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Wealth Assistant Jobs in Minnesota (NOW HIRING)

Northwestern Mutual

Executive Assistant

Minneapolis, MN · On-site

$60 - $80/hr

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 ...

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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See Minnesota salary details

$9

$29

$65

How much do wealth assistant jobs pay per hour?

As of Sep 7, 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.

Executive Assistant

Northwestern Mutual-Twin Cities

Golden Valley, MN • On-site

Full-time

Re-posted 23 days ago

Job description

The responsibilities of an Erpelding Wealth Management (EWM) Executive Assistant are to support our clients and Private Wealth Advisors. This role leads by example and follows acceptable and compliant procedures. Specific responsibilities include but will not be limited to:

SERVICE & SUPPORT

  • Manage inboxes and calendars to ensure meetings, appointments, and priorities are handled efficiently.
  • Help provide a 5-star client experience. This may entail client support such as timely communication and following up on outstanding requests.
  • Coordinate scheduling meetings.
  • Serve as the phone call quarterback, receiving incoming calls and determining the appropriate destination or next step.

ADMINISTRATION

  • Plan and coordinate events, including logistics, communication, and related follow-up items.
  • Manage documents, incoming and outgoing mail, and other administrative workflows.
  • Handle miscellaneous tasks including booking work-related or personal travel, ordering gifts, stationery and office tools, and assisting with various projects such as holiday gifts or other initiatives as they arise.

Qualifications:


It is recommended that the EWM Executive Assistant have the following qualifications:

  • Must have industry experience.
  • Strong organizational and time management skills with the ability to set priorities and meet deadlines.
  • Ability to work with a high degree of accuracy in handling detailed work.
  • Excellent interpersonal and communication skills (verbal and written) with the ability to collaborate effectively with others. Must also be comfortable providing & receiving feedback.
  • Above average math and data entry skills.
  • Flexible, friendly personality with multi-tasking and prioritization skills.
  • Exemplifies EWM values of Do the Right Thing, Pursue Excellence and Gratitude & Positive Attitude.