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Financial Planning Jobs in Minnesota (NOW HIRING)

Osaic

Sr. Financial Planning Strategist

Oakdale, MN · Hybrid

$140K - $160K/yr

Current Employees and Contractors Apply HereOsaic Careers Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services ...

Osaic

Sr. Financial Planning Strategist

Oakdale, MN · On-site +1

$140K - $160K/yr

Senior Advanced Financial Planning Opportunity in Financial Services Senior Financial Planning Specialist, High Net Worth Planning Services Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750 ...

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All JobsFinancial Planning JobsFinancial Planning Jobs in Minnesota

Financial Planning information

See Minnesota salary details

$34.8K

$59.4K

$102.3K

How much do financial planning jobs pay per year?

As of Aug 26, 2026, the average yearly pay for financial planning 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 is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

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

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.

What are some common challenges financial planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

Does a financial planning make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning a comfortable income. Successful financial planners often hold certifications like the CFP and develop strong client relationships to increase earning potential.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the CFP and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What kind of jobs can you get with a financial planning degree?

A financial planning degree can lead to roles such as financial planner, financial analyst, investment advisor, or wealth manager. These jobs typically require strong analytical skills, knowledge of financial tools, and often certification such as CFP or CFA to advance in the field.

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 jobs in Minnesota?

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

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

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

What cities in Minnesota are hiring for Financial Planning jobs?

Cities in Minnesota with the most Financial Planning job openings:

Financial Planning jobs near you
Infographic showing various Financial Planning 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.

Financial Planning Associate

Northwestern Mutual-Twin Cities

Mendota Heights, MN • On-site

Full-time

Re-posted 3 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