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Entry Level Financial Planner Jobs in Minnesota (NOW HIRING)

Foster Klima

Entry-Level Financial Advisor

Hopkins, MN · Remote

$105K/yr

As a FULL-TIME Entry-Level Financial Advisor for Foster Klima, there are no Sales Territories. Our ... Business development coaching, marketing resources, and planning tools. * High Earning Potential:

Foster Klima

Financial Consultant

Minneapolis, MN · On-site

$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 26, 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.
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Foster Klima

Minneapolis, MN • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement

Posted 24 days ago

Job description

Description
The Foster Klima agency is in MN, ND, and SD. We can only hire Representatives who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a FULL-TIME Entry-Level Financial Advisor for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client who resides in the USA.
Remote Opportunity after training and licensing.
No territory restrictions - serve clients nationwide!!
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

Work From Home Opportunity after training and licensing.
Elevate Your Practice. Expand Your Impact.
Foster Klima is seeking seasoned financial advisors who are ready to scale their practice with the support of a firm that respects their experience and empowers their growth. Whether you're looking to transition your book of business, enhance the client offerings, or gain access to industry-leading resources, we offer a partnership designed to help you thrive.
We understand the value of your expertise and offer a platform that allows you to maintain independence while benefiting from deep infrastructure, collaborative culture, and unmatched earning potential.
What You'll Gain
  • Strategic Growth Support: Business development coaching, marketing resources, and planning tools.
  • High Earning Potential: One of the most lucrative contracts in the industry.
  • Comprehensive Benefits: Pension, 401(k) with match, health, dental, and vision insurance.
  • Leadership Pathways: Opportunities to mentor, lead, and shape the future of the agency.
  • Work From Home Capability: Possible after completing onboarding and transition.

Responsibilities
Your Role
• Deepen relationships with existing clients and expand your reach through strategic growth
• Deliver comprehensive financial planning tailored to each client's unique goals
• Leverage Foster Klima's platform to streamline operations and enhance client outcomes
• Collaborate with a network of high-performing advisors and mentors
• Maintain long-term relationships and guide clients through life's financial transitions
Qualifications
Who We're Looking For
• Minimum 2-3 years of experience as a financial advisor or representative
• Proven success in client acquisition, retention, and relationship management
• Go-getter mindset with a commitment to client-first service
• Strong communication skills and a collaborative spirit
• Licensed (Life & Health, SIE, Series 7, Series 65/66)
• Bachelors degree preferred

Apply