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Associate Advisor Jobs in Minnesota (NOW HIRING)

Sanford Health

Improvement Advisor

Bemidji, MN

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 ...

Old National Bank

Private Wealth Advisor, Assoc

Eagan, MN · 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 ...

Sanford Health

Improvement Advisor

Bagley, MN · On-site

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 ...

Camping World Holdings, Inc.

Service Advisor

Lakeville, MN · 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 ...

Camping World

Service Advisor

Forest Lake, MN

$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 ...

Camping World Holdings, Inc.

Service Advisor

Monticello, MN · 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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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Minnesota

Associate Advisor information

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$44

How much do associate advisor jobs pay per hour?

As of Jul 19, 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 an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

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.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

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 does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

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 job categories do people searching Associate Advisor jobs in Minnesota look for? The top searched job categories for Associate Advisor jobs in Minnesota are:
What cities in Minnesota are hiring for Associate Advisor jobs? Cities in Minnesota with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Minnesota as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $52,831 per year, or $25.4 per hour.

Financial Advisor in Training

Robert W Baird & Co

Rochester, MN

$60K - $100K/yr

Full-time

Posted 28 days ago

Job description

About the Role:

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you'll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.

The Impact You'll Make:

Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.

  • 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 in client meetings and calls; take meeting notes and complete all followup tasks.

  • Memorialize and support the team service model and Standard of Care, including building performance reports.

  • Research investment solutions and assist senior advisors with portfoliorelated analysis and tasks.

  • Develop team marketing/branding and value proposition, and lead brokeragetofee conversion conversations with clients.

Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.

  • Complete FATP curriculum

  • Deepen investment knowledge, technology, and planning skills

  • Complete skill and knowledge checks

  • Expand role in client meetings and planning processes

  • Successfully pass Comprehensive Capstone Project

Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.

  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals

  • Independently source, prospect, and close new business through networking, target markets, and referrals

  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokeragetofee conversions

  • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects

  • Build longterm growth through COI development, referral and NextGen campaigns, and independently running mid to toptier client meetings

What You'll Bring to Baird:

  • Bachelor's Degree

  • Minimum 3 years of professional experience prior to entering the four-year development path

  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance

  • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)

  • Entrepreneurial mindset with a focus on quality new client acquisition

  • Strong interpersonal, communication, and presentation skills

  • Coachable and collaborative team approach

  • Ability to build trusted relationships with clients and team members

Compensation and Benefits:

  • $60,000 -$100,000 annual salary range

  • Compensation is commensurate with experience, performance and/or firm profitability

  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

#LI-PWM3

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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