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Financial Advising Assistant Jobs in Minnesota (NOW HIRING)

Firstnational

Jr. Financial Advisor

Minneapolis, MN · On-site

$60K - $80K/yr

... financial careers. This program is crucial in supporting a sales team focused on investment ... Client Support: Assist brokers in managing client accounts, including processing orders, responding ...

New

Firstnational

Jr. Financial Advisor

Minneapolis, MN · On-site

$60K - $80K/yr

... financial careers. This program is crucial in supporting a sales team focused on investment ... Client Support: Assist brokers in managing client accounts, including processing orders, responding ...

New

Signature Wealth Management

Be Seen First

Financial Advisor

Duluth, MN · On-site

$70K - $100K/yr

... Financial Advisor to support our senior advisory team and contribute to a collaborative ... Prepare meeting materials, reports, and customized planning documents. * Assist with portfolio ...

Signature Wealth Management

Be Seen First

Financial Advisor

Duluth, MN · On-site

$70K - $100K/yr

... Financial Advisor to support our senior advisory team and contribute to a collaborative ... Prepare meeting materials, reports, and customized planning documents. * Assist with portfolio ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a ... Research investment solutions and assist senior advisors with portfolio-related analysis and tasks.

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Financial Advising Assistant information

What is a financial advising assistant?

Financial Advising Assistants are professionals who support financial advisors in managing client accounts, preparing reports, conducting research, and handling administrative tasks. They play a key role in ensuring that the financial advisor's operations run smoothly by scheduling appointments, maintaining records, and communicating with clients. Their work allows financial advisors to focus more on providing direct financial planning and investment advice. Financial Advising Assistants may also help prepare materials for client meetings and ensure compliance with regulations. They typically work in banks, investment firms, or financial planning companies.

What does a financial advising assistant do?

A Financial Advising Assistant typically handles a variety of administrative and client-support tasks, such as preparing financial reports, scheduling meetings, updating client records, and assisting with compliance documentation. They often serve as the first point of contact for clients, helping to address routine inquiries and ensuring smooth communication between clients and advisors. Additionally, they may assist with research on investment products or financial planning strategies, providing valuable support that allows advisors to focus on more complex client needs.

What are the key skills and qualifications needed to thrive as a financial advising assistant?

To thrive as a Financial Advising Assistant, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree or coursework. Proficiency with financial planning software, CRM systems, and Microsoft Excel is typically required, and certifications like the Series 65 or 66 can be advantageous. Excellent organization, communication, and client service skills help you stand out in supporting advisors and building client relationships. These skills ensure accurate financial data management, efficient workflow, and positive client experiences essential for a successful advisory practice.

What is the difference between Financial Advising Assistant vs Financial Planner?

AspectFinancial Advising AssistantFinancial Planner
CredentialsTypically requires a high school diploma or associate degree; certifications like FINRA Series 6 or 7 are commonRequires a bachelor's degree; certifications such as CFP (Certified Financial Planner) are often necessary
Work EnvironmentSupports financial advisors in client meetings, research, and administrative tasksWorks directly with clients to develop financial plans and investment strategies
Employer & Industry UsageFound in banks, financial firms, and advisory practicesEmployed by financial advisory firms, banks, and independent practices

The Financial Advising Assistant primarily supports financial advisors with administrative and research tasks, often requiring less formal certification. In contrast, a Financial Planner works directly with clients to create comprehensive financial plans, usually holding advanced certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities and qualifications.

What are the most commonly searched types of Financial Advising jobs in Minnesota?

The most popular types of Financial Advising jobs in Minnesota are:

What cities in Minnesota are hiring for Financial Advising Assistant jobs?

Cities in Minnesota with the most Financial Advising Assistant job openings:

Financial Advising Assistant jobs near you
Infographic showing various Financial Advising Assistant job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Financial Advisor

EVEREST FINANCIAL GROUP LLC

Minneapolis, MN • On-site

$100K - $150K/yr

Full-time

Medical, Dental, PTO

Re-posted 20 days ago

Job description

Benefits:
  • Dental insurance
  • Health insurance
  • Paid time off
  • Competitive salary

Description
 
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 clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. As a Financial advisor, you will play a critical role in maintaining strong client relationships, managing service requests, and ensuring that clients’ financial plans remain aligned with their goals. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations. 
(Note: This is a position with salary and bonus pay, not commission)
What We’re Looking For
  • Client-focused: Dedicated to delivering exceptional service and maintaining confidentiality.
  • Detail-oriented & Organized: Skilled at managing multiple priorities accurately.
  • Strong Communicator: Effective in both verbal and written communication.
  • Tech-savvy: Comfortable with CRM systems, portfolio management tools, and Microsoft Office Suite.
  • Team Player: Collaborative and adaptable in a fast-paced environment.

Key Responsibilities
  • Prepare comprehensive financial plan and financial management proposals to clients and referrals; Present analysis and proposals for clients. 
  • Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision.
  • Conduct periodic client reviews to ensure financial plans remain on track.
  • Respond to inquiries regarding account activity, transactions, and policy updates.
  • Assists in research and trading duties.
  • Assists the Senior Financial Advisor in planning and servicing as requested.
  • Develops and maintains written systems of all client account activities.
  • Coordinate with team members all client servicing tasks and prioritizes them daily.
 
Qualifications
  • 2+ years of experience as Financial Advisor
  • Excellent interpersonal and communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • An ability to handle multiple tasks and handle stress
  • NASD Series 7, 63, 65 or 66

CFP practitioner preferred but not required
Everest Financial Group
701 Xenia Ave S Suite 250
Golden Valley MN 55416
www.everestfg.us
Industry
Financial Services