Associate Wealth Advisor

Quality Talent Group
Any Location, MN
Category Finance
Job Description
Join our client, a privately held national firm in the financial services and wealth management industry, as an Associate Wealth Advisor. We are looking for a candidate with a Bachelor’s degree and 2+ years of experience in financial planning, accounting, legal, or related professional services. The ideal candidate will have Series 65 or CFP certification and be proficient in investment and financial planning software tools.

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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