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Associate Financial Planner Jobs in Mankato, MN (NOW HIRING)

Aspen Dental

Associate Dentist - Mankato, MN

Mankato, MN

$180K - $215K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

Aspen Dental

Associate Dentist

Mankato, MN · On-site

$180K - $215K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

Aspen Dental

Associate Dentist

Mankato, MN

$180K - $215K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

Aspen Dental

Associate Dentist

Mankato, MN · On-site

$180K - $215K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

Aspen Dental

Associate Dentist

Mankato, MN

$180K - $215K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

SpartanNash

Assistant Store Director

Saint Peter, MN

$50K - $65K/yr

Engage in financial planning including budgeting, staffing/payroll, facility maintenance and ... The associate is frequently required to sit/stand/walk. While performing the duties of this ...

RXinsider LTD.

Production Manager

Mankato, MN · On-site

$129.20 - $193.80/hr

... associates to increase human capital goals, including devising a training method/plan for continuous skill improvement, while participating in capital planning to ensure financial and operational ...

Walmart

(USA) Emerging Store Manager - SC

Vernon Center, MN · On-site

$85K - $120K/yr

... financial management, customer experience, and community engagement. The ESM role does not carry ... Associates in this role are expected to maintain mobility within their assigned region for Store ...

Walmart

(USA) Emerging Store Manager - SC

Saint Peter, MN · On-site

$85K - $120K/yr

... financial management, customer experience, and community engagement. The ESM role does not carry ... Associates in this role are expected to maintain mobility within their assigned region for Store ...

Walmart

(USA) Emerging Store Manager - SC

Mankato, MN · On-site

$85K - $120K/yr

... financial management, customer experience, and community engagement. The ESM role does not carry ... Associates in this role are expected to maintain mobility within their assigned region for Store ...

Walmart

(USA) Emerging Store Manager - SC

Lake Crystal, MN · On-site

$85K - $120K/yr

... financial management, customer experience, and community engagement. The ESM role does not carry ... Associates in this role are expected to maintain mobility within their assigned region for Store ...

Walmart

(USA) Emerging Store Manager - SC

Saint Clair, MN · On-site

$85K - $120K/yr

... financial management, customer experience, and community engagement. The ESM role does not carry ... Associates in this role are expected to maintain mobility within their assigned region for Store ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Mankato, MN

Associate Financial Planner information

See Mankato, MN salary details

$45K

$83K

$111.3K

How much do associate financial planner jobs pay per year?

As of Aug 26, 2026, the average yearly pay for associate financial planner in Mankato, MN is $83,033.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,200.00 and $99,000.00 per year, depending on experience, location, and employer.

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.

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.

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.

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 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.

More about Associate Financial Planner jobs

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The most popular types of Financial Planner jobs in Mankato, MN are:

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For Associate Financial Planner jobs in Mankato, MN, the most frequently searched job titles are:

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The top searched job categories for Associate Financial Planner jobs in Mankato, MN are:

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Mankato, MN as of August 2026, with employment types broken down into 73% Full Time, 25% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $83,033 per year, or $39.9 per hour.

Director of Student Financial Services

Gustavus Adolphus College

Saint Peter, MN • On-site

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Gustavus Adolphus College rating

7.7

Company rating: 7.7 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

263rd of 622 rated colleges and universities

Job description

Description
JOB SUMMARY: The Director of Student Financial Services leads the Student Accounts function within the Financial Aid and Student Accounts office at Gustavus Adolphus College. The office operates as an integrated unit under the Dean of Financial Aid, with clear functional ownership: the Dean and two Associate Deans of Financial Aid manage all student-facing financial aid advising, program compliance, and award administration; the Director owns Student Accounts operations, billing compliance, and the accurate, timely processing of charges and disbursements.
The Director manages a two-person Student Accounts team alongside an Associate or Assistant Director of Student Accounts, maintains close operational partnership with the Dean's office, and develops sufficient working knowledge of financial aid processes to coordinate disbursements, reconcile aid against billing, and support smooth office operations-without advising students on aid eligibility, awards, or financial aid compliance matters.
Employment Type: Full-Time (1.0 FTE), Exempt (Salaried), Benefits-Eligible
Salary Range: $65,000-80,000 annually
How to apply: Continue here or visit https://gustavus.edu/jobs/ to complete the online application and submit a resume and cover letter. Applications will be reviewed on a rolling basis.
MAIN RESPONSIBILITIES:
Student Accounts Leadership & Operations
  • Provide strategic direction and hands-on operational management of all Student Accounts functions, including billing, payment processing, account resolution, collections, and disbursement.
  • Hold final accountability for the integrity of the accounts receivable system and all associated data.
  • Oversee timely and accurate generation of tuition, room, meal plan, and other charges in coordination with the Registrar's Office, Residential Life, and Finance.
  • Administer payment plans and maintain vendor relationships for payment plan services, alternative loans, and student health insurance.
  • Oversee the online payment gateway and ensure monthly reconciliation of all affected general ledger accounts.
  • Review delinquent accounts and make recommendations to the Controller regarding write-offs and collection procedures.
  • Ensure compliance with all federal and state regulations affecting student billing, disbursement, and account disclosures.
  • Prepare all Student Accounts work papers for the annual institutional audit.
  • Ensure timely preparation and submission of all 1098-T forms in compliance with federal tax regulations.
  • Provide budget projections, account analyses, and reports as requested by the Controller and/or the Dean.

