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Financial Advisor Support Jobs in Minnesota (NOW HIRING)

Osaic

Advisor Support Representative

Oakdale, MN · Hybrid

$45K - $55K/yr

Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St.

Osaic

Advisor Support Representative

Oakdale, MN · Hybrid

$53K - $55K/yr

Current Employees and Contractors Apply HereOsaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

Osaic

Advisor Support Representative

Oakdale, MN · Hybrid

$45K - $55K/yr

Current Employees and Contractors Apply HereOsaic Careers Customer Service Opportunity in Financial Services Advisor Support Representative New Graduates Will Be Considered Location(s): La Vista ...

Osaic

Advisor Support Representative

Oakdale, MN · Hybrid

$53K - $55K/yr

Customer Service Opportunity in Financial Services Advisor Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista ...

Northwestern Mutual

Financial Advisor

Saint Paul, MN · On-site

$61K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Woodbury, MN · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Golden Valley, MN · On-site

$61K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Northwestern Mutual

Financial Advisor

Mendota Heights, MN · On-site

$137K - $250K/yr

Grow relationships with clients to support them through every stage of life Training, licensing ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

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All JobsFinancial Advisor Support JobsFinancial Advisor Support Jobs in Minnesota

Financial Advisor Support information

See Minnesota salary details

$35.3K

$100K

$141K

How much do financial advisor support jobs pay per year?

As of Jul 29, 2026, the average yearly pay for financial advisor support in Minnesota is $100,032.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $128,300.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

For a financial advisor support role, having $200,000 in assets or income can be sufficient to engage with a financial advisor, as many advisors set minimum investment thresholds that vary widely. However, the specific amount needed depends on the advisor's policies, fee structure, and the client's financial goals, and some advisors may require higher minimums for comprehensive services or specialized planning. It is advisable to consult directly with the advisor to understand their requirements and fee arrangements.

What are Financial Advisor Support roles?

Financial Advisor Support roles are positions that assist financial advisors in delivering services to clients. These professionals handle administrative tasks, prepare client documents, manage schedules, and help with research and reporting. They play a key role in ensuring smooth operations and allowing advisors to focus on client relationships and financial planning. Support staff may also interact with clients to address basic inquiries and maintain records, making them essential to the success of a financial advisory team.

What are the key skills and qualifications needed to thrive as a Financial Advisor Support, and why are they important?

To thrive as a Financial Advisor Support, you need a strong grasp of financial principles, attention to detail, and often a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is typically required. Excellent organizational skills, proactive communication, and the ability to manage multiple priorities help set top performers apart. These capabilities ensure efficient client service, accurate data management, and effective support for financial advisors in a dynamic environment.

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

AspectFinancial Advisor SupportFinancial Planner
CertificationsTypically none or support-specific certificationsCFP, ChFC, or other financial planning credentials
Work EnvironmentSupports financial advisors in client management and administrative tasksProvides comprehensive financial planning services directly to clients
Employer & Industry UsageUsed within financial firms to assist advisorsIndependent or firm-based, offering holistic financial advice
Search & Comparison IntentUnderstanding support roles in financeSeeking full financial planning services or careers

Financial Advisor Support roles focus on assisting financial advisors with administrative and client support tasks, often requiring minimal certifications. Financial Planners provide comprehensive financial advice directly to clients, usually holding certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities, credentials, and client interaction.

What are some typical responsibilities of a Financial Advisor Support professional during a client review cycle?

Financial Advisor Support professionals play a key role in preparing materials for client review meetings, updating financial plans, and ensuring all necessary documentation is accurate and up to date. They collaborate closely with financial advisors to gather client data, review account performance, and address administrative tasks such as scheduling and follow-up communications. This role often involves multitasking and prioritizing work to ensure a smooth client experience, as well as proactively identifying any issues or information gaps before meetings.

Why do so many financial advisors quit?

Many financial advisors leave the profession due to high stress, demanding client expectations, and regulatory pressures. Additionally, the job often involves long hours, commission-based income, and the need for ongoing certifications, which can contribute to burnout and job dissatisfaction.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires strong sales skills, certifications like the CFP, and experience in wealth management or investment advising.

What does a financial advisor assistant do?

A financial advisor support professional assists 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. Their role helps ensure smooth client service and efficient office operations.
Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in Minnesota as of July 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $100,032 per year, or $48.1 per hour.

Advisor Support Representative

TRC Talent Solutions

Oakdale, MN • Hybrid

$45K - $55K/yr

Full-time

Posted 18 days ago

Job description

TRC Talent Solutions in partnership with our client, is seeking driven individuals to join an extraordinary Financial Advisor Support team. If you excel in a fast-paced environment, love solving problems, and enjoy working collaboratively, this opportunity is perfect for you!

As a key team member, you’ll play a vital role in supporting Financial Advisors and colleagues with operational and transition activities. Your work will directly enhance service quality and operational efficiency. To set you up for success, you'll participate in a structured training program designed to equip you with the tools and expertise needed to excel. Working in a dynamic broker-dealer environment, you'll develop a strong understanding of financial products, compliance requirements, and operational processes—skills that will propel your career in financial services!

  • Hybrid Schedule: 4 days onsite, 1 day remote.

  • Hours of Operation: 7:30 AM – 7:30 PM (8-hour shifts).

  • Location: Oakdale, MN

Key Responsibilities:

  • Provide Support for Financial Advisors:

    • Respond promptly and accurately to advisor inquiries to ensure they can serve their clients effectively.

    • Troubleshoot and resolve operational challenges, including account setup, transaction processing, and service requests, by leveraging resources and collaborating with internal teams.

    • Conduct detailed research to address complex or escalated issues, delivering well-documented and actionable solutions.

    • Proactively identify trends or recurring issues and suggest process improvements to enhance the advisor experience.

    • Maintain an up-to-date understanding of company systems, processes, and financial products to deliver comprehensive support.

  • Ensure Compliance and Operational Excellence:

    • Support adherence to regulatory requirements and operational standards.

    • Assist in resolving compliance-related inquiries with precision and accuracy.

Requirements:

  • Minimum of 2 years of experience in financial services operations or within a broker-dealer environment.

  • Familiarity with CRM tools such as Salesforce.

  • Previous experience in a call center setting.

  • High school diploma or equivalent (GED) required.

Preferred Qualifications:

  • 4+ years of brokerage experience.

 
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
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