About Fidant Wealth Partners:

Fidant Wealth Partners is a rapidly growing (currently $2B Assets Under Management) wealth management organization and Ameriprise Financial franchisee dedicated to helping advisors, clients, and team members thrive and achieve their goals. We combine the resources and strength of a national financial services leader with the entrepreneurial spirit of an independent firm. Our culture is built on collaboration, accountability, excellence, and a commitment to delivering exceptional experiences for advisors, clients and employees.

Position Summary:

The Executive Assistant serves as a strategic partner to the CEO and executive leadership team, providing high-level administrative, operational, and project support. This individual will play a critical role in maximizing executive effectiveness by managing priorities, coordinating key initiatives, facilitating communication, and ensuring the efficient execution of leadership activities.

The ideal candidate is a detail-oriented professional who anticipates needs, exercises exceptional judgment, maintains the highest level of confidentiality, and thrives in a fast-paced, growth-oriented environment.

Key Responsibilities:

• Executive Calendar & Time Management: Coordinate and manage the CEO's complex calendar, including meetings, travel, and personal commitments. Prioritize and adjust appointments as needed
• Communication & Correspondence: Manage and triage communications on behalf of the CEO/Executive team, including emails, phone calls, and meeting requests.
• Travel Planning: Arrange domestic and international travel, including flights, accommodations, ground transportation, and itineraries
• Project Coordination: Assist with special projects and initiatives, often involving cross-functional collaboration and research. Monitor deadlines and follow up as needed
• Confidentiality & Professionalism: Handle sensitive information with the utmost confidentiality and professionalism
• Office & Event Support: Support planning for leadership meetings, offsites, and events. Coordinate logistics and ensure seamless execution

Qualifications:

• 5+ years of experience supporting a senior executive, preferably in a fast-paced, high-growth environment
• Exceptional organizational and time management skills
• Excellent written and verbal communication
• High emotional intelligence and interpersonal skills
• Ability to multitask and prioritize in a dynamic, deadline-driven environment
• Experience with travel planning and calendar management at the executive level

Preferred Attributes:

• Experience within financial services, wealth management, professional services, or a high-growth organization.
• Proactive and solution-oriented mindset
• Ability to anticipate needs before they arise
• Strong judgment and decision-making ability
• Commitment to the organization’s vision and values

What Success Looks Like:

• Be viewed as a trusted partner to the CEO and executive leadership team.
• Anticipate needs before they arise and proactively solve problems.
• Create efficiency and organization across executive operations.
• Enhance communication and execution of key business initiatives.
• Demonstrate professionalism, adaptability, and sound judgment in every interaction.

Why Join Fidant Wealth Partners?

At Fidant Wealth Partners, you'll have the opportunity to work alongside a forward-thinking leadership team and contribute directly to the growth and success of a dynamic organization. We value individuals who take ownership, embrace collaboration, and are passionate about creating exceptional experiences for colleagues, advisors, and clients alike.

Fidant Wealth Partners is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, please reach out to discuss how we can support you.

Pay: From $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Work Location: In person