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Wealth Management Associate Jobs in Chaska, MN (NOW HIRING)

Bahnsen Group LLC

Tax Manager (Private Wealth Management)

Hopkins, MN · On-site

$113K - $148K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

ABOUT At the Bahnsen Group, our vision is to be the highest quality provider of wealth management ... Prior experience as a Senior Associate / Senior Accountant or Tax Manager required * Designations:

US Bank

Wealth Management Trust Associate

Minneapolis, MN · On-site

$26.35 - $32.21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

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

  • Medical

  • Dental

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Retirement

  • PTO

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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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Chaska, MN

Wealth Management Associate information

See Chaska, MN salary details

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How much do wealth management associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for wealth management associate in Chaska, MN is $21.30, according to ZipRecruiter salary data. Most workers in this role earn between $15.96 and $22.16 per hour, depending on experience, location, and employer.

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?

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.

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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What cities near Chaska, MN are hiring for Wealth Management Associate jobs?

Cities near Chaska, MN with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Chaska, MN as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $44,311 per year, or $21.3 per hour.

Wealth Management Internship - Summer 2027

Boulay

Eden Prairie, MN

$28/hr

Full-time, Temporary, Internship

Posted 3 days ago

New

Job description

We are currently seeking a talented and enthusiastic individual to join our Wealth Management Department. Boulay Wealth provides clients with holistic and integrated tax, estate, investment, and wealth advice to simplify the financial.

As an Intern, you will work directly with the Advisor team to understand the "why" behind the services we provide. Wealth Management Interns will not be asked to generate business (through cold-calling or generating client leads) but rather focusing their time providing direct assistance to our advisors and associates to fulfill the needs of our clients. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, and direct mentorship.

We want to help you build a career fit for your life.

If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.

Responsibilities

Financial Planning Processes (Majority of Internship)

  • Work in financial planning software, eMoney, to build financial plans and craft recommendations.
  • Research and present findings on assigned financial planning topics.

Client Relationship Management

  • Prepare for and participate in client meetings.
  • Assist in the development of client communications.

Tax Planning

  • Roll over previous year tax returns into tax planning software, Holistiplan, to prepare for tax planning season.
  • Prepare tax projections to illustrate tax planning opportunities for clients.

Portfolio Management

  • Assist with investment activities that may include trading, analyzing trends, and evaluating asset allocation.
  • Learn about the due diligence that goes into selecting investment products.

Requirements

  • Pursuing a bachelor's degree in financial planning, finance, or accounting 
  • Minimum 3.0 GPA and a solid track record of academic achievements
  • Completion of intermediate finance and/or accounting course(s)
  • General understanding of financial markets, economics, investment products and financial planning
  • Strong analytical aptitude and ability to synthesize complex information
  • Detailed oriented with sound organizational skills
  • Ability to prioritize and be self-directed

Benefits

Boulay Offers

  • Boulay Buddy Program  
  • Department Point Person  
  • Intern Appreciation Event 
  • Employee Appreciation Activities
  • Training & Development Programs
  • Open Doors at All Levels
  • Feedback Discussion                           

Internships are paid, full-time experiences which run May - August in our Eden Prairie, Minnesota office. We recruit well in advance of this time frame to allow youflexibility and time to make arrangements for housing and required classes.

Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. If you require any accommodation for an interview/event, please contact Megan Koosman at (mkoosman@boulaygroup.com).

The wage for this position is $28.00 per hour. This salary range reflects anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending on an individual's experience, knowledge, and skills. You will receive an in-depth onboarding and training and supportive Boulay Buddy to help you acclimate to your role.

Apply