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Associate Financial Advisor Jobs in Moorhead, MN

Foster Klima

Associate Financial Advisor

Fargo, ND · On-site +1

$105K/yr

We are seeking an eager, strategic, and determined financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the ...

Foster Klima

Associate Financial Advisor

Fargo, ND · On-site +1

We are seeking an eager, strategic, and determined financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the ...

Foster Klima

Associate Financial Planner

Fargo, ND · Remote

$125K/yr (+ commission)

As a full-time Associate Financial Planner for Foster Klima, there are no Sales Territories ... Our Advisors can do business with any client who resides in the USA. Remote Opportunity after ...

Foster Klima

Associate Financial Planner

Fargo, ND · Remote

As a full-time Associate Financial Planner for Foster Klima, there are no Sales Territories ... Our Advisors can do business with any client who resides in the USA. Remote Opportunity after ...

Equitable Advisors

Wealth Management Associate

Fargo, ND · On-site

$250 - $1.0K/wk

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that ...

New

Thrivent Financial

Market Developer

Fargo, ND · On-site

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

Thrivent Financial

Market Developer

Fargo, ND · On-site

$104 - $130/hr

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

Thrivent

Market Developer

Fargo, ND · On-site

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

Foster Klima

Entry-Level Wealth Manager

Fargo, ND · Remote

$125K/yr

As a full-time Associate Financial Planner for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA. Remote Opportunity after training and ...

H&R Block

Tax Associate

Fargo, ND · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Fargo, ND · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Fargo, ND · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Moorhead, MN · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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Showing results 1-20

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

Associate Financial Advisor information

See Moorhead, MN salary details

$37.9K

$66.1K

$110.7K

How much do associate financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate financial advisor in Moorhead, MN is $66,053.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,300.00 and $81,100.00 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 Moorhead, MN?

The most popular types of Financial Advisor jobs in Moorhead, MN are:

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Moorhead, MN as of August 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $66,053 per year, or $31.8 per hour.

Associate Financial Advisor

Foster Klima

Fargo, ND • On-site, Remote

$105K/yr

Full-time

Re-posted 5 days ago

Job description

We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. Remote Opportunity after training and licensing. No territory restrictions — serve clients nationwide!!

We are seeking an eager, strategic, and determined financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Compensation:

$80,000 – $105,000 First Year Average


Responsibilities:
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

What You’ll Do

  • Build relationships with clients in your community and beyond
  • Learn to assess financial needs and create customized plans
  • Receive ongoing support and mentorship from experienced advisors
  • Use modern tools and technology to manage client accounts
  • Grow a client base through networking and referrals

Qualifications:
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential

What We’re Looking For

  • A self-starter with a strong work ethic and a desire to learn
  • Passionate about helping others and making a difference
  • Comfortable talking to people and building long-term relationships
  • Open to feedback and mentorship
  • Interested in a career with flexibility and growth potential
  • Bachelors degree preferred

About Company

Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.

Let’s Talk!

If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.