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Assistant Financial Planner Jobs in Minnesota (NOW HIRING)

The Administrative Assistant reports to and is employed by Lamplight Advisor Group. This is an in ... Thrivent Financial Competencies * Planning/Organizing * Customer Focus * Communication

Provide FP&A support to global executive leaders. Drive project prioritization, headcount resource ... change * Assist in the preparation of forecast & the annual operating plan models * Cross ...

Provide FP&A support to global executive leaders. Drive project prioritization, headcount resource ... change * Assist in the preparation of forecast & the annual operating plan models * Cross ...

Provide FP&A support to global executive leaders. Drive project prioritization, headcount resource ... change * Assist in the preparation of forecast & the annual operating plan models * Cross ...

Principal Financial Analyst

Minneapolis, MN · On-site

$109K - $127K/yr

Serve as the FP&A team's Power BI lead, responsible for developing, maintaining, and optimizing ... to assist with self-service insights, reporting queries, and automation of routine analysis.

Provide FP&A support to global executive leaders. Drive project prioritization, headcount resource ... change * Assist in the preparation of forecast & the annual operating plan models * Cross ...

FP&A Senior Manager

Minneapolis, MN · On-site

$140K - $165K/yr

The FP&A Senior Manager will oversee an FP&A Analyst and coordinate with senior leadership to ... Improve forecasting accuracy, reporting efficiency, and data integrity. * Assist with ...

... a Senior Financial Planning & Analysis Analyst to join their team in Denver, Detroit, or ... * Assist with monthly, quarterly, and annual reporting, including management reporting, financial ...

Senior Financial Analyst

Saint Paul, MN · On-site

$86K - $107K/yr

Key Responsibilities Financial Planning & Analysis * Support annual and quarterly financial ... Partner with cross-functional teams to improve financial processes * Assist in building business ...

Maintain strong financial controls and risk management practices. * Assist in implementing and ... Experience with ERP, EHR, and financial planning systems. * Experience supporting clinical ...

Showing results 21-40

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 9, 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 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 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 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 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:
Infographic showing various Assistant Financial Planner job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $59,369 per year, or $28.5 per hour.

Assistant Finance Director

City of Shoreview

Saint Paul, MN

$110K - $121K/yr

Full-time

Posted 20 days ago


Job description

DESCRIPTION Shoreview, Minnesota, a premier City in the north metro area of the twin cities seeks an experienced and talented financial professional for its next Assistant Finance Director. Shoreview has a workplace culture that encourages and values continuous improvement, employs leading best practices and fosters financial stability. Because of the City's commitment to long-term financial planning and management, it has enjoyed a AAA bond rating and has received the GFOA's Certificate of Excellence 40 times for our annual financial report.

The Assistant Finance Director will help lead the Finance Department and ensure compliance with City standards as well as Federal and State requirements. DUTIES INCLUDE Strong knowledge and understanding of GAAP and accounting within the governmental sector Coordinate and prepare audit workpapers, schedules and annual financial reports Assist in the preparation of the City's ACFR Maintain City's investment portfolio Develop and refine accounting and internal control policies Assist in the preparation of special assessments Coordinate the preparation of all documents required for the issuance of the debt instruments Provide assistance to the Finance Director and the City Manager during the budget process Manage City's insurance and risk management program (property, casualty, workers' comp) Supervise department staff Other duties and special projects as assigned This list is not intended to include all essential job functions, but is representative of the typical job duties. Note: This position requires regular and reliable attendance, the ability to concentrate and manage multiple priorities with frequent interruptions, strong written and verbal communication skills, strong customer service skills, and the ability to work well with others.

QUALIFICATIONS Skills Required: Ability to effectively lead a team of financial professionals Ability to communicate clearly, both orally and in writing Ability to communicate complex financial policies and practices to City officials, staff and members of the public Ability to define problems and analyze data to determine appropriate action to be taken Ability to understand complex accounting systems and processes Thorough knowledge of and ability to apply current municipal accounting practices and procedures Knowledge of GAAP standards and GASB regulations Knowledge of principles and procedures of public sector financial record keeping and reporting Ability to interact with the public in a friendly, tactful manner Ability to define problems, collect data, establish facts and draw valid conclusions Ability to comprehend and communicate policies, practices and services of the Finance Department to fellow City employees and members Minimum Qualifications: Bachelor's degree in accounting, finance, or closely related field Three years of increasingly responsible experience in government accounting, government Finance, or government auditing Two years supervisory experience Two years of experience with financial accounting software, spreadsheets and databases Knowledge of GASB pronouncements Proficient in Microsoft Excel Desired Qualifications: Master's degree in accounting, finance or closely related field Additional government accounting experience Additional supervisory experience Experience with BS&A financial software Experience with OpenGov budget Software Certified Public Accountant (CPA) Certified Public Finance Officer (CPFO) Five years of fund accounting experience OTHER Hours: Typically 8:00 a.m. - 4:30 p.m., Monday - Friday with occasional evening meetings. Hiring Salary range: $110,302 - $121,617 annually DOQ, plus excellent benefits

This position is exempt from overtime pay. (2026 full salary range: $110,302 - $147,243) Deadline: Open until filled. First consideration given to applications received by Tuesday, August 11, 2026.

SUPERVISION OF OTHERS: Yes, this position will supervise 3 positions. PHYSICAL DEMANDS AND WORK ENVIRONMENT: Employee is frequently required to sit, talk, listen and hear; continuously use hands/fingers dexterously; and on occasion reach with hands and arms, stand, walk, stoop, kneel and/or crouch in the performance of the job. Exerting up to 10 lbs.

pounds of force periodically and/or a negligible amount of force constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Duties of the job are primarily administrative in nature performed in an office environment. The physical and environmental hazards and risks associated with the job can be characterized as minimal.

The City of Shoreview is an Equal Opportunity Employer. We are committed to building a culturally diverse workforce and encourage all qualified candidates to apply. In compliance with the Americans with Disabilities Act, reasonable accommodations are offered to qualified individuals with disabilities.

Prospective and current employees are encouraged to discuss potential accommodations with the employer.