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Associate Advisor Jobs in Rochester, MN (NOW HIRING)

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 ...

Service Advisor

Oronoco, 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 ...

Service Advisor

Oronoco, 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 ...

Seasonal Beauty Advisor

Rochester, MN

$17.50 - $21.75/hr

GENERAL SUMMARY & SCOPE The Seasonal Beauty Advisor (BA) is responsible for providing an ... Collaborate with managers and associates throughout the store to help grow the business.

Required Afternoon and Evening Availability About the Role As Beauty Advisor, you will drive sales ... Maintaining adherence to company safety policies for the safety of all associates and customers

Seasonal Beauty Advisor

Rochester, MN · On-site

$17.50 - $21.75/hr

GENERAL SUMMARY & SCOPE The Seasonal Beauty Advisor (BA) is responsible for providing an ... Collaborate with managers and associates throughout the store to help grow the business.

About the Role As Beauty Lead Advisor, you will drive sales through an authentic passion for beauty ... Maintaining adherence to company safety policies for the safety of all associates and customers

... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a direct, immediate impact on the success of Warby Parker through customer interactions, process ...

... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a direct, immediate impact on the success of Warby Parker through customer interactions, process ...

Beauty Advisor

Rochester, MN · On-site

$17.50 - $21.75/hr

GENERAL SUMMARY & SCOPE The Beauty Advisor (BA) is responsible for providing an exceptional ... Collaborate with managers and associates throughout the store to help grow the business.

Beauty Advisor

Rochester, MN · On-site

$17.50 - $21.75/hr

GENERAL SUMMARY & SCOPE The Beauty Advisor (BA) is responsible for providing an exceptional ... Collaborate with managers and associates throughout the store to help grow the business.

Beauty Advisor

Rochester, MN · On-site

$17.50 - $21.75/hr

GENERAL SUMMARY & SCOPE The Beauty Advisor (BA) is responsible for providing an exceptional ... Collaborate with managers and associates throughout the store to help grow the business.

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Associate Advisor information

See Rochester, MN salary details

$12

$26

$46

How much do associate advisor jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for associate advisor in Rochester, MN is $26.36, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $30.29 per hour, depending on experience, location, and employer.

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?

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 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 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 the most commonly searched types of Advisor jobs in Rochester, MN?

The most popular types of Advisor jobs in Rochester, MN are:

What are popular job titles related to Associate Advisor jobs in Rochester, MN?

For Associate Advisor jobs in Rochester, MN, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Rochester, MN look for?

The top searched job categories for Associate Advisor jobs in Rochester, MN are:

What cities near Rochester, MN are hiring for Associate Advisor jobs?

Cities near Rochester, MN with the most Associate Advisor job openings:

Infographic showing various Associate Advisor job openings in Rochester, MN as of August 2026, with employment types broken down into 1% As Needed, 65% Full Time, 32% Part Time, 1% Temporary, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $57,204 per year, or $27.5 per hour.

Financial Advisor in Training

Baird

Rochester, MN • On-site

$60K - $100K/yr

Full-time

Re-posted 9 days ago


Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz


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 follow-up tasks.
  • Memorialize and support the team service model and Standard of Care, including building performance reports.
  • Research investment solutions and assist senior advisors with portfolio-related analysis and tasks.
  • Develop team marketing/branding and value proposition, and lead brokerage-to-fee 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 brokerage-to-fee conversions
  • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
  • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier 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.

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