When you work at Echo Wealth Management, you're working with a close-knit team. Our culture is rooted in integrity, trust, and deep respect—for both our clients and each other.
Our talented team thrives in a collaborative, client-first environment where precision, care, and innovation guide everything we do.
You’ll work directly with high-net-worth households to design personalized Echo Dashboards—our secure, intuitive client portal that consolidates financial data in one place. Our clients trust us for our responsiveness, attention to detail, and unwavering professionalism.
What You Can Expect:
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A role that combines strategic thinking with hands-on relationship management
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A team of credentialed professionals committed to holistic financial planning
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State-of-the-art technology and tools that elevate client service
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A Class A office with premium amenities including a café, fitness center, and flexible workspaces
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Ongoing training and professional development to grow your career
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Annual team-building retreat at a luxury destination
Compensation & Benefits:
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Competitive salary (10% above industry average)
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Performance-based cash bonus plan
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401(k) with generous employer match
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Firm-wide profit sharing
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Comprehensive health insurance
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Flexible hybrid work schedule
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Continuing education reimbursement
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15 days paid time off, plus 9 paid holidays
Echo Wealth Management is an equal opportunity employer. Join a firm where your expertise is valued, your growth is supported, and your impact is real.