Wealth Management Client Associate

What you’d do

Support Investment Relationship Managers with sales, processing, administrative tasks, and customer service. Duties include scheduling, preparing investment documents, maintaining client files, and assisting in business development. Full-time position in Wayzata, MN. Found on the employer's careers page on Oct 21, 2026. Apply through the link.

You’ll need

• High school diploma or equivalent
• 2-4 years investment industry experience preferred
• FINRA SIE, Series 6 or 7, 63 registrations and insurance licenses for incentives
• SIE at minimum preferred