Top 17 Wealth management associate Jobs in Eden Prairie, Mn

Client Associate (Wealth Management)
Sanctuary Wealth Group LLC —Minnetonka, MN
- $75,000 - $95,000 a year
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Wealth Planning Associate
Royal Bank of Canada —Minneapolis, MN
- $55,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Opportunities for advancement
Wealth Management Client Associate
Bank of America —Wayzata, MN
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
2d
2027 | Americas | Minneapolis | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Minneapolis, MN
- Full-time
- Mid-level
- Office
- 2 years
8d
Wealth Management Associate - Entry Level (Minneapolis, MN)
Equitable Advisors —Minneapolis, MN
- $33,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Associate Financial Advisor
Twin Cities Wealth Advisors —Eden Prairie, MN
- $80,000 - $110,000 a year
- Full-time
- Research
- Mid-level
- Analysis skills
- Health insurance
- 401(k)
Quick Apply
Senior Wealth Client Management Associate
CAPTRUST —Minneapolis, MN
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- Disability insurance
12d
Wealth Management Associate
Equitable Advisors —Minneapolis, MN
- $34,200 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Investment Engineer - Parametric
Morgan Stanley —Minneapolis, MN
- $70,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Master's degree
- Health savings account
- Paid holidays
Wealth Management Trust Associate
U.S. Bank National Association —Minneapolis, MN
- $21.97 - $32.21 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
- Paid holidays
- Disability insurance
Associate Financial Advisor
Edward Jones —Golden Valley, MN
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
5d
Senior Investment Associate (Edina)
Royal Bank of Canada —Minneapolis, MN
- $50,000 - $80,000 a year
- Full-time
- 5 years
- Computer literacy
- Research
- Disability insurance
- Health insurance
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —Minnetonka, MN
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply
Financial Planning Associate
Northwestern Mutual-Twin Cities —Mendota Heights, MN
- $60,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Paraplanning Associate
Northwestern Mutual —Minneapolis, MN
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply

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Client Associate (Wealth Management)
Sanctuary Wealth Group LLC —Minnetonka, MN
Serve as a key point of contact for clients, managing inbound and outbound communication with professionalism, warmth, responsiveness, and confidence.
$75,000 - $95,000 a year
Quick Apply
Employee Relations Advisor -Wealth Management
Royal Bank of Canada —Minneapolis, MN
Leveraging the value in unit, department, and enterprise-wide teams to develop better solutions and achieve a cross-enterprise mindset;

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wealth management associate jobs near eden prairie, mn

Client Associate (Wealth Management)

Sanctuary Wealth Group LLC
Minnetonka, MN

Quick Apply

Job Details

$75,000 - $95,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

KYC
Opening bank accounts
Phone communication
Client interaction via phone calls

Full Job Description

Description:

Description

Client Associate (Wealth Management)

Location: Carlson Towers, Minnetonka, MN

Type: Hybrid, Flexible

Experience: 4+ years of Wealth Management Experience

Schedule: Open to flexibility based on mutual fit

Pay Range: $75,000-$95,000 Annual Salary Equivalent (prorated to hours worked) + Discretionary Bonus Potential

Firm: NewSpring Wealth Partners

Join Our Team at NewSpring Wealth Partners - At NewSpring Wealth Partners , we believe wealth management should feel personal, empowering, and deeply relationship-driven. As an independent, planning-focused firm, we work closely with successful individuals and families to simplify financial complexity, create clarity, and help clients pursue what matters most to them.

About the Role - We are seeking a highly organized, proactive, and client-centric Client Associate to support our growing practice. This role is ideal for someone who thrives in a collaborative and flexible environment, values professionalism and responsiveness, and enjoys being an integral part of delivering an exceptional client experience.

This opportunity is intentionally designed with flexibility in mind. We are open to candidates seeking a flexible structure that may evolve over time based on business needs and mutual fit. Whether you are an experienced Client Associate looking for greater work-life balance, returning to the workforce, or seeking a more personalized team culture, we would love to connect.

Responsibilities

Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience
Handle ongoing account maintenance requests, including transfers, distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail
Coordinate and confirm client money movements promptly and securely while adhering to firm procedures and compliance standards
Serve as a key point of contact for clients, managing inbound and outbound communication with professionalism, warmth, responsiveness, and confidence
Communicate with clients clearly and thoughtfully in writing, including follow-up correspondence, meeting recaps, service updates, and requests for information
Prepare materials and documentation for client review meetings, including account summaries, financial data, and tracking of outstanding action items
Maintain accurate and organized client records within Wealthbox CRM, ensuring all interactions and updates are documented appropriately
Assist with compliance-related documentation, operational workflows, and internal administrative processes to support the broader advisory team
Collaborate closely with advisors and team members to help deliver a high-touch, white-glove client experience across all stages of the relationship

Requirements:

Ideal Profile / Experience

Four or more years of client service experience in wealth management or financial services is preferred.

Platform experience matters less than a strong grasp of the fundamentals:

Account types and structures (individual, joint, IRA, trust, and similar)
Account opening, onboarding, and KYC processes
Risk tolerance frameworks and money movement workflows
Confident, professional phone communication with clients
Polished written communication: the ability to draft a client email or meeting recap that is clear, warm, and accurate on the first pass

Custodial platform experience (Schwab, Fidelity, or equivalent) is a plus, not a requirement. Wirehouse and broker-dealer backgrounds translate well.

A Series 65 or 66 is a plus but not required.

Beyond technical knowledge, we are looking for someone who is organized, proactive, and client-first. The ideal candidate takes ownership, communicates without being prompted, and takes pride in getting the details right.

Schedule & Flexibility

We recognize that exceptional talent does not always fit into a traditional 8:00 AM – 5:00 PM structure.

This role is intentionally designed with flexibility and sustainability in mind. We are open to discussing schedules depending on candidate preference, experience level, and long-term fit.

Our goal is to create a mutually beneficial structure that allows team members to perform at a high level while maintaining balance and flexibility in their personal lives.

Benefits

Medical, dental, and vision insurance for employees working 30 or more hours per week
Group life and group disability insurance for employees working 30 or more hours per week
401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked
Prorated paid time off

Why Join NewSpring?

Boutique, independently owned RIA with a strong, established client base
Work directly alongside an experienced advisor in a high-trust environment
Flexible scheduling built around outcomes
Small-team culture where your contributions are visible and valued

Quick Apply

Refine Your Search

wealth management associate jobs in eden prairie, mn

Client Associate (Wealth Management)

Wealth Planning Associate

Wealth Management Client Associate

2027 | Americas | Minneapolis | Wealth Management, Private Wealth Management | New Associate

Wealth Management Associate - Entry Level (Minneapolis, MN)

Associate Financial Advisor

Senior Wealth Client Management Associate

Wealth Management Associate

Associate Investment Engineer - Parametric

Wealth Management Trust Associate

Associate Financial Advisor

Senior Investment Associate (Edina)

Senior Associate - Wealth Planning Specialist

Financial Planning Associate

Paraplanning Associate

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