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Associate Financial Advisor Jobs in Rochester, MN

Old National Bank

Private Banker II

Rochester, MN · On-site

$62K - $153K/yr

Work collaboratively with an ONB Wealth Advisor to effectively manage and deepen client ... associates at all levels. * NMLS registered or ability to obtain NMLS registration * Financial ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Rochester, MN

Associate Financial Advisor information

See Rochester, MN salary details

$39.1K

$68.3K

$114.4K

How much do associate financial advisor jobs pay per year?

As of Jun 9, 2026, the average yearly pay for associate financial advisor in Rochester, MN is $68,265.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,700.00 and $83,900.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Rochester, MN? The most popular types of Financial Advisor jobs in Rochester, MN are:
What are popular job titles related to Associate Financial Advisor jobs in Rochester, MN? For Associate Financial Advisor jobs in Rochester, MN, the most frequently searched job titles are:
What cities near Rochester, MN are hiring for Associate Financial Advisor jobs? Cities near Rochester, MN with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Rochester, MN as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $68,265 per year, or $32.8 per hour.
Gift Planning Associate Director

Gift Planning Associate Director

Mayo Clinic

Rochester, MN • On-site

$113K - $164K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago

Mayo Clinic rating

7.8

Company rating: 7.8 out of 10

Based on 677 frontline employees who took The Breakroom Quiz

132nd of 870 rated healthcare providers

Job description

Why Mayo Clinic

Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans - to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic.

Benefits Highlights
  • Medical: Multiple plan options.
  • Dental: Delta Dental or reimbursement account for flexible coverage.
  • Vision: Affordable plan with national network.
  • Pre-Tax Savings: HSA and FSAs for eligible expenses.
  • Retirement: Competitive retirement package to secure your future.

Responsibilities

This position will develop and implement gift planning strategies and activities to carry forward the mission and vision of Mayo Clinic. The Gift Planning Associate Director will provide strategic support for development officers and other development professionals to advance planned and complex gifts. The Gift Planning Associate Director also will close planned gifts made by unassigned benefactors and will build and manage a portfolio of planned giving prospects. Development professionals at Mayo Clinic are required to adhere to the 'Donor Bill of Rights' and ethical standards set forth for the department and the institution.


Qualifications

A Bachelor's degree is required. A Master's degree in Business or Finance or a Law degree is preferred. Any of the following certifications: CPA, CFP, ChFC, CAP, CFRE or CLU, are also preferred. Requires five years' experience in gift planning or financial planning, with a demonstrated record of advising individuals on deferred gift options and/or estate plans. Work experience in non-profit healthcare is a plus. Requires excellent oral and written communications skills, a broad-based knowledge of gift planning vehicles, the ability to translate complex gifting options for gift officers and benefactors, and the ability to work in a diverse environment with varied points of view. The incumbent must be able to work effectively in a consensus-style operation that expects and promotes teamwork. Must be a self-motivated, self-directed and highly organized individual who will promote a productive, collegial workplace and be a professional ambassador for Mayo Clinic. Belief in the mission and strong ethical conduct is essential. Must be comfortable with ambiguity. Must possess the ability to inspire trust and confidence, and communicate effectively with internal and external audiences. The ability to work independently, manage multiple projects and maintain a high degree of professionalism and confidentiality is essential. Must be proficient in the use of information technology and management of database systems. A valid driver's license and a good driving record are required, along with the ability to travel extensively on all forms of major public transportation.

This position is remote, but the candidate must live within driving distance of the Mayo Clinic Jacksonville campus, with the flexibility to work on-site intermittently in accordance with business needs. Occasional travel is required per business needs.


Exemption Status
Exempt
Compensation Detail
$113,776 - $164,985 / year
Benefits Eligible
Yes
Schedule
Full Time
Hours/Pay Period
80
Schedule Details
Monday thru Friday, normal business hours. Evenings and weekends as needed. This vacancy is not eligible for sponsorship/ we will not sponsor or transfer visas for this position. Also, Mayo Clinic DOES NOT participate in the F-1 STEM OPT extension program.
Weekend Schedule
As Needed
International Assignment
No
Site Description
Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is. 

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the 'EOE is the Law'.  Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Recruiter
Julie MeltonQualifications:

A Bachelor's degree is required. A Master's degree in Business or Finance or a Law degree is preferred. Any of the following certifications: CPA, CFP, ChFC, CAP, CFRE or CLU, are also preferred. Requires five years' experience in gift planning or financial planning, with a demonstrated record of advising individuals on deferred gift options and/or estate plans. Work experience in non-profit healthcare is a plus. Requires excellent oral and written communications skills, a broad-based knowledge of gift planning vehicles, the ability to translate complex gifting options for gift officers and benefactors, and the ability to work in a diverse environment with varied points of view. The incumbent must be able to work effectively in a consensus-style operation that expects and promotes teamwork. Must be a self-motivated, self-directed and highly organized individual who will promote a productive, collegial workplace and be a professional ambassador for Mayo Clinic. Belief in the mission and strong ethical conduct is essential. Must be comfortable with ambiguity. Must possess the ability to inspire trust and confidence, and communicate effectively with internal and external audiences. The ability to work independently, manage multiple projects and maintain a high degree of professionalism and confidentiality is essential. Must be proficient in the use of information technology and management of database systems. A valid driver's license and a good driving record are required, along with the ability to travel extensively on all forms of major public transportation.

This position is remote, but the candidate must live within driving distance of the Mayo Clinic Jacksonville campus, with the flexibility to work on-site intermittently in accordance with business needs. Occasional travel is required per business needs.

What Mayo Clinic employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Mayo Clinic

Sourced by ZipRecruiter

Mayo Clinic is the largest integrated, not-for-profit medical group practice in the world. We're building the future, one where the best possible care is available to everyone — and more people can heal at home. Our relentless research turns into earlier diagnoses and new cures. That's how we inspire hope in those who need it most. At Mayo Clinic, experts work together to solve the most challenging unmet needs of patients. Our history of innovation dates back almost 150 years, when brothers Will and Charlie Mayo pioneered an integrated, team-based approach to medicine. Today, that trailblazing spirit drives innovations like Mayo Clinic Platform — which powers new technologies to change how care is delivered to all.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Rochester, MN, US

Year founded

1919

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