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Finance Training Jobs in Minnesota (NOW HIRING)

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors.

D1 Training

Personal Training Director

MN · On-site

FINANCE. You need to have the ability to manage the facility P&L. You will meet with ownership ... At D1 Training, we inspire and motivate athletes to reach their goals. At D1, we believe in ...

University of Minnesota

Finance Manager

Minneapolis, MN

$95K - $108K/yr

Training & Curriculum: Partner with the Associate Director to define training needs and develop ... Financial Management & Budget Oversight (25%) * Workflow Management: Delegate assignments and ...

UnitedHealth Group

Finance Manager

Minneapolis, MN · Hybrid

The hours of the training will be based on schedule or will be discussed on your first day of ... Partner with finance teams across Optum Rx to coordinate annual planning, budgeting, monthly ...

UnitedHealth Group

Finance Manager

Minneapolis, MN · On-site

The hours of the training will be based on schedule or will be discussed on your first day of ... Partner with finance teams across Optum Rx to coordinate annual planning, budgeting, monthly ...

Kolar Automotive Group

Finance Manager

Hermantown, MN · On-site

Paid Training * Paid Vacation * No Sundays * Discounts on service, parts and vehicles! What We ... Selling finance and insurance products with a menu approach * Structure deals * Accurately submits ...

Minnehaha County

FINANCE DIRECTOR

Wabasha, MN · On-site

MINIMUM TRAINING AND EXPERIENCE REQUIRED: Minimum of a High School education with a Bachelors' Degree in Accounting, Business Administration, Finance or related field and five (5) years related ...

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Finance Training information

See Minnesota salary details

$20.6K

$52.3K

$91.6K

How much do finance training jobs pay per year?

As of Aug 18, 2026, the average yearly pay for finance training in Minnesota is $52,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,100.00 and $58,800.00 per year, depending on experience, location, and employer.

What is a finance training?

A Finance Training job involves educating employees or clients on financial concepts, tools, and best practices. Professionals in this role develop and deliver training programs on topics like budgeting, financial analysis, risk management, and compliance. They may work in corporate settings, financial institutions, or as independent consultants. Strong communication, analytical, and instructional skills are essential for success in this role.

What does a typical day look like for someone working in finance training?

A typical day in Finance Training involves preparing and conducting training sessions on financial topics, creating or updating course materials, and assessing the progress of participants through quizzes or hands-on activities. You might collaborate closely with finance teams and department managers to identify skill gaps, adapt content to fit current needs, or assist with onboarding new hires. Many roles also require ongoing learning to stay updated on financial regulations and best practices. This position balances independent work on training development with interactive, group-focused sessions, making every day dynamic and rewarding.

What are the key skills and qualifications needed to thrive in finance training, and why are they important?

To thrive in Finance Training, you need strong financial analysis abilities, a solid background in accounting or finance, and often a relevant bachelor’s or master’s degree. Familiarity with financial modeling software, learning management systems (LMS), and certifications like CFA, CPA, or training facilitation credentials are highly valuable. Excellent communication, presentation, and organizational skills help finance trainers effectively deliver complex concepts to diverse audiences. These skills are crucial for helping individuals or teams build financial acumen, improve fiscal decision-making, and ensure compliance within organizations.

How do I start a career in finance training with no experience?

To start a career in finance training with no experience, focus on gaining foundational knowledge through online courses or certifications such as CFA or CFP, and develop strong communication and presentation skills. Entry-level roles may require demonstrating your understanding of financial concepts and the ability to teach or explain them clearly, often through internships or volunteering opportunities. Building a network in the finance industry can also help you find opportunities to enter finance training roles.

What do you do as a finance training?

Finance training involves teaching individuals or employees about financial concepts, tools, and skills such as budgeting, financial analysis, and investment strategies. It often includes developing training materials, conducting workshops or courses, and assessing participants' understanding to improve financial literacy and performance.

What is the best job to learn finance?

A finance analyst or financial planner role provides practical experience in finance, requiring skills in financial analysis, Excel, and accounting principles. Entry-level positions often serve as a foundation for learning financial concepts and tools used in the industry.

What are popular job titles related to Finance Training jobs in Minnesota?

For Finance Training jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Finance Training jobs in Minnesota look for?

The top searched job categories for Finance Training jobs in Minnesota are:

Finance Training jobs near you
Infographic showing various Finance Training job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 2% Contract, and 1% Nights. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $52,310 per year, or $25.1 per hour.

Financial Advisor in Training

Baird

Rochester, MN • On-site

$60K - $100K/yr

Full-time

Re-posted 29 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you'll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.
The Impact You'll Make:
Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.
  • Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
  • Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow-up tasks.
  • Memorialize and support the team service model and Standard of Care, including building performance reports.
  • Research investment solutions and assist senior advisors with portfolio-related analysis and tasks.
  • Develop team marketing/branding and value proposition, and lead brokerage-to-fee conversion conversations with clients.

Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.
  • Complete FATP curriculum
  • Deepen investment knowledge, technology, and planning skills
  • Complete skill and knowledge checks
  • Expand role in client meetings and planning processes
  • Successfully pass Comprehensive Capstone Project

Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.
  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals
  • Independently source, prospect, and close new business through networking, target markets, and referrals
  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions
  • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
  • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings

What You'll Bring to Baird:
  • Bachelor's Degree
  • Minimum 3 years of professional experience prior to entering the four-year development path
  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
  • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
  • Entrepreneurial mindset with a focus on quality new client acquisition
  • Strong interpersonal, communication, and presentation skills
  • Coachable and collaborative team approach
  • Ability to build trusted relationships with clients and team members

Compensation and Benefits:
  • $60,000 -$100,000 annual salary range
  • Compensation is commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.

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