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Financial Associate Jobs in Minnesota (NOW HIRING)

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee-only boutique wealth management firm based in Edina, Minnesota. We provide comprehensive wealth ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Minnesota

Financial Associate information

See Minnesota salary details

$29.9K

$68.9K

$135.2K

How much do financial associate jobs pay per year?

As of Jul 7, 2026, the average yearly pay for financial associate in Minnesota is $68,922.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $75,400.00 per year, depending on experience, location, and employer.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills to help clients or organizations meet their financial goals.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
What are the most commonly searched types of Financial jobs in Minnesota? The most popular types of Financial jobs in Minnesota are:
What are popular job titles related to Financial Associate jobs in Minnesota? For Financial Associate jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Minnesota look for? The top searched job categories for Financial Associate jobs in Minnesota are:
What cities in Minnesota are hiring for Financial Associate jobs? Cities in Minnesota with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Minnesota as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $68,922 per year, or $33.1 per hour.

Financial Planning Associate

Prestige Worldwide Enterprises LLC

Saint Cloud, MN • On-site

$45K - $60K/yr

Full-time

Posted 6 days ago

Job description

Financial Planning Associate

About Stone Arch Advisory Group: https://www.stonearchadvisorygroup.com/our-story.htm

Stone Arch Advisory Group is searching for a highly motivated and organized Financial Planning Associate to join their financial planning team. This is an entry-level position that provides critical technical and client planning support to our financial advisors, vital to our success in delivering exceptional financial guidance to our clients. You'll report to the CFO/Director of Financial Planning and work with an exceptional team of experienced CFP's.

Core Expectations Include (not limited to):

  • Create, modify, and monitor comprehensive financial plans for clients/prospects
  • Use the financial planning analysis to create/develop personal recommendations for clients/prospects, including, but not limited to:
    • Insurance (Life, Disability, Long-term Care)
    • Asset accumulation/distribution strategies
    • Asset allocation analysis
    • Tax planning strategies
  • Host weekly case prep meetings with Advisors to prepare them on client meeting content for the week, while clearly communicate planning recommendations and reasoning to all parties
  • Develop and understand life, disability, annuity, long-term care products available to clients through Northwestern Mutual and outside brokerage firms utilized by Stone Arch Advisory Group
  • Prepare for client meetings by gathering financial information, analyzing data, and creating a concise agenda to ensure a productive meeting
  • Support in maintaining the firm’s planning philosophies
  • Maintaining a positive, professional, and team-focused attitude while working internally with team members and externally with clients

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field (or equivalent experience)
  • Strong attention to detail with the ability to work with a high degree of accuracy and autonomy
  • Demonstrate organizational skills, ability to multitask, and time management skills with the ability to set priorities and meet deadlines
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Strong work ethic and ability to work in a fast-paced environment
  • Ability to maintain confidentiality in dealing with client matters
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other proprietary financial planning software; along with embracing innovation and open to adopting AI-enabled tools and technologies
  • Desire and capacity to further financial education and pursue credentials (ex. CFP, RICP)
  • Minnesota Life, Accident & Health License (or ability to obtain within 90 days)
  • FINRA SIE, Series 7 & 63 (or ability to obtain within 1 year)