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Wealth 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 Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Bell Bank

VP/Senior Wealth Advisor

Bloomington, MN · On-site

This position to serve as a Wealth Advisor in the Wealth Management Division by effectively managing the delivery of superb wealth management and financial planning services to clients. This position ...

Career Site

VP/Senior Wealth Advisor

Bloomington, MN · On-site

This position to serve as a Wealth Advisor in the Wealth Management Division by effectively managing the delivery of superb wealth management and financial planning services to clients. This position ...

Seleskie Financial

Private Wealth Advisor

Woodbury, MN · On-site

Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second ...

Pohlad Companies

Finance - Senior Wealth Advisor

Minneapolis, MN · On-site

$150K - $225K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Sr Wealth Advisor acts as both a technical expert and relationship manager, translating complex personal financial matters into clear, actionable guidance for individual family members. Key ...

Cetera

Senior Wealth Advisor - Hybrid

Edina, MN · Hybrid

$300K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A Senior Wealth Manager will have a minimum of 5 years' industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice.

Cetera

Senior Wealth Advisor - Hybrid

Edina, MN · Hybrid

$300K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

A Senior Wealth Manager will have a minimum of 5 years' industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice.

Jobtailor

Senior Wealth Advisor

Edina, MN · On-site

$110 - $180/hr

Source and acquire new clients to build business Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process ...

Royal Bank of Canada

Wealth Management Consultant

Minneapolis, MN · Hybrid

$90K - $160K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Wealth Management Consultant (WMC) provides the primary external sales support for Financial Advisors and the RBC Wealth Management platform.The WMC works closely with field leadership, service ...

US Bank

PWM Private Wealth Advisor

Minneapolis, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

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All JobsWealth JobsWealth Jobs in Minnesota

Wealth information

See Minnesota salary details

$46K

$101K

$145.4K

How much do wealth jobs pay per year?

As of Aug 19, 2026, the average yearly pay for wealth in Minnesota is $100,958.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,800.00 and $121,000.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

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

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

What are the most commonly searched types of Wealth jobs in Minnesota?

The most popular types of Wealth jobs in Minnesota are:

What cities in Minnesota are hiring for Wealth jobs?

Cities in Minnesota with the most Wealth job openings:

Wealth jobs near you
Infographic showing various Wealth job openings in Minnesota as of August 2026, with employment types broken down into 69% Full Time, 28% Part Time, 2% Contract, and 1% Nights. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $100,958 per year, or $48.5 per hour.

Senior Wealth Advisor - Wealth Advisory - Minneapolis

Cliftonlarsonallen

Minneapolis, MN

$113K - $225K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago

CliftonLarsonAllen rating

6.7

Company rating: 6.7 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

20th of 22 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

A platform built for durable, organic growth.

Our advisors average $250M in AUM across ~120 households and continue to grow ~10% net new AUM annually-without Schwab or Fidelity referral programs. That growth is fueled by access to 100,000+ individual tax clients and 75,000 privately held businesses, creating one of the deepest organic prospect pipelines in the industry.

Why this role matters now:

The wealth landscape is changing in a meaningful way: women are increasingly the primary decisionmakers for household wealth, and pivotal life transitions often create moments where the right advisor relationship matters most. In our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for highnetworth women and womenled businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals.

We're selectively adding senior wealth advisors in key markets and offer a highly competitive compensation structure designed for experienced professionals.

About the role:

CLA is looking to hire a Senior Wealth Advisor to work in our Minneapolis, MN office.

The SWA serves as a relationship manager providing Total Wealth Advisory-a comprehensive, planningled experience anchored in a personal financial plan and spanning a client's financial and tax needs.

Senior Wealth Advisors bring advanced knowledge across tax, investments, financial planning, insurance, and estate and retirement planning. You'll manage a book of client relationships, lead client strategy, and delegate work appropriately to deliver a hightouch experience with strong followthrough.

This role is ideal for an advisor who thrives in an environment where:

  • Planning and tax integration elevate the advice (and client stickiness)
  • Growth is powered by real, organic access-not paid lead programs
  • Client relationships include complexity, transitions, and multigenerational needs (including women navigating moments like business liquidity, divorce, widowhood, caregiving, and career shifts)

Requirements:

Experience:

  • Minimum of EIGHT (8) years of progressively responsible financial services experience.

Education:

  • Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
  • Bachelor's degree in Accounting, Finance or a related field preferred.

Certifications/Licenses:

  • FINRA Series 65 or 66 Required.
  • Existing Transferrable Book of Business Preferred.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minnesota is: $113,000 - $225,000.

This role is eligible for discretionary bonuses based on company performance and other factors.

#LI-MU1


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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.


What CliftonLarsonAllen employees say

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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