ZipRecruiter

Log In

1

Financial Planning Associate Jobs in Minnesota (NOW HIRING)

Maurices

Associate Planner-maurices

Duluth, MN · Hybrid

$55K - $70K/yr

Create and present financially sound key item/category plans through: research and analysis of data ... Promo planning/recap for assigned key items/categories * Develop ad hoc analyses, recaps, as ...

Northwestern Mutual

Paraplanning Associate

Minneapolis, MN · On-site

$16.50 - $22/hr

The Paraplanning Associate plays a critical role by performing a variety of client service and financial planning functions. They serve as the primary link between our internal departments, corporate ...

DeKalb Health

Senior Financial Analyst

Minneapolis, MN · On-site

$80 - $92/hr

... long-term financial planning and new, renovated or expanded facilities and/or programs, in ... Provides training and coaching to Financial Analysts, Associate Financial Analysts, assigned ...

New

YMCA

Senior Financial Analyst

Minneapolis, MN · On-site

$80K - $92K/yr

... long-term financial planning and new, renovated or expanded facilities and/or programs, in ... Provides training and coaching to Financial Analysts, Associate Financial Analysts, assigned ...

YMCA of the USA

Senior Financial Analyst

Minneapolis, MN · On-site

$80K - $92K/yr

... Associate Financial Analysts, assigned branches, camps or programs staff on financial processes ... This position reports to the Finance Manager who reports to the AVP of Financial Planning and ...

previous page

Showing results 41-60

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Minnesota

Financial Planning Associate information

See Minnesota salary details

$13

$31

$66

How much do financial planning associate jobs pay per hour?

As of Sep 4, 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.

Paraplanning Associate

Northwestern Mutual

Minneapolis, MN • On-site

Full-time

Re-posted 25 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

171st of 315 rated insurance

Job description

As a wealth management firm, we help clients step away from the noise and complexity of daily life to develop thoughtful, strategic financial plans that work quietly behind the scenes. Our comprehensive approach helps to establish confidence and financial security so our clients can focus their time and energy on what matters most. Whether supporting individuals, families, or business owners, our team is deeply committed to delivering exceptional service and long‑term guidance.


The Paraplanning Associate plays a critical role by performing a variety of client service and financial planning functions. They serve as the primary link between our internal departments, corporate office, and the Wealth Management Advisor to support the clients we serve. The Paraplanning Associate will partner closely with the Wealth Management Advisor and others on the team to support fostering and developing impactful, enduring client relationships. This is an ideal position for someone with a passion for personal finance, is self-motivated, and has a strong work ethic. This position is located in the Northwestern Mutual – Minneapolis District Office, located at 225 S 6th St, Minneapolis, MN 55402.


Responsibilities include but are not limited to:  

  • Create detailed and comprehensive financial planning proposals incorporating insurance, retirement, education, and investment strategies
  • Input, organize, and maintain accurate client data
  • Run scenario analyses, including retirement, tax, cash flow, and insurance planning
  • Serve as a strategic partner to the Wealth Management Advisor in developing client solutions and recommendations
  • Manage client communications, including correspondence, documentation, and compliant recordkeeping
  • Prepare materials for new and existing client meetings
  • Collaborate closely with the Wealth Management Advisor and other team members to support ongoing client relationships
  • Stay current on software enhancements, new products, and compliance updates
  • Maintain a high level of professionalism while handling confidential and sensitive information
  • Participate in ongoing learning, development, and training opportunities


Qualifications: 

  • Bachelor’s degree required
  • 2+ years of financial planning or paraplanning experience required
  • Active Minnesota Life, Accident, and Health (LAH) Insurance license
  • Active SIE, Series 6, and Series 63 registrations (or equivalent)
  • Client Relationship Management (CRM) system experience preferred

 Performance Skills: 

  • High sense of urgency, attention to detail, and exceptional organizational skills 
  • Excellent oral and written communication skills 
  • Task-minded with the ability to follow through and execute in a timely manner 
  • High degree of initiative and autonomy 
  • Demonstrated ability to maintain effective working relationships within the firm and its clients 


Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, view their information at https://www.northwesternmutual.com/financial/advisor/joshua-t-howard/

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

View All Northwestern Mutual Jobs