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Associate Advisor Jobs in Minnesota (NOW HIRING)

Block Advisor Tax Advisor

Saint Paul, MN ยท On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Block Advisor Tax Advisor

Woodbury, MN ยท On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Block Advisor Tax Advisor

Woodbury, MN ยท On-site

$11 - $80/hr

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Block Advisors - Tax Advisor

New Hope, MN ยท On-site

$11 - $80/hr

... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Block Advisors - Tax Advisor

New Hope, MN ยท On-site

$16.37 - $80/hr

... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Financial Advisor in Training

Rochester, MN ยท On-site

$60K - $100K/yr

Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable. * Prepare for, attend, and shadow senior advisors ...

Private Wealth Advisor, Assoc

Eagan, MN ยท On-site

$42K - $48K/yr

Responsibilities We are currently seeking an Associate Private Wealth Advisor to join a fast-growing team of Senior Wealth Advisors. The candidate will be expected to develop new client relationships ...

The advisor must have demonstrated ability in problem solving, critical thinking, conflict ... In lieu of education, leadership may consider an Associate's degree and 5 years of applicable ...

New

The advisor must have demonstrated ability in problem solving, critical thinking, conflict ... In lieu of education, leadership may consider an Associate's degree and 5 years of applicable ...

New

Service Advisor

Little Falls, MN ยท On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

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Showing results 1-20

Associate Advisor information

See Minnesota salary details

$11

$25

$44

How much do associate advisor jobs pay per hour?

As of Jun 26, 2026, the average hourly pay for associate advisor in Minnesota is $25.40, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $29.18 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Minnesota? The most popular types of Advisor jobs in Minnesota are:
What are popular job titles related to Associate Advisor jobs in Minnesota? For Associate Advisor jobs in Minnesota, the most frequently searched job titles are:
What cities in Minnesota are hiring for Associate Advisor jobs? Cities in Minnesota with the most Associate Advisor job openings:
Infographic showing various Associate Advisor job openings in Minnesota as of June 2026, with employment types broken down into 47% Full Time, 51% Part Time, 1% Temporary, and 1% Nights. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution, with an average salary of $52,831 per year, or $25.4 per hour.
Block Advisor Tax Advisor

Block Advisor Tax Advisor

H&R Block

Saint Paul, MN โ€ข On-site

$11 - $80/hr

Full-time

Retirement

Posted 21 days ago


Job description

About the Role
As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year.
Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.
Day to day, you'll...
  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Grow your tax expertise

Required Qualifications
  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools - video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Preferred Qualifications
  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and/or marketing experience
  • Bachelor's degree in accounting or related field

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$11.00 - $80.00/Hr.
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