Wealth Management Associate

echo

Minneapolis (MN)

On-site

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A wealth management firm in Minnesota is seeking an Associate Wealth Manager to support senior advisors in financial planning, coordinate meetings, and interact directly with clients. Ideal candidates will have a Bachelor's degree in finance or related fields and at least 1 year of relevant experience. They also must have Series 65 or equivalent licenses. This role offers a supportive work environment and opportunities for career growth.

Qualifications

1+ years relevant working experience within wealth management.
Experience in financial planning and client interaction.

Responsibilities

Assist senior advisors with financial planning.
Coordinate meeting preparation and follow-up.
Direct client interaction.

Skills

Client interaction

Financial planning

Education

Bachelors degree in accounting, finance, economics, or financial planning

Tools

Series 65

Job description

2 days ago Be among the first 25 applicants

This range is provided by echo. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

National Director of Financial Services 612-452-6041

Echo is partnering with a Twin Cities wealth management firm that is looking to add an Associate Wealth Manager to their organization due to growth of the firm. This is a well-balanced position assisting the senior level advisors handling financial planning, coordinating meeting prep and follow-up along with direct client interaction. The firm has a supportive leadership group, great culture with strong career growth planning.

Qualifications

Bachelors degree preferred in accounting, finance, economics, or financial planning
1+ years relevant working experience within wealth management
Series 65 (or Series 7 and 66)

Seniority level