Accredited Investors Wealth Management® is seeking a full-time Executive Assistant who is organized, compassionate, and hard-working with a desire to contribute to a growing team. The ideal candidate values a team-based, fast-paced, collaborative working environment, demonstrates exceptional attention to detail, and brings a proactive, solutions-oriented approach to problem solving. This role requires someone who can operate independently, think critically, and serve as a true thought partner to their executive.
Who We Are
We are a high-performing group of 60+ team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to over 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $4.4 billion of investment assets as of 12/31/2025.
What It’s Like to Work Here
Purposeful- At Accredited Investors Wealth Management, our guiding principles are centered on improving the individual and collective lives of all those we serve – clients, colleagues, and the community.
Challenging – Our work is frequently challenging and fast paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited’s workplace culture has often been recognized by media outlets within our community and our industry.
Energizing– Surrounded by thoughtful, charismatic leaders, laughter echoes through our hallways and egos are checked at the door. While collaboration is engrained, camaraderie is organic. New learnings are fostered and shared. Fun is encouraged on most days ending in y.
Who You Will Work With
You will support a C-level executive who plays a central role in leading the firm’s people and business operations. As a managing partner, he leads the executive committee, shareholder meetings, and firmwide initiatives while maintaining strong relationships with clients and internal stakeholders.
You will also be part of the administrative team, working alongside other administrative professionals to support the broader needs of the firm. Collaboration, communication, and a team-oriented mindset are essential, as you partner with others to ensure seamless support across executives and priorities.
His work style is fast paced, highly engaged, and focused on driving results. He values efficiency, clear communication, and proactive support, and relies on his Executive Assistant to help create structure, anticipate needs, and keep priorities moving forward. This partnership requires someone who can stay one step ahead, bring thoughtful input, and operate as a trusted extension of the executive. At times, support may extend beyond business needs to include personal logistics that contribute to his overall effectiveness.
Who Will Be Successful
Proactive, Strategic & Forward-Thinking: You don’t just react, you look ahead. You anticipate needs, identify potential roadblocks, and think beyond initial direction to consider downstream impacts. You bring a strategic mindset to your work, making thoughtful recommendations and helping ensure priorities stay on track.
Calm, Composed & Adaptable: You maintain a calm, steady presence in a fast-paced environment. You navigate shifting priorities and urgency with professionalism, staying focused and effective as demands evolve. You approach challenges with a solution-oriented mindset, creating stability and ease for the executive.
Highly Organized & Detail-Oriented: You bring exceptional organization and attention to detail to a high-volume, fast-moving environment. You manage competing priorities, coordinate complex schedules, and ensure follow-through on key tasks. Accuracy and consistency are critical, as your work reflects both the executive and the firm.
Confident, Self-Directed & Strong Communicator: You communicate with clarity, confidence, and discretion. You are self-assured in your work and operate effectively with a high level of independence, without needing frequent feedback or reassurance. You are comfortable providing input, setting boundaries diplomatically, and ensuring priorities are aligned across stakeholders.
Critical Thinker & Thought Partner: You apply strong judgment and critical thinking in day-to-day decision making. You are able to assess situations, prioritize effectively, and make informed decisions independently. You operate as an extension of the executive, contributing to key priorities and helping move important work forward, not just executing tasks.
Tech-Savvy & Efficient: You are comfortable navigating technology, learning new systems, and identifying opportunities to improve efficiency through digital tools. You adapt quickly to new processes and use technology to streamline workflows and enhance productivity.
What You Offer
What We Offer
Accredited Investors Wealth Management® offers a competitive compensation and comprehensive benefits package designed to support employees professionally and personally.
Our core benefits include medical, dental, vision, disability, and life insurance, along with a 401(k)-plan featuring generous employer contributions and match. We also offer enhanced benefits including pet insurance; adoption and fertility assistance; financial support for professional development and certifications; personal financial and investment planning services; charitable match; and a marketplace-leading time-off allowance, including paid parental and grandparental leave, and paid volunteer time.
Employees enjoy a sustainably focused, beautifully appointed workplace with a fitness center, pickleball courts, outdoor patio, state-of-the-art technology, electric vehicle charging stations, and amenities that enhance our work environment.
Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.
Salary Range: $85,000-$110,000, based on experience, skills, and qualifications.
*Additional Compensation: Firm-Wide Profit Sharing*
In addition to base salary, this role is eligible for annual firm-wide profit sharing if the firm meets certain growth and profitability metrics.
Eligibility begins after one year of employment and is calculated as a percentage of an employee’s eligible base salary earnings paid by the firm during the calendar year. The maximum profit-sharing payout is up to 7.5% of eligible earnings through five years of service, increasing to up to 15% thereafter. Profit sharing is paid annually and is separate from base compensation.
For more information about our firm, please visit our website at https://www.accredited.com/. Please direct all questions to resumes@accredited.com. If you’re interested in applying for this role, please apply via our LinkedIn job posting. Please note: Due to the high volume of applications, we are unable to respond to direct messages or InMails.
Note to Recruiters & Staffing Agencies: Any unsolicited outreach to our employees regarding this role will not receive a response. Please respect our request and refrain from contacting us.