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Associate Wealth Advisor
Quality Talent Group
Any Location, MN
Category
Insurance
Apply for Job
Job Description
Our client, a privately held national firm in the financial services and wealth management industry, is seeking an Associate Wealth Advisor to collaborate with Wealth Advisors to deliver comprehensive wealth management advice to high-net-worth clients.
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 with a base salary range of $63,000 – $108,000 annually
Eligibility for incentive-based compensation programs
Innovative, collaborative workplace with strong work-life balance
Ongoing professional development, training, and growth opportunities
Inclusive culture committed to diversity and community engagement
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