Newsletter

Wealth Manager

Flourish Wealth Management is looking for a Wealth Manager to join our successful and growing firm.

Wealth Manager

Flourish Wealth Management is a growing, independent, fee-only, boutique wealth management firm located in Edina, Minnesota. We provide comprehensive wealth management services integrating life planning with financial planning, including investments with an emphasis on impact and sustainable investing. As fiduciaries, our team is committed to putting our clients’ best interests first which guides our decision-making and culture while building long-term, caring, and trusted relationships. Flourish is committed to continued learning, personal development, and team building supported by an outside professional hired to help us learn about our individual strengths, communication skills, and develop opportunities to maximize our team-oriented culture. We learn from each other as a team in our bi-weekly lunch-and-learns focused on topics of interest and Diversity, Equity and Inclusion (DEI) themes.

Portfolio Management Associate

Flourish Wealth Management is looking for a Portfolio Management Associate to join our Firm

Portfolio Management Associate

Are you naturally curious, comfortable working in a team-based environment, and committed to exceeding client expectations? Would you be excited to join an entrepreneurial environment that embraces new solutions and new technology?

We are looking for a Portfolio Management Associate (PMA) who embraces our values and is committed to helping our clients achieve their financial goals by implementing and executing effective investment solutions.

The Portfolio Management Associate will work closely with the Director of Investments to facilitate the firm’s operations and investment processes by leveraging technology, working closely with team members and custodians, while identifying opportunities for greater efficiency.

Contact Us

  • 3300 Edinborough Way
    Suite 420
    Edina, MN 55435
  • FAX: 952.953.3310
Listen to Flourish Financially on Your Favorite Streaming Service


Copyright © 2020 Flourish Wealth Management, Inc. All Rights Reserved. Powered by AdvisorFlex.