ZipRecruiter

Log In

1

Wealth Management Client Relationship Manager Jobs in Minnesota

Clean Response Inc.

Client Relationship Manager

Eagan, MN · On-site

$90K - $110K/yr

Client Relationship Manager Sales / Business Development - Eagan, MN Clean Response is the Twin ... Management: Own marketing qualified leads from first handoff through close. Build relationships ...

CX Institutional LLC

Wealth Manager

Bloomington, MN · On-site

As part of the Wealth Management Client Experience Team, the Wealth Manager is the primary source of relationship development, consultation, and advice to assigned existing clients of the firm.

Socket.dev

Relationship Manager I

Minneapolis, MN · On-site

$70 - $85/hr

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service ... Advisor Partnership & Practice Management * Partner with Wealth Advisors to support client ...

next page

Showing results 1-20

All JobsWealth Management Client Relationship JobsWealth Management Client Relationship Manager JobsWealth Management Client Relationship Manager Jobs in Minnesota

Wealth Management Client Relationship Manager information

See Minnesota salary details

$25.7K

$68.6K

$125.2K

How much do wealth management client relationship manager jobs pay per year?

As of Sep 6, 2026, the average yearly pay for wealth management client relationship manager in Minnesota is $68,621.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $83,800.00 per year, depending on experience, location, and employer.

What does a wealth management client relationship manager do?

A Wealth Management Client Relationship Manager serves as the primary point of contact between clients and a financial institution's wealth management division. They work closely with clients to understand their financial goals, provide personalized investment advice, and coordinate with specialists to deliver a range of financial services. Their responsibilities also include building long-term relationships, monitoring clients' portfolios, and ensuring a high standard of service to help clients achieve their financial objectives.

What are the key skills and qualifications needed to thrive as a wealth management client relationship manager?

To thrive as a Wealth Management Client Relationship Manager, you need in-depth knowledge of financial products, investment strategies, and a relevant degree—often supported by FINRA Series 7/66 or similar certifications. Familiarity with CRM platforms, portfolio management software, and financial planning tools is typically required. Exceptional interpersonal skills, active listening, and trust-building abilities set top performers apart in client-facing situations. These skills and qualities are essential for providing tailored financial advice, fostering lasting client relationships, and driving business growth.

How does a wealth management client relationship manager typically collaborate with internal teams to serve clients effectively?

As a Wealth Management Client Relationship Manager, you will regularly collaborate with financial advisors, portfolio managers, and product specialists to deliver comprehensive solutions tailored to each client's needs. This role often involves coordinating portfolio reviews, communicating client feedback, and ensuring seamless execution of financial strategies. Effective teamwork and clear communication are crucial, as you act as the main point of contact, facilitating interactions between clients and various internal departments to address inquiries and ensure client satisfaction.

What is the difference between Wealth Management Client Relationship Manager vs Financial Advisor?

AspectWealth Management Client Relationship ManagerFinancial Advisor
CertificationsTypically required to have CFP, Series 7, Series 66Often holds CFP, Series 7, Series 66, or other licenses
Work EnvironmentBanking or wealth management firms, client officesIndependent or firm-based, client meetings, offices
Primary FocusClient service, relationship management, onboardingFinancial planning, investment advice, portfolio management
Employer & Industry UsageBanking, private banking, wealth management firmsFinancial planning firms, independent advisors, banks

While both roles involve working with clients to manage finances, the Wealth Management Client Relationship Manager primarily focuses on maintaining client relationships and onboarding, whereas the Financial Advisor provides detailed financial planning and investment advice. The roles often overlap but differ in scope and responsibilities.

What are popular job titles related to Wealth Management Client Relationship Manager jobs in Minnesota?

For Wealth Management Client Relationship Manager jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Wealth Management Client Relationship Manager jobs in Minnesota look for?

The top searched job categories for Wealth Management Client Relationship Manager jobs in Minnesota are:

What cities in Minnesota are hiring for Wealth Management Client Relationship Manager jobs?

Cities in Minnesota with the most Wealth Management Client Relationship Manager job openings:

Wealth Management Client Relationship Manager jobs near you
Infographic showing various Wealth Management Client Relationship Manager job openings in Minnesota as of July 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $68,621 per year, or $33 per hour.

