As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
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.
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.
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.
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.
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 portfoliorelated analysis and tasks.
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 portfoliorelated analysis and tasks.
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
As a Thrivent Financial advisor, you will: * Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. * Provide personal ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with ...
Client Service Coordinator
Rochester, MN · On-site
$17.50 - $23/hr
Dennis Bussian, an Ameriprise Financial Services Advisor in Rochester, MN, is seeking a Client ... Prepare materials for client meetings and assist with follow-up activities. * Maintain accurate ...
New
Client Service Coordinator
Rochester, MN · On-site
$17.50 - $23/hr
Dennis Bussian, an Ameriprise Financial Services Advisor in Rochester, MN, is seeking a Client ... Prepare materials for client meetings and assist with follow-up activities. * Maintain accurate ...
New
Client Service Coordinator
Rochester, MN · On-site
$17.50 - $23/hr
Client Service Coordinator - Potential Path to Associate Financial Advisor Rochester, MN ... Prepare materials for client meetings and assist with follow-up activities. * Maintain accurate ...
New
Quick apply
Client Service Coordinator
Rochester, MN · On-site
$17.50 - $23/hr
Client Service Coordinator - Potential Path to Associate Financial Advisor Rochester, MN ... Prepare materials for client meetings and assist with follow-up activities. * Maintain accurate ...
New
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, MN
Rochester, MN · On-site
$47K/yr
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, MN
Rochester, MN · On-site
$47K/yr
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
Branch Office Administrator - Lake City, MN
Lake City, MN · On-site
$20.75 - $21.25/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The ... Taking an active role in the annual business planning process to assist in developing strategies ...
Branch Office Administrator - Lake City, MN
Lake City, MN · On-site
$20.75 - $21.25/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The ... Taking an active role in the annual business planning process to assist in developing strategies ...
Part Time Branch Office Administrator - Rochester, MN
Rochester, MN · On-site
$20.25 - $20.75/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The ... Taking an active role in the annual business planning process to assist in developing strategies ...
Part Time Branch Office Administrator - Rochester, MN
Rochester, MN · On-site
$20.25 - $20.75/hr
BOAs team up with financial advisors to help clients achieve their long-term financial goals. The ... Taking an active role in the annual business planning process to assist in developing strategies ...
Floating Member Account Advisor
Rochester, MN · On-site
$21.66/hr
Floating Member Account Advisor Starting Pay: $21.66/hour (based on experience) + $100.00 Stipend ... and financial solutions that truly fit each member's needs * Assist with loan applications ...
Floating Member Account Advisor
Rochester, MN · On-site
$21.66/hr
Floating Member Account Advisor Starting Pay: $21.66/hour (based on experience) + $100.00 Stipend ... and financial solutions that truly fit each member's needs * Assist with loan applications ...
Floating Member Account Advisor
Rochester, MN · On-site
$21.66/hr
... financial goals * Assist with more complex transactions and account questions * Build strong ... Provide backup support to our Contact Center and ASK Advisors * Step into different environments ...
Quick apply
Floating Member Account Advisor
Rochester, MN · On-site
$21.66/hr
... financial goals * Assist with more complex transactions and account questions * Build strong ... Provide backup support to our Contact Center and ASK Advisors * Step into different environments ...
Floating Member Account Advisor
Rochester, MN · On-site
$21.66/hr
... financial goals * Assist with more complex transactions and account questions * Build strong ... Provide backup support to our Contact Center and ASK Advisors * Step into different environments ...
Floating Member Account Advisor
Rochester, MN · On-site
$21.66/hr
... financial goals * Assist with more complex transactions and account questions * Build strong ... Provide backup support to our Contact Center and ASK Advisors * Step into different environments ...
Middle School Builders Club Advisor
Stewartville, MN · On-site
$546/day
Middle School Builders Club Advisor Starting Date: September 2026 Builders Club is a Middle School feeder program for Key Club. The intention of this club is to "give back" to the community. The ...
Middle School Builders Club Advisor
Stewartville, MN · On-site
$546/day
Middle School Builders Club Advisor Starting Date: September 2026 Builders Club is a Middle School feeder program for Key Club. The intention of this club is to "give back" to the community. The ...
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Financial Consultant
Rochester, MN · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Quick apply
Financial Consultant
Rochester, MN · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Financial Consultant
Rochester, MN · On-site
Financial Consultant WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their ...
Financial Consultant
Rochester, MN · On-site
Financial Consultant WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their ...
Financial Consultant
Oronoco, MN · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Quick apply
Financial Consultant
Oronoco, MN · On-site
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...
Financial Advisor Assistant information
See Rochester, MN salary details
$29K - $34.7K
9% of jobs
$34.7K - $40.5K
14% of jobs
$41.7K is the 25th percentile. Wages below this are outliers.
$40.5K - $46.3K
13% of jobs
The median wage is $52.1K / yr.
$46.3K - $52.1K
15% of jobs
$52.1K - $57.8K
14% of jobs
$62.5K is the 75th percentile. Wages above this are outliers.
$57.8K - $63.6K
14% of jobs
$63.6K - $69.4K
10% of jobs
$69.4K - $75.2K
6% of jobs
$75.2K - $80.9K
3% of jobs
$80.9K - $86.7K
2% of jobs
$86.7K - $92.5K
1% of jobs
$29K
$55.1K
$92.5K
How much do financial advisor assistant jobs pay per year?
What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?
What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?
What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?
| Aspect | Financial Advisor Assistant | Financial Planner Assistant |
|---|---|---|
| Certifications | Typically requires FINRA Series 6 or 7, and possibly Series 65 or 66 | Similar certifications, often the same licensing requirements |
| Work Environment | Supports financial advisors in client meetings, administrative tasks, and research | Assists financial planners with planning, client communication, and documentation |
| Employer & Industry Usage | Used by financial advisory firms, banks, and wealth management companies | Commonly 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.
Is 30 too old to become a financial advisor assistant?
What does a financial advisor assistant do?
What are the most commonly searched types of Financial Advisor jobs in Rochester, MN?
The most popular types of Financial Advisor jobs in Rochester, MN are:
What are popular job titles related to Financial Advisor Assistant jobs in Rochester, MN?
For Financial Advisor Assistant jobs in Rochester, MN, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Rochester, MN look for?
The top searched job categories for Financial Advisor Assistant jobs in Rochester, MN are:
What cities near Rochester, MN are hiring for Financial Advisor Assistant jobs?
Cities near Rochester, MN with the most Financial Advisor Assistant job openings:
Financial Advisor - Rochester MN
Rochester, MN • On-site
8.8
Based on 20 frontline employees who took The Breakroom Quiz
People enjoy working here
Good employer
Paid breaks
Recommended by parents
Respectful managers
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 20 days ago
Job description
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
- Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
- Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
- Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
- Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
- Have the flexibility to control your schedule, allowing for work-life balance.
- Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
- Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
- Self-disciplined, independent and driven to succeed.
- Motivated by helping others and seeing them achieve their goals.
- A natural coach or guide with strong interpersonal skills.
- Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
- Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
- Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
- Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
- Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
- Medical, dental, vision, disability and accidental death and dismemberment insurance.
- Pension, 401(k) and retiree medical plans.
- Ongoing support, training and opportunity for professional growth as you build your business.
- Well-being programs to help you manage your physical, emotional and financial health.
- Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
- Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.
About Thrivent
Sourced by ZipRecruiter
Industry
Insurance services and finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Mill Creek, PA, US