Associate Wealth Advisor

Associate Wealth Advisor – St. Paul, MN Area

A growing wealth management firm is seeking an Associate Wealth Advisor / Financial Planning Associate to support client planning, advisor preparation, portfolio reviews, CRM documentation, and client follow‑up.

This is a strong opportunity for someone earlier in their advisory career who wants more client exposure, planning experience, and a long‑term growth path within wealth management.

Compensation:
Min. $75K–$110K Base + Bonus + Benefits. Competitive base salary plus a one‑time incentive bonus tied to firm revenue.

• Support advisors with financial planning and client meeting preparation
• Assist with retirement planning, investment reviews, estate planning, and tax‑efficient planning discussions
• Help prepare client reports, portfolio reviews, and planning materials
• Maintain CRM records, follow‑ups, and client documentation
• Support ongoing client service and relationship management
• Use financial planning software, CRM platforms, and portfolio tools
• Learn to identify planning opportunities and deepen client relationships
• Maintain strong compliance, fiduciary, and ethical standards

• Experience in wealth management, financial planning, financial services, or advisory support
• Background as an Associate Advisor, Financial Planning Associate, Paraplanner, CSA, or Junior Financial Advisor
• Interest in growing into a client‑facing advisory role
• CFP® completed or in progress (preferred)
• Series 65 preferred or willingness to obtain
• Bachelor’s degree in Finance, Economics, Accounting, or related field preferred
• Strong organization, communication, and client service skills

Equal‑Opportunity Employer Statement (EEO)

MOHR Talent is an equal‑opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status.