Wealth Management Associate — Growth & Client Advisory

echo; Minneapolis (MN); On-site; USD 65,000 - 90,000; Full time

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

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.