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Echo Wealth Management is hiring an Associate Wealth Manager

June 07, 2015

About Echo Wealth Management

Echo Wealth Management is an independent, focused wealth management firm located in Plymouth, Minnesota that takes the complexity out of wealth management.  We offer integrated, comprehensive strategies that address every facet of our clients’ financial lives.  We do this by building the highest levels of trust, integrity and respect while always collaborating using a team approach.  Our clients range from corporate executives planning a secure retirement, to families looking to preserve their assets for future generations, to businesses seeking expert investment advice. 

Echo Wealth Management was formed in February 2015 as a Registered Investment Advisor (RIA) and is looking for an Associate Wealth Manager to join a growing firm and support the founder of this firm who has over 20 years of experience.  As a new firm, this position will be very involved in the long-term success of the firm, learning all aspects of the wealth management business with a focus on client service, financial planning, and business operations.  This position offers tremendous future growth and opportunity.  The Associate Wealth Manager position does not have business development requirements.

Successful candidates will provide a wide array of business skills and personal talent.  The Associate Wealth Manager selected for this position will be highly dependable and trustworthy, have a high level of organizational skills, attention to detail and accuracy, self-motivation, intellectual curiosity, excellent written and verbal communications skills, the ability to handle multiple responsibilities, and consistently follow high standards of business/professional ethics with a desire to grow within the practice.  This position requires excellent interpersonal skills, along with a service attitude in order to provide high-touch, professional service within our client-centric culture.

Responsibilities Include But Not Limited To:

  • Data entry and analysis for Client Relationship Management (Salesforce CRM), financial planning and investment management software

  • Work to establish efficient procedures to on-board new clients and work with existing clients

  • Create and maintain Echo Dashboard, the customized client homepage for each client

  • Involvement in all aspects of client meetings including preparation for meetings, meeting notes, and post-client meeting tasks

  • Responsible for preparation of paperwork for new accounts

  • Create financial planning presentations

  • Create investment portfolio presentations; work on Investment Policy Statements

  • Learn to use the portfolio management system for clients’ investment accounts; design various performance reports; assign models to accounts to properly monitor them for rebalancing

  • Prepare reports, letters, and other correspondence as necessary

  • General operational support

  • Manage the paperless office system (i.e. scanning, shredding and appropriate handling)

  • Work with Lead Advisor on all aspects of business including communication strategies along with touch points for clients (blog topics, quarterly communication, social media updates)

Personal Requirements & Qualifications

  • Bachelor’s degree (Financial Planning, Finance, Accounting, Economics, or a related field)

  • Two years of industry experience preferred

  • Passed the Certified Financial Planner (CFP®) exam or currently in the program

  • Desire to pursue further knowledge and designations in financial planning

  • Driven to succeed in a collaborative atmosphere

  • Excellent interpersonal and relationship management skills

  • Positive attitude and an extraordinary client service orientation

  • Able to quickly learn new software

  • A genuine interest in serving and caring for other people

  • Self-motivated and willing to do anything to get the job done

  • Dependable, ability to multi-task, manage time effectively, and work unsupervised

  • Intellectual curiosity, with a high attention to detail

  • Strong written, verbal, math, financial analytical, problem solving, and organizational skills

  • Intermediate experience or proficient with MS Word, MS Excel, and MS PowerPoint

    If interested in this position, please email resume and cover letter to Echo Huang at This email address is being protected from spambots. You need JavaScript enabled to view it..

Schedule a No-Obligation Discovery Call

Managing your wealth is a very personal subject, one we should discuss in a more personal setting.