Job Description
Job Description
Salary : $80,000-$90,000+
The Opportunity
Stevens Foster Financial Advisors is seeking a Client Account Manager (CAM) to join our collaborative advisory team. This role is ideal for an experienced financial professional who combines strong relationship management with technical skills in financial planning, investment coordination, and tax forecasting.
As a CAM, youll work directly with high-net-worth individuals and corporate executives to manage complex financial relationships. Youll lead client meetings, translate sophisticated analysis into clear guidance, and ensure every aspect of each clients planfrom cash flow to equity compensation to tax strategystays aligned and on track.
Our firm is intentionally small and highly integrated. We bring together tax, planning, and investment expertise under one roof to deliver comprehensive, fiduciary advice. The CAM plays a central role in making that integration seamless.
What Youll Do
This summary reflects the primary responsibilities of the role but is not intended to be all-inclusive. Additional duties may be assigned as needed to support clients and the firm.
What Youll Bring
Compensation & Benefits
Compensation is structured as a competitive base salary in the $80,000$90,000 range, commensurate with experience and credentials, plus an annual bonus based on individual and firm performance. This structure reflects the technical expertise and relationship management skills required to serve high-net-worth and executive clients within an integrated advisory team.
Benefits include :
About Stevens Foster
Stevens Foster Financial Advisors is an independent Registered Investment Advisory (RIA) firm based in Bloomington, Minnesota. Since 1988, weve specialized in serving high-net-worth individuals and corporate executives through integrated financial, investment, and tax planning.
Our approach combines technical expertise with personalized attention. We operate as a collaborative team of professionals who work across disciplines to deliver coordinated, thoughtful advice that simplifies complex financial lives. At Stevens Foster, youll find a culture that values precision, integrity, and long-term relationshipsboth with clients and colleagues.
Stevens Foster Financial Advisors is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, marital status, or any other protected characteristic under applicable law.
Client Account Manager • Minneapolis, MN, US