ZipRecruiter

Log In

1

Senior Financial Advisor Jobs in Minnesota (NOW HIRING)

TalentLink Solutions

Service Advisor

Minneapolis, MN · On-site

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 ...

Signature Wealth Management

Be Seen First

Financial Advisor

Duluth, MN · On-site

$70K - $100K/yr

As our Duluth office continues to grow, we are seeking a detail‐oriented, motivated Financial Advisor to support our senior advisory team and contribute to a collaborative, fast‐paced environment.

Signature Wealth Management

Be Seen First

Financial Advisor

Duluth, MN · On-site

$70K - $100K/yr

As our Duluth office continues to grow, we are seeking a detail‐oriented, motivated Financial Advisor to support our senior advisory team and contribute to a collaborative, fast‐paced environment.

Osaic

Sr. Financial Planning Strategist

Oakdale, MN · On-site

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Osaic

Sr. Financial Planning Strategist

Oakdale, MN · Hybrid

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

The bank of elk river

Financial Advisor

Elk River, MN · On-site

$60K - $80K/yr

SUMMARY The financial advisor is responsible for providing financial advice, guidance and ... Provides regular reporting, updates and information to clients and senior management. * Attend ...

S Piper Staffing LLC

Financial Advisor

Minneapolis, MN · On-site

Collaborate with senior advisors to develop and present comprehensive financial strategies * Analyze client portfolios and recommend strategic and tactical improvements * Prepare client deliverables ...

Osaic

Sr. Financial Planning Strategist

Oakdale, MN · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning ... Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a ... Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes ...

Stratasys

Sr. Financial Analyst

Minnetonka, MN

$82K - $101K/yr

Serve as a key financial advisor to senior leaders across Sales and other functional teams, shaping operational and strategic decisions * Partner closely with Accounting to ensure smooth and accurate ...

Stratasys

Sr. Financial Analyst

Minnetonka, MN · On-site

$82K - $101K/yr

Serve as a key financial advisor to senior leaders across Sales and other functional teams, shaping operational and strategic decisions * Partner closely with Accounting to ensure smooth and accurate ...

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

We are seeking a client-focused Senior Financial Planner to join our team and play a key role in ... In this role, you will work closely with other advisors and partners to help clients navigate ...

next page

Showing results 1-20

All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Minnesota

Senior Financial Advisor information

See Minnesota salary details

$68.1K

$130.4K

$205.7K

How much do senior financial advisor jobs pay per year?

As of Aug 29, 2026, the average yearly pay for senior financial advisor in Minnesota is $130,420.00, according to ZipRecruiter salary data. Most workers in this role earn between $109,700.00 and $144,500.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What are the key skills and qualifications needed to thrive as a senior financial advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What are the most commonly searched types of Financial Advisor jobs in Minnesota?

The most popular types of Financial Advisor jobs in Minnesota are:

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

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

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Minnesota as of August 2026, with employment types broken down into 84% Full Time, 10% Part Time, and 6% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $130,420 per year, or $62.7 per hour.

Financial Advisor

EVEREST FINANCIAL GROUP LLC

Golden Valley, MN • On-site

Full-time

Medical, Dental, PTO

Re-posted 27 days ago

Job description

Benefits:
  • Dental insurance
  • Health insurance
  • Paid time off
  • Competitive salary

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