ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Minnesota (NOW HIRING)

mgx

Associate Investment Advisor

Winona, MN · On-site

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 ...

Adecco

Director Finance/30/FIN148

Eden Prairie, MN · On-site

$50.82/hr

Support and lead Financial Planning & Analysis (FP&A) activities, including: Annual budgeting ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

previous pagenext page

Showing results 21-40

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 Aug 8, 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 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
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 are popular job titles related to Associate Financial Planner jobs in Minnesota? For Associate Financial Planner jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Minnesota look for? The top searched job categories for Associate Financial Planner jobs in Minnesota are:
What cities in Minnesota are hiring for Associate Financial Planner jobs? Cities in Minnesota with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in MN? For Associate Financial Planner jobs in MN, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate 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 $82,177 per year, or $39.5 per hour.

Senior Associate Wealth Planner - Family Office

Carlson Inc

Hopkins, MN • On-site

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

ABOUT US

Carlson is a family-owned financial and investment company and single-family office, currently in its third generation of closely held family ownership. The Carlson Family Office provides comprehensive wealth planning, investment management, tax, insurance, accounting, and personal services to its clients, with a strong commitment to professionalism, confidentiality, and discretion.

We believe every voice matters and strive to create a workplace where team members feel welcome. We value diversity of thought, experience, and background and are committed to building a more inclusive future in our company and communities.

POSITION OVERVIEW

The Carlson Family Office is seeking a full-time Senior Associate Wealth Planner to join our Wealth Planning team. In this highly visible role, you will deliver sophisticated financial plans, investment portfolio support, trust and estate analysis, and day-to-day planning administration for multiple generations of family members. You will partner with colleagues across tax, investment, accounting, and other functions to connect information, generate thoughtful analysis, and help clients achieve their personal and financial goals. This is an excellent opportunity for someone who enjoys combining technical expertise with relationship management and is excited to grow in a client-facing environment.

PRIMARY RESPONSIBILITIES

Financial Planning & Client Support

  • Develop wealth plans, including balance sheets, cash flows, debt structure, and philanthropic giving, with the relationship manager and internal teams
  • Support client meetings through materials, analysis, portfolio reviews, and follow-up on action items
  • Execute financial planning strategies, forecasting, budgeting, and special projects
  • Support estate planning reviews, insurance analysis and trust, estate, and entity administration

Portfolio Management

  • Maintain client accounts and support money movement, transfers, and documentation
  • Support portfolio implementation, asset allocation analysis, and investment research
  • Contribute to portfolio-related projects and recommendations

Cash & Debt Management

  • Forecast family cash needs and support debt strategy execution with the relationship manager

QUALIFICATIONS

  • 4+ years of experience in financial planning, estate planning, or personal tax planning for ultra-high-net-worth individuals and families
  • Bachelor’s degree in business, accounting, finance, or a related field, or equivalent industry experience
  • JD, CFP, CFA, or CPA certification—or meaningful progress toward one—is strongly preferred

SKILLS & ATTRIBUTES

  • Handles confidential information with discretion and maintains high standards of client service, ethics, and integrity
  • Organized, detail-oriented, and able to manage multiple priorities
  • Collaborative, accountable, and comfortable working independently
  • Clear, professional communicator with strong judgment and discretion
  • Proficient in Salesforce and Microsoft Office

COMPENSATION & BENEFITS

The projected salary range is $90,000-$120,000. Final compensation will be based on education, relevant experience, and skills. This role is also eligible for an annual bonus opportunity.

Our benefits package supports your health, well-being, and financial security so you can thrive both at work and at home.

  • Health and Wellness: Comprehensive medical, dental, and vision coverage, plus telehealth, mental health support, and wellness incentives
  • Financial Security: 401(k) with company match, employer-paid life and disability insurance, HSA contributions, and flexible spending accounts for medical and dependent care expenses
  • Work-Life Balance: Hybrid schedule with at least three in-office days per week, plus generous paid time off, including vacation, sick time, and holidays
  • Professional Development: Opportunities for training, certifications, and continuing education
  • Additional Perks: Located in Carlson Towers in Minnetonka, with access to an onsite café and fitness center