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Associate Financial Planner Jobs in Rochester, MN

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 ...

Compeer Financial

Associate Tax Consultant

Rochester, MN · Hybrid

$57K - $82K/yr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... This position provides tax preparation, planning and consulting support for clients and the Tax and ...

Compeer Financial

Sr. Tax Consultant

Rochester, MN · Hybrid

$84K - $127K/yr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... Provide tax planning, tax preparation, and consulting services to individual, partnership, and ...

DSG Supply

Warehouse Associate

Rochester, MN · On-site

$16.25 - $19.25/hr

We know the importance of family, and offer various family planning and childcare savings ... Build your financial future through multiple retirement savings opportunities, including a 401(k) ...

Hawkins Ash CPAs, LLP

Senior Tax Associate

Rochester, MN · On-site

$79K - $98K/yr

Review work prepared by associates * Assist with tax planning and projections * Communicate with ... Three to five years of experience providing accounting and financial services is preferred ...

Dakota Supply

Warehouse Associate

Rochester, MN · On-site

$16.25 - $19.25/hr

We know the importance of family, and offer various family planning and childcare savings ... Build your financial future through multiple retirement savings opportunities, including a 401(k) ...

Dakota Supply Group

Warehouse Associate

Rochester, MN · On-site

$16.50 - $27.07/hr

DSG is seeking a Warehouse Associate in our Rochester, MN location. In this full time, hourly position, work is typically performed between the hours of 7:30 a m and 4:30pm, Monday through Friday ...

Wireless Vision

Retail Associate Manager

Rochester, MN

$14.44 - $16.37/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Wireless Vision

Retail Associate Manager

Rochester, MN · On-site

$14.44 - $16.37/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Wireless Vision

Retail Associate Manager

Rochester, MN · On-site

$14.44 - $16.37/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Tom Kadlec Auto Body

Automotive Detailer

Rochester, MN · On-site

$18 - $23/hr

Financial planning resources * Identity theft protection and legal support * On-going training ... Distribute parts as a backup associate. * Assist with light housekeeping and snow removal.

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

Associate Financial Planner information

See Rochester, MN salary details

$46.3K

$85.3K

$114.4K

How much do associate financial planner jobs pay per year?

As of Aug 28, 2026, the average yearly pay for associate financial planner in Rochester, MN is $85,289.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,200.00 and $101,600.00 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 Rochester, MN are:

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Cities near Rochester, MN with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Rochester, MN as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $76,948 per year, or $37 per hour.

Financial Advisor in Training

Baird

Rochester, MN • On-site

$60K - $100K/yr

Full-time

Re-posted 9 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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