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Associate Finance Analyst Jobs in Rochester, MN (NOW HIRING)

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial ... Research investment solutions and assist senior advisors with portfolio-related analysis and tasks.

Lantern

Strategy Analyst

Rochester, MN · On-site

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

Lantern

Strategy Analyst

Rochester, MN · Remote

Job Overview The Strategy Analyst / Associate is a high-visibility, hands-on, and dynamic role ... Develop financial models and data-driven insights to support strategic initiatives and business ...

H&R Block

Tax Associate

Saint Charles, MN · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Rochester, MN · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Rochester, MN · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Rochester, MN · On-site

$14.45 - $18/hr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

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All JobsAssociate Finance Analyst JobsAssociate Finance Analyst Jobs in Rochester, MN

Associate Finance Analyst information

See Rochester, MN salary details

$29.5K

$74.9K

$127.6K

How much do associate finance analyst jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate finance analyst in Rochester, MN is $74,869.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,900.00 and $82,800.00 per year, depending on experience, location, and employer.

What does an associate finance analyst do?

An Associate Finance Analyst typically assists in analyzing financial data, preparing reports, and supporting budgeting and forecasting processes for an organization. They work closely with senior analysts and other finance team members to interpret financial information, identify trends, and help make recommendations for business decisions. Their responsibilities may also include reconciling accounts, performing variance analysis, and ensuring compliance with financial regulations. This entry-level role is ideal for individuals looking to build a career in finance and develop analytical and problem-solving skills.

What types of projects and responsibilities can an associate finance analyst expect during their first year on the job?

As an Associate Finance Analyst, you can expect to work on a variety of projects such as budgeting, forecasting, and financial reporting. Early responsibilities often include analyzing financial data, preparing reports for senior analysts or managers, and assisting with variance analysis. You'll likely collaborate closely with cross-functional teams like accounting and operations to gather data and provide insights. Over time, you'll gain exposure to more complex analyses and may have opportunities to present findings to leadership, which is valuable for career growth.

What are the key skills and qualifications needed to thrive as an associate finance analyst, and why are they important?

To thrive as an Associate Finance Analyst, you need a solid grasp of financial principles, data analysis, and a relevant degree in finance, accounting, or a related field. Familiarity with financial modeling tools, Microsoft Excel, and financial reporting systems like SAP or Oracle is typically expected. Strong attention to detail, analytical thinking, and effective communication are standout soft skills in this role. These skills and qualities are crucial for delivering accurate financial insights and supporting sound business decisions.

What is the difference between Associate Finance Analyst vs Financial Analyst?

AspectAssociate Finance AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; some roles may require internshipsBachelor's degree; often preferred to have certifications like CFA or CPA
Work EnvironmentEntry-level, team-based, supporting senior analystsMore independent, involved in detailed financial analysis and reporting
Employer & Industry UsageCommon in finance departments, investment firms, corporate financeWidely used across finance, investment banking, corporate finance, and consulting

The main difference between an Associate Finance Analyst and a Financial Analyst lies in experience level and responsibilities. Associate Finance Analysts are typically entry-level, supporting senior staff, while Financial Analysts handle more complex analysis independently. Both roles require similar educational backgrounds, but Financial Analysts often pursue additional certifications and have more advanced responsibilities.

What are the most commonly searched types of Finance Analyst jobs in Rochester, MN?

The most popular types of Finance Analyst jobs in Rochester, MN are:

What cities near Rochester, MN are hiring for Associate Finance Analyst jobs?

Cities near Rochester, MN with the most Associate Finance Analyst job openings:

Associate Finance Analyst jobs near you

Financial Advisor in Training

Baird

Rochester, MN • On-site

$60K - $100K/yr

Full-time

Re-posted 15 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you'll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.
The Impact You'll Make:
Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.
  • Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
  • Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow-up tasks.
  • Memorialize and support the team service model and Standard of Care, including building performance reports.
  • Research investment solutions and assist senior advisors with portfolio-related analysis and tasks.
  • Develop team marketing/branding and value proposition, and lead brokerage-to-fee conversion conversations with clients.

Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.
  • Complete FATP curriculum
  • Deepen investment knowledge, technology, and planning skills
  • Complete skill and knowledge checks
  • Expand role in client meetings and planning processes
  • Successfully pass Comprehensive Capstone Project

Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.
  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals
  • Independently source, prospect, and close new business through networking, target markets, and referrals
  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions
  • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
  • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings

What You'll Bring to Baird:
  • Bachelor's Degree
  • Minimum 3 years of professional experience prior to entering the four-year development path
  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
  • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
  • Entrepreneurial mindset with a focus on quality new client acquisition
  • Strong interpersonal, communication, and presentation skills
  • Coachable and collaborative team approach
  • Ability to build trusted relationships with clients and team members

Compensation and Benefits:
  • $60,000 -$100,000 annual salary range
  • Compensation is commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

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