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Associate Wealth Advisor
Quality Talent Group
Lakeville, MN
Category
Finance
Apply for Job
Job Description
Join a collaborative wealth management team committed to delivering exceptional client outcomes. As an Associate Wealth Advisor, you will 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
Innovative, collaborative workplace with strong work-life balance
Ongoing professional development, training, and growth opportunities
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