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Associate Financial Advisor Jobs in Chaska, MN (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 ...

Wells Fargo

Associated Financial Advisor

Medina, MN · On-site

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Chaska, MN

Associate Financial Advisor information

See Chaska, MN salary details

$41.3K

$72K

$120.6K

How much do associate financial advisor jobs pay per year?

As of Aug 6, 2026, the average yearly pay for associate financial advisor in Chaska, MN is $72,007.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $88,500.00 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
Infographic showing various Associate Financial Advisor job openings in Chaska, MN as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $72,007 per year, or $34.6 per hour.

Associate Financial Advisor

Ameriprise Financial - Minnesota

Lakeville, MN • Hybrid

$100K - $140K/yr

Other

Medical, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

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.

Apply