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Financial Planning Jobs in Rochester, MN (NOW HIRING)

Mayo Clinic

Staff Financial Planner

Rochester, MN · Hybrid

$141K - $204K/yr

Responsibilities Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research ...

DataAnnotation

FP&A Manager - AI Trainer

Rochester, MN · Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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Showing results 1-20

All JobsFinancial Planning JobsFinancial Planning Jobs in Rochester, MN

Financial Planning information

See Rochester, MN salary details

$36.1K

$61.6K

$106.2K

How much do financial planning jobs pay per year?

As of Jul 15, 2026, the average yearly pay for financial planning in Rochester, MN is $61,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,300.00 and $69,600.00 per year, depending on experience, location, and employer.

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 Certified Financial Planner (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.

Who makes more money, CFP or CPA?

Financial planners with a Certified Financial Planner (CFP) designation often have higher earning potential than Certified Public Accountants (CPAs), especially when providing comprehensive financial planning services. However, CPAs may earn more in accounting-specific roles or in firms with high billable hours. Salary varies based on experience, location, and client base.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000 per year, with top earners in the industry reaching higher compensation through commissions, bonuses, and advanced certifications like the CFP or CFA.

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 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 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 planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly more, often exceeding six figures. Income can also include commissions and fees for services provided.

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 popular job titles related to Financial Planning jobs in Rochester, MN? For Financial Planning jobs in Rochester, MN, the most frequently searched job titles are:
What job categories do people searching Financial Planning jobs in Rochester, MN look for? The top searched job categories for Financial Planning jobs in Rochester, MN are:
What cities near Rochester, MN are hiring for Financial Planning jobs? Cities near Rochester, MN with the most Financial Planning job openings:
Financial Planning jobs near you
Infographic showing various Financial Planning job openings in Rochester, MN as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $61,617 per year, or $29.6 per hour.
Staff Financial Planner

Staff Financial Planner

Mayo Clinic

Rochester, MN • Hybrid

$141K - $204K/yr

Other

Medical, Dental, Vision, Retirement

Posted 5 days ago

Mayo Clinic rating

7.8

Company rating: 7.8 out of 10

Based on 688 frontline employees who took The Breakroom Quiz

106th of 885 rated healthcare providers

Job description

Why Mayo Clinic

Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans - to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic.

Benefits Highlights
  • Medical: Multiple plan options.
  • Dental: Delta Dental or reimbursement account for flexible coverage.
  • Vision: Affordable plan with national network.
  • Pre-Tax Savings: HSA and FSAs for eligible expenses.
  • Retirement: Competitive retirement package to secure your future.

Responsibilities

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research and security selection; tax planning assistance and estate tax issues; college expense projections/planning; cash flow analysis; debt planning, including mortgages, student loans and lines of credit; retirement planning/projections; insurance needs/risk analysis; benefit design and review of federal and state compliance issues; benefits consulting (10%) for new, current and retired staff.
This vacancy is not eligible for sponsorship/ we will not sponsor or transfer visas for this position. Also, Mayo Clinic DOES NOT participate in the F-1 STEM OPT extension program. 


Qualifications

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit management/selection for highly compensated and high net worth individuals/families preferred. Must have strong interviewing skills; ability to maintain confidentiality; must possess excellent verbal and written communication skills; maintain team attitude; and must be able to demonstrate extensive, practical knowledge of financial planning principles.


Exemption Status
Exempt
Compensation Detail
$141,024.00 - $204,526.40 / year
Benefits Eligible
Yes
Schedule
Full Time
Hours/Pay Period
80
Schedule Details
Monday - Friday, 8:00 a.m. - 5:00 p.m. This is a hybrid position and must be located within 100 miles of the Mayo Clinic Rochester, MN campus for onsite expectations based on business needs.
Weekend Schedule
Not applicable
International Assignment
No
Site Description
Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is. 

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the 'EOE is the Law'.  Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Recruiter
Maggie KramerQualifications:

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit management/selection for highly compensated and high net worth individuals/families preferred. Must have strong interviewing skills; ability to maintain confidentiality; must possess excellent verbal and written communication skills; maintain team attitude; and must be able to demonstrate extensive, practical knowledge of financial planning principles.

What Mayo Clinic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Mayo Clinic

Sourced by ZipRecruiter

Mayo Clinic is the largest integrated, not-for-profit medical group practice in the world. We're building the future, one where the best possible care is available to everyone — and more people can heal at home. Our relentless research turns into earlier diagnoses and new cures. That's how we inspire hope in those who need it most. At Mayo Clinic, experts work together to solve the most challenging unmet needs of patients. Our history of innovation dates back almost 150 years, when brothers Will and Charlie Mayo pioneered an integrated, team-based approach to medicine. Today, that trailblazing spirit drives innovations like Mayo Clinic Platform — which powers new technologies to change how care is delivered to all.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Rochester, MN, US

Year founded

1919

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