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

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Financial Advisor

Duluth, MN · On-site

$70K - $100K/yr

Signature Wealth Management is a rapidly expanding financial advisory firm committed to delivering high‐quality guidance, personalized planning, and long‐term client success. As our Duluth office ...

Be Seen First

Financial Advisor

Duluth, MN · On-site

$70K - $100K/yr

Signature Wealth Management is a rapidly expanding financial advisory firm committed to delivering high‐quality guidance, personalized planning, and long‐term client success. As our Duluth office ...

Customer Service Associate I

Duluth, MN · On-site

$14.50 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Superior, WI · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Duluth, MN · On-site

$14.50 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Superior, WI · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Cloquet, MN · On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Duluth, MN · On-site

$14.50 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Superior, WI · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Superior, WI · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Duluth, MN · On-site

$14.50 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Superior, WI · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Cloquet, MN · On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Duluth, MN · On-site

$14.50 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Duluth, MN · On-site

$14.50 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Duluth, MN · On-site

$14.50 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Duluth, MN · On-site

$14.50 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Duluth, MN · On-site

$14.50 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Financial Advisor

Duluth, MN · On-site

$137K - $250K/yr

As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...

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Wealth Management Associate information

See Duluth, MN salary details

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$19

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How much do wealth management associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for wealth management associate in Duluth, MN is $19.74, according to ZipRecruiter salary data. Most workers in this role earn between $14.81 and $20.53 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 Duluth, MN are hiring for Wealth Management Associate jobs?

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

Financial Advisor

Signature Wealth Management

Duluth, MN • On-site

$70K - $100K/yr

Full-time

Medical, Retirement, PTO

Posted 6 days ago

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Job description

Signature Wealth Management is a rapidly expanding financial advisory firm committed to delivering high‐quality guidance, personalized planning, and long‐term client success. As our Duluth office continues to grow, we are seeking a detail‐oriented, motivated Financial Advisor to support our senior advisory team and contribute to a collaborative, fast‐paced environment.


This role is an excellent fit for a newer advisor who wants to build deep experience and technical skill without the pressure of acquiring new clients. It serves as a launching pad for a high‐income advisory career, offering hands‐on exposure to planning, research, and client service while working closely with and under the supervision of seasoned advisors. Over time, the right candidate will be well‐positioned to transition into directly managing client relationships. This a salaried position with annual bonus potential based in individual and firm goals. Salary is commensurate with experience and professional designations. Company-sponsored travel may be necessary 2-3 times annually, including professional development and client service travel. While FINRA Series 7 and 66 licenses are required, consideration is given to candidates with other FINRA licenses or tax credentials (CPA, EA).


Rather than developing a personal book of business, the Financial Advisor will focus on research, meeting preparation, and executing deliverables that support senior advisors and enhance the client experience.


Key Responsibilities

  • Conduct investment, market, and financial planning research to support senior advisors.
  • Prepare meeting materials, reports, and customized planning documents.
  • Assist with portfolio reviews, data gathering, and analysis.
  • Execute follow‐up deliverables after client meetings with accuracy and timeliness.
  • Maintain compliance with regulatory requirements and firm policies.
  • Collaborate with senior advisors and operations staff to ensure a seamless client experience.
  • Service client calls that may entail contributions, distributions, beneficiary changes, and general account questions.

Company Description

Signature Wealth Management is a full-service wealth management firm, helping clients plan, invest and protect their financial goals. We help busy and successful people make their lives simpler and more productive through personalized financial planning.