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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

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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 Aug 7, 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.

Insurance Agent - Rochester, MN

COUNTRY Financial

Rochester, MN • On-site

Full-time

Re-posted 18 days ago

COUNTRY Financial rating

8.2

Company rating: 8.2 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

141st of 303 rated insurance

Job description

We're looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products.
COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve.
The Career
Our insurance agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they
are in business for themselves but not by themselves, and they:
  • Diversify their income through our portfolio of property and casualty, life and health lines.
  • Have the flexibility to manage their schedules to balance their careers and personal interests.
  • Educate clients and prospects about our products and services.
  • Collaborate with COUNTRY Trust Bank® Financial Advisors to inform clients of our financial products and services.
  • Establish an office and build a staff.

We Offer
COUNTRY Financial® Insurance Agents have uncapped earning potential and:
  • Opportunities to earn performance-based global trips and financial rewards.
  • Access to continued learning and marketing resources.
  • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity.
  • There is no buy-in required.

Qualifications
Successful COUNTRY Financial® Insurance Agents are:
  • Entrepreneurial, motivated, and goal driven.
  • A strong communicator with excellent business acumen.
  • Committed to linking your efforts with tangible rewards.
  • Passionate about making positive impacts in their communities.

Required Licenses*
  • Property/Casualty State Insurance License*
  • Life/Health State Insurance License*

Preferred Experience
  • Bachelor's Degree
  • 2+ years of experience in the insurance and or financial services industry
  • 5+ years of business ownership or managerial experience

About Us
COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank®. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
#LI-Agency

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