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Finance Advisor Jobs in Rochester, MN (NOW HIRING)

Tom Kadlec Honda

Vehicle Sales Advisor

Rochester, MN · On-site

$50K - $200K/yr

We are actively seeking hard-working, motivated Vehicle Sales Advisor who are excited to grow their ... Financial Planning Resources * Employee Discounts - Save on vehicles, service, and parts

Tom Kadlec Honda

Vehicle Sales Advisor

Rochester, MN · On-site

$50K - $200K/yr

We are actively seeking hard-working, motivated Vehicle Sales Advisor who are excited to grow their ... Financial Planning Resources * Employee Discounts - Save on vehicles, service, and parts

Tom Kadlec Kia

Vehicle Sales Advisor

Rochester, MN · On-site

$50K - $200K/yr

Financial Planning Resources * Supportive, Experienced Management - Work with professionals who care about your success * Positive Team Culture - Clean, friendly, and collaborative work environment

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Showing results 41-60

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 Aug 6, 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 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 qualifications do I need to be a finance advisor?

To become a finance advisor, you typically need a bachelor's degree in finance, accounting, 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 strong analytical skills and knowledge of financial planning tools. Licensing may also be necessary depending on the services offered and the region's regulations.

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.

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.

More about Finance Advisor jobs
What are popular job titles related to Finance Advisor jobs in Rochester, MN? For Finance Advisor jobs in Rochester, MN, the most frequently searched job titles are:
What job categories do people searching Finance Advisor jobs in Rochester, MN look for? The top searched job categories for Finance Advisor jobs in Rochester, MN are:
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 August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $103,819 per year, or $49.9 per hour.

Floating Member Account Advisor

First Alliance Credit Union

Rochester, MN • On-site

$21.66/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Job description

Floating Member Account Advisor

Starting Pay: $21.66/hour (based on experience) +

  • $100.00 Stipend for float role
  • Mileage Reimbursement
  • Certified Spanish or Somali proficiency may qualify for an additional pay stipend

Schedule: Full-Time, Non-Exempt;

Base Location: 16th Street Branch (floating to all locations)



Who We Are

At First Alliance Credit Union, we meet people where they are — especially those starting fresh, rebuilding, or navigating financial moments that matter. Our members trust us with their stories, and we take that responsibility seriously.

We live our mission every day:

We show up. We listen to your story. We provide possibilities.


About the Role

As a Floating Member Account Advisor, you are a trusted guide and steady presence for our members across all branches. You’ll step in where you’re needed most- welcoming new members, supporting existing ones, and helping people move forward with confidence in their finances.

This role is perfect for someone who loves variety, thrives on connection, and believes that great service can truly change lives.

What You’ll Do

  • Welcome new members and help them open accounts with care and confidence
  • Support existing members with additional accounts, services, and questions
  • Identify opportunities to offer loans and financial solutions that truly fit each member’s needs
  • Assist with loan applications, closings, and funding for products like credit cards and lines of credit
  • Handle more complex transactions while ensuring accuracy and trust
  • Float between branches as scheduled, providing coverage and consistency
  • Collaborate with teammates across branches, the Contact Center, and ASK team
  • Show up with empathy, curiosity, and a genuine passion for helping people succeed

Requirements:

Who You Are

  • You care deeply about people and their financial well-being
  • You’re adaptable, positive, and comfortable jumping into new environments
  • You communicate clearly, listen well, and build trust quickly
  • You’re tech-comfortable and able to keep up in a fast-paced setting
  • Financial experience is helpful, but your heart for service matters most

If you bring certified Spanish or Somali language skills, even better.

Why You’ll Love It Here

  • You’ll make a real difference for members who need guidance and hope
  • You’ll work with teammates who value Passion, Presence, and Persistence
  • You’ll grow your skills while building a meaningful career
  • You’ll be supported, trained, and encouraged to learn


Benefits include:

  • 401(k) with employer match
  • Medical, dental, and vision coverage
  • Concierge Medical Program
  • Paid Time Off & employee discounts
  • Life insurance & Employee Assistance Program (EAP)