Wealth Management Client Service Associate

Mohr Talent

Bloomington, MN • On-site

$60 - $65/hr

Other

Posted 5 days ago

Key responsibilities

  • Support Financial Advisors with daily client service and account administration.

  • Open and maintain brokerage, advisory, retirement, and trust accounts, and process related transactions.

  • Assist with client onboarding, account-opening paperwork, and prepare meeting materials and reports.

Job description

Wealth Management Client Service AssociateWealth Management Client Service AssociateJob DescriptionWealth Management Client Service Associate
Bloomington, MN 55431 | $60,000–$65,000 annually |Schedule: Full-time, 100% in-office
POSITION OVERVIEW
An independent wealth management firm is seeking a Wealth Management Client Service Associate to support its Advisors and clients with account administration, client onboarding, service requests, and day-to-day operational needs.

This position is intended for someone who already has direct experience supporting Financial Advisors or Wealth Advisors. General banking, insurance, customer service, or administrative experience alone will not qualify.

RESPONSIBILITIES
  • Support Financial Advisors with daily client service and account administration.
  • Open and maintain brokerage, advisory, retirement, and trust accounts.
  • Process account transfers, distributions, deposits, money movement, and beneficiary changes.
  • Collect, review, and submit required client documentation.
  • Assist with client onboarding and account-opening paperwork.
  • Prepare meeting materials, reports, and investment-review packages.
  • Communicate with clients regarding routine account needs and outstanding documentation.
  • Coordinate with custodians and internal partners to resolve account issues.
  • Maintain accurate client records in CRM and portfolio-management systems.
  • Track open service requests through completion.
MUST HAVES
  • 2+years of direct wealth management experience.
  • Experience supporting Financial Advisors, Wealth Advisors, or Private Wealth teams.
  • Experience must come from an RIA, broker-dealer, private wealth firm, investment advisory firm, or wealth management division of a bank.
  • Hands-on experience with account opening and maintenance, account transfers, distributions, money movement, beneficiary updates, and client documentation.
  • Willing and able to work 100% in-office in Bloomington, Minnesota.
  • Able to obtain the FINRA Series 7 and Series 66 within nine months of hire.
Wealth Management Client Service AssociateWealth Management Client Service Associate
Bloomington, MN 55431 | $60,000–$65,000 annually |Schedule: Full-time, 100% in-office
POSITION OVERVIEW
An independent wealth management firm is seeking a Wealth Management Client Service Associate to support its Advisors and clients with account administration, client onboarding, service requests, and day-to-day operational needs.

This position is intended for someone who already has direct experience supporting Financial Advisors or Wealth Advisors. General banking, insurance, customer service, or administrative experience alone will not qualify.

RESPONSIBILITIES
  • Support Financial Advisors with daily client service and account administration.
  • Open and maintain brokerage, advisory, retirement, and trust accounts.
  • Process account transfers, distributions, deposits, money movement, and beneficiary changes.
  • Collect, review, and submit required client documentation.
  • Assist with client onboarding and account-opening paperwork.
  • Prepare meeting materials, reports, and investment-review packages.
  • Communicate with clients regarding routine account needs and outstanding documentation.
  • Coordinate with custodians and internal partners to resolve account issues.
  • Maintain accurate client records in CRM and portfolio-management systems.
  • Track open service requests through completion.
MUST HAVES
  • 2+years of direct wealth management experience.
  • Experience supporting Financial Advisors, Wealth Advisors, or Private Wealth teams.
  • Experience must come from an RIA, broker-dealer, private wealth firm, investment advisory firm, or wealth management division of a bank.
  • Hands-on experience with account opening and maintenance, account transfers, distributions, money movement, beneficiary updates, and client documentation.
  • Willing and able to work 100% in-office in Bloomington, Minnesota.
  • Able to obtain the FINRA Series 7 and Series 66 within nine months of hire.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
#LI-KB1

Share:

Job Summary

Published: 8/8/2026

Type: Direct Hire

Category: General Operations

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

Get In Touch

5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126

#J-18808-Ljbffr

Apply