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Advisor Assistant Jobs in Minnesota (NOW HIRING)

EVEREST FINANCIAL GROUP LLC

Financial Advisor

Minneapolis, MN · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • PTO

This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. As a Financial advisor, you will play a critical role in maintaining ...

TalentLink Solutions

Service Advisor

Minneapolis, MN · On-site

This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. As a Financial advisor, you will play a critical role in maintaining ...

Fury Motors

Service Advisor Trainee

Stillwater, MN · On-site

Essential Functions / Key Responsibilities * Assist with customer check-in and documentation ... Advisors. * Support service drive organization and vehicle staging. * Assist with closing repair ...

Fury Motors

Service Advisor

South Saint Paul, MN · On-site

$48K - $180K/yr

Additional Responsibilities Assist with customer transportation and rental arrangements. Requirements Qualifications * 1-2 years service advisor experience preferred. * Strong customer service and ...

Fury Motors

Service Advisor

Oak Park Heights, MN · On-site

$48K - $180K/yr

Additional Responsibilities Assist with customer transportation and rental arrangements. Requirements Qualifications * 1-2 years service advisor experience preferred. * Strong customer service and ...

Minnetonka Public Schools

Speech Co-Advisor

Excelsior, MN · On-site

$23.50 - $31.25/hr

... assistant advisors, when applicable. * Take necessary and reasonable precautions to protect ... students, equipment, materials and facilities, including an emergency action plan. * Recommend ...

Fury Motors

Service Advisor

Stillwater, MN · On-site

$48K - $180K/yr

Additional Responsibilities Assist with customer transportation and rental arrangements. Requirements Qualifications * 1-2 years service advisor experience preferred. * Strong customer service and ...

Fury Motors

Service Advisor

South Saint Paul, MN · On-site

$48K - $180K/yr

Additional Responsibilities Assist with customer transportation and rental arrangements. Requirements Qualifications * 1-2 years service advisor experience preferred. * Strong customer service and ...

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All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Minnesota

Advisor Assistant information

See Minnesota salary details

$27.9K

$53.1K

$89.1K

How much do advisor assistant jobs pay per year?

As of Aug 15, 2026, the average yearly pay for advisor assistant in Minnesota is $53,128.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $61,700.00 per year, depending on experience, location, and employer.

What does an advisor assistant do?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What is an advisor assistant?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

What are the key skills and qualifications needed to thrive as an advisor assistant?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

What are the most commonly searched types of Advisor jobs in Minnesota?

The most popular types of Advisor jobs in Minnesota are:

What cities in Minnesota are hiring for Advisor Assistant jobs?

Cities in Minnesota with the most Advisor Assistant job openings:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $53,128 per year, or $25.5 per hour.

Financial Advisor

EVEREST FINANCIAL GROUP LLC

Minneapolis, MN • On-site

$100K - $150K/yr

Full-time

Medical, Dental, PTO

Re-posted 12 days ago

Job description

Benefits:
  • Dental insurance
  • Health insurance
  • Paid time off
  • Competitive salary

Description
 
A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. As a Financial advisor, you will play a critical role in maintaining strong client relationships, managing service requests, and ensuring that clients’ financial plans remain aligned with their goals. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations. 
(Note: This is a position with salary and bonus pay, not commission)
What We’re Looking For
  • Client-focused: Dedicated to delivering exceptional service and maintaining confidentiality.
  • Detail-oriented & Organized: Skilled at managing multiple priorities accurately.
  • Strong Communicator: Effective in both verbal and written communication.
  • Tech-savvy: Comfortable with CRM systems, portfolio management tools, and Microsoft Office Suite.
  • Team Player: Collaborative and adaptable in a fast-paced environment.

Key Responsibilities
  • Prepare comprehensive financial plan and financial management proposals to clients and referrals; Present analysis and proposals for clients. 
  • Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision.
  • Conduct periodic client reviews to ensure financial plans remain on track.
  • Respond to inquiries regarding account activity, transactions, and policy updates.
  • Assists in research and trading duties.
  • Assists the Senior Financial Advisor in planning and servicing as requested.
  • Develops and maintains written systems of all client account activities.
  • Coordinate with team members all client servicing tasks and prioritizes them daily.
 
Qualifications
  • 2+ years of experience as Financial Advisor
  • Excellent interpersonal and communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • An ability to handle multiple tasks and handle stress
  • NASD Series 7, 63, 65 or 66

CFP practitioner preferred but not required
Everest Financial Group
701 Xenia Ave S Suite 250
Golden Valley MN 55416
www.everestfg.us
Industry
Financial Services