Wealth Management Advisor Jobs in Minnesota
Wealth Management Advisor jobs in Minnesota concentrate in personal financial planning, investment management, and retirement planning services, with the Twin Cities anchoring one of the most active markets in the Midwest for this role at every level from associate advisor to senior client relationship manager. Most hiring is in Minneapolis, Saint Paul, and Bloomington, where institutions like Ameriprise Financial, U.S. Bancorp, and Wells Fargo Advisors maintain a significant presence. The most consistent openings are in retirement income planning, high-net-worth client services, and fee-based financial planning. Find a role that fits below and apply directly.
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Showing 5 of 14+ Wealth Management Advisor jobs
Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment.
In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth.
The role of Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise.
Qualifications:
- Bachelor’s degree or equivalent experience.
- 5+ years of experience with High and Ultra High Net Worth clients.
Preferred Skills:
- Strong network with excellent relationship management and business development skills.
- Proven success in specific client segments or verticals.
- Ability to profile clients and create tailored strategies.
- Skill in coordinating a team of specialists.
- Strong communication skills to explain complex concepts effectively.
- A strategic advisor mindset with problem-solving passion.
- Independent decision-making and business ownership mentality.
- CFA or CFP designation preferred.
This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise. Qualifications: Bachelor’s degree or equivalent experience. 8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network with excellent relationship management and business development skills. Proven success in specific client segments or verticals. Ability to profile clients and create tailored strategies. Skill in coordinating a team of specialists. Strong communication skills to explain complex concepts effectively. A strategic advisor mindset with problem-solving passion. Independent decision-making and business ownership mentality. CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment.
In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth.
The role of Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise.
Qualifications:
- Bachelor’s degree or equivalent experience.
- 5+ years of experience with High and Ultra High Net Worth clients.
Preferred Skills:
- Strong network with excellent relationship management and business development skills.
- Proven success in specific client segments or verticals.
- Ability to profile clients and create tailored strategies.
- Skill in coordinating a team of specialists.
- Strong communication skills to explain complex concepts effectively.
- A strategic advisor mindset with problem-solving passion.
- Independent decision-making and business ownership mentality.
- CFA or CFP designation preferred.
This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.
Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise. Qualifications: Bachelor’s degree or equivalent experience. 8+ years of experience with High and Ultra High Net Worth clients. Preferred Skills: Strong network with excellent relationship management and business development skills. Proven success in specific client segments or verticals. Ability to profile clients and create tailored strategies. Skill in coordinating a team of specialists. Strong communication skills to explain complex concepts effectively. A strategic advisor mindset with problem-solving passion. Independent decision-making and business ownership mentality. CFA or CFP designation preferred. This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.See All 14 Wealth Management Advisor Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find JobsWealth Management Advisor Jobs by City in Minnesota
Where Minnesota roles are concentrated, by current openings.
Wealth Management Advisor Job Market in Minnesota
A snapshot from current Minnesota openings, updated as new roles post.
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What Minnesota Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Minnesota.
- Active FINRA Series 65 or Series 66 license recognized in Minnesota required
- Bachelor's degree in finance, economics, business, or a closely related field
- Proven ability to build and manage a personal client book of business
- CFP designation or active progress toward Certified Financial Planner certification preferred
- Experience with financial planning software such as eMoney, MoneyGuidePro, or similar
- Strong understanding of Minnesota fiduciary standards and suitability requirements for investment advice
Wealth Management Advisor Jobs in Minnesota: Frequently Asked Questions
How do you become a wealth management advisor in Minnesota?
You start by earning a bachelor's degree in finance, business, or economics, then passing the FINRA Series 65 exam, which registers you as an Investment Adviser Representative and is required to provide fee-based investment advice in Minnesota. Minnesota registrations are administered through the Minnesota Department of Commerce. Many advisors also pursue the CFP designation to strengthen client credibility. Some firms require the Series 7 and Series 66 combination instead, depending on whether you're offering brokerage or advisory services.
How much do wealth management advisors make in Minnesota?
Wealth management 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 management advisors in Minnesota?
Minnesota wealth management advisor roles are posted by Northwestern Mutual, RBC, and TIAA and others right now, based on current listings on Migrate Mate as of August 2026. Minnesota's concentration of financial services headquarters and regional offices, particularly in the Twin Cities, makes it one of the more active hiring markets for this role in the upper Midwest.
Which Minnesota cities have the most wealth management advisor jobs?
Minneapolis, Saint Paul, and Woodbury have the most wealth management advisor openings in Minnesota. Minneapolis drives the largest share given its status as a major financial services hub, home to Ameriprise Financial and the regional headquarters of several national firms, while Saint Paul and Bloomington generate steady openings through wealth management offices and bank-affiliated advisory teams serving the broader metro area.
Are there remote wealth management advisor jobs in Minnesota?
Yes, but they are less common than in purely analytical roles because wealth management advising depends heavily on ongoing client relationships and trust-building that most firms still prefer to conduct in person. About 60% of wealth management advisor openings tied to Minnesota are remote or hybrid as of August 2026, with remote options most frequently found in financial planning support, portfolio analysis, and advisor associate roles rather than primary client-facing positions.
How can I get hired as a wealth management advisor in Minnesota with little or no experience?
The most realistic entry path is joining a wirehouse or bank-affiliated advisory team in the Twin Cities as a client associate or financial planning associate, roles that Ameriprise Financial, U.S. Bancorp Investments, and regional credit unions hire for regularly without requiring a prior book of business. Passing the Series 65 before you apply and earning or actively pursuing your CFP marks gives you a clear edge. Positions like paraplanner, financial analyst, or client service associate at an independent registered investment adviser in Minneapolis or Saint Paul frequently lead to a full advisor role within two to three years.
Where can I find and apply to wealth management advisor jobs in Minnesota?
You can find and apply to wealth management advisor jobs in Minnesota on Migrate Mate, which lists current Minnesota openings across the Twin Cities metro and outstate markets. Find the roles that fit your experience and credentials and apply directly to the employers posting them.
See All 14 Wealth Management Advisor Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
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