Wealth Advisor Jobs in Minnesota
Wealth Advisor jobs in Minnesota are open across Saint Paul, Minneapolis, and Bloomington and other Minnesota metros, with employers like Fairview Health Services, Allina Health, and Aprio hiring at every experience level. Find a role that fits below and apply directly.
Find Wealth Advisor JobsOverview
Showing 5 of 16+ Wealth Advisor jobs
INTRODUCTION
CLA is a top 10 national professional services firm whose 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.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
This job is working in the Minneapolis downtown CLA office.
SUMMARY
This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.
ESSENTIAL JOB FUNCTIONS
The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Business Development: Continually develop new opportunities in the marketplace.
Financial Planning: Advise clients regarding the advantages and disadvantages of different investment strategies. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings. Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings.
REQUIREMENTS
Experience
Three years of related financial services experience. Equivalent and related experience in lieu of certification/license acceptable.
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
Series 65, 66 or equivalent REQUIRED.
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 Minneapolis is: $72,000 – $145,000.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
INTRODUCTION
CLA is a top 10 national professional services firm whose 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.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
This job is working in the Minneapolis downtown CLA office.
SUMMARY
This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as part of a team. They have strong knowledge in financial planning, tax, insurance, estate, investments, and retirement planning. They help manage financial plans and client relationships.
ESSENTIAL JOB FUNCTIONS
The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Business Development: Continually develop new opportunities in the marketplace.
Financial Planning: Advise clients regarding the advantages and disadvantages of different investment strategies. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service.
Client Support: Supply clients with information related to day-to-day transactions, status of implementation plans and interim information between meetings. Communicate with internal and external investment managers, brokers, and partners to obtain or provide investment information. Interact with partner areas to help determine servicing requirements, problem solving strategies and coordinate daily client activity; oversee transaction processing, and handle inquiry resolution. Prepare presentations for client meetings.
REQUIREMENTS
Experience
Three years of related financial services experience. Equivalent and related experience in lieu of certification/license acceptable.
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
Series 65, 66 or equivalent REQUIRED.
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 Minneapolis is: $72,000 – $145,000.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
See All 16 Wealth Advisor Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Minnesota
Where Minnesota roles are concentrated, by current openings.
Wealth Advisor Job Market in Minnesota
A snapshot from current Minnesota openings, updated as new roles post.
Who's Hiring
- Fairview Health Services9
- Allina Health1
- Aprio1
- Associated Banc-Corp1
- CLA (CliftonLarsonAllen)1
Top Industries Hiring
- Healthcare & Medical Services11
- Consulting & Professional Services2
- Accounting & Auditing1
- Banking & Financial Services1
What Minnesota Employers Look For
The qualifications that appear most often in wealth advisor jobs across Minnesota.
- Active Series 7 and Series 66 (or 65) licenses required
- CFP designation preferred or required at senior levels
- Minimum two to five years of client-facing financial advisory experience
- Demonstrated ability to grow and retain a book of business
- Proficiency in financial planning software such as eMoney or MoneyGuidePro
- Bachelor's degree in finance, economics, business, or a related field
Wealth Advisor Jobs in Minnesota: Frequently Asked Questions
How many wealth advisor jobs are there in Minnesota?
There are 16+ wealth advisor openings in Minnesota on Migrate Mate as of June 2026, with the most roles in Saint Paul, Minneapolis, and Bloomington. New positions post regularly as employers across Minnesota hire.
How much do wealth advisors make in Minnesota?
Wealth advisors in Minnesota earn a median of about $102,660 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $47,520 for the lowest 10% to over $310,730 for the top 10%. Pay rises with experience, specialty, and employer.
Which Minnesota cities have the most wealth advisor jobs?
Saint Paul, Minneapolis, and Bloomington have the most wealth advisor openings in Minnesota right now, with additional roles spread across smaller metros statewide.
Which companies hire wealth advisors in Minnesota?
Employers hiring wealth advisors in Minnesota include Fairview Health Services, Allina Health, and Aprio, based on current listings on Migrate Mate as of June 2026.
Are there remote wealth advisor jobs in Minnesota?
Yes. About 25% of wealth advisor openings tied to Minnesota are remote or hybrid as of June 2026. The rest are on-site roles based in Minnesota metros.
How do I apply for wealth advisor jobs in Minnesota?
You can apply to wealth advisor jobs in Minnesota directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Minnesota location, then apply to each one that fits.
See All 16 Wealth Advisor Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find Wealth Advisor Jobs