Student Accounts Service
  • Serve as the senior service contact for students and families with questions about their bill, account balance, payment options, payment plans, and financial holds.
  • Resolve complex or escalated Student Accounts issues that cannot be addressed by the Associate/Assistant Director.
  • Ensure students with financial aid questions are directed promptly and courteously to the appropriate Associate Dean of Financial Aid.
  • Ensure consistent, professional service standards across the Student Accounts team.

Financial Aid Coordination
  • Serve as the operational partner to the Dean's office for financial aid disbursement: coordinate timing, posting, and reconciliation of federal, state, and institutional aid to student accounts.
  • Maintain working knowledge of financial aid award types, disbursement timelines, and how aid applies to student account balances-sufficient to ensure accurate billing and to identify and resolve discrepancies in coordination with the Dean's office.
  • Collaborate with the Dean's office on communication to students about billing deadlines, payment requirements, and the impact of aid changes on account balances.
  • Participate in joint planning with the Dean's office on enrollment-related financial processes, system integrations, and policy changes that affect both Financial Aid and Student Accounts.
  • Escalate financial aid eligibility questions, compliance matters, and award-level decisions to the Dean; do not advise students independently on financial aid matters.

Technology & Systems
  • Lead selection, implementation, and operational direction of Student Accounts technology, including Ellucian Colleague, Perceptive Content, and the online payment gateway.
  • Partner with the AIS team and the Dean's office on system upgrades and integrations that affect both Financial Aid and Student Accounts.
  • Identify and implement technology and process improvements that enhance billing accuracy and the student accounts experience.

Staff Partnership & Cross-Training
  • Directly supervise the Associate/Assistant Director of Student Accounts, including hiring, onboarding, coaching, and annual performance reviews.
  • Establish and maintain a cross-training program so that both Student Accounts staff members can independently manage all critical office functions during the other's absence.
  • Maintain personal working proficiency in all Student Accounts functions to provide full operational coverage when the other staff member is unavailable.
  • Foster a collaborative, accountable, and student-centered team culture within the Student Accounts office.

Institutional Collaboration
  • Build and maintain effective working relationships with the Registrar, Residential Life, Finance, Admissions, Retention, Graduate Studies, and Advancement offices.
  • Serve as the Student Accounts representative on institutional committees and in Enrollment Management initiatives as relevant.
  • Represent Gustavus at relevant professional development events and regulatory training.

Prerequisites
MINIMUM QUALIFICATIONS:
  • Bachelor's degree in finance, business, accounting, higher education administration, or a related field.
  • Minimum of three years of managerial experience in a higher education student accounts office, OR five or more years of progressively responsible student accounts experience in higher education.
  • Demonstrated knowledge of student billing practices, accounts receivable management, and applicable federal and state billing regulations.
  • Working familiarity with financial aid disbursement processes and how aid interacts with student account balances.
  • Experience with university ERP systems and related technology platforms.
  • Strong written and verbal communication skills; ability to explain billing and account information clearly to students and families.
  • Ability to manage competing priorities and work effectively in a small, collaborative office environment.
  • Ability to handle sensitive financial and personal situations with discretion and professionalism.

PREFERRED QUALIFICATIONS:
  • Master's degree in a relevant field.
  • Five or more years of supervisory experience in higher education student accounts or financial services.
  • Experience with Ellucian Colleague, Perceptive Content, Slate, or similar enterprise platforms.
  • Experience working in an integrated Financial Aid and Student Accounts office structure.
  • Active participation in NACUBO, MASFAA, or related professional associations.

Work Environment
This is a full-time, exempt, primarily office-based position. Occasional evening or weekend work may be required during peak periods, including the start of term, billing cycles, and registration deadlines.
Gustavus offers competitive and comprehensive benefits which include:
  • Medical insurance (which includes access to Nice Healthcare) as well as dental, vision, and life insurance
  • Workplace accommodations for physical or mental health concerns
  • Onsite health services
  • Free parking, exercise classes, and use of library and athletic facilities
  • Paid parental leave
  • Employer contribution to retirement savings plan (after one year of employment)
  • Tuition scholarships for dependents
  • Tuition benefit plan for employees and spouse
  • 13 paid Holidays + generous PTO plan

Gustavus Adolphus College does not discriminate on the basis of race, color, national origin, ancestry, sex, disability, religion, age, sexual orientation, gender identity, or veteran status in its education or employment programs or activities.
Gustavus Adolphus College is one of the nation's leading private liberal arts colleges serving approximately 1,800 students. The College aspires to be a community of persons from diverse backgrounds who respect and affirm the dignity of all people. Known for its strong science, writing, music, athletics, study-away, and service-learning programs, Gustavus is located on a scenic 340-acre hill in St. Peter, Minnesota only one hour southwest of the Twin Cities.
Contact
Mark Bauer | mdbauer@gustavus.edu | 507-933-7687
Posted: Tue Aug 4, 2026

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