We serve high net worth clients by creating a customized client portal Echo Dashboard for each household to see everything in one secure place. Our clients value our high level of attention to detail, responsiveness to their needs and professional style. At Echo Wealth Management, you will work with a team of trained professionals whose focus is to help clients define and reach their goals. Our employees enjoy working in a Class A office building that offers a café, a fitness center, state-of-the-art technology, and amenities that enhance our work environment. Development and training of our firm’s talent is a top priority.
Echo Wealth Management is an equal opportunity employer. We offer a competitive compensation and benefits package including: a 401(k) plan with a generous employer matching; a medical insurance plan; firm wide profit sharing; a continuing education reimbursement plan; 15 day pay-time-off per year in addition to 8 holidays.