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Financial Advisor Assistant Jobs in Minnesota (NOW HIRING)

HJ Sims

Financial Advisor

Bloomington, MN · On-site

The Financial Advisor role may be for you. The Financial Advisor focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning ...

Northwestern Mutual

Financial Advisor

Golden Valley, MN · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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 business where you can help your clients achieve their goals through financial planning. On your path ...

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 business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Saint Paul, MN · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Minnesota

Financial Advisor Assistant information

See Minnesota salary details

$27.9K

$53.1K

$89.1K

How much do financial advisor assistant jobs pay per year?

As of Aug 4, 2026, the average yearly pay for financial advisor assistant in Minnesota is $53,128.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,200.00 and $61,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Minnesota? The most popular types of Financial Advisor jobs in Minnesota are:
What are popular job titles related to Financial Advisor Assistant jobs in Minnesota? For Financial Advisor Assistant jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Minnesota look for? The top searched job categories for Financial Advisor Assistant jobs in Minnesota are:
What cities in Minnesota are hiring for Financial Advisor Assistant jobs? Cities in Minnesota with the most Financial Advisor Assistant job openings:
What are popular job titles related to Financial Advisor Assistant jobs in MN? For Financial Advisor Assistant jobs in MN, the most frequently searched job titles are:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Minnesota as of July 2026, with employment types broken down into 95% Full Time, and 5% Temporary. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $53,128 per year, or $25.5 per hour.

Financial Advisor

EVEREST FINANCIAL GROUP LLC

Minneapolis, MN • On-site

$100K - $120K/yr

Full-time

Medical, Dental, PTO

Re-posted yesterday

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