ABOUTThe Bahnsen Group is a private wealth management firm with offices in six locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Austin, TX) and 57 employees. The firm manages over $4.5 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron’s, Forbes, and the Financial Times. The company was founded in 2015 as a defection out of Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for eight years running and added a Risk department, Tax Services department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. The company is consistently ranked as one of the top companies to work for in Orange County, California, and has created an exceptional culture for its employees to participate in the fulfillment of its success. OPPORTUNITYThe Bahnsen Group (TBG) is looking for an associate to join the Risk Department in Minnesota. The role is a full-time, in-office position in Minnetonka. The Risk Department Associate will work hand-in-hand with the Director of Risk, managing new business functions and learning the entire Risk advisory process at TBG. TBG Risk is a department centered on fiduciary consultation and advice before product sales to provide deep, holistic service to our investment management clients. As the Risk Department expands and the team grows, the Risk Associate will have ample opportunity to grow into a greater leadership position and have more client-facing responsibility.

Risk Department Associate

The Bahnsen Group
Minnetonka, MN

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Risk Department Associate

The Bahnsen GroupMinnetonka, MN

Job Summary

Additional Details

The Bahnsen Group
Minnetonka, MN