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Wealth Management Associate – Client Advisory & Planning

Job in Edina, Hennepin County, Minnesota, USA
Listing for: Curi RMB Capital
Full Time position
Listed on 2025-12-20
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A growing investment advisory firm in Edina, Minnesota, is seeking a skilled Wealth Management Associate to support Wealth Advisors and enhance client relationships. The candidate should have solid communication skills, a detail-oriented mindset, and ideally 1-3 years of experience in Wealth Management. This hybrid position requires team collaboration and the opportunity to grow in responsibilities, ensuring client satisfaction through effective financial planning and support.
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Position Requirements
10+ Years work experience
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