Associate Wealth Advisor

Quality Talent Group
Mendota Heights, MN
Category Finance
Job Description
Join a privately held national firm in the financial services and wealth management industry as an Associate Wealth Advisor. Collaborate with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients and build meaningful client relationships through ongoing support and engagement.

Requirements

  • Bachelor’s degree
  • 2+ years of experience in financial planning, accounting, legal, or related professional services
  • Series 65 or CFP required

Benefits

  • Competitive pay
  • Innovative, collaborative workplace
  • Ongoing professional development, training, and growth opportunities
  • Inclusive culture committed to diversity and community engagement
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