Get new jobs by email

  • Wealth Advisor - Wealth Advisory - Minneapolis

     ...clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing...  ...office.SummaryThis role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They... 
    Suggested
    Full time
    Interim role
    Work at office

    CliftonLarsonAllen

    Minneapolis, MN
    3 days ago

  • Senior Wealth Advisor - Wealth Advisory - Minneapolis

    $113k - $225k

     ...clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing...  ...and help you.A platform built for durable, organic growth.Our advisors average $250M in AUM across ~120 households and continue to grow... 
    Suggested
    Full time
    Work at office
    Shift work

    CliftonLarsonAllen

    Minneapolis, MN
    3 days ago

  • Wealth Connect Advisor

    $75.6k - $92.4k

     ...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionAs a Wealth Connect Advisor, you’ll help clients take confident steps toward investing and long‑term financial well‑being through personalized, advice‑... 
    Suggested
    Full time
    Work at office
    Local area

    US Bank

    Hopkins, MN
    5 days ago

  • Senior Wealth Advisor - Hybrid

    $300k

     ...and dynamic environment, the possibilities for advancement and success are limitless.We are currently seeking to add a Senior Wealth Advisor position to our team located in Edina, MN. A Senior Wealth Manager will have a minimum of 5 years’ industry experience, establishing... 
    Suggested
    Full time
    Flexible hours

    Cetera Financial Group

    Edina, MN
    1 day ago

  • Wealth Advisor, Schwab Wealth Advisory

     ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory...  ...service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial... 
    Suggested
    Full time
    Work at office

    The Charles Schwab Corporation

    Edina, MN
    2 days ago

  • Private Wealth Advisor

     ...Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisor at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow the business through onboarding new clients... 
    Suggested
    Work experience placement
    Work at office

    Seleskie Financial

    Woodbury, MN
    2 days ago

  • Senior Wealth Advisor

     ...and grow client relationships while delivering exceptional client experiences. The ideal candidate will have extensive experience in wealth management, with a proven ability to develop strategic plans to meet clients' financial needs. The role offers a competitive salary... 
    Suggested

    Bmo

    Minneapolis, MN
    3 days ago

  • Junior Wealth Advisor

    $110k

     ...Junior Wealth Advisor Location: Minneapolis, MN Compensation: $110,000 + Bonus Position Overview A growing Registered Investment Advisor (RIA) is seeking a motivated and client-focused Junior Wealth Advisor to support senior advisors in delivering comprehensive financial... 
    Suggested
    Local area

    MOHR Talent

    Minneapolis, MN
    2 days ago

  • Wealth Advisor

    $72k - $145k

     ...Summary This role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic financial services. They work collaboratively in serving clients as part of a team and have strong knowledge in financial planning, tax, insurance, estate, investments... 
    Suggested
    Interim role
    Work at office
    Flexible hours

    CLA (CliftonLarsonAllen)

    Minneapolis, MN
    3 days ago

  • Wealth Advisor, Schwab Wealth Advisory

     ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory...  ...service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial... 
    Suggested
    Work at office

    Charles Schwab

    Edina, MN
    4 days ago

  • Senior Wealth Advisor

     ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those...  ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-... 
    Suggested
    Work at office

    New Day Executive Search

    Minneapolis, MN
    3 days ago

  • Wealth Advisor

     ...Overview CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience... 
    Suggested
    Work at office

    Examplecorpsandbox

    Minneapolis, MN
    11 hours ago

  • Senior Wealth Advisor

     ...FNBO is looking for a Sr. Financial Advisor in Brooklyn Park to advise affluent clients through various channels, providing investment management and financial planning services. The ideal candidate will have a strong background in business development, excellent communication... 
    Suggested

    FNBO

    Brooklyn Park, MN
    2 days ago

  • Senior Wealth Advisor

    $120k - $205k

     ...We are seeking a client‑focused Senior Wealth Advisor to join our team and serve as a trusted partner to individuals and families navigating complex financial decisions. In this role, you will deliver personalized financial guidance, helping our clients align their... 
    Suggested
    Flexible hours

    Boulay

    Eden Prairie, MN
    3 days ago

  • Wealth Advisor

    $57.5k - $106.5k

    The Hispanic Alliance for Career Enhancement is seeking a dedicated professional to support sales in Roseville, Minnesota. The role involves achieving sales targets, implementing business development strategies, and managing relationships with clients to provide tailored...
    Suggested

    Hispanic Alliance for Career Enhancement

    Roseville, MN
    3 days ago

  • Private Wealth Advisor

     ...High Net-worth Financial / Wealth Advisor (Minneapolis) 1 week ago Be among the first 25 applicants Direct message the job poster from Talent Focus Executive Search and Consulting Talent Focus is proud to collaborate with a renowned international wealth management institution... 
    Full time
    Private practice

    Talent Focus Executive Search and Consulting

    Minneapolis, MN
    3 days ago

  • Senior Wealth Advisor

     ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients... 

