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Manager Financial Planning Jobs in Minnesota (NOW HIRING)

NatureWorks

FP&A Manager

Plymouth, MN · Hybrid

$115K - $140K/yr

FP&A Manager Plymouth, MN (Primarily In-Office | Remote up to 1 day per week) At NatureWorks, we're creating naturally advanced materials that help build a more sustainable future. As the world ...

NatureWorks

FP&A Manager

Plymouth, MN · On-site

$115K - $140K/yr

FP&A Manager Plymouth, MN (Primarily In-Office | Remote up to 1 day per week) At NatureWorks, we're creating naturally advanced materials that help build a more sustainable future. As the world ...

NatureWorks LLC

FP&A Manager

Plymouth, MN · Hybrid

$115K - $140K/yr

FP&A Manager Plymouth, MN (Primarily In-Office | Remote up to 1 day per week) At NatureWorks, we're creating naturally advanced materials that help build a more sustainable future. As the world ...

APi Group

Senior Manager FP&A

Saint Paul, MN · On-site

$99K - $135K/yr

APi Group is seeking an IT SOX R&C Senior Analyst with a strong background in IT SOX compliance to join the IT SOX Risk & Compliance team in New Brighton, MN! The ideal candidate will have extensive ...

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All JobsFinancial Planning JobsManager Financial Planning JobsManager Financial Planning Jobs in Minnesota

Manager Financial Planning information

What does a manager financial planning do?

A Manager of Financial Planning oversees the budgeting, forecasting, and financial analysis processes within an organization. They are responsible for analyzing financial data, creating strategic financial plans, and providing recommendations to senior management to help guide business decisions. Additionally, they lead a team of financial analysts, ensure the accuracy of financial reports, and help set long-term financial goals for the company. This role requires strong analytical skills, attention to detail, and an understanding of business operations.

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

To thrive as a Manager Financial Planning, you need strong analytical skills, expertise in budgeting and forecasting, and a relevant degree such as finance, accounting, or business administration. Familiarity with financial modeling software, ERP systems like SAP, and certifications such as CPA or CFA are typically required. Exceptional communication, leadership, and problem-solving abilities help you effectively guide teams and collaborate with stakeholders. These skills ensure accurate financial planning, enable sound decision-making, and drive organizational growth.

How does a manager financial planning typically interact with other departments within an organization?

A Manager Financial Planning frequently collaborates with various departments such as operations, sales, and human resources to gather financial data and align business strategies with financial goals. This role often involves leading cross-functional budgeting sessions, providing financial insights to support departmental decision-making, and ensuring that all teams remain within budgetary guidelines. Strong communication skills and the ability to translate complex financial concepts for non-financial teams are essential for success. Building strong relationships across departments helps drive organizational alignment and effective financial planning.

What is the difference between Manager Financial Planning vs Financial Analyst?

AspectManager Financial PlanningFinancial Analyst
CredentialsBachelor's degree, often CPA or CFA, managerial experienceBachelor's or master's degree, CFA or CPA preferred
Work EnvironmentLeads teams, strategic planning, high-level decision makingAnalyzes data, prepares reports, supports decision-making
Employer & Industry UsageFinancial services, corporate finance, large organizationsInvestment firms, corporate finance, banking

The Manager Financial Planning typically oversees financial strategies, manages teams, and makes high-level decisions, whereas the Financial Analyst focuses on data analysis, preparing reports, and supporting financial planning. Both roles require strong analytical skills and relevant certifications, but the manager role involves leadership and strategic responsibilities.

What are the most commonly searched types of Financial Planning jobs in Minnesota?

The most popular types of Financial Planning jobs in Minnesota are:

Manager Financial Planning jobs near you
Infographic showing various Manager Financial Planning job openings in Minnesota as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, 2% Contract, and 1% Nights. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Director of Financial Planning

Northwestern Mutual

Minnetonka, MN • On-site

$120 - $180/hr

Other

Re-posted 18 days ago

Key responsibilities

  • Create detailed financial proposals considering clients' insurance, retirement, education, investment, and estate needs.

  • Communicate directly with clients to gather relevant data and develop customized financial plans.

  • Manage client communication, maintain records, and ensure compliance with regulations.

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

172nd of 315 rated insurance

Job description

About Vertex Capital Planning

At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.

Position Details

The Director of Financial Planning is responsible for delivering financial security to clients through a comprehensive planning process, integrating risk and investment products in alignment with Vertex Capital Planning's philosophy and the specific goals of our clients. The Director of Planning has a high degree of analytical skills while being able to communicate effectively with clients and colleagues regarding the topics of investments, insurance, financial and tax planning strategies for various client situations. This position is located in the Northwestern Mutual - Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM - 4:00 PM.

Responsibilities include but are not limited to:
  • Create detailed financial proposals using personal planning software while taking client's insurance, retirement, education, investment, and estate needs into consideration.
  • Communicate directly with clients to obtain relevant data points needed to curate custom plans
  • Partner with team leaders to identify opportunities in client financial plans and strategize ways to optimize and improve client strategies
  • Manage client communication including correspondence, notes, files, and maintaining compliant client records
  • Keep up to date on federal regulations, software system enhancements, new products, and compliance changes/opportunities
  • Participate in learning opportunities to deliver on and exceed client expectations in our planning approach
Qualifications:
  • Bachelor's degree in finance or related field, preferred.
  • Minimum 5 years of strategic financial planning experience
  • Active Series 7, and Series 63 registrations, or equivalent required
  • Active Minnesota Life, Accident, and Health Insurance license preferred
  • CFP, ChFC, or RICP preferred
  • The role title will be reflected as the Director of Planning until an AWMA contract has been approved
Performance Skills:
  • Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
  • High sense of urgency, attention to detail, and exceptional organizational skills
  • Excellent oral and written communication skills
  • Task-minded with the ability to follow through and execute in a timely manner
  • High degree of initiative and autonomy
  • Demonstrates ability to maintain effective working relationships within the firm and its clients

Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

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What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

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Get the full story on Breakroom

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About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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