ZipRecruiter

Log In

1

Private Wealth Management Associate Jobs in Minnesota

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie ... management for up to 150 client households * Provide white-glove service to existing clients ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie ... management for up to 150 client households * Provide white-glove service to existing clients ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie ... management for up to 150 client households * Provide white-glove service to existing clients ...

US Bank

PWM Private Wealth Advisor

Minneapolis, MN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

U.S. Bank

PWM Private Wealth Advisor

Minneapolis, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

Deloitte

Tax Manager - Private Wealth

Minneapolis, MN

$115K - $151K/yr

... management) * Ability to travel up to 25%, on average, based on the work you do and the clients and ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

Deloitte

Tax Senior - Private Wealth

Minneapolis, MN

$85K - $105K/yr

What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ...

Royal Bank of Canada

Wealth Management Consultant

Minneapolis, MN · Hybrid

$90K - $160K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Consultant (WMC) provides the primary external sales support for Financial ... The WMC works closely with field leadership, service and support areas within RBC's Private Client ...

next page

Showing results 1-20

All JobsPrivate Wealth Management Associate JobsPrivate Wealth Management Associate Jobs in Minnesota

Private Wealth Management Associate information

See Minnesota salary details

$10

$19

$32

How much do private wealth management associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for private wealth management associate in Minnesota is $19.46, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $20.24 per hour, depending on experience, location, and employer.

What is a private wealth management associate?

A Private Wealth Management Associate is a financial professional who supports wealth managers and advisors in serving high-net-worth clients. Their responsibilities typically include preparing financial reports, analyzing investment portfolios, researching financial products, and assisting with client communications. They play a critical role in ensuring that clients receive personalized service and tailored investment strategies. This position is often an entry point for those seeking a career in private wealth management or financial advisory. Associates work closely with senior advisors to deliver comprehensive financial planning and investment management solutions.

What are the typical career progression opportunities for a private wealth management associate?

As a Private Wealth Management Associate, you typically start by supporting senior advisors, managing client relationships, and assisting with portfolio analysis. With demonstrated performance and additional certifications, you may advance to roles such as Wealth Advisor or Portfolio Manager, taking on more direct responsibility for client accounts and strategy. Many firms provide structured mentorship and training programs to facilitate this growth, and progression often depends on both technical expertise and strong interpersonal skills. Career advancement in this field is also closely tied to your ability to develop and retain client relationships.

What are the key skills and qualifications needed to thrive as a private wealth management associate, and why are they important?

To thrive as a Private Wealth Management Associate, you need a solid understanding of finance, investment principles, and portfolio management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as the FINRA Series 7 or CFA Level I is highly valued. Exceptional interpersonal skills, discretion, and attention to detail are essential for building client trust and managing sensitive information. These skills and qualifications are crucial for delivering tailored financial advice, ensuring regulatory compliance, and fostering long-term client relationships.

What is the difference between Private Wealth Management Associate vs Financial Advisor?

AspectPrivate Wealth Management AssociateFinancial Advisor
CredentialsTypically requires a Series 7, Series 66, or 65 license; often a bachelor's degree in finance or related fieldOften holds Series 7, Series 66, or 65 licenses; may also have CFP certification
Work EnvironmentWorks within private banks or wealth management firms, supporting high-net-worth clientsWorks independently or within firms, providing financial planning and investment advice to a broad client base
Employer & Industry UsageCommonly employed by private banks, investment firms, and wealth management companiesEmployed by financial advisory firms, banks, or independently as registered representatives

The main difference is that a Private Wealth Management Associate primarily supports senior staff and manages client data, while a Financial Advisor directly provides personalized financial planning and investment advice to clients. Both roles require similar licenses and certifications, but their responsibilities and work environments differ.

What are the most commonly searched types of Private Wealth Management jobs in Minnesota?

The most popular types of Private Wealth Management jobs in Minnesota are:

What are popular job titles related to Private Wealth Management Associate jobs in Minnesota?

For Private Wealth Management Associate jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Private Wealth Management Associate jobs in Minnesota look for?

The top searched job categories for Private Wealth Management Associate jobs in Minnesota are:

What cities in Minnesota are hiring for Private Wealth Management Associate jobs?

Cities in Minnesota with the most Private Wealth Management Associate job openings:

Private Wealth Management Associate jobs near you
Infographic showing various Private Wealth Management Associate job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $40,476 per year, or $19.5 per hour.

Private Wealth Advisor/Client Advisor Private Bank

Professions Inc

Minneapolis, MN

Full-time

Posted 11 days ago

Job description

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment.

In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth.

The role of Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise.

Qualifications:

  • Bachelor's degree or equivalent experience.
  • 5+ years of experience with High and Ultra High Net Worth clients.

Preferred Skills:

  • Strong network with excellent relationship management and business development skills.
  • Proven success in specific client segments or verticals.
  • Ability to profile clients and create tailored strategies.
  • Skill in coordinating a team of specialists.
  • Strong communication skills to explain complex concepts effectively.
  • A strategic advisor mindset with problem-solving passion.
  • Independent decision-making and business ownership mentality.
  • CFA or CFP designation preferred.

This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise. Qualifications: Bachelor's degree or equivalent experience. 8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network with excellent relationship management and business development skills. Proven success in specific client segments or verticals. Ability to profile clients and create tailored strategies. Skill in coordinating a team of specialists. Strong communication skills to explain complex concepts effectively. A strategic advisor mindset with problem-solving passion. Independent decision-making and business ownership mentality. CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.