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Financial Planning Associate Jobs in Backus, MN (NOW HIRING)

RICH'S SERVICE

Sanitation Associate -3rd Shift

Motley, MN · On-site

$20.60/hr

Competitive compensation Health & financial benefits Paid time off Parental leave Family planning support Flexible work policy Associate resource groups Volunteering & community impact opportunities ...

bluelinx

Branch Administrator Support III

Aitkin, MN · On-site

Strong planning, organization, communication, problem solving and decision-making skills ... Knowledge of finance and accounting transactions in a warehousing environment / distribution center

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Backus, MN

Financial Planning Associate information

See Backus, MN 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 Backus, MN is $31.16, according to ZipRecruiter salary data. Most workers in this role earn between $20.14 and $33.51 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 cities near Backus, MN are hiring for Financial Planning Associate jobs?

Cities near Backus, MN with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you

Retail Associate

True North Goodwill Northern Minnesota and No

Crosslake, MN • On-site

$14.28/hr

Part-time

Life, Retirement

Re-posted 15 days ago

Job description

Join Team Goodwill! Immediate openings and competitive pay & benefits. Apply today!

Retail Associate

Part Time under 30 hours/week

$14.28/hour

True North Goodwill is a nonprofit organization regionally headquartered in Duluth, MN whose mission is transforming lives for generations through learning and the power of work. We provide training, jobs, and support services for people with barriers to employment who seek greater independence. Our mission is funded through the sale of donated clothing and household items in Goodwill stores and online. We are a group of nearly 300 mission minded employees in Northern MN & WI working as one. Each of us is essential to helping our community thrive and prosper.

Goodwill offers a wide range of career pathways and growth ranging from entry-level to management in retail, transportation, mission services, and administrative/professional fields. By working at Goodwill, you can make an impact in your community. And we can show you how.

Goodwill is an equal-opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

Why we are a great place to work?

  • Competitive pay & benefits
  • Career advancement pathways
  • Flexible work schedules to create a schedule that allows for a work/home balance.
  • Bonus incentive plans
  • Retirement & 401K planning with company match (Up to 6%)
  • Employee Assistance Program (Crisis counseling, financial planning, legal consultation, mental health counseling, wellness resources)
  • Knowing you are part of making an impact in people’s lives
  • Critical Illness and accident insurance
  • Basic life insurance at no cost, with voluntary and spousal coverage options
  • A culture built upon our core values of: Trust, Respect, Dedication, Responsibility, and Innovation
  • Career support and planning

What you’ll be doing as a Retail Associate

  • Providing customers and donors with world-class customer service (Greet, assist, thank)
  • Pricing and processing donated items and other products for the sales floor
  • Maintaining a presentable sales floor by keeping rack items neatly hung, housewares organized, displays attractive, etc. Dusts, sweeps, and performs other cleaning duties as necessary.
  • Cash handling and cash register operation
  • Assisting with other duties as assigned

What skills or experience do I need for this job?

  • A positive attitude and the ability to work with a team of like-minded individuals.

Physical Requirements

These work environment factors are general CONSTANT: Stand and near vision. FREQUENT: Bend neck; talk/speak; and visual accommodation. OCCASIONAL: Medium work, lift and carry up to 50 pounds; rotate neck, static neck position; walk; hear within 5 feet and midrange vision.

The foregoing statements describe the general purpose, responsibilities assigned, and capacity needed to perform this job, and are not an exhaustive list of all the responsibilities and duties that may be assigned, or skills that may be required.