Wealth Advisor Jobs in Minnesota
Wealth Advisor jobs in Minnesota are concentrated in Minneapolis and Saint Paul, where major financial institutions like U.S. Bank, Ameriprise Financial, and Wells Fargo Wealth Management maintain significant advisory operations, along with a growing presence in Rochester and suburban Twin Cities corridors. Demand is strongest for advisors specializing in retirement planning, high-net-worth client management, and investment portfolio strategy, reflecting the region's dense concentration of corporate headquarters and affluent households. Openings range from associate advisor roles for early-career candidates to senior wealth management positions serving institutional and private clients. Find a role that fits below and apply directly.
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We are looking for an individual who is excited to join a fast paced and rapidly growing practice at Northwestern Mutual at Docklight Financial. The ideal candidate is detail-oriented, can easily prioritize in a high-volume environment, has a high enthusiasm for learning, and is an effective communicator. Specific duties include client meetings, financial planning preparation, account monitoring, assist team with client onboarding and helping the firm grow by identifying new opportunities and new client acquisition.
The following indicates some of the roles, responsibilities, and qualifications of fulfilling this
position:
Role Responsibilities:
- Architect financial plans, agendas and recommendations
- Prepare and design case prep for financial planning meetings
- Work collaboratively as a team on strategic planning for clients
- Attend client meetings jointly
- Handle strategic client questions directly and help decision making for specific client scenarios
- Monitor and review portfolios and be part of the investment committee
- Meet with wholesalers and vendors
- Assist in growth of firm and client acquisition including taking the lead on certain client segment base overtime
- Assist with direct and indirect marketing efforts
- Engage in 401k book of business and servicing 401k and employee enrollments
- Effectively communicate with the team, prioritizing time-sensitive tasks
- Monitor multiple systems to ensure successful, compliant, and service-orientated client experience
- Assist team in staying compliant with industry regulations and company policies by maintaining proper client file documentation
Leadership & Education Responsibilities
- Drive a planning culture within the office and align resources with the company planning philosophy.
- Develop a learning path to advance product and industry knowledge.
Qualifications:
- Life, Accident & Health Insurance licenses
- Series 7 & 63
- 2-3 years of financial planning experience (Northwestern Mutual & advisory sales experience preferred)
- Bachelor’s degree in business, finance and/or related industry experience
- Advisory services and broker/dealer experience with demonstrated investment knowledge and understanding of markets, products, platforms, and services
- Strong organizational and time management skills with the ability to set priorities and meet deadlines
- Ability to coach and communicate highly complex planning strategies effectively to clients
- Ability to adapt to change and identify process improvements
- Ability to maintain high degree of confidentiality
- Strong attention to detail and accuracy in a fast-paced environment
- Committed to professional development (CFP, ChFC, CLU, WMCP, RICP)
We are looking for an individual who is excited to join a fast paced and rapidly growing practice at Northwestern Mutual at Docklight Financial. The ideal candidate is detail-oriented, can easily prioritize in a high-volume environment, has a high enthusiasm for learning, and is an effective communicator. Specific duties include client meetings, financial planning preparation, account monitoring, assist team with client onboarding and helping the firm grow by identifying new opportunities and new client acquisition.
The following indicates some of the roles, responsibilities, and qualifications of fulfilling this
position:
Role Responsibilities:
- Architect financial plans, agendas and recommendations
- Prepare and design case prep for financial planning meetings
- Work collaboratively as a team on strategic planning for clients
- Attend client meetings jointly
- Handle strategic client questions directly and help decision making for specific client scenarios
- Monitor and review portfolios and be part of the investment committee
- Meet with wholesalers and vendors
- Assist in growth of firm and client acquisition including taking the lead on certain client segment base overtime
- Assist with direct and indirect marketing efforts
- Engage in 401k book of business and servicing 401k and employee enrollments
- Effectively communicate with the team, prioritizing time-sensitive tasks
- Monitor multiple systems to ensure successful, compliant, and service-orientated client experience
- Assist team in staying compliant with industry regulations and company policies by maintaining proper client file documentation
Leadership & Education Responsibilities
- Drive a planning culture within the office and align resources with the company planning philosophy.
