Wealth Management Associate Client Advisory
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2025-12-12
Listing for:
echo
Full Time
position Listed on 2025-12-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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