KRM Generational Wealth Advisors
KRM Generational Wealth Advisors provided pay range
This range is provided by KRM Generational Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $50,000.00/yr - $62,000.00/yr
Fractional Chief Operations Officer for Growing Financial Firms KRM Generational Wealth Advisors is seeking a highly capable, detail-oriented Executive Assistant to support two senior partners in the firm. This role is mission-critical in ensuring the advisors’ practices run smoothly, efficiently, and with exceptional client service.
The
Executive Assistant
will operate with a high degree of autonomy, managing complex schedules, preparing detailed meeting materials—often with short turnaround timelines—and serving as the primary liaison between the advisors, clients, and the operations support team. The ideal candidate thrives in a fast-paced environment, communicates proactively, and brings a high level of professionalism and accountability to every interaction.
Responsibilities include but are not limited to: Calendar, Communication, & Inbox Management
Manage complex advisor calendars with fluid, shifting schedules
Identify conflicts, proactively resolve overlaps, and communicate changes
Handle inbound client service emails and requests, resolving directly or delegating to appropriate internal departments
Serve as the primary communication bridge when advisors are unavailable or working outside the office
Communicate via advisors’ preferred methods: phone call and text message for time-sensitive needs
Professionally communicate with clients to schedule, reschedule, and coordinate meeting logistics
Liaison to Operations & Support Teams The Executive Assistant will serve as the central point of coordination between advisors and internal operational functions. Responsibilities include:
Delegating tasks directly to operations and service team members
Coordinating workflows and ensuring timely execution
Tracking delegated work to completion and confirming accuracy
Prioritizing incoming requests when multiple items compete for attention
Making informed decisions when advisors are unavailable
Holding team members accountable to timelines and standards
Qualifications
1–3 years of administrative support experience
Financial services experience highly preferred
Prior experience within Northwestern Mutual strongly preferred
High proficiency in Microsoft Office Suite, CRM systems, and digital organization tools
Excellent written and verbal communication skills
Ability to operate independently with minimal direction
Core Competencies
Exceptional organization and attention to detail
Proactive mindset with strong anticipation of advisor needs
High follow-through, reliability, and ownership of outcomes
Comfort navigating changing schedules and priorities
Professional client presence with strong interpersonal skills
Ability to manage high volume and urgency without overwhelm
Independent decision-making and problem‑solving abilities
Emotional intelligence and diplomacy
Strong time management and prioritization skills
Confidence in holding others accountable respectfully and effectively
Compensation and Benefits This is a full-time, salaried position based in our Edina, MN office. Compensation is competitive and commensurate with experience, with benefits available as part of the total compensation package.
About KRM Generational Wealth Advisors KRM Generational Wealth Advisors helps clients plan, protect, and grow their wealth across generations. The firm is built on integrity, collaboration, and a commitment to excellence in every client interaction. KRM offers an environment where motivated professionals can grow their careers, learn from seasoned advisors, and develop the skills needed to build long‑term, meaningful client relationships.
KRM Generational Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. KRM Generational Wealth Advisors is not a registered investment adviser, broker‑dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
Seniority level
Entry level
Employment type
Full‑time
Job function
Administrative
Referrals increase your chances of interviewing at KRM Generational Wealth Advisors by 2x
Inferred from the description for this job Medical insurance
Vision insurance
401(k)
Get notified about new Executive Assistant jobs in
Edina, MN .
#J-18808-Ljbffr
Base pay range $50,000.00/yr - $62,000.00/yr
Fractional Chief Operations Officer for Growing Financial Firms KRM Generational Wealth Advisors is seeking a highly capable, detail-oriented Executive Assistant to support two senior partners in the firm. This role is mission-critical in ensuring the advisors’ practices run smoothly, efficiently, and with exceptional client service.
The
Executive Assistant
will operate with a high degree of autonomy, managing complex schedules, preparing detailed meeting materials—often with short turnaround timelines—and serving as the primary liaison between the advisors, clients, and the operations support team. The ideal candidate thrives in a fast-paced environment, communicates proactively, and brings a high level of professionalism and accountability to every interaction.
Responsibilities include but are not limited to: Calendar, Communication, & Inbox Management
Manage complex advisor calendars with fluid, shifting schedules
Identify conflicts, proactively resolve overlaps, and communicate changes
Handle inbound client service emails and requests, resolving directly or delegating to appropriate internal departments
Serve as the primary communication bridge when advisors are unavailable or working outside the office
Communicate via advisors’ preferred methods: phone call and text message for time-sensitive needs
Professionally communicate with clients to schedule, reschedule, and coordinate meeting logistics
Liaison to Operations & Support Teams The Executive Assistant will serve as the central point of coordination between advisors and internal operational functions. Responsibilities include:
Delegating tasks directly to operations and service team members
Coordinating workflows and ensuring timely execution
Tracking delegated work to completion and confirming accuracy
Prioritizing incoming requests when multiple items compete for attention
Making informed decisions when advisors are unavailable
Holding team members accountable to timelines and standards
Qualifications
1–3 years of administrative support experience
Financial services experience highly preferred
Prior experience within Northwestern Mutual strongly preferred
High proficiency in Microsoft Office Suite, CRM systems, and digital organization tools
Excellent written and verbal communication skills
Ability to operate independently with minimal direction
Core Competencies
Exceptional organization and attention to detail
Proactive mindset with strong anticipation of advisor needs
High follow-through, reliability, and ownership of outcomes
Comfort navigating changing schedules and priorities
Professional client presence with strong interpersonal skills
Ability to manage high volume and urgency without overwhelm
Independent decision-making and problem‑solving abilities
Emotional intelligence and diplomacy
Strong time management and prioritization skills
Confidence in holding others accountable respectfully and effectively
Compensation and Benefits This is a full-time, salaried position based in our Edina, MN office. Compensation is competitive and commensurate with experience, with benefits available as part of the total compensation package.
About KRM Generational Wealth Advisors KRM Generational Wealth Advisors helps clients plan, protect, and grow their wealth across generations. The firm is built on integrity, collaboration, and a commitment to excellence in every client interaction. KRM offers an environment where motivated professionals can grow their careers, learn from seasoned advisors, and develop the skills needed to build long‑term, meaningful client relationships.
KRM Generational Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. KRM Generational Wealth Advisors is not a registered investment adviser, broker‑dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
Seniority level
Entry level
Employment type
Full‑time
Job function
Administrative
Referrals increase your chances of interviewing at KRM Generational Wealth Advisors by 2x
Inferred from the description for this job Medical insurance
Vision insurance
401(k)
Get notified about new Executive Assistant jobs in
Edina, MN .
#J-18808-Ljbffr