ZipRecruiter

Log In

1

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

Focus Partners Wealth

Tax Associate

Rochester, MN · On-site

$57K - $76K/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 ...

Stifel

Registered Client Service Associate

Rochester, MN

$46K - $70K/yr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Registered Client Service Associate

Rochester, MN · On-site

$46K/yr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

Stifel

Registered Client Service Associate

Rochester, MN · On-site

$46K - $70K/yr

We are a global wealth management and investment banking firm serious about innovation and fresh ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

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 - AI Trainer

Rochester, MN · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Dollar Tree

Customer Service Associate I

Stewartville, MN · On-site

$14.50 - $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

Lake City, 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 ...

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

Stewartville, MN

$14.50 - $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

Kasson, 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 ...

Dollartree

Customer Service Associate I

Zumbrota, MN · On-site

$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

Plainview, MN · On-site

$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 ...

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 ...

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 ...

Dollartree

Customer Service Associate I

Lake City, 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 ...

Dollar Tree

Customer Service Associate I

Plainview, MN · On-site

$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 ...

Dollar Tree

Customer Service Associate I

Stewartville, MN · On-site

$14.50 - $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 ...

next page

Showing results 1-20

All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Rochester, MN

Associate Wealth Manager information

See Rochester, MN salary details

$12

$25

$51

How much do associate wealth manager jobs pay per hour?

As of Aug 1, 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 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 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 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 does a wealth manager get paid?

The average salary for a wealth manager varies based on experience, location, and client base, but typically ranges from $70,000 to $150,000 annually. Many wealth managers also earn commissions or bonuses based on client assets and performance. Certifications like the Certified Financial Planner (CFP) can influence earning potential.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including associate wealth managers with extensive experience and high-net-worth clients, earn $500,000 or more annually. Achieving this level typically requires advanced certifications, a strong client base, and a focus on high-value financial planning. Most advisors earn less, with top earners representing a minority in the industry.

Is 200,000 enough to work with a financial advisor?

For an Associate Wealth Manager, a client with $200,000 in assets is typically considered to be in the mid-range for wealth management services. Many advisors set minimum account sizes that can range from $50,000 to $250,000, depending on their firm and service offerings, making $200,000 a common starting point for personalized financial planning and investment management. Skills in financial analysis and certifications like the CFP can help advisors serve clients with this level of assets effectively.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
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 July 2026, with employment types broken down into 60% Full Time, 30% Part Time, and 10% Contract. Highlights an 90% In-person, and 10% Remote job distribution, with an average salary of $53,734 per year, or $25.8 per hour.

Tax Associate

Focus Partners Wealth

Rochester, MN • On-site

$57K - $76K/yr

Full-time

Re-posted 10 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 Taxâ„¢ Planner.

Apply