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Sr Financial Planner Jobs in Rochester, MN (NOW HIRING)

Compeer Financial

Sr. Tax Consultant

Rochester, MN · Hybrid

$84K - $127K/yr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... Provide tax planning, tax preparation, and consulting services to individual, partnership, and ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes ... Expand role in client meetings and planning processes * Successfully pass Comprehensive Capstone ...

Sehinc

Electric Utilities Group Leader

Rochester, MN · On-site

$125K - $175K/yr

... " - Sr Financial Analyst * "It feels good having colleagues and supervisors that provide support ... Substation engineering and planning Transmission engineering (planning, line design, reconductoring ...

Community Health Service Inc.

Senior Accountant

Rochester, MN · Remote

$72K - $90K/yr

The Senior Accountant - Finance, Accounting & Grants plays a critical leadership role in supporting ... Support development of grant budgets, budget modifications, and financial sustainability planning.

Sehinc

Electrical Group Leader

Rochester, MN

... " - Sr Financial Analyst * "It feels good having colleagues and supervisors that provide support ... Conduct performance development conversations and succession planning * Recruit and hire ...

Sehinc

Construction Representative

Rochester, MN

$35 - $45/hr

... " - Sr Financial Analyst * "It feels good having colleagues and supervisors that provide support ... Improving Mobility. SEH is an employee-owned engineering, architectural, planning, and ...

New

Sehinc

Survey Crew Chief

Rochester, MN

$36/hr

... " - Sr Financial Analyst * "It feels good having colleagues and supervisors that provide support ... Improving Mobility. SEH is an employee-owned engineering, architectural, planning, and ...

Marvin

Senior Incentive Analyst

Rochester, MN · On-site

$91K - $121K/yr

Manage the planning, development, implementation, and administration of a wide variety of incentive ... Bachelor's degree in Human Resources, Finance, or related field. * 5+ years of experience in the ...

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Showing results 1-20

All JobsSr Financial Planner JobsSr Financial Planner Jobs in Rochester, MN

Sr Financial Planner information

See Rochester, MN salary details

$51.3K

$98.3K

$141.8K

How much do sr financial planner jobs pay per year?

As of Jul 20, 2026, the average yearly pay for sr financial planner in Rochester, MN is $98,276.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,300.00 and $103,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Sr Financial Planner, and why are they important?

To thrive as a Sr Financial Planner, you need deep expertise in financial analysis, investment strategies, and retirement planning, typically with a bachelor's degree in finance or related field and certifications like CFP or CFA. Familiarity with financial planning software, tax preparation tools, and portfolio management systems is crucial. Strong interpersonal skills, active listening, and clear communication help build trust with clients and tailor financial solutions to their needs. These skills and qualities ensure accurate, ethical advice and long-term client satisfaction in a highly competitive industry.

How does a Sr Financial Planner typically collaborate with other departments within a financial services firm?

As a Sr Financial Planner, you will frequently work with other departments such as investment management, tax advisory, and legal teams. Collaboration often involves coordinating on client strategies, ensuring comprehensive financial plans, and sharing insights or updates on regulatory changes. Effective communication and teamwork are essential, as you’ll need to integrate diverse expertise to deliver holistic advice that addresses all aspects of a client's financial life. This cross-functional collaboration not only benefits clients but also fosters your professional growth by broadening your exposure to different financial disciplines.

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

AspectSr Financial PlannerFinancial Advisor
CertificationsCFP, CFA, or CPACFP, ChFC, or similar
Work EnvironmentSenior roles in financial planning firms or departmentsIndependent or firm-based client consultations
Employer & IndustryFinancial planning firms, banks, or wealth managementFinancial services across various sectors
Search & ComparisonOften compared for experience and seniorityCommonly compared for client services and advice scope

The main difference between a Sr Financial Planner and a Financial Advisor lies in experience, scope, and seniority. Sr Financial Planners typically have more advanced certifications and handle complex financial strategies, often in senior roles within firms. Financial Advisors may have similar certifications but generally focus on providing basic to intermediate financial advice to clients. Both roles are integral to financial services, but the seniority and expertise level distinguish the Sr Financial Planner from a standard Financial Advisor.

What is a Sr Financial Planner?

A Sr Financial Planner is an experienced professional who helps individuals and organizations manage their finances by creating comprehensive financial plans. They analyze clients' financial situations, set goals, and recommend investment, tax, estate, and retirement strategies. Senior Financial Planners often have advanced certifications, such as CFP (Certified Financial Planner), and many years of experience in the finance industry. Their role requires strong analytical, communication, and interpersonal skills to build long-term client relationships and provide tailored advice.
What are popular job titles related to Sr Financial Planner jobs in Rochester, MN? For Sr Financial Planner jobs in Rochester, MN, the most frequently searched job titles are:
What job categories do people searching Sr Financial Planner jobs in Rochester, MN look for? The top searched job categories for Sr Financial Planner jobs in Rochester, MN are:
Sr Financial Planner jobs near you
Senior Financial Analyst - AI Trainer

Senior Financial Analyst - AI Trainer

DataAnnotation

Rochester, MN • Remote

$50 - $60/hr

Contractor

Posted 5 days ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. 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 which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

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