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Financial Planning Associate Jobs in Minnesota (NOW HIRING)

Ecolab

Financial Analysis Manager II

Saint Paul, MN · On-site

$143K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Advise management on corporate strategy, planning, and business unit performance. * Lead and ... plans(Full-Time Associates), discount on day care services and caregiver services, adoption ...

Ecolab

Financial Analysis Manager II

Saint Paul, MN · On-site

$143K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Advise management on corporate strategy, planning, and business unit performance. * Lead and ... plans (Full-Time Associates), discount on day care services and caregiver services, adoption ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

$85K - $110K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

We deliver thoughtful, personalized financial planning and investment strategies with a goal of helping clients achieve clarity and long-term financial freedom. We're seeking an Investment Associate ...

Northwestern Mutual

Investment Associate

Baxter, MN · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

We deliver thoughtful, personalized financial planning and investment strategies with a goal of helping clients achieve clarity and long-term financial freedom. We're seeking an Investment Associate ...

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 ...

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 ...

Bridgestone

Senior Financial Analyst

Tower, MN · On-site

$71K - $89K/yr

... associate brand products and solutions to address the needs of a broad range of customers and ... This role will be responsible for short- and long-term financial planning and analysis to measure ...

Bridgestone Americas, Inc

Senior Financial Analyst

Tower, MN · On-site

$71K - $89K/yr

... associate brand products and solutions to address the needs of a broad range of customers and ... This role will be responsible for short- and long-term financial planning and analysis to measure ...

Berger Financial Group

Client Services Associate

Plymouth, MN · On-site

$50K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

... Associate. This role will offer you a unique opportunity to be a part of our ever-evolving ... FREE Financial Planning & Tax Preparation Services * Continuing Education Funding Work Schedule:

Element TV Company LP

Sr. Financial Analyst

Edina, MN · On-site

$88K - $119K/yr

Strong understanding of financial planning and analysis concepts, including budgeting/forecasting ... Associate(s) will be required to follow any other job-related instructions and to perform any other ...

Element Electronics

Sr. Financial Analyst

Edina, MN

$88K - $119K/yr

Strong understanding of financial planning and analysis concepts, including budgeting/forecasting ... Associate(s) will be required to follow any other job-related instructions and to perform any other ...

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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 Aug 14, 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 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.

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.

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.

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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,113 per year, or $31.3 per hour.

Client Service Associate

Ameriprise Financial

Minnetonka, MN • Hybrid

$55K - $65K/yr

Full-time

Posted 10 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Are you ready to take the next step in your financial services career? Strand & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking a motivated and detail-oriented individual for a Client Service Associate role to join our team.
This role offers a mix of client-facing responsibilities and behind-the-scenes financial planning support, ideal for someone who is organized, proactive, and excited to contribute to a growing practice.

Key Duties and Responsibilities:

Client Scheduling and Coordination: Proactively schedule and coordinate meetings with clients. Manage advisor calendars and meeting logistics.Provide prompt, professional communication and service to clients.

Meeting Preparation and Follow-up: Help clients gather and organize client information and documentation ahead of meetings.Coordinate with advisors on meeting preparation and follow-up actions. Complete post-meeting tasks accurately and in a timely manner. Manage task lists, calendars, and workflow priorities.

Client Service and Administration: Process forms, applications, account maintenance requests, and money movement transactions promptly and accurately.Manage client records, maintain CRM system and other additional client support as needed. Prepare client correspondence, appreciation notes, and other communications. Maintain timely communication with clients and team members. Process incoming and outgoing mail.

Team Collaboration: Partner with advisors and team members to deliver an exceptional client experience. Assist with operational initiatives and special projects as needed. Contribute to efficient office operations and continuous process improvement.

Desired Skills & Qualifications:

  • Strong organizational and time-management skills.

  • Excellent verbal and written communication skills.

  • Detail-oriented with a high level of accuracy.

  • Strong passion for client service.

  • Bachelor's degree required.

  • Minimum of 2 years of experience in the financial services industry preferred.

  • Knowledge of client relationship management (CRM) systems preferred.

  • Familiarity with financial planning software such as MoneyGuide and/or Ameriprise systems is a plus.

Job Location and Requirements:


This is a full-time position with a hybrid work schedule. We offer flexible work arrangements, with an expectation that team members generally work in our Minnetonka office 2-3 days per week.

Base Pay Salary

The salary range will be $55,000-$65,000/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

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Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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