Associate Wealth Advisor

Quality Talent Group
Bloomington, MN
Category Finance
Job Description
Our client, a privately held national firm in the financial services and wealth management industry, was founded in 2006. With a broad U.S. footprint, the organization and its affiliates advise on over $560B in assets, supporting high-net-worth clients through comprehensive, integrated wealth solutions.

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
  • Inclusive culture committed to diversity and community engagement
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