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Associate Financial Advisor Jobs in Hopkins, MN (NOW HIRING)

RiverFront Group- Focus Financial

Be Seen First

Financial Advisor Support Associate

Minneapolis, MN · On-site

$55K - $80K/yr

Job Summary The Advisor Support Associate will provide centralized support to the practice's six Financial Advisors and their clients, helping enhance the quality, consistency, and timeliness of the ...

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 ...

Ameriprise Financial

Client Support Associate

Minneapolis, MN · On-site

$18.25 - $25/hr

As the Client Support Associate, you'll shadow client appointments, learn how to write financial ... Preparing Financial Advisors for sales presentations and interactions with clients. * First call ...

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

Associate Financial Advisor information

See Hopkins, MN salary details

$39.1K

$68.2K

$114.2K

How much do associate financial advisor jobs pay per year?

As of Sep 7, 2026, the average yearly pay for associate financial advisor in Hopkins, MN is $68,162.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $83,700.00 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 job categories do people searching Associate Financial Advisor jobs in Hopkins, MN look for?

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Hopkins, MN as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, 1% Temporary, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $68,162 per year, or $32.8 per hour.

Financial Advisor Support Associate

RiverFront Group- Focus Financial

Minneapolis, MN • On-site

$55K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

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After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Key responsibilities

  • Provide centralized support to Financial Advisors and their clients, including handling client requests, onboarding, and account updates.

  • Coordinate and facilitate client communication, scheduling, and practice operations such as managing emails, phone calls, and documentation.

  • Assist with organizing practice activities, maintaining digital files, and supporting process improvements to enhance team efficiency and client experience.

Job description

Advisor Support Associate

Location: NE Minneapolis, MN
Work Arrangement: Hybrid — Work from home with two days in the office each week, based on Advisor client meeting needs.

About RiverFront Group

We are looking for an exceptional person who will fit into our flexible, vibrant, and fun 12-member team.

RiverFront Group is a fast-growing team at Focus Financial Network, one of the largest independent financial advisory firms in the industry with over $9.35 billion in assets. We combine comprehensive financial planning, investment management, a client-first attitude, and exceptional client communication to help our clients achieve their financial goals.

Job Summary

The Advisor Support Associate will provide centralized support to the practice’s six Financial Advisors and their clients, helping enhance the quality, consistency, and timeliness of the team’s service.

This role involves daily interaction with clients, vendor partners, and Financial Advisors in person, by email, and over the phone.

The Advisor Support Associate plays an integral role in supporting the ongoing client advisory process, coordinating client service and practice operations, and ensuring timely follow-up on client and Advisor requests.

This role also involves contributing to longer-term projects and process improvements that enhance the effectiveness and efficiency of the team and overall client experience.

Duties and Responsibilities

• Answer the main practice phone line and forward calls as needed.

• Manage and maintain the practice’s main email inbox and other shared inboxes as needed.

• Complete end-to-end new client onboarding, account updates, beneficiary changes, transfers, service requests, and related paperwork.

• Diligently track client requests, Advisor follow-up items, paperwork, and deadlines for broker-dealer and custodians.

• Digitally file client forms and compliance documentation in the Document Management System.

• Ensure accuracy and integrity of all client contact and demographic information in Salesforce (Practifi) CRM.

• Maintain and update the practice website and related digital content as needed.

• Help coordinate and facilitate the marketing and communications calendar.

• Help coordinate client gifting, client education, and appreciation events, including logistics and client communications.

• Assist in organizing, maintaining, and updating all SharePoint files.

• Assist with branch compliance review preparation where the role dictates.

• Work extensively with Microsoft Office Suite, Schwab Advisor Center, Salesforce (Practifi) CRM, Broker-Dealer, Adobe Acrobat, and practice-specific systems and platforms.

• Monitor assigned tasks and workflows in Salesforce (Practifi) CRM.

• Open and process incoming and outgoing mail.

• Be in the office twice a week, with days determined by Advisor client meeting needs.

• Order and maintain office supplies.

• Follow requirements outlined in the Employee Handbook.

• Demonstrate flexibility and productivity while working both remotely and from the office.

• Provide backup support as needed for all team members.

• Share new ideas and suggestions for improving team processes and the client experience.

Qualifications

• Bachelor’s degree required.

• 2–3 years of experience in the financial services industry preferred but not required.

• Highly proficient in Microsoft Office; experience with financial industry software is a plus.

• Excellent communication, organizational, and interpersonal skills, including integrity, humility, respect, empathy, and a healthy sense of humor.

• Ability to work independently while also being a proactive and contributing team member.

• Strong attention to detail and ability to follow through on projects effectively.

• Comfortable taking ownership of details and recognizing when something is missing.

Salary and Benefits

• Salary based on experience.

• Quarterly bonus based on successfully achieving certain financial advisory metrics.

• Medical, dental, and vision coverage.

• Flexible Spending Account (FSA) / Health Savings Account (HSA).

• 401(k) plan.

• Paid time off (PTO).

Company Description

RiverFront Group is a fast-growing team at Focus Financial Network (one of the largest independent financial advisory firms in the industry with over $9.35 billion in assets) and combines comprehensive financial planning, investment management, a client-first attitude, and exceptional client communication to help our clients achieve their financial goals.