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Associate Financial Advisor Jobs in Minnesota (NOW HIRING)

Baird

Financial Advisor in Training

Rochester, MN · 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 ...

mgx

Associate Investment Advisor

Winona, MN · On-site

A college degree in Accounting, Finance or Business Administration and sales experience is a strong ... Job Summary : The Associate Investment Advisor's role is to contribute to the growth and ...

CUYUNA REGIONAL MEDICAL CENTER

Financial Advisor

Crosby, MN · On-site

$20.15 - $30.23/hr

A Day in the Life of a Financial Advisor The Financial Advisor role centers on assisting uninsured ... Associates Degree in Accounting or related field Compensation and Benefits The pay range is listed ...

Associatedbank

Virtual Financial Advisor

Minneapolis, MN · On-site

$21.64 - $37.09/hr

Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Minnesota

Associate Financial Advisor information

See Minnesota salary details

$37.7K

$65.8K

$110.2K

How much do associate financial advisor jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate financial advisor in Minnesota is $65,774.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,200.00 and $80,800.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

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

The most popular types of Financial Advisor jobs in Minnesota are:

What are popular job titles related to Associate Financial Advisor jobs in Minnesota?

For Associate Financial Advisor jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Minnesota look for?

The top searched job categories for Associate Financial Advisor jobs in Minnesota are:

What cities in Minnesota are hiring for Associate Financial Advisor jobs?

Cities in Minnesota with the most Associate Financial Advisor job openings:

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $65,774 per year, or $31.6 per hour.

Associate Financial Advisor

Ameriprise Financial

Austin, MN • On-site

Full-time

Re-posted 26 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

108th of 151 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Worl< as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.

Responsibilities and Time Allocation -Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Responsibilities:

Prepare for client meetings focused on planning discussions
Gather and enter client data into Financial Planning Tool Suite
Create planning deliverables
Perform case analysis and develop recommendations
Conduct and/or participate in client meetings to present recommendations/deliver advice
Track/hold clients accountable to agree upon actions
Answer questions and provide readily available information to clients, if requested, as it relates to servicing their account
Run illustrations and hypotheticals
Develop appropriate product deliverables
Execute appropriate trades to align with proposed portfolio
Complete follow-up from client meetings, correspondence, calls etc.

Education and other designations:

College degree or higher
2+ years of similar experience
Already have successfully completed the following: Series 7, Series 66, and State life, accident and health insurance license

Note: Candidates from both Mankato and Austin, MN are preferred.

Base Pay Salary

The salary range is 80-110k/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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