Personal Financial Advisor Jobs in Minnesota

A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.

Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.

1-15 of 24 Jobs

Retirement Specialist

  • MN
  • 9 hours ago
  • MN
  • 9 hours ago

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always...

They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning....

Bilingual Career and Financial Coach

  • South Saint Paul, MN
  • 2 days ago
  • South Saint Paul, MN
  • 2 days ago

Bilingual Career and Financial Coach Neighbors, Inc. South Saint Paul, Minnesota Commute Time Neighbors, Inc is experiencing rapid growth in our Financial Empowerment Center. We are seeking a...

Wealth Advisor

  • Rochester, MN
  • 3 days ago
  • Rochester, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Wealth Advisor

  • Minneapolis, MN
  • 3 days ago
  • Minneapolis, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Wealth Advisor

  • Minneapolis, MN
  • 3 days ago
  • Minneapolis, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Wealth Advisor

  • Saint Paul, MN
  • 3 days ago
  • Saint Paul, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Wealth Advisor

  • Minneapolis, MN
  • 3 days ago
  • Minneapolis, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Wealth Advisor

  • Minneapolis, MN
  • 3 days ago
  • Minneapolis, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Wealth Advisor

  • Minneapolis, MN
  • 3 days ago
  • Minneapolis, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Wealth Advisor

  • Saint Paul, MN
  • 3 days ago
  • Saint Paul, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Wealth Advisor

  • Duluth, MN
  • 3 days ago
  • Duluth, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Wealth Advisor

  • Saint Paul, MN
  • 3 days ago
  • Saint Paul, MN
  • 3 days ago

Wealth Advisor Responsibilities: Analyze clients' financial situations and develop customized strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure...

Senior Advisor, Wealth Management

  • Minneapolis, MN
  • 4 days ago
  • Minneapolis, MN
  • 4 days ago

You'll enjoy this role if: You are looking for an opportunity to build your wealth management and leadership career in the rapidly evolving integrated wealth management industry You can see yourself...

Private Bank Wealth Advisor II

  • Minnetonka, MN
  • 13 days ago
  • Minnetonka, MN
  • 13 days ago

Basic Qualifications: Bachelor's Degree State Life and Health Licenses required to be obtained within 90 days of hire At least 3 years of wealth management/financial advisory/sales/relationship management...

Remote Work

Demographic Data for Minnesota

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


Local
National
5,707,031
151,942

Personal Financial Advisor Online Courses and Training Opportunities

iHireFinance curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.
Introduction to Personal Financial Planning
Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...
Financial Advisor Training
Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...
LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...

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.

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
52.5%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
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 Career Titles

Here are some other career titles that require similar skills



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