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Financial Advisor Analyst Jobs in Minnesota (NOW HIRING)

Northwestern Mutual

Financial Advisor

Edina, MN · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Mendota Heights, MN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Minnetonka, MN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Golden Valley, MN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Mankato, MN

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Edina, MN

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Mankato, MN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Duluth, MN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Minnetonka, MN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

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All JobsFinancial Advisor Analyst JobsFinancial Advisor Analyst Jobs in Minnesota

Financial Advisor Analyst information

See Minnesota salary details

$37.7K

$86.3K

$115.6K

How much do financial advisor analyst jobs pay per year?

As of Aug 20, 2026, the average yearly pay for financial advisor analyst in Minnesota is $86,297.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,600.00 and $108,200.00 per year, depending on experience, location, and employer.

What is a financial advisor analyst?

A Financial Advisor Analyst is a professional who supports financial advisors by conducting research, analyzing financial data, and preparing reports to help clients make informed investment decisions. They often assist in creating financial plans, assessing portfolios, and tracking market trends. This role typically serves as an entry point in the financial advisory field, offering hands-on experience with financial strategies and client interactions. Financial Advisor Analysts work in banks, investment firms, or private advisory practices and play a crucial role in ensuring clients' financial goals are met.

What are the key skills and qualifications needed to thrive as a financial advisor analyst?

To thrive as a Financial Advisor Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically backed by a degree in finance, economics, or a related field. Familiarity with financial software such as Excel, Bloomberg Terminal, and portfolio management systems, as well as certifications like CFA or CFP, is highly valued. Excellent communication, problem-solving, and interpersonal skills help in building client trust and working effectively in teams. These skills and qualities are essential for providing accurate financial advice, supporting informed investment decisions, and fostering long-term client relationships.

What are some common challenges financial advisor analysts face when managing client portfolios, and how can these be addressed?

Financial Advisor Analysts often encounter challenges such as keeping up with rapidly changing market conditions, managing diverse client expectations, and ensuring compliance with financial regulations. To address these, analysts must stay well-informed through ongoing research and professional development, utilize advanced portfolio management tools, and communicate proactively with clients to set realistic goals and update them on performance. Collaborating closely with senior advisors and compliance teams also helps to maintain high standards and deliver tailored solutions.

What is the difference between Financial Advisor Analyst vs Financial Planner?

AspectFinancial Advisor AnalystFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP certification highly recommended
Work EnvironmentFinancial firms, investment banks, or advisory firmsIndependent practice, financial advisory firms, or banks
Primary FocusAnalyzing investments, supporting advisors, and portfolio managementCreating comprehensive financial plans for clients
Employer & Industry UsageCommonly employed in finance and investment sectorsWidely used in personal finance and wealth management

Financial Advisor Analysts primarily support investment decisions and portfolio analysis within financial firms, while Financial Planners focus on developing personalized financial strategies for clients. Both roles often require similar certifications and work in related environments, but their core responsibilities differ—analysis versus planning.

What are popular job titles related to Financial Advisor Analyst jobs in Minnesota?

For Financial Advisor Analyst jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Analyst jobs in Minnesota look for?

The top searched job categories for Financial Advisor Analyst jobs in Minnesota are:

What cities in Minnesota are hiring for Financial Advisor Analyst jobs?

Cities in Minnesota with the most Financial Advisor Analyst job openings:

Financial Advisor Analyst jobs near you
Infographic showing various Financial Advisor Analyst job openings in Minnesota as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $86,297 per year, or $41.5 per hour.

Financial Advisor

EVEREST FINANCIAL GROUP LLC

Golden Valley, MN • On-site

$100K - $150K/yr

Full-time

Re-posted 18 days ago

Job description

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