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Financial Associate Jobs in Minnesota (NOW HIRING)

Cetera

Associate Financial Professional

Saint Cloud, MN · On-site

$55K/yr

Associate Financial Professional This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support ...

Cetera

Associate Financial Professional

Saint Cloud, MN · On-site

$55K/yr

Associate Financial Professional This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support ...

Cetera

Associate Financial Professional

Saint Cloud, MN · On-site

$55K/yr

Associate Financial Professional This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support ...

Cetera

Associate Financial Professional

Saint Cloud, MN · On-site

$55K/yr

Associate Financial Professional This Associate Advisor position is for someone looking to grow in the industry as you support and partner with a group of seasoned Advisors. You will work to support ...

Pwc

Oracle Cloud Finance - Senior Associate

Minneapolis, MN · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

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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 Sep 8, 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 are the key skills and qualifications needed to thrive as a financial associate?

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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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 August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $68,922 per year, or $33.1 per hour.

Financial Planning Associate

Northwestern Mutual-Twin Cities

Mendota Heights, MN • On-site

Full-time

Re-posted 15 days ago

Job description


At Baune Financial, we are focused on helping clients discover a clear vision for their future and achieve confidence in their financial lives. Charting a client’s course begins by developing a personalized, comprehensive financial plan. We believe financial planning is at the core of everything we do to support and guide our clients. As a Financial Planning Analyst, you will have an opportunity to serve, support, and impact the lives of many clients.  We are a rapidly growing team with a pursuit of excellence and focus on continuous learning.


Responsibilities

Client Interactions

  • Ensure the appropriate financial planning activities are completed before and after each client meeting
  • Provide support to Advisors by attending meetings with existing clients and ensuring the appropriate case preparation and post-meeting actions are taken
  • Support the Advisor’s presentation to clients with new or updated financial plans based on the client’s unique and changing needs

Financial Planning

  • Work with the Director of Financial Planning to review financial documents provided by clients and discuss planning approach
  • Leverage planning tools to create and update financial plans for prospects and clients
  • Create supporting documents, aligned with the financial plan, as needed  
  • Meet with Advisors, as needed, prior to planning meetings with clients

Collaboration and Development

  • Stay current on financial planning trends, tools, and regulations and, when appropriate, share with the team.
  • Contribute and lead special projects focused on marketing and client engagement


Qualifications

Required

  • Bachelor’s degree with a focus on business, finance, or related field
  • Health and Life licensed or gained within 6 months of employment
  • Required FINRA registrations (SIE and Series 7 within 3 months employment)
  • Required Northwestern Mutual licensing as an Associate Wealth Management Advisor within 9 months of employment
  • Certified Financial Planner designation or actively pursuing
  • Strong analytical and problem-solving skills with attention to detail, accuracy, and reliability
  • Strong written and verbal communication
  • Ability to work well with others
  • Strong organizational and time management skills including prioritization and the ability to meet deadlines
  • Ability to thrive in a fast-paced environment
  • High level and understanding of client confidentiality