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Financial Planning Assistant Jobs in Minnesota (NOW HIRING)

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, INC

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 ...

Plunkett's Pest Control

FP&A Analyst

Fridley, MN

$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 ...

Plunkett's Pest Control

FP&A Analyst

Fridley, MN · On-site

$66K - $80K/yr

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

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 · 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 ...

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 Aug 23, 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:

What are popular job titles related to Financial Planning Assistant jobs in Minnesota?

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 1% As Needed, 81% Full Time, 14% Part Time, 3% Contract, and 1% Nights. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $59,369 per year, or $28.5 per hour.

FP&A Analyst

Plunkett's Pest Control INC

Fridley, MN • On-site

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

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Job description

FINANCE: FINANCIAL PLANNING & ANALYSIS (FP&A) ANALYST

 

Employment Type: Full-Time, (Exempt)

Location: Fridley, MN - Hybrid

Reports To: Finance Manager


Position Summary - The FP&A Analyst supports financial planning, forecasting, reporting, and analysis processes for Plunkett’s Pest Control. This role combines foundational analytical responsibilities with exposure to strategic finance, enabling the analyst to contribute to decision-making and operational performance improvement.

The position is designed for an early-career professional with high growth potential and includes responsibilities across budgeting, reporting, and cross-functional business support. The role also incorporates the use of data tools and emerging AI capabilities to improve efficiency, enhance analysis, and strengthen financial insights.


KEY ACCOUNTABILITIES

Financial Planning & Forecasting

  • Support the development and maintenance of monthly forecasts and annual budgets
  • Assist in building and updating financial models related to revenue, labor, and operating costs
  • Perform scenario modeling and sensitivity analysis to support planning efforts
  • Contribute to long-range financial planning activities

Financial Reporting and Analysis

  • Prepare recurring financial reports, including monthly performance packages
  • Conduct variance analysis comparing actual results to budget, forecast, and prior periods
  • Analyze key financial and operational drivers, including revenue trends, cost structures, and profitability
  • Assist in maintaining standardized reporting formats and improving reporting consistency

Operational and Business Support

  • Partner with operational, sales, and marketing teams to understand business performance drivers
  • Provide analytical support for pricing, cost control, and margin improvement initiatives
  • Evaluate key performance indicators such as technician productivity, route efficiency, and customer retention
  • Support ad hoc analyses and special projects aligned with business priorities

Data Management, Systems and AI Utilization

  • Extract, manipulate, and analyze data from ERP system (Sage), Clypboard, and other business tools
  • Maintain and enhance reporting tools, including Excel-based models and BI dashboards
  • Identify and execute opportunities to automate manual reporting processes
  • Leverage AI-enabled tools (e.g., Copilot, forecasting platforms, data automation tools) to:
  • Improve efficiency in data analysis and report preparation
  • Enhance forecasting accuracy and trend identification
  • Generate insights from large or complex datasets
  • Support ongoing development of finance data capabilities and analytics maturity

Qualifications & Skills

REQUIRED QUALIFICATIONS

  • Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field
  • 1–3 years of experience in finance, accounting, or data analysis (including internships)
  • Proficiency in Microsoft Excel and comfort working with structured datasets
  • Strong analytical and problem-solving skills
  • Effective written and verbal communication skills

PREFERRED QUALIFICATIONS 

  • Exposure to financial modeling, budgeting, or forecasting processes
  • Experience with data visualization or reporting tools (e.g., Power BI, Tableau)
  • Familiarity with ERP or financial systems
  • Demonstrated interest or experience in applying AI tools to analytics or business processes
  • Experience in service-based or operations-driven industries

Company Description

Plunkett’s is a solid, family-owned business established in 1915 – celebrating over 100 years of continued growth! Our service area covers 24 states, with headquarters in Fridley, Minnesota. Our 800+ employees receive competitive wages and rewards, fantastic benefits, a company-sponsored retirement program, continuous training, and career development.