, or related field.
• 2+ years of experience in a similar role with a registered investment advisory firm and/or broker-dealer including experience interacting directly with clients.
· Series 7 and 66 licenses or willingness to obtain after hire
· Strong technical skills in MS Office applications--Word, Excel, and PowerPoint-- and familiarity with the Google equivalents.
• Adept at quickly learning and adopting new technologies.
• Social media skills appreciated
Benefits
· Competitive compensation package (salary range from $45,000 to $75,000 per year) depending on prior certifications and relevant experience.
· On site work only.
· Bonus eligible.
· PTO equal to 120 hours in addition to FINRA holidays.
· 401(k)
· Health and Dental not currently offered.
Please apply directly to Andrew Greene:
[email protected]
763-340-2350