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Wealth Management Associate Jobs in Minnesota (NOW HIRING)

High Note Wealth LLC

Be Seen First

Client Service Associate

Wayzata, MN · On-site

$65K - $85K/yr

Client Service Associate ... High Note Wealth is an independent wealth management firm that works with a select group of ...

UBS

Sr Wealth Strategy Associate

Wayzata, MN · On-site

$60K - $75K/yr

Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Wealth Strategy Associate to: • assist financial advisors in client ...

High Note Wealth LLC

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Client Service Associate

Wayzata, MN · On-site

$65K - $85K/yr

Client Service Associate ... High Note Wealth is an independent wealth management firm that works with a select group of ...

Northwestern Mutual

Paraplanning Associate

Minneapolis, MN · On-site

$16.50 - $22/hr

As a wealth management firm, we help clients step away from the noise and complexity of daily life to develop thoughtful, strategic financial plans that work quietly behind the scenes. Our ...

Northwestern Mutual

Paraplanning Associate

Minneapolis, MN · On-site

$16.50 - $22/hr

As a wealth management firm, we help clients step away from the noise and complexity of daily life ... The Paraplanning Associate plays a critical role by performing a variety of client service and ...

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... We provide comprehensive wealth management services that integrate life planning with financial ...

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... We provide comprehensive wealth management services that integrate life planning with financial ...

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Wealth Management Associate information

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$19

$32

How much do wealth management associate jobs pay per hour?

As of Jul 16, 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.
What are the most commonly searched types of Wealth Management jobs in Minnesota? The most popular types of Wealth Management jobs in Minnesota are:
What are popular job titles related to Wealth Management Associate jobs in Minnesota? For Wealth Management Associate jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Minnesota look for? The top searched job categories for Wealth Management Associate jobs in Minnesota are:
What cities in Minnesota are hiring for Wealth Management Associate jobs? Cities in Minnesota with the most Wealth Management Associate job openings:
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.
Tax Manager (Private Wealth Management)

Tax Manager (Private Wealth Management)

The Bahnsen Group LLC

Minnetonka, MN • On-site

$120K - $160K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 7 days ago

Job description

ABOUT
At the Bahnsen Group, our vision is to be the highest quality provider of wealth management services to those within our sphere of influence. We do not want to merely be great; we want to be extraordinary; extraordinary in the size and scope of our business, but more importantly, extraordinary in the impact we have on our clients' financial lives.
Consistently ranked as one of the top companies to work for, The Bahnsen Group is a private wealth management firm which has created an exceptional culture for its employees to participate in the fulfillment of its success. The Bahnsen Group has offices in twelve locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Phoenix, AZ; Austin, TX; West Palm Beach, FL; Grand Rapids, MI; Dallas, TX, Silicon Valley, CA and Pittsburgh, PA) and 100 employees. The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron's, Forbes, and the Financial Times. The company was founded in 2015 as a liftout from Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience.
OPPORTUNITY
The Tax Manager will join a growing Tax Services Department launched in 2023 and now serves over 400 client households. This is a full-time, in-office position based in our Minnetonka, MN office.
The Tax Department is intentionally structured to deliver a low volume, high touch client experience. Professionals are expected to provide proactive planning, thoughtful advisory services, and technically sound compliance work for high-net-worth individuals and Family Office clients.
The Tax Manager will work closely with Private Wealth Advisors in a highly collaborative environment, regularly participating in wealth and tax planning meetings to support integrated client advice. From time to time, the role may also involve participation in prospect meetings alongside advisors, as appropriate. The Tax Manager is expected to serve as a trusted tax advisory resource across the firm and will be relied upon by both clients and advisors for thoughtful tax planning and consulting support. The role reports directly to the Tax Director and offers a clear path for increased responsibility as the Tax Department continues to scale.
RESPONSIBILITIES
Client Service & Advisory
  • Provide tax planning, compliance, and advisory services to high-net-worth individuals, Family Office clients, and closely held business entities
  • Act as the primary day-to-day tax contact for assigned client relationships
  • Participate in client meetings to address tax matters, explain planning strategies, and respond to tax-related inquiries
  • Collaborate closely with Wealth Advisors and internal teams to ensure tax strategies align with broader financial objectives

Tax Compliance & Review
  • Review and file a wide range of tax returns, including but not limited to: Forms 1040, 1041, 709, 1065, 1120S, 1120
  • Ensure accuracy, completeness, and timely filing across federal and multi-state jurisdictions
  • May serve as a tax return signer upon approval by the Tax Director
  • Identify technical issues, planning opportunities, and compliance risks during the review process

Technical Research & Planning
  • Research complex federal and state tax issues and prepare clear, well-documented analyses and recommendations
  • Assist in the design and implementation of tax planning strategies under the direction of senior tax leadership
  • Stay current on tax law developments impacting high net worth individuals, trusts, pass-through entities, and multi-state filers

Team Collaboration & Development
  • Provide guidance and mentoring to junior tax staff on tax engagements and best practices
  • Contribute to improvements in workflows, documentation standards, and the overall client experience
  • Continue developing technical expertise through ongoing learning and exposure to complex tax matters

QUALIFICATIONS
  • Minimum 5 years of experience in public accounting or an RIA-based tax environment
  • Prior experience as a Senior Associate / Senior Accountant or Tax Manager required
  • Designations: Active CPA or JD strongly preferred, minimum EA required
  • Bachelor's degree in Accounting, Finance, Economics, Mathematics, or a related field
  • Strong working knowledge of: Individual taxation, S corporations, Partnerships, and Trusts and estates
  • Experience serving high-net-worth individuals and multi-entity family structures
  • Detail-oriented with strong organizational, time management, and prioritization skills
  • Experience with CCH Axcess and CCH Workflow; BNA Tax Planner
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)

CONSIDERATION
  • Salary commensurate with experience
  • Full benefits package including medical, dental, vision, and disability
  • 401(k) plan with TBG contribution of 3% of compensation
  • Discretionary annual bonus

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