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Director Financial Planning Cfp Jobs in Rochester, MN

Mayo Clinic

Staff Financial Planner

Rochester, MN · Hybrid

$141K - $204K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Qualifications Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Qualifications Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

You will have the opportunity to partner with experienced advisor teams, support client planning ... Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA ...

WealthBridge Financial Group

Managing Director

Rochester, MN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor ... Demonstrated success in client development, planning, and relationship management * Leadership ...

WealthBridge Financial Group

Managing Director

Rochester, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director WealthBridge WealthBridge Financial Group is seeking a proven financial advisor ... Demonstrated success in client development, planning, and relationship management * Leadership ...

WealthBridge Financial Group

Managing Director

Byron, MN

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor ... Demonstrated success in client development, planning, and relationship management * Leadership ...

WealthBridge Financial Group

Managing Director

Stewartville, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor ... Demonstrated success in client development, planning, and relationship management * Leadership ...

WealthBridge Financial Group

Managing Director

Rochester, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor ... Demonstrated success in client development, planning, and relationship management * Leadership ...

WealthBridge Financial Group

Managing Director

Pine Island, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor ... Demonstrated success in client development, planning, and relationship management * Leadership ...

WealthBridge Financial Group

Managing Director

Kasson, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor ... Demonstrated success in client development, planning, and relationship management * Leadership ...

WealthBridge Financial Group

Managing Director

Pine Island, MN · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor ... Demonstrated success in client development, planning, and relationship management * Leadership ...

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Showing results 1-20

All JobsFinancial Planning Cfp JobsDirector Financial Planning Cfp JobsDirector Financial Planning Cfp Jobs in Rochester, MN

Director Financial Planning Cfp information

See Rochester, MN salary details

$46.3K

$146K

$213.5K

How much do director financial planning cfp jobs pay per year?

As of Aug 20, 2026, the average yearly pay for director financial planning cfp in Rochester, MN is $145,990.00, according to ZipRecruiter salary data. Most workers in this role earn between $124,500.00 and $163,700.00 per year, depending on experience, location, and employer.

What does a director of financial planning (CFP) do?

A Director of Financial Planning with a CFP (Certified Financial Planner) designation oversees the development and implementation of financial strategies for clients or organizations. They lead financial planning teams, analyze complex financial data, and ensure that plans align with clients’ goals and regulatory requirements. Directors in this role also mentor junior planners, coordinate with other departments, and help shape the overall financial direction of the company. Their expertise ensures clients receive comprehensive advice on investments, retirement, estate, and tax planning.

How does a director of financial planning (CFP) typically collaborate with other departments within a firm?

A Director of Financial Planning who holds a CFP certification often works closely with multiple departments, such as investment management, tax advisory, and compliance teams. This role requires regular coordination to ensure client financial plans are comprehensive, current, and aligned with legal and regulatory standards. Effective collaboration helps identify cross-departmental opportunities, streamline workflow, and enhance client service. These interactions also provide valuable exposure to a wide array of financial strategies and foster professional growth through interdisciplinary learning.

What are the key skills and qualifications needed to thrive as a director of financial planning (CFP), and why are they important?

To thrive as a Director of Financial Planning (CFP), you need advanced expertise in financial analysis, strategic planning, and a Certified Financial Planner (CFP) certification, often supported by a bachelor's or master's degree in finance or a related field. Proficiency with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and compliance tools is typically required. Strong leadership, interpersonal communication, and ethical judgment are crucial soft skills for guiding teams and building client trust. These skills are vital to ensure effective financial strategies, regulatory compliance, and long-term client satisfaction in a competitive environment.

What is the difference between Director Financial Planning Cfp vs Financial Advisor?

AspectDirector Financial Planning CfpFinancial Advisor
CertificationsCFP required, often with additional leadership credentialsCFP common, but not always required
Work EnvironmentStrategic planning, team leadership, high-level client managementClient-facing, personalized financial advice
Employer & IndustryFinancial firms, corporations, wealth managementFinancial planning firms, banks, independent advisors

The main difference is that a Director Financial Planning Cfp typically holds a leadership role with strategic responsibilities and oversees teams, while a Financial Advisor primarily provides direct financial advice to clients. Both roles often require the CFP certification, but the Director position involves higher-level management and planning functions.

What are popular job titles related to Director Financial Planning Cfp jobs in Rochester, MN?

For Director Financial Planning Cfp jobs in Rochester, MN, the most frequently searched job titles are:

What job categories do people searching Director Financial Planning Cfp jobs in Rochester, MN look for?

The top searched job categories for Director Financial Planning Cfp jobs in Rochester, MN are:

Director Financial Planning Cfp jobs near you
Infographic showing various Director Financial Planning Cfp 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 $145,990 per year, or $70.2 per hour.

Staff Financial Planner

Mayo Clinic

Rochester, MN • Hybrid

$141K - $204K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

Mayo Clinic rating

7.8

Company rating: 7.8 out of 10

Based on 699 frontline employees who took The Breakroom Quiz

127th of 889 rated healthcare providers

Job description

Why Mayo Clinic

Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans - to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic.

Benefits Highlights
  • Medical: Multiple plan options.
  • Dental: Delta Dental or reimbursement account for flexible coverage.
  • Vision: Affordable plan with national network.
  • Pre-Tax Savings: HSA and FSAs for eligible expenses.
  • Retirement: Competitive retirement package to secure your future.

Responsibilities

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research and security selection; tax planning assistance and estate tax issues; college expense projections/planning; cash flow analysis; debt planning, including mortgages, student loans and lines of credit; retirement planning/projections; insurance needs/risk analysis; benefit design and review of federal and state compliance issues; benefits consulting (10%) for new, current and retired staff.
This vacancy is not eligible for sponsorship/ we will not sponsor or transfer visas for this position. Also, Mayo Clinic DOES NOT participate in the F-1 STEM OPT extension program. 


Qualifications

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit management/selection for highly compensated and high net worth individuals/families preferred. Must have strong interviewing skills; ability to maintain confidentiality; must possess excellent verbal and written communication skills; maintain team attitude; and must be able to demonstrate extensive, practical knowledge of financial planning principles.


Exemption Status
Exempt
Compensation Detail
$141,024.00 - $204,526.40 / year
Benefits Eligible
Yes
Schedule
Full Time
Hours/Pay Period
80
Schedule Details
Monday - Friday, 8:00 a.m. - 5:00 p.m. This is a hybrid position and must be located within 100 miles of the Mayo Clinic Rochester, MN campus for onsite expectations based on business needs.
Weekend Schedule
Not applicable
International Assignment
No
Site Description
Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is. 

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the 'EOE is the Law'.  Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Recruiter
Maggie KramerQualifications:

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit management/selection for highly compensated and high net worth individuals/families preferred. Must have strong interviewing skills; ability to maintain confidentiality; must possess excellent verbal and written communication skills; maintain team attitude; and must be able to demonstrate extensive, practical knowledge of financial planning principles.

What Mayo Clinic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Mayo Clinic

Sourced by ZipRecruiter

Mayo Clinic is the largest integrated, not-for-profit medical group practice in the world. We're building the future, one where the best possible care is available to everyone — and more people can heal at home. Our relentless research turns into earlier diagnoses and new cures. That's how we inspire hope in those who need it most. At Mayo Clinic, experts work together to solve the most challenging unmet needs of patients. Our history of innovation dates back almost 150 years, when brothers Will and Charlie Mayo pioneered an integrated, team-based approach to medicine. Today, that trailblazing spirit drives innovations like Mayo Clinic Platform — which powers new technologies to change how care is delivered to all.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Rochester, MN, US

Year founded

1919

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