Echo Wealth Management is an independent, boutique wealth management firm located in Plymouth, Minnesota, that takes the complexity out of wealth management. We offer integrated, comprehensive solutions that address every facet of our client's financial lives. We do this by building the highest trust, integrity, and respect while constantly collaborating using a team approach.
We serve high net worth clients by creating a customized client portal Echo Dashboard for each household to see financial data 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. A team-building trip to an exclusive resort will occur in February 2022.
Echo Wealth Management is an equal opportunity employer. We offer a competitive compensation and benefits package including salary (10% above industry average); a cash bonus plan; a 401(k) plan with a generous employer matching; firm-wide profit sharing; group health insurance plan; flexible hybrid work schedule; a continuing education reimbursement plan, 15-day pay-time-off per year in addition to 9 holidays.
Echo Wealth Management is seeking an experienced Client Services Associate with a record of accomplishment and a desire to contribute as part of a growing firm. You will be responsible for supporting our team in an administrative and operational capacity. You will contribute significantly to providing an unparalleled client experience and play an integral part in the growth of our team. Your commitment to building a long-term career in operations will be rewarded with potential equity compensation. The career path is to become our Operations Manager eventually. Currently, 40% of the time is required in the office and 60% is flexible/work from home.