Top 13 wealth management associate Jobs in minneapolis mn

Wealth Management Associate
Equitable Advisors —Minneapolis, MN
- $34,200 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Private Wealth Management Associate
U.S. Bank National Association —Minneapolis, MN
- $24.18 - $32.21 an hour
- Full-time
- 5 years
- Mid-level
- US work authorization
- Paid holidays
- Disability insurance
5d
Part-Time Client Associate (Wealth Management)
Sanctuary Wealth Group LLC —Minnetonka, MN
- $75,000 - $95,000 a year
- Part-time
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Client Associate
Bank of America —Bloomington, MN
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Associate - Wealth Management
ASPIRIANT LLC —Minnetonka, MN
- $90,000 - $125,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health insurance
- 401(k) matching
Quick Apply
Senior Associate - Planning, Strategy & Research
ASPIRIANT LLC —Minnetonka, MN
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Health insurance
- 401(k) matching
Quick Apply
Wealth Management Client Service Associate
DSB Rock Island | Business & Wealth Management Partners —Minnetonka, MN
- $55,000 - $65,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
1d
Asset & Wealth Management - Renewable Energy Tax Senior Associate
PRICE WATERHOUSE COOPERS —Minneapolis, MN
- $77,000 - $214,000 a year
- Mid-level
- Project management
- Bachelor's degree
- Paid holidays
- Health insurance
Senior Associate Advisor, Wealth Management
Choreo —Minneapolis, MN
- Office
- Organizational skills
- Financial services
- Paid parental leave
- Disability insurance
Wealth Management Client Service Associate
DSB Rock Island —Minnetonka, MN
- Full-time
- Mid-level
- 2 years
- Communication skills
- 401(k)
Quick Apply

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Ascent Private Banking Associate
U.S. Bank National Association —Minneapolis, MN
Partner with internal fraud teams to ensure timely case resolution and clear communication to field teams. As a central partner to both front office teams and…
$66,640 - $78,400 a year
9d

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Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market
Bank of America —Columbus, OH
Handles inbound inquiries from leads regarding Merrill offerings. Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.
$80,000 - $90,000 a year
Asset & Wealth Management - Renewable Energy Tax Senior Associate
PRICE WATERHOUSE COOPERS —Columbus, OH
Work with clients to develop innovative tax strategies. Use reflection to develop self awareness, enhance strengths and address development areas.
$77,000 - $214,000 a year

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wealth management associate jobs near minneapolis mn

Wealth Management Associate

Equitable Advisors -
Minneapolis, MN

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Job Details

$34,200 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Practicing in the securities industry

Full Job Description

Wealth Management Associate - MN, Minneapolis (3050)

(PIN_20127)

Primary Location : UNITED STATES-MN-Minneapolis

Organization : Equitable Advisors

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 $34,200 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)

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Refine Your Search

wealth management associate jobs in minneapolis mn

Wealth Management Associate

Private Wealth Management Associate

Part-Time Client Associate (Wealth Management)

Wealth Management Client Associate

Senior Associate - Wealth Management

Senior Associate - Planning, Strategy & Research

Wealth Management Client Service Associate

Asset & Wealth Management - Renewable Energy Tax Senior Associate

Senior Associate Advisor, Wealth Management

Wealth Management Client Service Associate

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