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Retirement Planner Jobs in Minnesota (NOW HIRING)

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 ... Retirement: Competitive retirement package to secure your future. Just as our reputation has spread ...

Mayo Clinic

Staff Financial Planner

Rochester, MN

$77K - $103K/yr

Provide financial and investment planning services (90%) for all eligible Consulting and Voting ... Retirement: Competitive retirement package to secure your future. Just as our reputation has spread ...

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 ... Retirement: Competitive retirement package to secure your future. About the Team Just as our ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · Hybrid

$141K - $204K/yr

Retirement: Competitive retirement package to secure your future. Responsibilities Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services ...

RIA Recruiting

Associate Financial Planner

Edina, MN · On-site

$80K - $90K/yr

The right candidate will be interested in growing into a future client-facing advisory role while developing expertise across retirement planning, tax planning, estate planning, insurance, charitable ...

RIA Recruiting

Associate Financial Planner

Edina, MN · Hybrid

$80K - $90K/yr

The right candidate will be interested in growing into a future client-facing advisory role while developing expertise across retirement planning, tax planning, estate planning, insurance, charitable ...

Lactalis USA

Deployment Planner

Minnetonka, MN · On-site

The Deployment Planner must leverage tools and resources to efficiently create shipments while ... We support insurance costs significantly, contribute generously to retirement plans, and offer Paid ...

Lactalis USA

Deployment Planner

Minnetonka, MN

$85K - $101K/yr

From your PASSION to oursThe Deployment Planner will create and manage internal finished goods ... We support insurance costs significantly, contribute generously to retirement plans, and offer Paid ...

Premier Marine

Production Planner

Big Lake, MN · On-site

$22 - $28/hr

Job Summary The Production Planner supports the scheduling and coordination of manufacturing ... retirement savings; paid time off; paid holidays; volunteer PTO; and access to an Employee ...

Premier Marine

Production Planner

Big Lake, MN · On-site

$22 - $28/hr

Job Summary The Production Planner supports the scheduling and coordination of manufacturing ... retirement savings; paid time off; paid holidays; volunteer PTO; and access to an Employee ...

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All JobsRetirement Planner JobsRetirement Planner Jobs in Minnesota

Retirement Planner information

See Minnesota salary details

$33.8K

$64.3K

$93.5K

How much do retirement planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for retirement planner in Minnesota is $64,349.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,900.00 and $72,500.00 per year, depending on experience, location, and employer.

What does a retirement planner do?

A Retirement Planner helps individuals and families prepare for financial security in retirement by assessing savings, investments, and future income needs. They create personalized retirement plans, recommend investment strategies, and account for factors like inflation, taxes, and healthcare costs. Retirement Planners may also assist with Social Security planning and employer-sponsored retirement plans. Their goal is to ensure clients have enough resources to maintain their desired lifestyle after they stop working.

What are the most common challenges retirement planners face in their daily work?

Retirement Planners often encounter challenges such as navigating constantly changing tax laws, market conditions, and evolving client needs or expectations. Balancing numerous client portfolios requires strong organizational skills and attention to detail to ensure that recommendations remain up-to-date and compliant with regulations. Additionally, building long-term relationships with clients can be demanding, as it involves ongoing communication, education, and reassurance during periods of financial uncertainty. Overcoming these challenges is key to helping clients achieve peace of mind and a secure retirement.

How do I become a retirement planner?

To become a retirement planner, you typically need a bachelor's degree in finance, economics, or a related field. Gaining experience in financial advising and obtaining certifications such as the Certified Financial Planner (CFP) credential can improve job prospects and credibility in the field.

What are the key skills and qualifications needed to thrive as a retirement planner?

To thrive as a Retirement Planner, you need strong analytical abilities, in-depth knowledge of retirement planning strategies, and typically a background in finance or related certifications such as CFP (Certified Financial Planner). Proficiency with financial planning software, client management systems, and investment analysis tools is often required. Exceptional interpersonal skills, active listening, and the ability to explain complex financial topics in simple terms help candidates excel in this role. These qualifications are essential for building trust with clients and delivering tailored retirement solutions that meet their long-term financial goals.

What are popular job titles related to Retirement Planner jobs in Minnesota?

For Retirement Planner jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Retirement Planner jobs in Minnesota look for?

The top searched job categories for Retirement Planner jobs in Minnesota are:

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Minnesota as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $64,349 per year, or $30.9 per hour.

MN-Maple Grove Retirement Planner

AMERICAN SENIOR BENEFITS LLC

Maple Grove, MN

$80K - $100K/yr

Full-time

Medical, Life, Retirement

Re-posted 22 days ago

Job description

Overview

About American Senior Benefits:  

ASB is a premier leader in the insurance industry, specializing in providing clients with tailor-made retirement solutions. We are a subsidiary of Integrity Marketing Group, a powerhouse in the industry that serves over 12 million clients and supports over 500,000 agents and brokers nationwide. At ASB, we pride ourselves on delivering unparalleled service, and our team members are central to that commitment. If you have a passion for helping individuals navigate the intricacies of retirement planning and wish to be a part of an esteemed organization, we want to hear from you.

Responsibilities

Client Consultation: Engage with clients to understand their retirement goals, needs, and concerns, ensuring a thorough understanding of their financial landscape. Medicare Planning: Assist clients in understanding Medicare options and benefits. Compare Medicare drug plans annually, utilizing professional software to ensure optimal plan selection for each client.Insurance Assessment: Evaluate client needs against available insurance products (excluding specific financial products) to determine the best fit. This includes but is not limited to life, health, and long-term care insurance. 

Scope of Appointment Compliance: Ensure all necessary paperwork, including the Scope of Appointment form, is completed 48 hours prior to Medicare appointments, adhering to Medicare's rules and regulations.Application Process: Handle all aspects of the insurance application process, from initial completion to final submission. Continuous Learning: Stay updated with the latest industry regulations, product offerings, and best practices to provide the most accurate and up-to-date advice to clients. Record Keeping: Maintain meticulous records of client interactions, recommendations, and implemented strategies.Client Relationship Management: Foster and maintain strong relationships with clients, ensuring they feel valued and understood, and address any concerns or questions promptly. Team Collaboration: Work closely with the internal team, and National support teams.

Qualifications

Requirements:- Proven experience in retirement planning or a related field. - Strong understanding of Medicare and its associated products.- Exceptional interpersonal and communication skills.- Ability to analyze complex data and translate it into actionable strategies.- Proficient in using professional software for comparing Medicare plans.- Strong commitment to ethical practices and compliance with industry regulations.- Ability to work independently and as part of a team.

CompensationUSD $80,000.00 - USD $100,000.00 /Yr.Employment Type: FULL_TIME

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