Associate Wealth Advisor

Quality Talent Group
Any Location, MN
Category Finance
Job Description
Our client, a privately held national firm in the financial services and wealth management industry, is seeking an Associate Wealth Advisor to join their team. The role involves delivering comprehensive wealth management advice to high-net-worth clients, preparing customized financial plans, and building client relationships.

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
  • Strong work-life balance
  • Ongoing professional development, training, and growth opportunities
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