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 24+ Wealth Management Associate jobs
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
At U.S. Bank, we're on a journey to do our best.
We believe every person has unique potential, and we invest in helping our employees grow their careers while making a meaningful impact. If you're a naturally curious problem solver who enjoys improving processes, working with data, and partnering across business and technology teams, this could be the opportunity for you.
About the Team
You'll join a team that supports key operational functions for U.S. Bank's Wealth Management broker-dealer business. The team plays an important role in ensuring clients and advisors receive exceptional service throughout the account lifecycle, from onboarding through ongoing account maintenance and life-event servicing. The group partners closely with operations teams, technology teams, and external vendors to support business initiatives, process improvements, and operational excellence.
What You'll Do
This is a business-facing analyst role that blends operations, business analysis, reporting, testing, and project support. Unlike more production-focused operational roles, this position concentrates on driving initiatives, improving processes, and supporting business change efforts.
In this role, you will:
Partner with business leaders, technology teams, and vendors to support strategic initiatives
Coordinate and execute business-side testing for system enhancements and vendor solutions
Develop, maintain, and analyze reports, metrics, and operational data
Support process improvement efforts that increase efficiency and reduce risk
Track projects, enhancements, and testing activities using Jira
Identify workflow improvements and recommend solutions
Assist with requirements gathering, documentation, and analysis of business needs
Support implementation of new processes and operational changes
Create and maintain test plans, track issues, and report testing results
Act as a liaison between business and technology partners
Manage multiple priorities and initiatives in a dynamic environment
Basic Qualifications
- Bachelor's degree or equivalent work experience
- Typically, four or more years of related experience
Preferred Qualifications
- Business analysis experience
- Experience supporting testing, quality assurance, or user acceptance testing efforts
- Process improvement or operational excellence experience
- Experience managing or supporting projects and business initiatives
- Jira experience
- SQL knowledge and reporting experience
- Experience with Tableau or similar reporting and visualization tools
- Strong analytical and problem-solving abilities
- Excellent organizational and time-management skills
- Ability to manage multiple projects and deadlines simultaneously
- Strong verbal and written communication skills
- Proficiency with Microsoft Office products
- Experience working with both business and technology partners
Location Expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
At U.S. Bank, we're on a journey to do our best.
We believe every person has unique potential, and we invest in helping our employees grow their careers while making a meaningful impact. If you're a naturally curious problem solver who enjoys improving processes, working with data, and partnering across business and technology teams, this could be the opportunity for you.
About the Team
You'll join a team that supports key operational functions for U.S. Bank's Wealth Management broker-dealer business. The team plays an important role in ensuring clients and advisors receive exceptional service throughout the account lifecycle, from onboarding through ongoing account maintenance and life-event servicing. The group partners closely with operations teams, technology teams, and external vendors to support business initiatives, process improvements, and operational excellence.
What You'll Do
This is a business-facing analyst role that blends operations, business analysis, reporting, testing, and project support. Unlike more production-focused operational roles, this position concentrates on driving initiatives, improving processes, and supporting business change efforts.
In this role, you will:
Partner with business leaders, technology teams, and vendors to support strategic initiatives
Coordinate and execute business-side testing for system enhancements and vendor solutions
Develop, maintain, and analyze reports, metrics, and operational data
Support process improvement efforts that increase efficiency and reduce risk
Track projects, enhancements, and testing activities using Jira
Identify workflow improvements and recommend solutions
Assist with requirements gathering, documentation, and analysis of business needs
Support implementation of new processes and operational changes
Create and maintain test plans, track issues, and report testing results
Act as a liaison between business and technology partners
Manage multiple priorities and initiatives in a dynamic environment
Basic Qualifications
- Bachelor's degree or equivalent work experience
- Typically, four or more years of related experience
Preferred Qualifications
- Business analysis experience
- Experience supporting testing, quality assurance, or user acceptance testing efforts
- Process improvement or operational excellence experience
- Experience managing or supporting projects and business initiatives
- Jira experience
- SQL knowledge and reporting experience
- Experience with Tableau or similar reporting and visualization tools
- Strong analytical and problem-solving abilities
- Excellent organizational and time-management skills
- Ability to manage multiple projects and deadlines simultaneously
- Strong verbal and written communication skills
- Proficiency with Microsoft Office products
- Experience working with both business and technology partners
Location Expectations
This role requires working from a U.S. Bank location three (3) or more days per week.
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
See All 24 Wealth Management Associate Jobs in Minnesota
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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
- Investment & Asset Management
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, Thrivent, and Northwestern Mutual, based on current listings on Migrate Mate as of September 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, Saint Paul, and Hopkins 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 33% of wealth management associate openings tied to Minnesota are remote or hybrid as of September 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 24 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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