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Associate Wealth Manager Jobs in Rochester, MN (NOW HIRING)

Focus Partners Wealth

Tax Associate

Rochester, MN

$57.10K - $76.10K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

... wealth management experience. The Impact You'll Make: Year 1: Practice Immersion (12 Months) The ... Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial ...

DataAnnotation

M&A Associate

Rochester, MN · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

Family Dollar

Customer Service Associate I

Preston, MN

$15 - $20.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate II

Rochester, MN · On-site

$14.75 - $20.25/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Rochester, MN · On-site

$14.75 - $20.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Rochester, MN · On-site

$14.75 - $20.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Kasson, MN

$14.75 - $20.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Kasson, MN

$14.75 - $20.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Preston, MN · On-site

$15 - $20.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Zumbrota, MN

$15.25 - $21/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Preston, MN · On-site

$15 - $20.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Zumbrota, MN

$15.25 - $21/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate II

Rochester, MN · On-site

$14.75 - $20.25/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate II

Stewartville, MN · On-site

$14.50 - $20.25/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate II

Stewartville, MN · On-site

$14.50 - $20.25/hr

Managing sales transactions while working assigned cash register * Maintaining security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Plainview, MN

$14.50 - $20/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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Associate Wealth Manager information

See Rochester, MN salary details

$12

$25

$51

How much do associate wealth manager jobs pay per hour?

As of May 31, 2026, the average hourly pay for associate wealth manager in Rochester, MN is $25.83, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $30.29 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate Wealth Manager, and why are they important?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

What are some common challenges faced by Associate Wealth Managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What does an Associate Wealth Manager do?

An Associate Wealth Manager assists senior wealth managers in managing clients’ investment portfolios, providing financial planning, and conducting market research. They help prepare client reports, execute trades, and maintain client relationships by addressing questions and supporting their financial goals. The role also involves staying updated on market trends and compliance regulations to ensure high-quality service. This position serves as a stepping stone to becoming a lead wealth manager.

What is the difference between Associate Wealth Manager vs Financial Advisor?

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

What cities near Rochester, MN are hiring for Associate Wealth Manager jobs? Cities near Rochester, MN with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Rochester, MN as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $53,734 per year, or $25.8 per hour.

Tax Associate

Focus Partners Wealth

Rochester, MN

$57.10K - $76.10K/yr

Full-time

Posted 9 days ago

Job description

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

Primary responsibilities:

  • Analyze, review and compile tax return data.

  • Prepare federal, state and local income tax returns for individuals and businesses.

  • Prepare extensions and assist with tax notices as needed.

  • Prepare quarterly tax estimates and assist with tax projections.

  • Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

  • Gain technical knowledge by researching and learning tax laws as required.

  • Analyze client information and offer recommendations for reducing client tax liabilities.

  • Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

  • Operate in a fully compliant manner to protect clients’ and the firm’s information.

  • Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

Qualifications:

  • A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.

  • A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

  • Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.

  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.

  • Notable attention to detail, self-initiated follow-through, and outstanding time management.

  • Ability to work individually and in a team atmosphere.

  • The willingness and ability to work additional hours, as needed, during busy season.

Preferred Qualifications:

  • CPA, CPA candidate or EA granting the ability to represent clients before the IRS.

  • Experience preparing multi-state tax returns.

  • Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.

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