- Develop a learning path to advance product and industry knowledge.
Qualifications:
- Life, Accident & Health Insurance licenses
- Series 7 & 63
- 2-3 years of financial planning experience (Northwestern Mutual & advisory sales experience preferred)
- Bachelor’s degree in business, finance and/or related industry experience
- Advisory services and broker/dealer experience with demonstrated investment knowledge and understanding of markets, products, platforms, and services
- Strong organizational and time management skills with the ability to set priorities and meet deadlines
- Ability to coach and communicate highly complex planning strategies effectively to clients
- Ability to adapt to change and identify process improvements
- Ability to maintain high degree of confidentiality
- Strong attention to detail and accuracy in a fast-paced environment
- Committed to professional development (CFP, ChFC, CLU, WMCP, RICP)
See All 14 Wealth Advisor Jobs in Minnesota
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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
Top Industries Hiring
- Consulting & Professional Services
What Minnesota Employers Look For
The qualifications that appear most often in wealth advisor jobs across Minnesota.
- Active FINRA Series 65 or Series 66 registration recognized in Minnesota
- Bachelor's degree in finance, economics, business, or a related field required
- Certified Financial Planner (CFP) designation strongly preferred or required
- Demonstrated experience managing client investment portfolios or financial plans
- Proficiency with financial planning software such as eMoney or MoneyGuide Pro
- Strong client relationship and consultative communication skills across diverse households
Wealth Advisor Jobs in Minnesota: Frequently Asked Questions
How do you become a wealth advisor in Minnesota?
Most wealth advisor roles in Minnesota require passing the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 7 combined with the Series 66 for broker-dealer roles. Registration is administered through FINRA and filed with the Minnesota Department of Commerce. A bachelor's degree in finance, business, or economics is the standard education baseline, and earning a CFP designation significantly strengthens candidacy with Minnesota's larger advisory firms.
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 companies hire wealth advisors in Minnesota?
Employers hiring wealth advisors in Minnesota right now include U.S. Bank, RBC, and TIAA, based on current listings on Migrate Mate as of September 2026. Minnesota's deep roster of financial services headquarters and regional wealth management branches makes it one of the more active hiring markets for advisory professionals in the Midwest.
Which Minnesota cities have the most wealth advisor jobs?
Minneapolis, Woodbury, and Hopkins account for the largest share of wealth advisor openings in Minnesota. The Twin Cities metro drives the bulk of demand given the concentration of corporate headquarters, financial institutions, and high-net-worth households there, while Rochester's growth is tied to the Mayo Clinic ecosystem and the professional services firms that have expanded alongside it.
Are there remote wealth advisor jobs in Minnesota?
Yes, but they're less common than in purely analytical roles because wealth advising relies heavily on ongoing client relationships that many firms prefer to build in person. About 80% of wealth advisor openings tied to Minnesota are remote or hybrid as of September 2026, reflecting a cautious post-pandemic shift among Minnesota's larger advisory practices. Portfolio review, financial planning analysis, and client reporting tasks are the functions most frequently performed remotely.
How can I get hired as a wealth advisor in Minnesota with little or no experience?
The most realistic entry path is an associate advisor or client service associate role, which large Minnesota firms like Ameriprise Financial and U.S. Bank use to develop candidates without a full advisory background. Completing the Series 65 exam before applying signals commitment and clears a common hiring hurdle. Lateral moves from bank relationship manager, financial analyst, or insurance specialist positions are common stepping stones in Minnesota, and a CFP candidacy enrollment gives early-career applicants a measurable credential edge.
Where can I find and apply to wealth advisor jobs in Minnesota?
You can find and apply to wealth advisor jobs in Minnesota on Migrate Mate, which lists current Minnesota openings across the Twin Cities, Rochester, and surrounding areas. Search the listings for roles that match your experience level and specialization, then apply directly to the ones that fit.
See All 14 Wealth Advisor Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
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