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Associate Financial Advisor Jobs in Minnesota (NOW HIRING)

Foster Klima

Financial Consultant

Minneapolis, MN

$105K/yr

Our Advisors can do business with any client who resides in the USA. We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry-level position that offers room ...

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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 Restructuring, Minneapolis

Houlihan Lokey Financial Advisors, Inc

Minneapolis, MN

$175K - $200K/yr

Full-time

Posted 15 days ago

Job description

Business Unit:

Financial Restructuring Group

Industry:

General

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Financial Restructuring

Houlihan Lokey has the largest worldwide financial restructuring practice of any investment banking firm, with offices and experienced professionals located across the globe. Since its inception in 1988, the restructuring group has advised on more than 1,900 restructuring transactions with aggregate debt claims in excess of $4 trillion. With nearly 300 dedicated restructuring professionals worldwide, our group has a significant global presence. We serve clients domestically and around the world, providing extensive resources to staff each case. Our broad base of clients and extensive experience allow us to understand the dynamics of each restructuring situation and the needs, attitudes, and positions of all parties in interest.

Job Description

An Associate in Financial Restructuring will work on a variety of transactions within the Financial Restructuring business, including creditor- and debtor-side restructurings and distressed M&A. The group offers a unique opportunity for Associates to work on a variety of projects that provide exposure to various financial advisory and investment banking products and industries. These services include debt and equity financings, distressed M&A advisory services, and special situation principal investing. These services can include.

  • Advising companies and stakeholders in out-of-court and in-court restructurings
  • Raising debt and equity financing
  • Providing distressed M&A advisory services
  • Advising in special situations with elements of distressed investing
  • Participating in complex negotiations on behalf of our clients

Associates are typically members of deal teams comprising at least one managing director, vice president, associate, and financial analyst.

Basic Qualifications

Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business. The ideal candidate should be motivated, creative, and outgoing in addition to the qualifications below.

  • Demonstrated knowledge of accounting and finance
  • An undergraduate degree, including an exemplary academic record, from an accredited institution
  • 3+ years of relevant work experience in similar roles within investment banking
  • Strong analytical/technical and qualitative abilities
  • Excellent verbal and written communication skills
  • Strong public speaking and presentation skills
  • Ability to work in a fast-paced environment managing multiple project deliverables simultaneously
  • Extensive operational financial modeling and valuation experience
  • A demonstrated ability to work cooperatively with all levels of staff
  • Very strong work ethic and careful attention to detail

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$175,000-$200,000

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

#LI-112682

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