Top 79 Associate financial Jobs in Minneapolis, Mn

Client Services Associate / Financial Advisor Assistant
EFS Advisors - Minnetonka Branch Office —Minnetonka, MN
- $45,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- 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
FP&A Associate Consultant/FP&A Consultant - Controllers | Hybrid
Allianz —Minneapolis, MN
- $48,000 - $86,000 a year
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
- Health savings account
- Health insurance
Compliance Associate - Rockford, IL
Savant Wealth Management —Saint Paul, MN
- $24 - $33 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health savings account
- AD&D insurance
13d
Research Associate, U.S. Oil & Gas E&P
Royal Bank of Canada —Minneapolis, MN
- $100,000 - $160,000 a year
- Full-time
- Customer service
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
Investment Banking Associate
Wipfli —Minneapolis, MN
- $88,000 - $118,000 a year
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- AD&D insurance
TripleTree - Investment Banking Associate
Capital One —Bloomington, MN
- Email
- Military
- Mid-level
- Office
- Health insurance
Commercial Relationship Associate
Bell Bank —Bloomington, MN
- $26.20 - $36.70 an hour
- Mid-level
- Finance
- Bachelor's degree
- Profit sharing
- Health insurance
Development Associate (Real Estate)
Sherman Associates —Minneapolis, MN
- $75,000 - $95,000 a year
- Extended hours
- Hybrid work
- Mid-level
- Office
- Residential
- Paid holidays
- Disability insurance
Quick Apply
Corporate Development Associate
Summit Companies —Mendota Heights, MN
- $110,000 - $140,000 a year
- Full-time
- Background check
- Clean driving record
- CPA
- Paid holidays
- Disability insurance
Associate - Financial Restructuring, Minneapolis
Houlihan Lokey —Minneapolis, MN
- $175,000 - $200,000 a year
- Full-time
- Public speaking
- Office
- 3 years
Associate Banker
BMO Financial —Edina, MN
- $41,714 - $50,500 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Finance Leader Development Program Associate
Legrand Group —Minnetonka, MN
- Full-time
- Residential
- Finance
- Analysis skills
- Paid parental leave
- Paid holidays
Quick Apply
Associate Director of Strategic Finance - Eden Prairie Preferred, Remote Considered
Optum —Eden Prairie, MN
- $112,700 - $193,200 a year
- Full-time
- Hybrid work
- 5 years
- Pass drug screening
- Office
Senior M&A Associate - Minneapolis, MN
UnitedHealth Group —Eden Prairie, MN
- $112,700 - $193,200 a year
- Full-time
- CPA
- Pass drug screening
- Research
Associate Director of Finance - Remote
Optum —Eden Prairie, MN
- $112,700 - $193,200 a year
- Full-time
- Hybrid work
- Oracle
- Pass drug screening
- Office
9d
Financial Planning Associate
Northwestern Mutual-Twin Cities —Mendota Heights, MN
- $60,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
6d
Services Associate, Finance Services (Pricing)
Deloitte —Minneapolis, MN
- $54,500 - $100,300 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
Operations Associate (Financial Services)
The Bahnsen Group LLC —Minnetonka, MN
- $70,000 - $90,000 a year
- Full-time
- Office
- 3 years
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Associate Controller of Property Management
Project for Pride in Living —Minneapolis, MN
- $100,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- CPA
- 403(b) matching
- Paid parental leave
8d

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associate financial jobs near minneapolis, mn

Client Services Associate / Financial Advisor Assistant

EFS Advisors - Minnetonka Branch Office
Minnetonka, MN

Quick Apply

Job Details

Full-time
$45,000 - $60,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Customer service
Filing
Administrative experience
Attention to detail
Organizational skills
Office experience

Full Job Description

EFS Advisors was established in 1989 and is a full-service financial advisory firm with 40+ licensed advisors throughout Minnesota who work with clients to provide financial, investment, and retirement planning advice and services.

EFS Advisors | Full-Time | $45,000 – $60,000

EFS Advisors is seeking a Client Services Associate to support a busy financial advisory practice. This role works closely with the lead advisor to ensure clients receive exceptional service while helping keep daily operations organized and running smoothly.

