Wealth Management Advisor Jobs
Looking for a high-paying role in Wealth Management? You are at the right place! At Ladders, we provide a comprehensive list of $100K+ jobs in …
1,000+ Wealth Management Advisor Jobs in Minneapolis, MN
$ Average salary: 150,100Wealth Management Consultant
Reposted 1 week agoJoin us to transform Wealth Management through innovative solutions, enhancing client experiences and operational excellence while leading strategic technology initiatives that drive impactful change in an evolving industry landscape.Requirements: 2+ years in wealth management; Bachelor's degree required.Senior Associate Advisor, Wealth Management
3 weeks agoContribute to client relationship management and financial planning, enhancing our wealth management practice through analysis and compliance oversight while facilitating communication within a collaborative team environment.Requirements: Undergraduate degree, 5+ years in Wealth Management, Series 65 license required.Account Manager, Institutional
$80K — $120K *US-AnywhereRemote in United States3 weeks agoChampion client relationships by managing onboarding, overseeing user adoption, and driving engagement. Collaborate with internal teams to enhance service delivery and client satisfaction, ensuring success for institutional accounts in a dynamic setting.Requirements: 5+ years in client/account management in financial services; SaaS fluency.
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Advice & Wealth Management Operations Manager
6 days agoEmpower operational excellence within AWM by managing intake processes, financial governance, and initiative analysis. Collaborate across teams to ensure transparency, prioritization, and execution efficiency for investment programs.Requirements: Bachelor's degree + 4-6 years' experience; strong skills in analysis and leadership.Senior Wealth Advisor, Practice Lead (Wealth Management - Premier Brokerage)
$87K — $123K *US-AnywhereRemote in United StatesReposted 1 week agoShape financial futures by leading a dedicated client team to deliver personalized, strategic wealth management solutions, ensuring high satisfaction and long-term growth for moderate and high-net-worth clients.Requirements: Bachelor's degree, 4+ years finance experience, FINRA Series 7, 63, 65.Private Wealth Program Director
6 days agoPlay a key role in overseeing day-to-day operations of a wealth advisory platform, managing advisor onboarding and compensation, while enhancing client experiences through strategic partnership and operational excellence.Requirements: Bachelor's degree, 5-10 years in wealth management, strong communication skills.Vice President, Financial Advisor (Partner Programs)
2 weeks agoAdvance client financial success by fostering relationships and offering personalized guidance. Oversee complex planning, manage client experiences, and drive growth through strategic initiatives in a collaborative, hybrid environment.Requirements: Bachelor's Degree; 5+ years as IAR; Series 65 or 7/66; financial planning expertise.Account Executive - Central
$80K — $120K *US-AnywhereRemote in United States3 weeks agoShape the future of digital estate planning by driving growth through strategic sales to financial advisory firms. Collaborate cross-functionally, deliver insightful demos, and educate clients to enhance their experience.Requirements: Bachelor's degree; 3+ years sales experience in fintech/SaaS; strong communication.Members who searched for Wealth Management Advisor, also searched for:
Senior Wealth Advisor
3 weeks agoDrive sustainable growth by advising HNW/UHNW clients on complex wealth strategies, managing key relationships, and collaborating with internal specialists to deliver tailored financial solutions that prioritize client goals and compliance standards.Requirements: Bachelor's Degree; 10+ years experience; CFP or equivalent preferred.VP, Corporate Executive Program
$150K — $200K *US-AnywhereRemote in United States4 weeks agoDrive the design and rollout of a wealth planning platform for corporate executives, transforming complex client needs into scalable solutions that enhance revenue and client satisfaction, while leading national efforts across sophisticated advisory services.Requirements: Bachelor's in business; 10+ years wealth management; expertise in equity compensation.Portfolio Manager, Health and Wealth Distribution Operations
$150K — $180K *US-AnywhereRemote2 weeks agoInnovate by overseeing complex cross-functional projects, ensuring timely delivery and alignment with strategic objectives while leading and mentoring teams through ambiguity and change.Requirements: 5+ years PM experience; Agile & Waterfall methodologies; PMI certification preferred.Associate Financial Advisor
Reposted TodayShape client relationships and financial strategies while advancing your career in a dynamic team. This role offers growth opportunities towards client ownership and specialization in financial planning with ongoing support and development.Requirements: Bachelor's degree, 2-5+ years in financial services, active securities licenses.Associate Financial Advisor
Reposted 2 days agoAccelerate progress at developing client relationships and financial plans by supporting a collaborative team, enhancing your expertise, and preparing for increased client ownership in a dynamic financial advisory environment.Requirements: Bachelor's degree, 2-5+ years experience, active securities licenses preferred.Director of Financial Planning
