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Assistant Financial Planner Jobs in Minnesota (NOW HIRING)

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

Prepare financial scenarios * Assist in researching technical issues and client questions * Client ... Provide planning recommendations and communicate them effectively with the advisor and/or client

Boulay

Senior Financial Planner

Eden Prairie, MN · Hybrid

$80K - $110K/yr

Prepare financial scenarios * Assist in researching technical issues and client questions * Client ... Provide planning recommendations and communicate them effectively with the advisor and/or client

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

Prepare financial scenarios  * Assist in researching technical issues and client questions ... Provide planning recommendations and communicate them effectively with the advisor and/or client 

Target

Senior Admin Assistant - FP&A

Minneapolis, MN · On-site

$24.28 - $43.75/hr

Find competitive benefits from financial and education to well-being and beyond at About us ... As a Senior Administrative Assistant, you'll support multiple leaders and demonstrate a keen ...

Plunkett's Pest Control INC

Be Seen First

FP&A Analyst

Fridley, MN · On-site

$65K - $80K/yr

Support the development and maintenance of monthly forecasts and annual budgets * Assist in ... Contribute to long-range financial planning activities Financial Reporting and Analysis * Prepare ...

Plunkett's Pest Control INC

Be Seen First

FP&A Analyst

Fridley, MN · On-site

$65K - $80K/yr

Support the development and maintenance of monthly forecasts and annual budgets * Assist in ... Contribute to long-range financial planning activities Financial Reporting and Analysis * Prepare ...

Plunkett's Pest Control INC

Be Seen First

FP&A Analyst

Fridley, MN · On-site

$65K - $80K/yr

Support the development and maintenance of monthly forecasts and annual budgets * Assist in ... Contribute to long-range financial planning activities Financial Reporting and Analysis * Prepare ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Minnesota

Assistant Financial Planner information

See Minnesota salary details

$34.8K

$59.4K

$102.3K

How much do assistant financial planner jobs pay per year?

As of Aug 28, 2026, the average yearly pay for assistant financial planner in Minnesota is $59,369.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,500.00 and $67,100.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.

What are the key skills and qualifications needed to thrive as an assistant financial planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Minnesota?

The most popular types of Financial Planner jobs in Minnesota are:

What cities in Minnesota are hiring for Assistant Financial Planner jobs?

Cities in Minnesota with the most Assistant Financial Planner job openings:

Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $59,369 per year, or $28.5 per hour.

Senior Financial Planner

Eden Prairie, MN • On-site

Boulay
Accounting Services • 201 - 500 employees
Learn more about Boulayexternal

$80K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Job description

We are seeking a client-focused Senior Financial Planner to join our team and play a key role in supporting the delivery of comprehensive financial planning services. In this role, you will work closely with other advisors and partners to help clients navigate complex financial decisions, while developing the technical, analytical, and relationship management skills required for long-term success in advisory.
As part of a collaborative professional services environment, you will contribute to the preparation and execution of personalized financial plans designed to help clients achieve their long-term financial goals.
This role offers a unique opportunity to actively participate in both financial planning execution and client relationship development. You will take ownership of key components of the planning process-preparing analyses, supporting client meeting deliverables, and contributing to recommendations-while also building direct client relationships.
The ideal candidate demonstrates strong analytical capabilities, intellectual curiosity, and a proactive approach to problem-solving. Someone who is comfortable working with data, enjoys translating complex financial concepts into clear insights, and is motivated to develop into a trusted advisor who delivers thoughtful, client-centric solutions.
To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.
Financial Planning:
  • Prepare client financial plans and presentations for review by Advisors & Partners
  • Initiates and drives the financial planning process for client assignments
  • Gather, organize, and synthesize client data within a financial planning context
  • Identify tax planning strategies through creating tax projections for clients
  • Prepare financial scenarios
  • Assist in researching technical issues and client questions
  • Client Service & Relationship Management:
  • Play an integral role in client relationships while supporting advisors
  • Begin to lead select client relationships including, regular client contact, communications, and meetings
  • Provide planning recommendations and communicate them effectively with the advisor and/or client
  • Prepare for client meetings
  • Attend and participate in client meetings by taking notes, running technology, presenting financial planning software,
  • selecting financial planning recommendations, and developing rapport with the clients
  • Begin to lead the development and initiation of client communications
  • Communicate with advisors or clients when necessary to initiate or follow up on planning engagements
  • Begin to lead the client account administration function
  • Assist with client development and ongoing relationship management
  • Assist and facilitate the set-up and transfer of funds for new investment accounts

Requirements
  • College Degree
  • 3+ years of related experience
  • Series 65
  • Ability to creatively solve problems and analyze client data

Benefits
  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Paid time off
  • Parental leave
  • Tuition reimbursement
  • Vision insurance

The annual salary range for this position is: $80,000 - $110,000. This salary range reflects the anticipated responsibilities and qualifications of a successful candidate for this role. Final compensation may vary depending upon an individual's experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid work environment, paid time away, and more.
Boulay is committed to providing reasonable accommodation to all applicantsIf you require any accommodation, contact Mercedes Betzina at mbetzina@boulaygroup.com.
Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success.

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