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Associate Financial Planner Jobs in Rochester, MN

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

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 ...

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 · 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 ...

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 ...

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 ...

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 Careers

Retail Store Manager

Rochester, MN

$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

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 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

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 Jul 15, 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
What are the most commonly searched types of Financial Planner jobs in Rochester, MN? The most popular types of Financial Planner jobs in Rochester, MN are:
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What job categories do people searching Associate Financial Planner jobs in Rochester, MN look for? The top searched job categories for Associate Financial Planner jobs in Rochester, MN are:
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
Infographic showing various Associate Financial Planner job openings in Rochester, MN 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 $85,289 per year, or $41 per hour.
Housing Director

Housing Director

Benedictine

Rochester, MN • On-site

$100K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 14 days ago

Job description

Overview
The Housing Director is responsible for managing all aspects of the daily operations, including provision of health-related services within a "housing with services" setting.
Responsibilities
Develops, articulates, and implements community vision and strategic planning in alignment with the BHS quality agenda and ensures ongoing integration of quality standards. Provides leadership to ensure that care and service is directed and delivered to meet BHS standards and policies. Plans and monitors all financial operations, including budget planning, rate setting, and contract negotiation. Identifies markets and resources, and communicates service advantages to effectively conduct rental and service agreement process.
Qualifications
Qualifications Required
  • Bachelor's degree or significant level of experience.
  • LALD Licensure or ability to obtain within a specified period of time
  • Sensitivity and aptitude for working with the elderly.

Qualifications Preferred
  • Nursing Home Administrator's license.
  • Bachelor's Degree in related field
  • Minimum of one (1) year of experience working with senior population in a supervisory role.
  • Experience in assisted living, home health, or other senior care/services.

EEO/AA/Vet Friendly
Salary Range
$100,000-$110,000 - depending on experience
Benefits Statement
A robust benefits package is available to eligible associates, designed to meet the needs of every stage of life, including paid time off (PTO), retirement, medical, dental, vision, education assistance, and a variety of additional voluntary benefits. For more information visit our website at www.benedictineliving.org.

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