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Finance Advisor Jobs in Rochester, MN (NOW HIRING)

Wealthbridge-Financial-Group

Managing Director

Kasson, MN · On-site

$180 - $310/hr

Overview Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor ...

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All JobsFinance Advisor JobsFinance Advisor Jobs in Rochester, MN

Finance Advisor information

See Rochester, MN salary details

$36.6K

$103.8K

$146.4K

How much do finance advisor jobs pay per year?

As of Jul 15, 2026, the average yearly pay for finance advisor in Rochester, MN is $103,819.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,200.00 and $133,200.00 per year, depending on experience, location, and employer.

What are Finance Advisors?

Finance Advisors, also known as financial advisors, are professionals who provide guidance to individuals or businesses on managing their finances. They help clients with financial planning, investments, retirement planning, tax strategies, insurance, and other money-related decisions. Finance Advisors assess their clients' financial situations, set realistic goals, and develop tailored strategies to achieve those goals. They may work independently, for financial institutions, or as part of a larger advisory firm.

What exactly does a financial advisor do?

A financial advisor helps clients manage their finances by providing advice on investments, retirement planning, estate planning, and other financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial planning software. Certification such as CFP or CFA is common in this profession.

What are the key skills and qualifications needed to thrive as a Finance Advisor, and why are they important?

To thrive as a Finance Advisor, you need strong analytical skills, a solid understanding of financial planning and investment strategies, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are commonly required. Excellent interpersonal skills, active listening, and the ability to build trust with clients are standout soft skills. These competencies are crucial for providing sound financial advice, maintaining client relationships, and ensuring regulatory compliance in a highly competitive industry.

How do Finance Advisors typically collaborate with other departments within an organization?

Finance Advisors frequently work with departments such as accounting, sales, and operations to gather financial data, understand business needs, and provide insights that support strategic decision-making. They often attend cross-functional meetings to align financial planning with organizational goals, ensuring that budgets and forecasts reflect the latest business developments. This collaboration helps Finance Advisors offer tailored financial advice and contribute to company-wide initiatives, making strong communication and teamwork skills especially valuable in this role.

What Is a Finance Advisor?

As a finance advisor, you help clients create financial plans for their future goals. Your job duties are to make recommendations based on your client’s assets and to assess the level of risk they’re willing to take. Your responsibilities include advising on investments, retirement plans, life insurance, and tax planning. Your success as a finance advisor depends on your ability to clearly communicate financial options and investment strategies to your clients, who may not be as financially literate as you. Your job is to guide them toward making informed decisions to grow their money and reach their financial goals.

Is 200,000 enough to work with a financial advisor?

For a finance advisor, a client with $200,000 in assets is typically considered a high-net-worth individual, which may qualify for specialized advisory services and fee structures. Many financial advisors charge a percentage of assets under management, often around 1%, so a $200,000 portfolio could incur approximately $2,000 annually in fees, depending on the advisor's fee model. It's important to discuss fee structures and services directly with the advisor to determine if your assets align with their client requirements.

What is the difference between Finance Advisor vs Financial Planner?

AspectFinance AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentFinancial firms, banks, independentFinancial advisory firms, independent
Primary FocusInvestment strategies, asset managementComprehensive financial planning, retirement, estate

Finance Advisors and Financial Planners often share certifications and work in similar environments. However, Finance Advisors typically focus more on investment management and asset allocation, while Financial Planners provide broader financial planning services including retirement and estate planning. Both roles help clients achieve financial goals but differ in scope and specialization.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialized skills in areas like estate planning or investment management. High earnings are often associated with top-tier advisors working in affluent markets or managing large portfolios, and they may also earn commissions or bonuses in addition to base salaries.

What qualifications do I need to be a financial advisor?

To become a financial advisor, you typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are often required or preferred, along with relevant work experience and strong interpersonal skills.
More about Finance Advisor jobs
What cities near Rochester, MN are hiring for Finance Advisor jobs? Cities near Rochester, MN with the most Finance Advisor job openings:
Finance Advisor jobs near you
Infographic showing various Finance Advisor job openings in Rochester, MN as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $103,819 per year, or $49.9 per hour.

Managing Director

Wealthbridge-Financial-Group

Kasson, MN • On-site

$180 - $310/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted 16 days ago

Job description

Overview

Managing Director | WealthBridge

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

As the 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 firm’s future growth.

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.

Responsibilities
  • 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
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