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Financial Advisor Financial Consultant

Wealth Management Associate: Build Plans & Elevate Clients

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: Choreo
Full Time position
Listed on 2026-06-19
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Choreo is seeking an Associate in Minneapolis, MN to assist clients and wealth advisors for high-net-worth families and business owners. Responsibilities include managing client relationships, preparing investment analyses, and developing financial plans using eMoney software. Candidates should have a business-related undergraduate degree, 5+ years in Wealth Management, an active Series 65 license, and strong communication skills. Benefits include a competitive salary, medical plans, a 401(k) matching program, and unlimited discretionary time off.
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Position Requirements
10+ Years work experience
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