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Financial Planning Associate Jobs in Minnesota (NOW HIRING)

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... At Flourish, we believe the future of financial planning will require both strong technical ...

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

Associate Financial Planner Flourish Wealth Management is a dynamic and growing independent, fee ... At Flourish, we believe the future of financial planning will require both strong technical ...

AES Corporation

Senior Associate FP&A

Virginia, MN · On-site

$70 - $100/hr

## Senior Associate FP&AApplyremote type: On Sitelocations: US, Arlington, VA: US, Indianapolis ... The FP&A Analyst's duties will include the following (other duties may be assigned):**Forecasting ...

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Jambalaya Group

Associate Financial Advisor

Worthington, MN · On-site

$75 - $90/hr

The Associate Financial Advisor will work directly alongside the lead advisor and collaborate with ... Help strengthen and expand the practice's financial planning process. * Use technology and digital ...

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Financial Planning Associate information

See Minnesota salary details

$13

$31

$66

How much do financial planning associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for financial planning associate in Minnesota is $31.30, according to ZipRecruiter salary data. Most workers in this role earn between $20.24 and $33.65 per hour, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 Associate jobs in Minnesota?

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate 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 $65,113 per year, or $31.3 per hour.

Financial Planning Associate

Northwestern Mutual-Twin Cities

Mendota Heights, MN • On-site

Full-time

Re-posted 11 days ago

Job description


At Baune Financial, we are focused on helping clients discover a clear vision for their future and achieve confidence in their financial lives. Charting a client’s course begins by developing a personalized, comprehensive financial plan. We believe financial planning is at the core of everything we do to support and guide our clients. As a Financial Planning Analyst, you will have an opportunity to serve, support, and impact the lives of many clients.  We are a rapidly growing team with a pursuit of excellence and focus on continuous learning.


Responsibilities

Client Interactions

  • Ensure the appropriate financial planning activities are completed before and after each client meeting
  • Provide support to Advisors by attending meetings with existing clients and ensuring the appropriate case preparation and post-meeting actions are taken
  • Support the Advisor’s presentation to clients with new or updated financial plans based on the client’s unique and changing needs

Financial Planning

  • Work with the Director of Financial Planning to review financial documents provided by clients and discuss planning approach
  • Leverage planning tools to create and update financial plans for prospects and clients
  • Create supporting documents, aligned with the financial plan, as needed  
  • Meet with Advisors, as needed, prior to planning meetings with clients

Collaboration and Development

  • Stay current on financial planning trends, tools, and regulations and, when appropriate, share with the team.
  • Contribute and lead special projects focused on marketing and client engagement


Qualifications

Required

  • Bachelor’s degree with a focus on business, finance, or related field
  • Health and Life licensed or gained within 6 months of employment
  • Required FINRA registrations (SIE and Series 7 within 3 months employment)
  • Required Northwestern Mutual licensing as an Associate Wealth Management Advisor within 9 months of employment
  • Certified Financial Planner designation or actively pursuing
  • Strong analytical and problem-solving skills with attention to detail, accuracy, and reliability
  • Strong written and verbal communication
  • Ability to work well with others
  • Strong organizational and time management skills including prioritization and the ability to meet deadlines
  • Ability to thrive in a fast-paced environment
  • High level and understanding of client confidentiality