Hybrid Wealth Management Associate — Growth Path

Curi Capital; Edina (MN); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with employer match

Flexible time off

Education assistance

Job summary

A financial services firm is seeking a Wealth Management Associate in Edina, MN. This role involves supporting Wealth Advisors, providing administrative assistance, and maintaining relationships with high net worth clients. Ideal candidates will have a background in business or finance and effective communication skills. Benefits include comprehensive health plans and educational support, while a willingness to obtain Series 65 and CFP licenses is preferred. This is a full-time, entry-level position with a hybrid work arrangement.

Qualifications

• 1-3 years of experience in Wealth Management preferred.
• Education or experience in business, economics or finance strongly preferred.
• Willingness to obtain Series 65 and CFP licenses.

Responsibilities

• Perform administrative and financial planning functions.
• Build and maintain relationships with high net worth clients.
• Assist Wealth Advisors in providing financial planning activities.

Skills

Communication skills

Problem solving

Multi-tasking

Detail oriented

Teamwork

Education

Undergraduate degree or equivalent work experience

Job description

A financial services firm is seeking a Wealth Management Associate in Edina, MN. This role involves supporting Wealth Advisors, providing administrative assistance, and maintaining relationships with high net worth clients. Ideal candidates will have a background in business or finance and effective communication skills. Benefits include comprehensive health plans and educational support, while a willingness to obtain Series 65 and CFP licenses is preferred. This is a full-time, entry-level position with a hybrid work arrangement.