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Wealth Associate Jobs in Minnesota (NOW HIRING)

Northwestern Mutual

Operations Associate

Edina, MN · On-site

$65K - $75K/yr

Itasca Wealth is an established wealth management firm that helps our clients realize their ... The Operations Associate plays a critical role in delivering a seamless client experience by ...

Northwestern Mutual

Operations Associate

Edina, MN · Hybrid

Itasca Wealth is an established wealth management firm that helps our clients realize their ... The Operations Associate plays a critical role in delivering a seamless client experience by ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

Itasca Wealth is an established wealth management firm that helps our clients realize their ... The Operations Associate plays a critical role in delivering a seamless client experience by ...

Royal Bank of Canada

Client Associate

Minneapolis, MN · On-site

$40K - $60K/yr

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

Royal Bank of Canada

Client Associate

Minneapolis, MN · On-site

$40K - $60K/yr

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

RBC Capital Markets, LLC

Client Associate

Minneapolis, MN · On-site

$40K - $60K/yr

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

US Bank

Wealth Management Trust Associate

Minneapolis, MN · On-site

$26.35 - $32.21/hr

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

The Investment Associate will play a central role in implementing Cowell Financial's planning and ... Implement and uphold Cowell Financial's planning and wealth management philosophies across client ...

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All JobsWealth Associate JobsWealth Associate Jobs in Minnesota

Wealth Associate information

See Minnesota salary details

$10

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$32

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.

Investment Operations Associate

Northwestern Mutual-Twin Cities

Golden Valley, MN • On-site

Full-time

Posted 22 days ago

Job description

The responsibilities of an Erpelding Wealth Management (EWM) Investment Operations Associate are to support our clients, Private Wealth Advisors, and to assist team members involving investment duties and processes. This role must follow acceptable and compliant procedures. Specific responsibilities include but will not be limited to:

SERVICE & SUPPORT

  • Respond to registered representative administrative requests that may involve communicating with clients, running reports or data entry.
  • Act as liaison between our clients and the home office for any client servicing and troubleshooting paperwork that may have been processed incorrectly.
  • Be an advocate for our clients to ensure a smooth, white-glove experience.


DATA ADMINISTRATION

  • Process account opening & account maintenance requests.
  • Handle trade orders and portfolio maintenance.
  • Process asset movement requests including funds disbursements, rollovers and account transfers.
  • Process trade corrections as needed.

Qualifications:


It is recommended that the EWM Investment Operations Associate have the following qualifications:

  • Preferred: Series 7 and Series 63 & securities industry experience.
  • Demonstrated computer experience required & experience with FolioDynamix is a plus.
  • Strong organizational and time management skills with ability to set priorities and meet deadlines.
  • Ability to work with a high degree of accuracy in handling detailed work.
  • Excellent communication skills (verbal and written) with the ability to collaborate effectively with others.
  • Above average math and data entry skills.
  • Ability to multi-task and prioritize.
  • Ability to adapt to change and identify process improvements.
  • Aligned with EWM values of Do the Right Thing, Pursue Excellence and Gratitude & Positive Attitude.