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Wealth Advisor Jobs in Minnesota (NOW HIRING)

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

BGM Group

Wealth Advisor

Bloomington, MN · On-site

$75K - $150K/yr

We are seeking a highly skilled Wealth Advisor to join our team! The ideal candidate will play a crucial role in both relationship management and business development within the firm. They will ...

Recutify Inc.

Wealth Advisor (Remote)

Minneapolis, MN · On-site

Job Summary We are seeking an experienced Wealth Advisor to manage high-net-worth client relationships and deliver comprehensive financial planning solutions. This is a high-impact, client-facing ...

Career Site

VP/Senior Wealth Advisor

Bloomington, MN · On-site

This position to serve as a Wealth Advisor in the Wealth Management Division by effectively managing the delivery of superb wealth management and financial planning services to clients. This position ...

Bell Bank

VP/Senior Wealth Advisor

Bloomington, MN · On-site

This position to serve as a Wealth Advisor in the Wealth Management Division by effectively managing the delivery of superb wealth management and financial planning services to clients. This position ...

Jobtailor

Senior Wealth Advisor

Edina, MN · On-site

$110 - $180/hr

At least 3 years of experience as a planning-based Advisor * FINRA Series 65 License or 7 and 66 ... Wealth Management * Investment Strategies * Tax Compliance * Insurance Industry Guidelines * Market ...

BGM

Wealth Advisor

Bloomington, MN

$75K - $150K/yr

We are seeking a highly skilled Wealth Advisor to join our team! The ideal candidate will play a crucial role in both relationship management and business development within the firm. They will ...

Cetera

Senior Wealth Advisor - Hybrid

Edina, MN · Hybrid

$300K/yr

We are currently seeking to add a Senior Wealth Advisor position to our team located in Edina, MN. A Senior Wealth Manager will have a minimum of 5 years' industry experience, establishing a track ...

Cetera

Senior Wealth Advisor - Hybrid

Edina, MN · Hybrid

$300K/yr

We are currently seeking to add a Senior Wealth Advisor position to our team located in Edina, MN. A Senior Wealth Manager will have a minimum of 5 years' industry experience, establishing a track ...

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All JobsWealth Advisor JobsWealth Advisor Jobs in Minnesota

Wealth Advisor information

See Minnesota salary details

$46K

$101K

$145.4K

How much do wealth advisor jobs pay per year?

As of Aug 29, 2026, the average yearly pay for wealth advisor in Minnesota is $100,958.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,800.00 and $121,000.00 per year, depending on experience, location, and employer.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

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

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

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

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

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

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

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

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

What cities in Minnesota are hiring for Wealth Advisor jobs?

Cities in Minnesota with the most Wealth Advisor job openings:

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

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

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Minnesota as of August 2026, with employment types broken down into 90% Full Time, 5% Part Time, and 5% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $100,958 per year, or $48.5 per hour.

Senior Wealth Advisor

Saint Paul, MN

Beacon Pointe Advisors LLC
Finance and Insurance • 51 - 200 employees
Learn more about Beacon Pointe Advisors LLCexternal

Full-time

Re-posted 23 days ago

Job description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

  • We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
  • With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
  • Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

  • Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
  • Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
  • Collaborate with internal specialists to deliver integrated solutions
  • Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

  • 5+ years of experience as a Financial Advisor or Wealth Advisor
  • Proven track record of client acquisition and asset growth
  • Background in a wirehouse, independent broker-dealer, bank, or RIA environment
  • Financial planning experience preferred
  • CFP®, CFA, or other professional designations preferred
  • Bachelor’s degree in Finance, Business, Economics or related field preferred
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit  Awards Disclosures.

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