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Wealth Associate Jobs in Minnesota (NOW HIRING)

Old National Bank

Private Wealth Advisor, Assoc

Eagan, MN · On-site

$42K - $48K/yr

Responsibilities We are currently seeking an Associate Private Wealth Advisor to join a fast-growing team of Senior Wealth Advisors. The candidate will be expected to develop new client relationships ...

CX Institutional LLC

Wealth Manager

Minneapolis, MN · On-site

The Wealth Manager works alongside a Wealth Advisor, Financial Planner, Client Service Associate, and Client Care Coordinator serving the same clients with $250,000 and above on platform with the ...

Oxford Financial GRP

Sr. Wealth Strategist

Minneapolis, MN · On-site

$126K - $163K/yr

... associates. DUTIES & RESPONSIBILITES Complex Client Estate and Wealth Planning Deliverables * Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.

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How much do wealth associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for wealth associate in Minnesota is $19.46, according to ZipRecruiter salary data. Most workers in this role earn between $14.62 and $20.24 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Minnesota? The most popular types of Wealth jobs in Minnesota are:
What cities in Minnesota are hiring for Wealth Associate jobs? Cities in Minnesota with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $40,476 per year, or $19.5 per hour.

Client Associate (Wealth Management)

Sanctuary Wealth Group LLC

Minnetonka, MN • Hybrid

$75K - $95K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Job description

Description

Description

Client Associate (Wealth Management)

Location:  Carlson Towers, Minnetonka, MN 

Type: Hybrid, Flexible

Experience: 4+ years of Wealth Management Experience

Schedule: Open to flexibility based on mutual fit 

Pay Range: $75,000-$95,000 Annual Salary Equivalent (prorated to hours worked) + Discretionary Bonus Potential 

Firm: NewSpring Wealth Partners 


Join Our Team at NewSpring Wealth Partners - At NewSpring Wealth Partners , we believe wealth management should feel personal, empowering, and deeply relationship-driven. As an independent, planning-focused firm, we work closely with successful individuals and families to simplify financial complexity, create clarity, and help clients pursue what matters most to them.



About the Role - We are seeking a highly organized, proactive, and client-centric Client Associate to support our growing practice. This role is ideal for someone who thrives in a collaborative and flexible environment, values professionalism and responsiveness, and enjoys being an integral part of delivering an exceptional client experience.

This opportunity is intentionally designed with flexibility in mind. We are open to candidates seeking a flexible structure that may evolve over time based on business needs and mutual fit. Whether you are an experienced Client Associate looking for greater work-life balance, returning to the workforce, or seeking a more personalized team culture, we would love to connect.



Responsibilities 

  • Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience 
  • Handle ongoing account maintenance requests, including transfers, distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail 
  • Coordinate and confirm client money movements promptly and securely while adhering to firm procedures and compliance standards 
  • Serve as a key point of contact for clients, managing inbound and outbound communication with professionalism, warmth, responsiveness, and confidence 
  • Communicate with clients clearly and thoughtfully in writing, including follow-up correspondence, meeting recaps, service updates, and requests for information 
  • Prepare materials and documentation for client review meetings, including account summaries, financial data, and tracking of outstanding action items 
  • Maintain accurate and organized client records within Wealthbox CRM, ensuring all interactions and updates are documented appropriately 
  • Assist with compliance-related documentation, operational workflows, and internal administrative processes to support the broader advisory team 
  • Collaborate closely with advisors and team members to help deliver a high-touch, white-glove client experience across all stages of the relationship

Requirements

Ideal Profile / Experience

Four or more years of client service experience in wealth management or financial services is preferred. 

Platform experience matters less than a strong grasp of the fundamentals:

  • Account types and structures (individual, joint, IRA, trust, and similar)
  • Account opening, onboarding, and KYC processes
  • Risk tolerance frameworks and money movement workflows
  • Confident, professional phone communication with clients
  • Polished written communication: the ability to draft a client email or meeting recap that is clear, warm, and accurate on the first pass

Custodial platform experience (Schwab, Fidelity, or equivalent) is a plus, not a requirement. Wirehouse and broker-dealer backgrounds translate well. 


A Series 65 or 66 is a plus but not required.


Beyond technical knowledge, we are looking for someone who is organized, proactive, and client-first. The ideal candidate takes ownership, communicates without being prompted, and takes pride in getting the details right.



Schedule & Flexibility

We recognize that exceptional talent does not always fit into a traditional 8:00 AM - 5:00 PM structure.


This role is intentionally designed with flexibility and sustainability in mind. We are open to discussing schedules depending on candidate preference, experience level, and long-term fit.


Our goal is to create a mutually beneficial structure that allows team members to perform at a high level while maintaining balance and flexibility in their personal lives.



Benefits

  • Medical, dental, and vision insurance for employees working 30 or more hours per week
  • Group life and group disability insurance for employees working 30 or more hours per week
  • 401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked
  • Prorated paid time off


Why Join NewSpring?

  • Boutique, independently owned RIA with a strong, established client base
  • Work directly alongside an experienced advisor in a high-trust environment
  • Flexible scheduling built around outcomes
  • Small-team culture where your contributions are visible and valued

Apply