    Beacon Pointe Advisors

    Minneapolis, MN
    1 day ago

  • Wealth Advisor

     ...U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives through wealth, estate planning, investments and fiduciary services. The Private Wealth Advisor focuses on identifying, closing, and deepening client relationships with... 

    U.S. Bank

    Minneapolis, MN
    3 days ago

  • Senior Wealth Advisor

    $163.8k - $280.8k

     ...during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. The Senior Wealth Advisor is responsible for developing, leading, and managing relationships with high net worth (HNW) and ultra high net worth clients (... 
    Hourly pay
    Full time
    Work experience placement
    Shift work

    Associated Banc-Corp

    Minneapolis, MN
    2 days ago

  • Wealth Advisor

     ...Husch Blackwell LLP in Minnesota seeks a Private Wealth Associate with four to eight years of experience to handle sophisticated estate planning, drafting, trust and estate administration, and related tax matters. Prior law firm experience is required, and the successful... 

    Husch Blackwell

    Minneapolis, MN
    1 day ago

  • Wealth Advisor

     ...We are a small employee-owned firm that provides comprehensive wealth and fiduciary management services to help individuals and small...  ...interests. To this end, Allodium is a fee-only Registered Investment Advisor (RIA) independent from banks, brokerage firms, mutual fund... 
    Full time
    Work at office
    Remote work
    Monday to Friday
    Flexible hours
    Weekday work

    Allodium Investment Consultants

    Minneapolis, MN
    1 day ago

  • Private Wealth Advisor

     ...PACK Private Wealth: Private Wealth Advisor (High-Net‑Worth) Job Title: Private Wealth Advisor Location: Wayzata, MN Reports to: President Position Summary The Private Wealth Advisor is responsible for providing comprehensive financial planning, investment management,... 
    Work at office
    Local area

    PACK Companies

    Wayzata, MN
    11 hours ago

  • PWM Private Wealth Advisor

    $141.21k - $172.59k

     ...you excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their...  ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Minneapolis, MN
    1 day ago

  • Wealth Advisor

    $120k

     ...Wealth Advisor Minneapolis, Minnesota – Direct Hire • $120,000 Job Description A growing Registered Investment Advisor (RIA) is seeking an experienced Wealth Advisor to provide comprehensive financial planning, investment management, and wealth preservation strategies... 
    Local area

    Mohr Talent

    Minneapolis, MN
    2 days ago

  • Senior Wealth Advisor

     ...Senior Wealth Advisor About the Company Expanding registered investment advisor (RIA) Industry Financial Services Type Privately Held About the Role The Company is seeking a Senior Wealth Advisor to take on a lead role in managing and... 
    Work at office

    Confidential

    Minneapolis, MN
    1 day ago

  • Wealth Advisor

    $74k - $138k

     ...Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines... 
    Part time
    Local area

    BMO U.S.

    Minneapolis, MN
    4 days ago

  • Associate Wealth Advisor, Schwab Wealth Advisory

     ...this role to work on site in the specified locations. Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric...  ...’s approach to investing. What you have As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by... 
    Work at office

    Charles Schwab

    Edina, MN
    1 day ago

  • Wealth Advisor

    $75k - $150k

     ...is a nationally recognized collective or entrepreneurial-minded advisors, analysts, accountants and auditors who leverage a full suite...  ...realize their passion. We are seeking a highly skilled Wealth Advisor to join our team! The ideal candidate will play a crucial... 
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    Boeckermann Grafstrom and Mayer

    Minneapolis, MN
    11 hours ago

  • Wealth Advisor

    $102k - $120k

     ...Job Summary Mercer Advisors has worked with families to help them amplify and simplify their financial lives. Whether a family has $30...  ...face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand‑in‑hand with these clients to help them make... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday

    Mercer Advisors

    Minneapolis, MN
    2 days ago

  • Wealth Advisor

    $102k - $190k

     ...needs and concerns to diagnose and facilitate resolution of client issues. Introduces subject matter experts to the client. Shares wealth solutions expertise and product knowledge across regional team. Develops solutions and makes recommendations based on an understanding... 
    Part time
    Local area
    Shift work

    Bmo

    Minneapolis, MN
    11 hours ago