Wealth Management Associate

McFee Financial Group

Brooklyn Park, Minnesota

Full-Time | In-Person

Build a Career. Build Relationships. Build Family Legacies.

At McFee Financial Group, we believe wealth management is about far more than investments. We help successful families make confident financial decisions throughout their lives—retirement, taxes, estate planning, insurance, business transitions, charitable giving, and the transfer of wealth across generations.

For more than 40 years, our firm has served as trusted advisors to families throughout Minnesota and beyond. As a fiduciary, we believe in doing what's right, communicating openly, and continuously improving how we serve our clients.

We're not looking for someone to simply fill a position.

We're looking for someone who wants to build a career.

Our Philosophy: We Hire for Careers

Every member of our team begins with a strong foundation and continues growing throughout their career.

Our Wealth Management Associates participate in the McFee Wealth Management Career Development Roadmap, a structured professional development program that combines mentorship, industry education, licensing, and real-world client experience.

As our firm continues to grow, team members may pursue specializations in:

• Financial Planning
• Wealth Management
• Investment Planning
• Tax Planning
• Estate Planning
• Insurance Planning
• Client Relationship Management
• Operations & Technology
• Compliance & Supervision
• Leadership
• Wealth Advisory

Whether your long-term goal is becoming a CFP®, CFA®, EA, CPA, CWMP, CIMIA, AEP, JD, Series 24 Principal, or another wealth management specialist, we are committed to helping you build a meaningful and rewarding career.

What You'll Do

Working alongside experienced Wealth Managers, you'll help deliver an exceptional experience to our client families while learning every aspect of comprehensive wealth management.

Your responsibilities will include:

Client Experience

• Build lasting relationships with client families through exceptional service
• Prepare client review meetings according to our quarterly planning schedule
• Draft client correspondence and follow-up communications
• Complete service requests and monitor progress from beginning to completion
• Maintain accurate client records within WealthBox CRM

Financial Planning

• Generate Family Wealth Plans using MoneyGuidePro
• Review retirement, investment, tax, insurance, and estate planning strategies
• Assist Wealth Managers in developing personalized financial recommendations
• Analyze employer retirement plans, stock options, RSUs, and ESPPs
• Assist with charitable giving and multigenerational wealth strategies
• Support portfolio customization using Morningstar research

Operations & Implementation

• Prepare account-opening paperwork and DocuSign packages
• Coordinate transfers and implementation requests
• Review beneficiary designations and estate planning documents
• Coordinate with attorneys, CPAs, and other professional partners
• Stay current with industry regulations and compliance requirements

What Makes Someone Successful Here

We're looking for someone who is:

• Curious and eager to learn
• Highly organized and detail-oriented
• Passionate about helping people
• Comfortable solving complex problems
• An excellent communicator, both verbally and in writing
• A team player who enjoys collaborating
• Someone who takes ownership and follows through

Qualifications

Required

• Bachelor's degree in Financial Planning, Finance, Economics, Business, Accounting, or a related field
• Strong interest in comprehensive wealth management
• Excellent organizational and analytical skills
• Strong written and verbal communication
• Ability to prioritize multiple projects while maintaining exceptional accuracy

Preferred

• Previous experience in banking, investments, insurance, accounting, or financial services
• Progress toward CFP® certification or a desire to pursue the CFP® designation
• Experience with financial planning or CRM software

Licensing (Preferred but not Required)

• SIE
• Series 7
• Series 66
• Minnesota Life Insurance License
• CFP®, CFA®, EA, or other industry designations

Why McFee Financial Group?

We believe exceptional client service begins with exceptional team members.

When you join McFee Financial Group, you'll receive:

• Structured mentorship from experienced Wealth Managers
• A clearly defined career development roadmap
• Licensing and professional development support
• Exposure to sophisticated planning for high-net-worth families
• Opportunities to specialize as your career evolves
• Competitive compensation and benefits
• A collaborative culture built on integrity, innovation, and continuous learning

Most importantly, you'll become part of a team that genuinely enjoys helping families make better financial decisions.

How to Apply

Please email your resume and cover letter to barbara@mcfeefinancial.com.

McFee Financial Group is an Equal Opportunity Employer

We welcome candidates from all backgrounds who share our commitment to professionalism, lifelong learning, teamwork, and exceptional client service.