Financial Planning & Investment Associate @ Integrated Equity Management

Integrated Equity Management, a comprehensive wealth management firm in Bloomington, MN, is growing rapidly and now has an opening for a Financial Planning & Investment Associate.

In this position, you’ll be responsible for providing support for five private wealth managers, in addition to generating tailor-made financial plans, executing trade orders in brokerage and investment advisory programs, and conducting investment research across various investment types and platforms.

The ideal candidate will have a Bachelor’s degree, FINRA Series 7 and 66 registrations, two to four years of experience creating comprehensive financial plans, strong written and verbal communications skills, detail orientation, and an interest in using technology.

Growth opportunities are available for the right candidate including support for professional designations.

See a full job description HERE

To apply, please contact

Cammy Smith

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