Top 23 Registered client associate Jobs in Minnetonka, Mn

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES
CCM ADMINISTRATIVE SERVICES LLC —Minnetonka, MN
- $75,000 - $100,000 a year
- Mid-level
- Office
- Finance
- Health savings account
- Disability insurance
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Financial Advisor
Edward Jones —Minnetonka, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Eden Prairie, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Edina, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Saint Paul, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Paraplanning Associate
Northwestern Mutual —Minneapolis, MN
- Full-time
- Mid-level
- Office
- Bachelor's degree
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3d
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
9d
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
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Wealth Manager
CX Institutional LLC —Bloomington, MN
- Weekends as needed
- CPA
- Mid-level
- Office
Quick Apply
Associate - Upper Midwest Advisor Group - NPA
Thrivent —Minneapolis, MN
- Research
- Mid-level
- Administrative experience
Quick Apply

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Degree in Finance, Accounting, Economics, Mathematics, Statistics, Data Analytics, Computer Science, or related field.
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registered client associate jobs near minnetonka, mn

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

CCM ADMINISTRATIVE SERVICES LLC -
Minnetonka, MN

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Job Details

$75,000 - $100,000 a year

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Bachelor's degree
Productivity software

Full Job Description

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Role Overview

We are seeking an Associate, Private Wealth Client Services to support a collaborative team of

advisors serving a select group of high-net-worth families. This individual will play a critical role in delivering a high-touch client experience while gaining exposure to all aspects of wealth management.

This role is ideal for someone with a strong service mindset who is looking to deepen their experience working with sophisticated clients and, over time, has the potential to grow into a broader advisory capacity.

Key Responsibilities

Serve as a primary point of contact for client service and operational needs, delivering a responsive, high-quality experience
Support client onboarding, including account setup, asset transfers, and coordination of required documentation
Manage ongoing account maintenance (e.g., ownership changes, beneficiary updates, trust accounts, and related requests)
Coordinate cash movements, distributions, and other transactions with custodians and banking partners
Maintain accurate client records in Salesforce and support reporting needs
Organize and manage client documentation, including tax and legal materials
Partner with internal and external professionals (e.g., CPAs, attorneys) to ensure a seamless client experience
Assist advisors with meeting preparation, follow-ups, and ad hoc client requests

What Sets This Role Apart

Direct exposure to experienced advisors and sophisticated client situations
Opportunity to develop a deeper understanding of portfolio management, planning, and client relationships
A clear path to take on increasing responsibility over time, based on performance and initiative

Qualifications

Bachelor’s degree in Finance, Business, Accounting, or related field
2+ years of experience in financial services, ideally supporting high-net-worth clients
Strong attention to detail and ability to manage multiple priorities in a fast-paced environment
High level of professionalism, discretion, and client service orientation
Clear communicator with strong written and interpersonal skills
Self-starter with a willingness to take ownership and solve problems
Proficiency in Microsoft Office; familiarity with Salesforce, Addepar, or custodial platforms is a plus

Who You Are

A utility player who thrives in a team environment
Naturally organized and proactive
Calm under pressure and responsive to client needs
Interested in building long-term career in wealth management

What We Offer:

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Starting base salary is $75,000 - $100,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs.

Equal Employment Opportunity

It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values

Disclosures related to awards, recognitions, and rankings available here.

Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.

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registered client associate jobs in minnetonka, mn

ASSOCIATE, PRIVATE WEALTH CLIENT SERVICES

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Paraplanning Associate

Senior Investment Associate (Edina)

Senior Associate - Wealth Planning Specialist

Wealth Manager

Associate - Upper Midwest Advisor Group - NPA

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