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Director Financial Planning Cfp Jobs in Rochester, MN

Benedictine

Housing Director

Rochester, MN · On-site

$100K - $110K/yr

Overview The Housing Director is responsible for managing all aspects of the daily operations ... Plans and monitors all financial operations, including budget planning, rate setting, and contract ...

Benedictine

Housing Director

Rochester, MN · On-site

The Housing Director is responsible for managing all aspects of the daily operations, including ... Plans and monitors all financial operations, including budget planning, rate setting, and contract ...

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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.

Managing Director

WealthBridge Financial Group

Rochester, MN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 22 days ago

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You'll have the support, infrastructure, and brand strength of a firm with over 175 years of history-while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements

  • Minimum of 3 years of experience in financial services with a growing personal practice
  • Active Life and Health License required
  • FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
  • Demonstrated success in client development, planning, and relationship management
  • Leadership ability with a strong interest in mentoring and building high-performing teams
  • Business-driven mindset with a long-term vision for growth
  • Must be authorized to work in the United States

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support

Apply