Wealth Management Associate
echo
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 View phone number on click.appcast.io 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 Referrals increase your chances of interviewing at echo by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) #J-18808-Ljbffr echo
Vacancy posted 19 hours ago
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