Top 18 Wealth management associate Jobs in Golden Valley, Mn

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
Wealth Management Client Associate
Bank of America —Wayzata, MN
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
2d
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
Associate Financial Advisor
Edward Jones —Golden Valley, MN
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
5d
2027 | Americas | Minneapolis | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Minneapolis, MN
- Full-time
- Mid-level
- Office
- 2 years
8d
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 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
Wealth Management Associate
Equitable Advisors —Minneapolis, MN
- $34,200 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
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
13d
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
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
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
Paraplanning Associate
Northwestern Mutual —Minneapolis, MN
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
Associate Advisor
Sanctuary Wealth Group LLC —Woodbury, MN
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
11d
Financial Planning Associate
Northwestern Mutual-Twin Cities —Mendota Heights, MN
- $60,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
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

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Registered Client Associate
Green Wealth Management Group —Edina, MN
Your proactive approach, combined with strong communication skills and technical proficiency, will help foster lasting relationships and drive client…
From $60,000 a year
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12d
Client Services Associate
Berger Financial Group —Plymouth, MN
A willingness to obtain the S65 certification. Strong computer skills to navigate the latest financial tools and technology.
$50,000 - $55,000 a year
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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
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J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing
JPMorganChase —Columbus, OH
Your role will involve collaborating with cross-functional teams—including design, engineering, and data analytics—to deliver meaningful solutions.
$64,600 - $95,000 a year

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wealth management associate jobs near golden valley, mn

Wealth Management Associate - Entry Level (Minneapolis, MN)

Equitable Advisors -
Minneapolis, MN

Quick Apply

Job Details

Full-time
$33,500 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Customer communication
Teamwork
Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

· Location: In-office presence required

Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

· FINRA Sponsorship: provided for required FINRA licensing

· Preliminary Employment Period (PEP): comprehensive 120-day hands-on training

Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition

· Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

· Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

· Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek with $33,500 annually.

· Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.

Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job Type: Full-time

Pay: $33,500.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Retirement plan
Tuition reimbursement
Vision insurance

Application Question(s):

This role requires an entrepreneurial spirit and relies heavily on commission-based pay. Are you comfortable with these requirements? (yes/no)

Education:

Bachelor's (Required)

Ability to Commute:

Minneapolis, MN 55423 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management associate jobs in golden valley, mn

Wealth Management Associate - Entry Level (Minneapolis, MN)

Wealth Management Client Associate

Wealth Planning Associate

Associate Financial Advisor

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

Client Associate (Wealth Management)

Wealth Management Trust Associate

Wealth Management Associate

Senior Wealth Client Management Associate

Associate Financial Advisor

Associate Investment Engineer - Parametric

Senior Associate - Wealth Planning Specialist

Paraplanning Associate

Associate Advisor

Financial Planning Associate

Senior Investment Associate (Edina)

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