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Financial Planning Jobs in Rochester, MN (NOW HIRING)

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Senior Financial Analyst

Rochester, MN · Remote

$40 - $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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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 Jun 13, 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.

Is a CFP better than a CPA?

A Financial Planning professional with a CFP certification specializes in personal financial advice, retirement planning, and investment management, while a CPA focuses on accounting, tax preparation, and auditing. Both certifications serve different roles; a CFP is more client-focused on financial planning, whereas a CPA emphasizes accounting expertise. The choice depends on the specific financial services a client needs.

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 client needs. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

Which pays more, CFP or CPA?

Financial Planning professionals with a Certified Financial Planner (CFP) designation generally have higher earning potential than Certified Public Accountants (CPAs), especially in personal financial advising and wealth management roles. However, CPAs often earn more in accounting, auditing, and tax-related positions. Salary differences depend on industry, experience, location, and specialization.

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 often supplement income through commissions, fees, or bonuses, and certifications like the CFP can enhance earning potential.

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
Gift Planning Associate Director

Gift Planning Associate Director

Mayo Clinic

Rochester, MN

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago

Mayo Clinic rating

7.8

Company rating: 7.8 out of 10

Based on 678 frontline employees who took The Breakroom Quiz

130th of 872 rated healthcare providers

Job description

This position will develop and implement gift planning strategies and activities to carry forward the mission and vision of Mayo Clinic. The Gift Planning Associate Director will provide strategic support for development officers and other development professionals to advance planned and complex gifts. The Gift Planning Associate Director also will close planned gifts made by unassigned benefactors and will build and manage a portfolio of planned giving prospects. Development professionals at Mayo Clinic are required to adhere to the "Donor Bill of Rights" and ethical standards set forth for the department and the institution.

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.
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.

A Bachelor's degree is required. A Master's degree in Business or Finance or a Law degree is preferred. Any of the following certifications: CPA, CFP, ChFC, CAP, CFRE or CLU, are also preferred. Requires five years' experience in gift planning or financial planning, with a demonstrated record of advising individuals on deferred gift options and/or estate plans. Work experience in non-profit healthcare is a plus. Requires excellent oral and written communications skills, a broad-based knowledge of gift planning vehicles, the ability to translate complex gifting options for gift officers and benefactors, and the ability to work in a diverse environment with varied points of view. The incumbent must be able to work effectively in a consensus-style operation that expects and promotes teamwork. Must be a self-motivated, self-directed and highly organized individual who will promote a productive, collegial workplace and be a professional ambassador for Mayo Clinic. Belief in the mission and strong ethical conduct is essential. Must be comfortable with ambiguity. Must possess the ability to inspire trust and confidence, and communicate effectively with internal and external audiences. The ability to work independently, manage multiple projects and maintain a high degree of professionalism and confidentiality is essential. Must be proficient in the use of information technology and management of database systems. A valid driver's license and a good driving record are required, along with the ability to travel extensively on all forms of major public transportation.

This position is remote, but the candidate must live within driving distance of the Mayo Clinic Jacksonville campus, with the flexibility to work on-site intermittently in accordance with business needs. Occasional travel is required per business needs.

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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