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

CX Institutional LLC

Wealth Manager

Bloomington, MN · On-site

The Wealth Manager works alongside a Wealth Advisor, Financial Planner, Client Service Associate, and Client Care Coordinator serving the same clients with $250,000 and above on platform with the ...

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... We provide comprehensive wealth management services that integrate life planning with financial ...

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... We provide comprehensive wealth management services that integrate life planning with financial ...

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

Associate Wealth Manager information

See Wayzata, MN salary details

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How much do associate wealth manager jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for associate wealth manager in Wayzata, MN is $25.74, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $30.19 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

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 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.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible with experience, certifications, and in certain regions. Compensation may also include bonuses and commissions based on client performance and sales targets.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, financial planning, and investment strategies. They often conduct research, prepare reports, and communicate with clients, requiring knowledge of financial products and tools like CRM software. This role typically involves ongoing learning and certification, such as the CFP designation.

What job categories do people searching Associate Wealth Manager jobs in Wayzata, MN look for?

The top searched job categories for Associate Wealth Manager jobs in Wayzata, MN are:

What cities near Wayzata, MN are hiring for Associate Wealth Manager jobs?

Cities near Wayzata, MN with the most Associate Wealth Manager job openings:

Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Wayzata, MN as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $53,541 per year, or $25.7 per hour.

Client Associate (Wealth Management)

Sanctuary Wealth Group LLC

Minnetonka, MN • Hybrid

$75K - $95K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Job description

Description

Description

Client Associate (Wealth Management)

Location:  Carlson Towers, Minnetonka, MN 

Type: Hybrid, Flexible

Experience: 4+ years of Wealth Management Experience

Schedule: Open to flexibility based on mutual fit 

Pay Range: $75,000-$95,000 Annual Salary Equivalent (prorated to hours worked) + Discretionary Bonus Potential 

Firm: NewSpring Wealth Partners 


Join Our Team at NewSpring Wealth Partners - At NewSpring Wealth Partners , we believe wealth management should feel personal, empowering, and deeply relationship-driven. As an independent, planning-focused firm, we work closely with successful individuals and families to simplify financial complexity, create clarity, and help clients pursue what matters most to them.



About the Role - We are seeking a highly organized, proactive, and client-centric Client Associate to support our growing practice. This role is ideal for someone who thrives in a collaborative and flexible environment, values professionalism and responsiveness, and enjoys being an integral part of delivering an exceptional client experience.

This opportunity is intentionally designed with flexibility in mind. We are open to candidates seeking a flexible structure that may evolve over time based on business needs and mutual fit. Whether you are an experienced Client Associate looking for greater work-life balance, returning to the workforce, or seeking a more personalized team culture, we would love to connect.



Responsibilities 

  • Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience 
  • Handle ongoing account maintenance requests, including transfers, distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail 
  • Coordinate and confirm client money movements promptly and securely while adhering to firm procedures and compliance standards 
  • Serve as a key point of contact for clients, managing inbound and outbound communication with professionalism, warmth, responsiveness, and confidence 
  • Communicate with clients clearly and thoughtfully in writing, including follow-up correspondence, meeting recaps, service updates, and requests for information 
  • Prepare materials and documentation for client review meetings, including account summaries, financial data, and tracking of outstanding action items 
  • Maintain accurate and organized client records within Wealthbox CRM, ensuring all interactions and updates are documented appropriately 
  • Assist with compliance-related documentation, operational workflows, and internal administrative processes to support the broader advisory team 
  • Collaborate closely with advisors and team members to help deliver a high-touch, white-glove client experience across all stages of the relationship

Requirements

Ideal Profile / Experience

Four or more years of client service experience in wealth management or financial services is preferred. 

Platform experience matters less than a strong grasp of the fundamentals:

  • Account types and structures (individual, joint, IRA, trust, and similar)
  • Account opening, onboarding, and KYC processes
  • Risk tolerance frameworks and money movement workflows
  • Confident, professional phone communication with clients
  • Polished written communication: the ability to draft a client email or meeting recap that is clear, warm, and accurate on the first pass

Custodial platform experience (Schwab, Fidelity, or equivalent) is a plus, not a requirement. Wirehouse and broker-dealer backgrounds translate well. 


A Series 65 or 66 is a plus but not required.


Beyond technical knowledge, we are looking for someone who is organized, proactive, and client-first. The ideal candidate takes ownership, communicates without being prompted, and takes pride in getting the details right.



Schedule & Flexibility

We recognize that exceptional talent does not always fit into a traditional 8:00 AM - 5:00 PM structure.


This role is intentionally designed with flexibility and sustainability in mind. We are open to discussing schedules depending on candidate preference, experience level, and long-term fit.


Our goal is to create a mutually beneficial structure that allows team members to perform at a high level while maintaining balance and flexibility in their personal lives.



Benefits

  • Medical, dental, and vision insurance for employees working 30 or more hours per week
  • Group life and group disability insurance for employees working 30 or more hours per week
  • 401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked
  • Prorated paid time off


Why Join NewSpring?

  • Boutique, independently owned RIA with a strong, established client base
  • Work directly alongside an experienced advisor in a high-trust environment
  • Flexible scheduling built around outcomes
  • Small-team culture where your contributions are visible and valued

Apply