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Associate Financial Planner Jobs in Minnesota (NOW HIRING)

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

... 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 ...

mgx

Associate Investment Advisor

Winona, MN

Merchants Bank, Winona , is seeking an Associate Investment Advisor. This position will contribute ... Knowledge of financial planning, financial products and markets. * Ability to help Bank customers ...

Merchants Bank

Associate Investment Advisor

Winona, MN · On-site

$22.88 - $27.45/hr

Merchants Bank, Winona , is seeking an Associate Investment Advisor. This position will contribute ... Knowledge of financial planning, financial products and markets. * Ability to help Bank customers ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Minnesota

Associate Financial Planner information

See Minnesota salary details

$44.6K

$82.2K

$110.2K

How much do associate financial planner jobs pay per year?

As of Jul 19, 2026, the average yearly pay for associate financial planner in Minnesota is $82,177.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $97,900.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Minnesota as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $82,177 per year, or $39.5 per hour.

Operations Associate (Financial Industry)

Stone Arch Advisory Group

Saint Cloud, MN • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Stone Arch Advisory Group is searching for an Operations Associate to join their Award Winning Team (Forbes 2025 Best-In-State Wealth Management Teams)!

In this role, you will represent Stone Arch and play a key role in client service, investment & insurance operations, and various project management activities. The main objective is to implement financial planning recommendations given to clients and ensure consistent internal and external support. This individual will work closely with an experienced team and report to the Director of Operations.

Responsibilities include, but are not limited to:

  • Assist clients with service on existing insurance and investment account maintenance
  • Completes new life insurance applications, schedules paramedical exams, and manages insurance underwriting and policy delivery processes
  • Initiates onboarding of new investment accounts and funding
  • Assists with Asset movement – deposits, withdrawals, journals/transfers, rollovers, Roth conversions
  • Compliance monitoring and completing compliance requirements
  • Cash monitoring for distribution accounts’
  • Coordination of accounts consolidation – transfers, rollovers
  • Brokerage account trading
  • Monitors investment account funding and logistics
  • Scans and maintains compliant client files in the E-file system
  • Documents client conversations in case notes and maintains CRM as needed
  • Stay up to date and informed on technology changes, attending webinars or classes as needed to stay current on correct processes and procedures when conducting business daily
  • Maintains own personal CE credits and certification, knowing when your licenses expire
  • Sustains a positive, enthusiastic, and professional office atmosphere and environment
  • Maintains a sense of autonomy, and urgency, and takes initiative
  • Participates and contributes in team/firmwide meetings

Qualifications

  • AAS or BA/BS
  • MN State Life, Accident & Health licensed – or the ability to obtain in 3 months
  • Series 6 (or Series 7) and 63 – or the ability to obtain in 3-6 months
  • 2+ years’ experience in the financial services industry, or 1+ years of Northwestern Mutual experience

Performance Skills & Traits

  • Entrepreneurial builder, collaborative colleague, and practical problem-solver
  • Exceptional organizational skills and attention to detail
  • Excellent oral and written communication skills
  • High degree of initiative, autonomy, and urgency
  • Ability to work in a fast-paced environment
  • Proficient in MS Office/CRM (Excel, Word, PowerPoint)
  • Professional and polished demeanor
  • Demonstrated ability to maintain effective working relationships

Benefits

  • Base Salary + Quarterly Bonus
  • 20 days of PTO
  • Hybrid work model (after 90 days)
  • Medical, dental, and vision benefits available
  • Short-term and long-term disability
  • 4% 401k matching program
  • Reimbursement for licenses, designations, and continuing education


Learn More about Stone Arch Advisory Group here: https://www.stonearchadvisorygroup.com/index.html