ZipRecruiter

Log In

2

Entry Level Financial Planner Jobs in Minnesota (NOW HIRING)

Katapult Network

Office Assistant (Entry-Level)

Lakeville, MN · On-site

$17.25 - $22.75/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 ...

Katapult Network

Office Assistant EntryLevel

Bloomington, MN · On-site

$16.75 - $22/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 ...

Katapult Network

Office Assistant EntryLevel

Lakeville, MN · On-site

$17.25 - $22.75/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 ...

previous pagenext page

Showing results 21-40

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 Aug 5, 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.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

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 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.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
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.

Office Assistant (Entry-Level)

Katapult Network

Minneapolis, MN • On-site

$17.50 - $23/hr

Other

Re-posted 19 days ago

Job description

Entry-Level Office Assistant

Katapult Network is designed to help college graduates with zero to two years of professional experience find their next professional career opportunity. We focus on helping recent college graduates, with no experience, get access to full-time, entry-level opportunities with some of the Nation's top employers. Our clients include ground-breaking start-up companies and well-established billion-dollar organizations who want to find their next generation of talent.

The Job: We are searching for an entry-level Office Assistant. This role will provide overall support for general office operations. This person is responsible for maintaining office efficiency and workflow. This person will be working with multiple departments, clients, and members of the leadership team. Recent college graduates and entry-level professionals are encouraged to apply! No experience is required.

What You Will Be Doing As An Office Assistant:

  • Provide operational support across multiple teams
  • Establish procedures and efficiencies
  • Maintain financial records, bookkeeping, and accounts
  • Research and vet vendors, then track and follow through on invoices
  • Act as the primary point of contact for building management
  • Perform general administrative tasks for the office
  • Provide high-level customer service and present a friendly, professional demeanor to clients

Our Ideal Office Assistant Candidate Has:

  • Organizing and planning: develop specific goals and benchmarks to prioritize, organize and accomplish your work in a timely manner
  • Customer service orientation: proactively assist clients in a professional, friendly manner in order to create the best possible experience by building relationships, understanding quality standards for service, and utilizing customer needs assessments
  • Leadership orientation: comfortable leading a group project or team by taking charge and offering opinions and direction to others at all levels of an organization
  • Self-motivated: work autonomously to set and achieve targeted goals
  • Communication: express ideas clearly in both written and verbal correspondence, listen effectively, and share information appropriately with persons inside and outside the organization

Requirements To Be An Office Assistant:

  • Bachelor's degree

Katapult Network is an equal-opportunity employer and celebrates diversity in all of its forms. People of all identities and backgrounds are encouraged to apply.

Apply