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Entry Level Financial Planner Jobs in Minnesota (NOW HIRING)

Foster Klima

Financial Consultant

Minneapolis, MN

$105K/yr

As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our ... Join our team to begin honing your skills related to risk management, estate planning, debt and ...

Foster Klima

Financial Consultant

Minneapolis, MN · On-site +1

As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our ... Join our team to begin honing your skills related to risk management, estate planning, debt and ...

Katapult Network

Office Assistant EntryLevel

Minneapolis, MN · On-site

$17.50 - $23/hr

Maintain financial records, bookkeeping, and accounts * Research and vet vendors, then track and ... Organizing and planning: develop specific goals and benchmarks to prioritize, organize and ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Minnesota

Entry Level Financial Planner information

See Minnesota salary details

$49.5K

$94.7K

$136.6K

How much do entry level financial planner jobs pay per year?

As of Jul 30, 2026, the average yearly pay for entry level financial planner in Minnesota is $94,690.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $99,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What Does an Entry-Level Financial Planner Do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

What does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.
More about Entry Level Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Minnesota? The most popular types of Financial Planner jobs in Minnesota are:
What are popular job titles related to Entry Level Financial Planner jobs in Minnesota? For Entry Level Financial Planner jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Minnesota look for? The top searched job categories for Entry Level Financial Planner jobs in Minnesota are:
What cities in Minnesota are hiring for Entry Level Financial Planner jobs? Cities in Minnesota with the most Entry Level Financial Planner job openings:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Minnesota as of July 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $94,690 per year, or $45.5 per hour.

Financial Consultant

Foster Klima

Minneapolis, MN

$105K/yr

Full-time

Posted 21 days ago

Job description

The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Entry Level Sales Advisor for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.


We are seeking an eager, strategic, and definitive Associate Financial Consultant to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!


No territory restrictions — serve clients nationwide!!


Training & Development

The client invests in your growth by providing:

  • Paid training and onboarding support
  • Ongoing coaching and mentorship from experienced leaders
  • Access to proven sales tools and technology
  • Professional development opportunities and career pathing


Benefits & Rewards

  • Competitive compensation structure with bonuses and incentives
  • Full benefits package including retirement savings, health, dental, and vision coverage
  • Personalized coaching and leadership development opportunities
  • Pathways for advancement and long-term career growth
  • Supportive, collaborative team environment
Compensation:

$80,000 – $105,000 First Year Average


Responsibilities:
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

What You’ll Do

  • Build relationships with clients in your community and beyond
  • Learn to assess financial needs and create customized plans
  • Receive ongoing support and mentorship from experienced advisors
  • Use modern tools and technology to manage client accounts
  • Grow a client base through networking and referrals

Qualifications:
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

What We’re Looking For

  • A self-starter with a strong work ethic and a desire to learn
  • Passionate about helping others and making a difference
  • Comfortable talking to people and building long-term relationships
  • Open to feedback and mentorship
  • Interested in a career with flexibility and growth potential
  • Bachelors degree is preferred

About Company

Foster Klima is a respected financial services agency. With over 150 years of history in the Midwest, we’re committed to helping clients — and our advisors — build lasting financial achievement. We believe in empowering caring, responsible individuals to take control of their financial well-being.

Let’s Talk!

If you’re ready to start a career that offers purpose, flexibility, and development, we’d love to hear from you.