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Entry Level Wealth Management Advisor Jobs in Minnesota

Northwestern Mutual

Paraplanning Associate

Minneapolis, MN · On-site

$16.50 - $22/hr

The Paraplanning Associate will partner closely with the Wealth Management Advisor and others on the team to support fostering and developing impactful, enduring client relationships. This is an ...

US Bank

PWM Private Wealth Advisor

Minneapolis, MN · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

U.S. Bank

PWM Private Wealth Advisor

Minneapolis, MN · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

TalentLink Solutions

Service Advisor

Minneapolis, MN · On-site

A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing ...

Northwestern Mutual

Executive Assistant

Minneapolis, MN · On-site

$60K - $80K/yr

Manage calendar and email inbox for wealth management advisor * Schedule client meetings * Manage client experience * Keep electronic files organized * Update and maintain CRM system * Coordinate all ...

Northwestern Mutual

Executive Assistant

Minneapolis, MN · On-site

$60K - $80K/yr

Manage calendar and email inbox for wealth management advisor * Schedule client meetings * Manage client experience * Keep electronic files organized * Update and maintain CRM system * Coordinate all ...

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Entry Level Wealth Management Advisor information

See Minnesota salary details

$46K

$101K

$145.4K

How much do entry level wealth management advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for entry level wealth management advisor in Minnesota is $100,958.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,800.00 and $121,000.00 per year, depending on experience, location, and employer.

What does an entry level wealth management advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

What are the key skills and qualifications needed to thrive as an entry level wealth management advisor?

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.

What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

What are popular job titles related to Entry Level Wealth Management Advisor jobs in Minnesota?

For Entry Level Wealth Management Advisor jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Entry Level Wealth Management Advisor jobs in Minnesota look for?

The top searched job categories for Entry Level Wealth Management Advisor jobs in Minnesota are:

What cities in Minnesota are hiring for Entry Level Wealth Management Advisor jobs?

Cities in Minnesota with the most Entry Level Wealth Management Advisor job openings:

Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in Minnesota as of August 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 100% In-person job distribution, with an average salary of $100,958 per year, or $48.5 per hour.

Paraplanning Associate

Northwestern Mutual

Minneapolis, MN • On-site

Full-time

Re-posted 9 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 75 frontline employees who took The Breakroom Quiz

166th of 310 rated insurance

Job description

As a wealth management firm, we help clients step away from the noise and complexity of daily life to develop thoughtful, strategic financial plans that work quietly behind the scenes. Our comprehensive approach helps to establish confidence and financial security so our clients can focus their time and energy on what matters most. Whether supporting individuals, families, or business owners, our team is deeply committed to delivering exceptional service and longterm guidance.


The Paraplanning Associate plays a critical role by performing a variety of client service and financial planning functions. They serve as the primary link between our internal departments, corporate office, and the Wealth Management Advisor to support the clients we serve. The Paraplanning Associate will partner closely with the Wealth Management Advisor and others on the team to support fostering and developing impactful, enduring client relationships. This is an ideal position for someone with a passion for personal finance, is self-motivated, and has a strong work ethic. This position is located in the Northwestern Mutual - Minneapolis District Office, located at 225 S 6th St, Minneapolis, MN 55402.


Responsibilities include but are not limited to:

  • Create detailed and comprehensive financial planning proposals incorporating insurance, retirement, education, and investment strategies
  • Input, organize, and maintain accurate client data
  • Run scenario analyses, including retirement, tax, cash flow, and insurance planning
  • Serve as a strategic partner to the Wealth Management Advisor in developing client solutions and recommendations
  • Manage client communications, including correspondence, documentation, and compliant recordkeeping
  • Prepare materials for new and existing client meetings
  • Collaborate closely with the Wealth Management Advisor and other team members to support ongoing client relationships
  • Stay current on software enhancements, new products, and compliance updates
  • Maintain a high level of professionalism while handling confidential and sensitive information
  • Participate in ongoing learning, development, and training opportunities


Qualifications:

  • Bachelor's degree required
  • 2+ years of financial planning or paraplanning experience required
  • Active Minnesota Life, Accident, and Health (LAH) Insurance license
  • Active SIE, Series 6, and Series 63 registrations (or equivalent)
  • Client Relationship Management (CRM) system experience preferred

Performance Skills:

  • High sense of urgency, attention to detail, and exceptional organizational skills
  • Excellent oral and written communication skills
  • Task-minded with the ability to follow through and execute in a timely manner
  • High degree of initiative and autonomy
  • Demonstrated ability to maintain effective working relationships within the firm and its clients


Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, view their information athttps://www.northwesternmutual.com/financial/advisor/joshua-t-howard/

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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