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Wealth Associate: Drive Client Onboarding
Job in
Albert Lea, Freeborn County, Minnesota, 56007, USA
Listed on 2026-01-01
Listing for:
Alerus
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services provider in Albert Lea is seeking a Wealth Associate to support Financial Advisors and enhance client relationships. The role requires an Associate's degree and 2 years of client-facing experience. Responsibilities include onboarding clients, collaborating to meet financial goals, and ensuring accurate transaction handling. Competitive compensation and benefits are offered, making this a great opportunity for candidates passionate about client financial wellness.
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Position Requirements
10+ Years
work experience
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