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Wealth Management Associate Jobs in Minnesota (NOW HIRING)

CX Institutional LLC

Wealth Manager

Minneapolis, MN · On-site

CX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment ... The Wealth Manager works alongside a Wealth Advisor, Financial Planner, Client Service Associate ...

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$10

$19

$32

How much do wealth management associate jobs pay per hour?

As of Jul 30, 2026, the average hourly pay for wealth management 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
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Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Minnesota as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $40,476 per year, or $19.5 per hour.

Wealth Management Associate

DSG CAPITAL ADVISORS, LLC

Minneapolis, MN • On-site

$75K - $85K/yr

Full-time

Posted 8 days ago

Job description

Wealth Management Associate — DSG Capital Advisors | Edina, MN

DSG Capital Advisors is a boutique RIA based in Edina, Minnesota, providing family office services to high-net-worth clients. We manage approximately $655M in assets and operate with a small, experienced team where every person's work is visible and meaningful. We're looking for a Wealth Management Associate to join us — someone who can work directly with clients and support our Relationship Managers across a wide range of wealth management functions.

This is a full-time, in-person role based out of our Edina, MN office.

What You'll Do

  • Build and run comprehensive financial plans in eMoney, including balance sheets, cash flows, and tax considerations — with the ability to make recommendations on Social Security, retirement distributions, and Roth conversions
  • Manage all aspects of private investments: client communications, subscription documents, capital calls, distributions, performance reporting, and fund communications
  • Run asset allocation and risk metrics for client portfolios using planning software and communicate findings directly to clients
  • Prepare and monitor client performance reporting in performance reporting software
  • Assist Relationship Managers with client tax compliance and organization
  • Review client life insurance policies annually, communicate findings to clients, and coordinate premium payments

What We're Looking For

Skills & Work Style

  • Analytical and detail-oriented with the ability to work accurately in a fast-paced environment
  • Strong multitasker who can prioritize competing workflows without dropping the ball
  • Self-starter who can create and establish processes and policies for their areas of responsibility — not someone who needs to be told what to do twice

Experience & Credentials

  • 2–5 years of experience running financial plans for clients
  • Working knowledge of income tax and estate tax laws, rules, and regulations
  • CFP designation or a commitment to obtaining it within 2 years
  • Background in tax or legal work is a plus

Why DSG

We're not a large wirehouse. Our clients have complex needs, and the people who serve them need to think, not just execute. If you've been in a bigger firm and feel like you're one of fifty doing the same thing, this is a different environment. You'll have exposure to sophisticated client relationships and a direct line of sight to how decisions get made.

DSG Capital Advisors, LLC does not discriminate based on race, color, religion, sex, national origin, age, disability, or genetic information.