Wealth Management Associate Jobs in Minnesota
Wealth Management Associate jobs in Minnesota concentrate in financial planning, investment advisory, and private banking, with strong demand across the Twin Cities metro, Rochester, and Duluth. Major employers with lasting Minnesota roots include U.S. Bank, Ameriprise Financial, and RBC Wealth Management, all of which maintain active recruiting pipelines for this role. Portfolio management support, client relationship management, and retirement planning are the sub-areas drawing the most consistent openings across Minnesota. Find a role that fits below and apply directly.
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Showing 5 of 29+ Wealth Management Associate jobs
Wealth Management Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.
THIS CAREER OFFERS YOU:
Stipends for training and licensing to help you get started.
The ability to positively impact someone else's life.
Personalized mentoring, coaching, and award-winning training programs.
Backing by Northwestern Mutual, an industry leader with a proven track record of success.
CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:
-You know how to connect with people, building personal, trusted relationships.
-Financial planning is interesting to you.
-You’re a driven person who’s committed to succeeding.
-You’re ready to earn more for your hard work.
-You enjoy helping people make more informed, confident decisions.
-You're ready to live the life you want, both personally and professionally.
Comprehensive benefits package:
-Comprehensive medical, dental, and vision insurance
-Two funded pension plans
-Life and disability insurance
-Health care and dependent care reimbursement accounts
-Adoption assistance
-Reimbursement for licensing and ongoing education
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
Recent Awards and Accolades:
-FORTUNE 97
-Unsurpassed Financial Strength with total company assets of $290 billion.
-96% of policy owners stay year after year.
-Top 10 Independent Broker-Dealer. Financial Advisor Magazine.
-$161 billion client assets held or managed by Northwestern Mutual.
-The largest direct provider of life insurance in the US.
-4.6+ million total clients.
-Industry leader in total dividend payout with over $6 billion.
Equal Employment Opportunity Policy:
Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.
Job Type: Full-time
Salary: $120,000.00 - $165,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Job Type: Full-time
Pay: $120,000.00 - $165,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Financial planning services
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Matching gift program
- Paid training
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- While not required, describe your sales experience.
- What has you interested in becoming a Wealth Management Advisor?
Location:
- Saint Cloud, MN 56301 (Preferred)
Work Location: In person
Wealth Management Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.
THIS CAREER OFFERS YOU:
Stipends for training and licensing to help you get started.
The ability to positively impact someone else's life.
Personalized mentoring, coaching, and award-winning training programs.
Backing by Northwestern Mutual, an industry leader with a proven track record of success.
CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?
Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:
-You know how to connect with people, building personal, trusted relationships.
-Financial planning is interesting to you.
-You’re a driven person who’s committed to succeeding.
-You’re ready to earn more for your hard work.
-You enjoy helping people make more informed, confident decisions.
-You're ready to live the life you want, both personally and professionally.
Comprehensive benefits package:
-Comprehensive medical, dental, and vision insurance
-Two funded pension plans
-Life and disability insurance
-Health care and dependent care reimbursement accounts
-Adoption assistance
-Reimbursement for licensing and ongoing education
We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers.
Recent Awards and Accolades:
-FORTUNE 97
-Unsurpassed Financial Strength with total company assets of $290 billion.
-96% of policy owners stay year after year.
-Top 10 Independent Broker-Dealer. Financial Advisor Magazine.
-$161 billion client assets held or managed by Northwestern Mutual.
-The largest direct provider of life insurance in the US.
-4.6+ million total clients.
-Industry leader in total dividend payout with over $6 billion.
Equal Employment Opportunity Policy:
Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.
Job Type: Full-time
Salary: $120,000.00 - $165,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Job Type: Full-time
Pay: $120,000.00 - $165,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Financial planning services
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Matching gift program
- Paid training
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- While not required, describe your sales experience.
- What has you interested in becoming a Wealth Management Advisor?
Location:
- Saint Cloud, MN 56301 (Preferred)
Work Location: In person
See All 29 Wealth Management Associate Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Minnesota
Where Minnesota roles are concentrated, by current openings.
Wealth Management Associate Job Market in Minnesota
A snapshot from current Minnesota openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Insurance
What Minnesota Employers Look For
The qualifications that appear most often in wealth management associate jobs across Minnesota.
- FINRA Series 7 and Series 66 licenses active or obtainable within a defined period
- Bachelor's degree in finance, economics, business administration, or a closely related field
- One to three years of experience in financial services, banking, or investment advisory
- Proficiency with financial planning software such as Salesforce Financial Services Cloud or Envestnet
- Strong client-facing communication skills and ability to manage multiple client relationships
- Progress toward or completion of CFP or CFA designation preferred by most hiring managers
Wealth Management Associate Jobs in Minnesota: Frequently Asked Questions
How do you become a wealth management associate in Minnesota?
Most wealth management associates in Minnesota begin with a bachelor's degree in finance, economics, or business, then obtain FINRA Series 7 and Series 66 licenses, which are required to conduct securities transactions and provide investment advice for compensation. FINRA administers both exams, and most Minnesota employers sponsor candidates through the licensing process after a contingent offer. Many candidates also pursue the Certified Financial Planner credential through CFP Board to strengthen their qualifications.
How much do wealth management associates make in Minnesota?
Wealth management associates 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 associates in Minnesota?
Employers hiring wealth management associates in Minnesota right now include U.S. Bank, JPMorganChase, and Northwestern Mutual, based on current listings on Migrate Mate as of November 2026. Minnesota's deep roots in financial services, anchored by major firms headquartered in the Twin Cities, make it one of the more active markets in the Midwest for this role year-round.
Which Minnesota cities have the most wealth management associate jobs?
Minneapolis, Wayzata, and Saint Paul account for the largest share of wealth management associate openings in Minnesota. Minneapolis and St. Paul dominate because they are home to major financial services headquarters and large regional banks, while suburban markets like Minnetonka and Eden Prairie generate additional demand from wealth management offices serving affluent suburban client bases.
Are there remote wealth management associate jobs in Minnesota?
Yes, but they are less common than in purely analytical roles because client relationship management typically requires in-person meetings. About 38% of wealth management associate openings tied to Minnesota are remote or hybrid as of November 2026, and those arrangements tend to apply most to back-office portfolio support and financial planning analysis functions rather than client-facing advisory work.
How can I get hired as a wealth management associate in Minnesota with little or no experience?
The most realistic entry path is a financial advisor trainee or client associate role, which large Minnesota firms like Ameriprise Financial and U.S. Bancorp Investments use to develop early-career talent into full associates. These programs provide licensing support for the Series 7 and Series 66 exams and structured mentorship. Candidates moving laterally from bank teller, personal banker, or financial analyst roles at regional Minnesota institutions also convert successfully. Earning even a provisional CFP enrollment or completing a CFA Level I exam gives applications a measurable edge in a competitive candidate pool.
Where can I find and apply to wealth management associate jobs in Minnesota?
You can find and apply to wealth management associate jobs in Minnesota on Migrate Mate, which lists current Minnesota openings updated regularly. Find the roles that fit your experience and credentials and apply directly to each employer through the listings.
See All 29 Wealth Management Associate Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
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