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Parttime Financial Planner Jobs in Minnesota (NOW HIRING)

CFO - Nonprofit

Saint Paul, MN · On-site

$60 - $90/hr

Guide exit strategy planning and execution Team & Relationship Management * Build and maintain ... part-time with a mix of client interaction and internal team comradery. We strive to meet team ...

Department Overview The Financial Planning department partners with managers to create the annual ... Annual salaries for part-time positions will be prorated based on the employee's scheduled weekly ...

Teller - Part Time

Saint Paul, MN · On-site

$16.25 - $20.50/hr

We are currently seeking motivated candidates for a Part Time Teller at our Eagan, Minnesota branch ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share Don't meet every ...

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Parttime Financial Planner information

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly used term for client-facing financial guidance

Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.

What are popular job titles related to Parttime Financial Planner jobs in Minnesota? For Parttime Financial Planner jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Minnesota look for? The top searched job categories for Parttime Financial Planner jobs in Minnesota are:
What cities in Minnesota are hiring for Parttime Financial Planner jobs? Cities in Minnesota with the most Parttime Financial Planner job openings:

Financial Planning Associate Apprentice

Centurion Financial Strategies, LLC

Minneapolis, MN

$15 - $18/hr

Full-time, Part-time

Posted yesterday

Be an early applicant


Job description

Are you interested in financial planning, investing, forward-thinking, and learning how a real small business works?


Centurion Financial Strategies, LLC is looking for a Summer Intern / Future Financial Planning Associate to work full-time during the summer with the potential to continue part-time during the school year and possibly grow into a full-time role.


This is a hands-on, in-person opportunity to work directly with the CEO, support real client work, learn how a financial advisory firm operates, and use technology and AI tools to help improve systems and projects.


Position Details

  • Company: Centurion Financial Strategies, LLC & Generation Family Properties
  • Location: 3600 American Blvd W, Suite 655, Bloomington, MN 55439
  • Work Arrangement: In Office
  • Schedule: Full-time during summer; potential part-time during school year


About Us

Centurion Financial Strategies helps individuals and families make smart decisions around retirement, investments, tax planning, estate planning, insurance, college planning, and other financial matters.


Why This Is Unique

This is not a typical “busy work” internship. You’ll get real exposure to client service, financial planning, small business operations, and AI tools. For the right person, this could grow into a part-time school-year role, full-time position, or future leadership opportunity.


Our Core Values

  • Professional Conduct – Respect, integrity, timely communication
  • Continually Pursuing Growth – Always learning and improving
  • Drive to Serve Others – Going the extra mile
  • Follow-Up in Communication – Staying pleasantly persistent
  • Reliability – Doing what we say we’ll do
  • Proactive Effort – Solving problems before they arise
  • Flexibility – Adapting when things change
Compensation:

$15 - $18 hourly USD


Responsibilities:

What You’ll Do

  • Client meeting preparation and follow-up
  • Financial planning and investment research
  • Client service, paperwork, and CRM updates
  • Business operations and process improvement
  • Marketing or educational content projects
  • AI and technology projects using tools like ChatGPT, spreadsheets, and other business software
  • Select projects connected to Generation Family Properties

Qualifications:

Who We’re Looking For

This could be a great fit if you:

  • Interested in financial planning, investing, business, or real estate
  • Want hands-on experience working directly with the CEO
  • Are detail-oriented, reliable, professional, and trustworthy
  • Communicate well and follow through consistently
  • Are comfortable using Excel, Google Sheets, and AI tools
  • Want the opportunity to grow into a larger role over time

About Company

We’re Centurion Financial Strategies, a boutique financial planning firm (plus a land business on the side) run by a team that lives and breathes a business-minded culture. We help people grow wealth, protect it, and do more good with it. And we’re hiring someone we can invest in long-term.