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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

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 ...

Merchants Bank

Associate Investment Advisor

Winona, MN · On-site

$22.88 - $27.45/hr

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 ...

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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 Jul 18, 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 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 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.
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Associate Financial Advisor jobs near you
Associate Financial Advisor

Associate Financial Advisor

Ameriprise Financial

Lakeville, MN • On-site

$100K - $140K/yr

Full-time

Medical, Retirement, PTO

Re-posted 29 days ago

Ameriprise rating

7.9

Company rating: 7.9 out of 10

Based on 120 frontline employees who took The Breakroom Quiz

85th of 148 rated financial services

Job description

Associate Financial Advisor (AFA)
Location: Lakeville, MN | Full-Time
Fireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to join a collaborative and growth-focused team. This role is designed for a licensed professional who is eager to build long-term client relationships, develop planning expertise, and pursue the CFP® designation (if not already obtained).
This is an ideal opportunity for someone who has foundational experience but is still early enough in their career to grow within a practice-progressing into client ownership, increased responsibility, and potential long-term equity participation.
About the Practice
The team emphasizes education, planning, and long-term relationship building.
The culture is:
  • Collaborative and team-oriented
  • Analytical yet relationship-driven
  • Focused on long-term growth-for both clients and advisors

The team is seeking someone who is patient, motivated by long-term opportunity, and aligned with a gradual path toward leadership and potential equity.
Key Responsibilities
Client Relationship Development
  • Support advisors in managing and developing client relationships
  • Build trust with clients through consistent communication and education
  • Grow into increased client ownership over time

Financial Planning & Analysis
  • Assist in developing financial plans and investment strategies
  • Analyze client data and provide thoughtful, personalized recommendations
  • Support planning conversations with a strong analytical foundation

Meeting Preparation & Execution
  • Prepare materials and ensure follow-through on action items
  • Participate in client meetings and gradually take on a more active role

Team Collaboration
  • Work closely with advisors and team members to deliver a high-quality client experience
  • Contribute to a positive, supportive team culture

Ideal Candidate Profile
Required Qualifications
  • Bachelor's degree
  • 2-5+ years of experience in financial services or a related, client-facing role
  • Active securities licenses (Series 7 & 66 preferred or willingness to obtain quickly)

Preferred Qualifications
  • Interest in pursuing or currently working toward CFP® certification
  • Experience working with financial planning tools and client relationship systems

Professional Strengths
  • Strong interpersonal and relationship-building skills
  • Analytical mindset with attention to detail
  • Organized, proactive, and coachable

Compensation & Benefits
Base Salary: $100,000 - $140,000 (commensurate with experience) - exempt
Incentive Compensation:
  • Performance-based income growth tied to client development and contribution
  • Long-term opportunity for equity participation

Benefits Include:
  • Health benefits
  • 401(k) with 4% employer contribution
  • Paid time off and holidays

Work Environment: Hybrid schedule (in-office presence expected; flexibility available)
Equal Opportunity Employer
Fireside Wealth is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.

What Ameriprise employees say

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Benefits

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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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