A wealth management firm in Minnesota is seeking an Associate Wealth Manager to support senior advisors in financial planning, coordinate meetings, and interact directly with clients. Ideal candidates will have a Bachelor's degree in finance or related fields and at least 1 year of relevant experience. They also must have Series 65 or equivalent licenses. This role offers a supportive work environment and opportunities for career growth.
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Wealth Management Associate — Growth & Client Advisory in minneapolis at Unknown Company
This position is listed as full time and onsite.