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Wealth Assistant Jobs in Minnesota (NOW HIRING)

Signature Wealth Management

Be Seen First

Financial Advisor

Duluth, MN · On-site

$70K - $100K/yr

Signature Wealth Management is a rapidly expanding financial advisory firm committed to delivering ... Prepare meeting materials, reports, and customized planning documents. * Assist with portfolio ...

Signature Wealth Management

Be Seen First

Financial Advisor

Duluth, MN · On-site

$70K - $100K/yr

Signature Wealth Management is a rapidly expanding financial advisory firm committed to delivering ... Prepare meeting materials, reports, and customized planning documents. * Assist with portfolio ...

Northwestern Mutual

Executive Assistant

Minneapolis, MN · On-site

$60K - $80K/yr

Park Street Advisors is a Forbes "Best-In-State Top Next-Gen Wealth Advisors" and "Best-In-State ... The Executive Assistant manages scheduling, client communication, client experience, and ...

Northwestern Mutual

Executive Assistant

Minneapolis, MN · On-site

$60K - $80K/yr

Park Street Advisors is a Forbes "Best-In-State Top Next-Gen Wealth Advisors" and "Best-In-State ... The Executive Assistant manages scheduling, client communication, client experience, and ...

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Wealth Assistant information

See Minnesota salary details

$9

$29

$65

How much do wealth assistant jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for wealth assistant in Minnesota is $29.11, according to ZipRecruiter salary data. Most workers in this role earn between $16.58 and $34.10 per hour, depending on experience, location, and employer.

What is a wealth assistant?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a wealth assistant do?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

What are the key skills and qualifications needed to thrive as a wealth assistant?

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

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

The most popular types of Wealth jobs in Minnesota are:

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

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

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

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

Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Minnesota as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution, with an average salary of $60,554 per year, or $29.1 per hour.

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Cresset Capital

Minneapolis, MN • On-site

$75K - $100K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted yesterday

Job description

About Cresset
Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.
We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.
Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.
Role Overview
We are seeking an Associate, Private Wealth Client Services to support a collaborative team of
advisors serving a select group of high-net-worth families. This individual will play a critical role in delivering a high-touch client experience while gaining exposure to all aspects of wealth management.
This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.
Key Responsibilities
  • Serve as a primary point of contact for client service and operational needs, delivering a responsive, high-quality experience
  • Support client onboarding, including account setup, asset transfers, and coordination of required documentation
  • Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)
  • Coordinate cash movements, distributions, and other transactions with custodians and banking partners
  • Maintain accurate client records in Salesforce and support reporting needs
  • Organize and manage client documentation, including tax and legal materials
  • Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience
  • Assist advisors with meeting preparation, follow-ups, and ad hoc client requests

What Sets This Role Apart
  • Direct exposure to experienced advisors and sophisticated client situations
  • Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
  • A clear path to take on increasing responsibility over time, based on performance and initiative

Qualifications
  • Bachelor's degree in Finance, Business, Accounting, or related field
  • 2+ years of experience in financial services, ideally supporting high-net-worth clients
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
  • High level of professionalism, discretion, and client service orientation
  • Clear communicator with strong written and interpersonal skills
  • Self-starter with a willingness to take ownership and solve problems
  • Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

Who You Are
  • A utility player who thrives in a team environment
  • Naturally organized and proactive
  • Calm under pressure and responsive to client needs
  • Interested in building long-term career in wealth management

What We Offer:
At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $75,000 - $100,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.
Equal Employment Opportunity
It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
Everything Starts With Culture.
Our Vision
We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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