The ideal candidate is organized, detail-oriented, and enjoys interacting with clients. This position plays an important role in maintaining strong client relationships and serving as a key point of contact within the practice.

For candidates interested in building a long-term career in financial services, this role offers growth opportunities through additional responsibility, professional development, and industry licensing.

Key Responsibilities

Responsibilities include, but are not limited to:

Preparing materials for client meetings and account reviews
Maintaining the advisor’s CRM system
Assisting with onboarding new clients and opening new accounts
Preparing, sending, and processing client paperwork
Following up on account transfers to ensure timely completion
Filing and retrieving digital documents, records, and reports
Regularly contacting and engaging with clients regarding account needs, paperwork, and follow-up items
Serving as a primary point of contact for clients and helping coordinate communication between the advisor and clients
Answering and directing incoming calls as needed
Providing administrative and operational support to help the practice operate efficiently

Qualifications

Two-year college degree or higher preferred
Intermediate proficiency with Microsoft Office (Word, Excel, Outlook)
Previous administrative or office support experience required
Strong attention to detail and organizational skills
Positive attitude, reliability, and strong work ethic
Ability to meet deadlines and manage multiple priorities
Demonstrates independence in managing tasks once direction is provided, with good judgment in knowing when to ask questions
Strong communication and customer service skills

Career Growth Opportunity

This role is designed for someone interested in building a career in the financial services industry.

Individuals in this position will work toward obtaining industry licensing (such as the Series 65 or similar credentials) as part of their professional growth within the practice. As skills, experience, and licensing progress, opportunities may include:

Increased responsibility within the practice
Greater involvement in client service and planning support
Expanded career opportunities and higher compensation

Compensation & Benefits

Salary: $45,000 – $60,000 depending on experience, higher end of range for an individual with partial or completed licensing
Schedule: Typical hours are 8:00 AM – 4:00 PM
Benefits: 401k with match, Medical, Dental, Life Insurance, and paid time off
Flexible work environment that can accommodate family schedules
Support for professional development and licensing

What Makes Someone Successful in This Role

The ideal candidate enjoys organization, problem-solving, and helping clients. This position requires someone who is proactive, detail-oriented, and comfortable communicating regularly with clients.

We are looking for someone who takes pride in their work, enjoys learning new skills, and wants to grow professionally within the financial services industry.

Candidates who are interested in building a long-term career and expanding their knowledge of the financial services profession will find strong opportunities for growth within this role.

Application Instructions

To help us identify candidates who pay close attention to detail, please text the phrase “Client Service Matters” and add then add your name to 612-220-1003.

Additional Information

A background check and fingerprinting are required for all employees in accordance with financial industry regulations.

Job Type: Full-Time
Location: Minnetonka, MN

If you are looking for a role where you can build meaningful client relationships, stay organized, and grow within the financial services profession, we would love to hear from you.

EFS Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Retirement plan
Vision insurance

Physical Setting:

Office

Education:

Associate (Preferred)

Experience:

Administrative/Office Support: 1 year (Preferred)

Work Location: In person

Pay: $45,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Experience:

Customer service: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

associate financial jobs in minneapolis, mn

Client Services Associate / Financial Advisor Assistant

Wealth Planning Associate

FP&A Associate Consultant/FP&A Consultant - Controllers | Hybrid

Compliance Associate - Rockford, IL

Research Associate, U.S. Oil & Gas E&P

Investment Banking Associate

TripleTree - Investment Banking Associate

Commercial Relationship Associate

Development Associate (Real Estate)

Corporate Development Associate

Associate - Financial Restructuring, Minneapolis

Associate Banker

Finance Leader Development Program Associate

Associate Director of Strategic Finance - Eden Prairie Preferred, Remote Considered

Senior M&A Associate - Minneapolis, MN

Associate Director of Finance - Remote

Financial Planning Associate

Services Associate, Finance Services (Pricing)

Operations Associate (Financial Services)

Associate Controller of Property Management

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