Personal Financial Advisor Jobs in Minnesota

Search Personal Financial Advisor Jobs

1-15 of 15 Jobs

Wealth Advisor

  • Htlf
  • Hopkins, MN
  • 4 hours ago
Strategically drives the wealth management process for clients through comprehensive financial planning with the support of our team, including review and evaluation of income, assets, tax exposure,...
Job Description The Wealth Management Advisor and Service Center (WMASC) Resource Desk Specialist primary purpose is to be a point of escalation and a subject matter expert for client issues involving...
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country's most respected, innovative...

Copy Of Wealth Advisor

  • Bergankdv, Ltd
  • Bloomington, MN
  • 5 days ago
planning (e.g., eMoney) and other technology to deliver wealth management required Proficient interpersonal communication, writing and group presentation skills Well-developed analytical and problem-solving...

Wealth Advisor

  • Choreo
  • Rochester, MN
  • 8 days ago
expected, CPA, CFA, or JD preferred Excellent communication skills for working with prospects, clients, and team members Business experience of 5-10 years in the wealth management or financial services...
Job Description The Wealth Management Advisor and Service Center (WMASC) Specialist primary purpose is to be a point of escalation and a subject matter expert for client issues involving in-depth research...
Job Description No industry can escape digital's disruption, especially not wealth management....
Financial Planning will be the foundation of your advice when possible....

PWM Partner Private Wealth Advisor

  • U.S. Bancorp
  • Minneapolis, MN
  • 27 days ago
Job Description Private Wealth Management (PWM)) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM....

Wealth Management Advisor

  • PROFINIUM INC
  • Fairmont, MN
  • 30+ days ago
SCOPE You proactively sell financial services including investments & insurance related products & services to clients through long-term relationship building & financial planning development....

Wealth Management Advisor

  • US Bank
  • Cottage Grove, MN
  • 30+ days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....

Wealth Strategy Associate

  • UBS
  • Northfield, MN
  • 30+ days ago
Our new Wealth Strategy Associate will play a significant role in our client's wealth management needs....

Wealth Management Advisor

  • TIAA
  • Minneapolis, MN
  • 30+ days ago
of developing first call status for all financial planning needs.* Grows book of business through identifying value-added products and services for clients and develops additional business through...

PWM Private Wealth Advisor NMLS

  • U.S. Bancorp
  • Saint Paul, MN
  • 45+ days ago
Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....

Private Wealth Management - Private Wealth Advisor

  • U.S. Bancorp
  • Minneapolis, MN
  • 60+ days ago
Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives....

Demographic Data for Minnesota

Moving to Minnesota? Find some basic demographic data about Minnesota below.


5,304,096
149,477

Personal Financial Advisor Online Courses and Training Opportunities

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Minnesota

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions


Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.


Highest Education Level

Personal Financial Advisors in Minnesota offer the following education background
  • Bachelor's Degree (52.1%)
  • Master's Degree (31.4%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Minnesota
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Other Titles

Here are some other career titles that require similar skills


Personal Financial Advisor Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.


Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.


Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.