Financial Planner
echoa day ago
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OnsiteFull-timeMid
Summary
Echo is seeking a Financial Planner to join their team in the Greater Minneapolis-St. Paul Area. The role involves assisting senior level advisors with financial planning responsibilities and strong client interaction.
About the Role
As a Financial Planner, you will support senior advisors in delivering comprehensive financial planning services. Your responsibilities will include client interaction, developing financial strategies, and contributing to a supportive leadership environment that fosters career growth.
About You
Required:
- Bachelor's degree in accounting, finance, economics, or financial planning.
- 3+ years relevant working experience within wealth management.
Preferred:
- CFP certification or willingness to achieve it.
Benefits
- Supportive leadership group.
- Great culture with a strong career growth path.
echo
Echo is your trusted growth and talent partner, dedicated to elevating your organization's success. What sets us apart is our holistic approach – from recruitment to leadership development to cultural communication improvement. Our integrated services empower individuals, teams, and organizations to unlock their full potential. We believe in transforming careers and businesses, educating, empowering, and inspiring leaders to reach new heights. Join us on the journey to excellence and success. Let's create a brighter future together.
Greater Minneapolis-St. Paul Area