We are hiring! We are actively looking to find the right individual to join our team as Director of Investments . This person should be a driven and talented individual who holds a CFA designation , LAH , Series 7 , and Series 63/65 licenses . If you or anyone you know may be interested, let’s connect!
Our business focuses on advanced wealth management planning with high-net-worth individuals and businesses. This role offers an opportunity to build new client relationships and maintain existing ones, requiring a commitment to education in financial and investment planning strategies. The ideal candidate, an AWMA , should have a high degree of analytical skill and be able to communicate effectively with clients about investments, insurance, and financial planning. This is a unique opportunity to join a successful, established wealth management practice built on deep, long-term relationships, where we are central to our clients' financial lives.
If interested in joining our team in the Edina, MN office, please email your resume, cover letter explaining why you qualify, and your salary requirements to sarah.niemczyk@nm.com or patti.nash@nm.com . Visit us at .
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