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Associate Financial Planner Jobs in Rochester, MN

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

Compeer Financial

Tax Account Manager

Rochester, MN · Hybrid

$112K - $147K/yr

This position performs tax planning, tax preparation services and is responsible for signing client ... Our job titles may span more than one career level (associate, senior, principal, etc.). The actual ...

JLL

Associate Project Manager

Rochester, MN · On-site

... financials * Actively track each aspect of project performance against schedules and critical path ... Familiarity with architectural drawings and furniture and space planning concepts * Familiarity ...

Benedictine

Housing Director

Rochester, MN · On-site

$100K - $110K/yr

Plans and monitors all financial operations, including budget planning, rate setting, and contract ... associates, designed to meet the needs of every stage of life, including paid time off (PTO ...

Benedictine

Housing Director

Rochester, MN

Plans and monitors all financial operations, including budget planning, rate setting, and contract ... associates, designed to meet the needs of every stage of life, including paid time off (PTO ...

PetSmart Careers

Retail Store Manager

Rochester, MN · On-site

$72K - $116K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Rochester, MN

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Rochester, MN · On-site

$72K - $116K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Rochester, MN

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Rochester, MN

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

Rochester, MN · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

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Showing results 1-20

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 Jun 12, 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 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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What cities near Rochester, MN are hiring for Associate Financial Planner jobs? Cities near Rochester, MN with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Retail Associate Manager

Retail Associate Manager

Wireless Vision

Rochester, MN • On-site

$14.44 - $16.37/hr

Full-time

Posted 11 days ago

Wireless Vision rating

3.3

Company rating: 3.3 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

30th of 30 rated technology retailers

Job description

Title: Retail Associate Manager
Location: Rochester, MN
Compensation: $14.44 - $16.37/hour


T-Mobile Premium Retailer Wireless Vision

Do you excel at driving sales results, team motivation, and impacting customer experience? Are you passionate about the latest technology trends? Then a Retail Associate Manager (RAM) role with Wireless Vision would be a perfect fit for you.

In this role, you will represent the T-Mobile brand while providing exceptional customer service and driving profitability. You will also inspire team members, manage store operations, and strive to meet individual and store performance goals. The RAM is a development role that is intended for those who aspire to become a Retail Store Manager (RSM)

Your Talents:

  • Primary point of contact for retail store in the absence of the RSM, including sales, operations and people processes.

  • Partner with the RSM to help recruit top talent, and coach and develop existing team members to build a high performing team.

  • Coach and inspire with integrity to guide sales team on best practices to attain monthly goals.

  • Active participation in the planning and execution of store meetings to prepare for launches and keep team members current on company changes.

  • Work with RSM to execute on the local store marketing initiatives to solicit new business.

  • Manage back-end processes and execution of customer facing initiatives to ensure store is always in T-Mobile and internal company audit compliance.

  • Ensure the maintenance of the store appearance and merchandising standards, including assisting with the planning of complete store merchandising planogram resets.

  • Assist with all functions within a retail store in compliance with Wireless Vision policies and procedures.

  • Responsible for daily and monthly inventory and cash management, as well as managing other key operational metrics.

  • May require additional tasks, duties or projects as assigned.

Your Experience:

  • High School Diploma or GED required.

  • Ability to work a flexible work schedule including but not limited to nights, weekends, and holidays based on the needs of the business.

  • 1-2 years of management experience in retail or another environment with a strong customer focus.

  • Willingness and ability to relocate to any store within in their assigned market.

  • Excellent written and verbal communication skills required.

  • Strong organizational and problem-solving skills required.

  • Bilingual preferred in certain locations.

  • Must be able to stand for long periods of time (up to 9 hours) on the sales floor.

  • Must be able to move and/or lift 25 pounds.

What Well Offer:

  • Competitive paid time-off program

  • Student financial assistance

  • Medical, dental and vision benefits

  • Phone service discounts

  • Development and growth opportunities

Wireless Vision is an Equal Employment Opportunity Employer, a Drug Free Workplace and engages in preventative practices suggested by CDC guidelines as it relates to COVID-19.

What Wireless Vision employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Wireless Vision logo

About Wireless Vision

Sourced by ZipRecruiter

Wireless Vision, LLC is a prominent player in the telecommunication industry, located in Bloomfield Hills, MI, USA. Established in 2004, this privately-held company has grown to become the largest T-Mobile exclusive retailer, boasting over 600 locations across the United States. True to its name, Wireless Vision focuses on delivering top-tier wireless products and services through its retail outlets, providing customers with access to the latest in mobile technology. The company stands on its uncompromising values of Integrity, Passion, Creativity & Belief, and holds a mission to offer unparalleled customer experiences through passionate. Its dedication and superior service have earned the company numerous awards, including being named the 'Best Place to Work in Retail' by The Detroit Free Press.

Industry

Telecommunications

Company size

1,001 - 5,000 Employees

Headquarters location

Bloomfield Hills, MI, US

Year founded

2004

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