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Senior Client Advisor Jobs in Minnesota (NOW HIRING)

With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client ...

BPS Client Expansion CPG

Minneapolis, MN ยท On-site

$200K - $280K/yr

... advisors, product partners, and competitors. * Strong executive presence with the ability to prospect, engage, and build credibility with C-level and senior client stakeholders. * Excellent ...

Financial Advisor in Training

Rochester, MN ยท On-site

$60K - $100K/yr

Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow-up tasks. * Memorialize and support the team service model and Standard of ...

This position to serve as a Wealth Advisor in the Wealth Management Division by effectively ... Collaborate with team members regarding client service needs and investment management.

Showing results 41-60

Senior Client Advisor information

See Minnesota salary details

$14

$26

$51

How much do senior client advisor jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for senior client advisor in Minnesota is $26.92, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $33.80 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What are popular job titles related to Senior Client Advisor jobs in Minnesota?

For Senior Client Advisor jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Minnesota look for?

The top searched job categories for Senior Client Advisor jobs in Minnesota are:

What cities in Minnesota are hiring for Senior Client Advisor jobs?

Cities in Minnesota with the most Senior Client Advisor job openings:

What are popular job titles related to Senior Client Advisor jobs in MN?

For Senior Client Advisor jobs in MN, the most frequently searched job titles are:

Infographic showing various Senior Client Advisor job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 10% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $55,989 per year, or $26.9 per hour.

Financial Advisor

EVEREST FINANCIAL GROUP LLC

Golden Valley, MN โ€ข On-site

$100K - $150K/yr

Full-time

Re-posted 16 days ago


Job description

Description
 
A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist a senior advisor in servicing his growing book of practice and consistent referrals from clients. As a Financial advisor, you will play a critical role in maintaining strong client relationships, managing service requests, and ensuring that clients’ financial plans remain aligned with their goals. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations. 

(Note: This is a position with salary and bonus pay, not commission)

What We’re Looking For

  • Client-focused: Dedicated to delivering exceptional service and maintaining confidentiality.
  • Detail-oriented & Organized: Skilled at managing multiple priorities accurately.
  • Strong Communicator: Effective in both verbal and written communication.
  • Tech-savvy: Comfortable with CRM systems, portfolio management tools, and Microsoft Office Suite.
  • Team Player: Collaborative and adaptable in a fast-paced environment.

Key Responsibilities

  • Prepare comprehensive financial plan and financial management proposals to clients and referrals; Present analysis and proposals for clients. 
  • Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision.
  • Conduct periodic client reviews to ensure financial plans remain on track.
  • Respond to inquiries regarding account activity, transactions, and policy updates.
  • Assists in research and trading duties.
  • Assists the Senior Financial Advisor in planning and servicing as requested.
  • Develops and maintains written systems of all client account activities.
  • Coordinate with team members all client servicing tasks and prioritizes them daily.
 
Qualifications

  • 2+ years of experience as Financial Advisor
  • Excellent interpersonal and communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • An ability to handle multiple tasks and handle stress
  • NASD Series 7, 63, 65 or 66

CFP practitioner preferred but not required

Everest Financial Group
701 Xenia Ave S Suite 250
Golden Valley MN 55416

www.everestfg.us

Industry
Financial Services