2 days agoLead the charge in financial planning excellence by delivering tailored solutions that integrate risk and investment products, ensuring clients achieve their financial goals through strategic insights and collaborative partnerships.Requirements: Bachelor's in finance, 5 yrs experience, Series 7 & 63, CFP or equivalent.Director of Financial Planning
2 days agoJoin a team that's committed to delivering tailored financial solutions through comprehensive planning. Collaborate with clients to strategize investment and insurance options while enhancing your analytical and communication skills.Requirements: Bachelor's in finance, 5+ years of experience, Series 7/63, insurance license.Estate Settlement Chief Fiduciary Officer
3 weeks agoGrow your career with a pivotal role providing fiduciary counsel, overseeing business development, and enhancing national practices, all while ensuring compliance and excellence in client relationships and operational management.Requirements: Bachelor’s degree required; 15 years fiduciary experience; legal expertise preferred.Private Market Specialist
$76K — $90K *US-AnywhereRemote in United States2 days agoManage day-to-day operations of the Private Investments team. Elevate client experience by ensuring compliance and data integrity. Collaborate with advisors to enroll investors and address client issues effectively in a client-focused environment.Requirements: Bachelor's degree; 3-5 years in financial services; CRM experience preferred.Financial Advisor
Reposted 6 days agoEmpower clients by building holistic financial plans, managing investments, and cultivating relationships for long-term financial success. Drive your entrepreneurial spirit and achieve outstanding results through excellent client service and support.Requirements: Bachelor's degree; financial licenses (SIE, Series 6, 7, 63); client-facing experience.Financial Advisor
Reposted 1 week agoAs a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role involves growing your client base, managing financial plans, and providing a great client experience while benefiting from extensive training and development opportunities.Senior Manager - Fund Accounting
$150K — $200K *US-AnywhereRemote in United States1 week agoDrive financial reporting and process improvements for investment funds, collaborating across time zones with internal and external teams to ensure accuracy and compliance. Enhance operational controls and develop scalable solutions in a dynamic environment.Requirements: 7-10 years accounting experience; strong knowledge of fund structures; CPA preferred.Senior Director, Wealth Management - Minneapolis, MN
2 weeks agoTransform client relationships through strategic leadership and team management, driving growth in wealth management while ensuring exceptional client experiences and collaboration across diverse financial services.Requirements: 8+ years finance experience; Series 7, Series 66 required.Advisory Consulting Manager (Internal Wholesaler) AAG West
3 weeks agoOptimize sales strategies and drive growth by leveraging expertise to engage advisors in facilitating their investment solutions, ensuring compliance and enhancing collaborative relationships throughout the territory's advisory programs.Requirements: Bachelor's Degree; 5+ years experience; Series 7, 63 & 65/66 licenses.Senior Strategic Relationship Manager
6 days agoPartner with us to enhance and manage third-party asset management relationships, driving impactful sales and marketing initiatives across platforms while ensuring alignment with company goals.Requirements: Bachelor's degree, 7+ years in wealth management, FINRA Series 7 or ability to obtain.Regional Vice President, CPA Alliances
$240K — $275K *US-AnywhereRemote in United States4 weeks agoDrive strategic growth by recruiting and developing partnerships with CPA firms, enhancing client value through integrated wealth management solutions. Focus on relationship building and scalable referral programs in a dynamic, remote-capable environment.Requirements: Bachelor's degree; 10+ years in business development; FINRA licenses preferred.Lead Portfolio Manager - Municipal Fixed Income
1 week agoElevate your career by managing fixed income portfolios for high-net-worth clients. Drive income strategies, execute team strategies, and collaborate across wealth management, ensuring exceptional client service and investment performance.Requirements: 5+ years in investment management; FINRA Series 65 or equivalent; Bloomberg.
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FAQ About Wealth Management Advisor Jobs in Minneapolis, MN
What does a Wealth Management Advisor do?
A Wealth Management Advisor assists clients in managing their wealth by providing financial planning services such as estate planning, investment management, and tax consulting. They work with high net worth individuals to develop personalized strategies for wealth growth and conservation.
What qualifications do I need to become a Wealth Management Advisor?
Most wealth management advisor roles require significant experience in finance, economics, or a related field. Certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often preferred.
What is the future scope for a Wealth Management Advisor?
The increasing wealth of individuals and the complexity of managing these assets have resulted in an increasing demand for wealth management advisors. This makes it a promising career path with prospects for advancement.
How can I search for Wealth Management Advisor jobs?
You can explore the extensive list of wealth management advisor job listings on Ladders. Apply for the position that fits your professional expertise and aspirations.