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Financial Associate Jobs in Minnesota (NOW HIRING)

Sherman Associates

Financial Analyst

Saint Paul, MN

Sherman Associates is currently seeking an experienced Real Estate Financial Analyst to join our team! This position supports Sherman Associates' Asset Management Department by preparing financial ...

Sherman Associates

Financial Analyst

Saint Paul, MN · On-site

$70K - $85K/yr

Sherman Associates is currently seeking an experienced Real Estate Financial Analyst to join our team! This position supports Sherman Associates' Asset Management Department by preparing financial ...

Sherman Associates

Financial Analyst

Saint Paul, MN

Sherman Associates is currently seeking an experienced Real Estate Financial Analyst to join our team! This position supports Sherman Associates' Asset Management Department by preparing financial ...

Sherman Associates

Financial Analyst

Minneapolis, MN · On-site

$60 - $80/hr

Exempt Sherman Associates is currently seeking an experienced Real Estate Financial Analyst to join our team! This position supports Sherman Associates' Asset Management Department by preparing ...

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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 9, 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.

Senior Financial Planning Associate

Mendota Heights, MN • On-site

Northwestern Mutual-Twin Cities
See more jobs at Northwestern Mutual-Twin Citiesexternal

$28 - $38/hr

Full-time

Re-posted 4 days ago

Job description

The Senior FPS Associate interacts with Financial Representative teams and FPS team members to complete investment paperwork and analysis tasks for their clients.


Roles and Responsibilities

  • Complete, submit, and track new account investment paperwork
  • Partner with leadership in leading elite financial planning operations team
  • Maintain client contact, track changes, and update CRM details accordingly
  • Onboard clients for established advisor teams, maintain detailed notes and records in CRM and ensure the completion of tasks
  • Monitor daily team volume to reassign resources as applicable
  • Assist in long term planning to help advisors expand/grow their practice
  • Execute securities trades and money movement requests
  • Assist with task management for the team
  • Create Investment Policy Statements for investment advisory accounts using Envestnet
  • Advanced knowledge of annuity applications and servicing of accounts


Education Requirements and Qualifications

  • High school diploma or equivalent required
  • Minimum of 2-year Associate’s degree and/or equivalent work experience
  • 3-5 years of industry experience preferred
  • Past brokerage/investment account opening experience
  • Past customer service experience
  • Active SIE, Series 7 and 63 registrations
  • Willing to obtain Life, Accident & Health license within first year of employment

Ideal candidate would have:

  • Bachelor’s Degree in Business, Finance and/or equivalent work experience



Competencies

  • Strong organizational and time management skills with the ability to set priorities and meet deadlines
  • Ability to embrace and adapt to changes in a dynamic environment
  • Strong attention to detail, with accuracy and reliability
  • Ability to thrive in a fast-paced environment
  • Strong customer service and relationship building skills
  • Ability to apply critical thinking skills for problem solving and analysis
  • Excellent written and verbal communication skills
  • Ability to work well within a team and individually
  • Committed to professional development (e.g. licensing, registration, designations) and on-going training