About this opportunity
echo lists this Wealth Management Associate opportunity in minneapolis, Minnesota. Review the employer’s description below for duties, qualifications and application requirements.
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
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
Associate
Employment type
Full-time
Job function
Finance
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
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Worksite address
minneapolis, MN, 55400, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.