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Financial Planning Assistant Jobs in Minnesota (NOW HIRING)

BGM

Financial Planning Intern

Bloomington, MN

$21/hr

What You'll Do As a Financial Planning Intern, you will: * Assist with preparation for client meetings, including asset allocation, cash flow projections, retirement planning scenarios, and other ...

Plunkett's Pest Control INC

Be Seen First

FP&A Analyst

Fridley, MN · On-site

$65K - $80K/yr

Support the development and maintenance of monthly forecasts and annual budgets * Assist in ... Contribute to long-range financial planning activities Financial Reporting and Analysis * Prepare ...

Plunkett's Pest Control INC

Be Seen First

FP&A Analyst

Fridley, MN · On-site

$65K - $80K/yr

Support the development and maintenance of monthly forecasts and annual budgets * Assist in ... Contribute to long-range financial planning activities Financial Reporting and Analysis * Prepare ...

Plunkett's Pest Control INC

Be Seen First

FP&A Analyst

Fridley, MN · On-site

$65K - $80K/yr

Support the development and maintenance of monthly forecasts and annual budgets * Assist in ... Contribute to long-range financial planning activities Financial Reporting and Analysis * Prepare ...

Plunkett's Pest Control

FP&A Analyst

Fridley, MN · On-site

$66K - $80K/yr

Description FP&A Analyst Plunkett's Pest Control, a family-owned company with over 100 years of ... Support the development and maintenance of monthly forecasts and annual budgets * Assist in ...

Boulay

Senior Financial Planner

Eden Prairie, MN · Hybrid

$80K - $110K/yr

Identify tax planning strategies through creating tax projections for clients * Prepare financial scenarios * Assist in researching technical issues and client questions * Client Service ...

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

Identify tax planning strategies through creating tax projections for clients * Prepare financial scenarios * Assist in researching technical issues and client questions * Client Service ...

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80 - $100/hr

Identify tax planning strategies through creating tax projections for clients * Prepare financial scenarios * Assist in researching technical issues and client questions * Client Service ...

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

Identify tax planning strategies through creating tax projections for clients * Prepare financial scenarios * Assist in researching technical issues and client questions * Client Service ...

Boulay

Senior Financial Planner

Eden Prairie, MN · On-site

$80K - $110K/yr

Identify tax planning strategies through creating tax projections for clients * Prepare financial scenarios  * Assist in researching technical issues and client questions * Client Service ...

DevCo US

FP&A Senior Manager

Minneapolis, MN · On-site

$140K - $175K/yr

The FP&A Senior Manager will oversee an FP&A Analyst and coordinate with senior leadership to ... Improve forecasting accuracy, reporting efficiency, and data integrity. * Assist with ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Minnesota

Financial Planning Assistant information

See Minnesota salary details

$34.8K

$59.4K

$102.3K

How much do financial planning assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial planning assistant in Minnesota is $59,369.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,500.00 and $67,100.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Minnesota?

The most popular types of Financial Planning jobs in Minnesota are:

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For Financial Planning Assistant jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Minnesota look for?

The top searched job categories for Financial Planning Assistant jobs in Minnesota are:

What cities in Minnesota are hiring for Financial Planning Assistant jobs?

Cities in Minnesota with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Minnesota as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $59,369 per year, or $28.5 per hour.

Financial Planning Intern

Boeckermann Grafstrom and Mayer

Bloomington, MN • On-site

$21/hr

Full-time

Re-posted yesterday

Job description

Financial Planning Intern - Summer 2027
Location: Bloomington, MN
Internship Dates: Summer 2028
Start Your Financial Planning Career at BGM
BGM is looking for a motivated, curious, and service-minded student to join our Summer 2028 Financial Planning Internship Program.
Our internship is designed to give you meaningful, hands-on experience and a closer look at what it means to build a career in financial planning and wealth management. You'll work alongside experienced financial professionals, contribute to real client work, participate in client meetings, and gain exposure to the many pieces that come together to create a comprehensive financial plan.
Throughout your internship, you'll work with team members across different roles and receive ongoing coaching and feedback. You'll have opportunities to ask questions, build your technical and relationship skills, and see firsthand how our team helps clients make thoughtful decisions about their financial lives.
What You'll Do
As a Financial Planning Intern, you will:
  • Assist with preparation for client meetings, including asset allocation, cash flow projections, retirement planning scenarios, and other financial planning needs;
  • Participate in client meetings, track follow-up items, and assist with completing next steps alongside the lead advisor;
  • Gain hands-on exposure to our portfolio management process, investment approach, and philosophy;
  • Assist with financial planning analysis and learn how recommendations are developed for clients;
  • Review tax returns alongside the team to help identify potential tax-planning opportunities and strategies;
  • Work with our administrative team to understand the processes behind opening and maintaining accounts and resolving client needs;
  • Contribute to projects that may include financial planning, wealth management, investment management, business development, and firm operations;
  • Collaborate with professionals across BGM to see how financial planning can connect with tax, accounting, trust and estate, and other advisory services; and
  • Build your knowledge of the financial planning profession through hands-on experience, coaching, and collaboration.

Who We're Looking For
Our ideal intern is someone who enjoys working with people, is eager to learn, and is interested in understanding both the technical and relationship sides of financial planning.
You should be:
  • Currently pursuing a Bachelor's degree in Financial Planning, Finance, Business, Economics, or a related field;
  • Interested in pursuing a career in financial planning or wealth management;
  • Interested in or working toward future CFP® certification;
  • Able to work effectively both independently and as part of a team;
  • Comfortable communicating and building relationships with others;
  • A strong verbal and written communicator;
  • Curious, dependable, and willing to learn;
  • Able to work from our Bloomington, Minnesota office during the internship; and
  • Authorized to work in the United States on a permanent basis.

Our Core Values
At BGM, our Core Values guide how we work with our clients and with each other. We look for interns who are excited to put these values into practice:
  • Own It - Take responsibility and follow through.
  • Care - Build strong relationships and support those around you.
  • Take Pride - Deliver work you are proud to stand behind.
  • Seek Solutions - Stay curious, think creatively, and help solve problems.
  • Evolve & Grow - Be open to feedback, change, and continuous learning.

Who is BGM?
BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, accounting, tax, wealth management, and financial services designed to meet both business and personal needs.
We don't just solve problems-we anticipate needs. We don't just provide ideas-we provide insight. And we don't just look at the bottom line-we look for opportunities.
Our collaborative approach gives our financial planning team the opportunity to look beyond investments alone and understand the broader financial picture. By working alongside professionals across BGM, our interns can see how financial planning intersects with areas such as tax, accounting, business ownership, trust and estate planning, and other advisory services.
At BGM, you'll have the opportunity to learn from experienced professionals while being part of a growing, independent firm where your contributions matter.
Equal Employment Opportunity
BGM is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees and prohibit discrimination and harassment of any kind based on race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state, or local law.

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