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

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 ...

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 ...

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

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.

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

Successful management of project financials, including fee retention * Client satisfaction ... Last Planner coach/champion * Lead preconstruction scheduling effort * Construction schedule review ...

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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 Aug 21, 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 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 the key skills and qualifications needed to thrive as a Sr Financial Planner?

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 cities near Rochester, MN are hiring for Sr Financial Planner jobs?

Cities near Rochester, MN with the most Sr Financial Planner job openings:

Senior Corporate Accounting Manager

Ashley Furniture Industries, LLC.

Rochester, MN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Ashley Furniture rating

6.1

Company rating: 6.1 out of 10

Based on 293 frontline employees who took The Breakroom Quiz

39th of 52 rated furniture manufacturers


Job description

Senior Corporate Accounting Manager

Ashley Furniture Industries

Lead Financial Excellence at the World's Largest Furniture Manufacturer

Ashley Furniture Industries seeks an accomplished Senior Corporate Accounting Manager to partner with our Assistant Controller in ensuring financial integrity, driving operational excellence, and leading critical finance functions across our global enterprise.

The Opportunity

Serve as senior financial leader ensuring all transactions comply with GAAP while maintaining integrity of company financial statements and internal controls. Assist the Assistant Controller oversee support of Financial Planning & Analysis and Transactional Accounting departments.

This role combines strategic financial leadership with operational excellence, positioning you as a key advisor to executive finance leadership.

What You'll Lead

Strategic Financial Management

  • Support general ledger maintenance in accordance with GAAP standards
  • Support consolidation of related companies and combination reporting.
  • Develop comprehensive financial reports for management, creditors, and stakeholders
  • Support annual budget preparation and financial forecasts enterprise-wide
  • Monitor and oversee posting of cash transaction flows
  • Facilitate development of new financial and accounting systems and data visualization.
  • Assist with independent audits across company entities
  • Direct preparation of regulatory reports and ensure compliance
  • Work with offshore teams supporting global finance functions
  • Support Ashley finance transformation projects

Departmental Oversight

  • Provide leadership and strategic direction for 6-8 finance professionals across:
  • Financial Planning & Analysis (FP&A)
  • Transactional Accounting functions

Team Leadership & Development

  • Assist the Assistant Controller with the development of a team of 6-8 finance professionals
  • Support employment decisions including hiring, promotions, and performance management
  • Coach team through performance reviews and development planning
  • Build succession plans and develop future finance leaders
  • Foster culture of continuous improvement and financial excellence

Process Improvement & Innovation

  • Drive continuous improvement initiatives across finance operations
  • Apply technology and business approaches in innovative ways
  • Develop solutions for complex technical or strategic challenges
  • Improve processes in safety, quality, productivity, and cost

What You Bring

Required

  • Bachelor's degree in Accounting
  • 10+ years managerial accounting/finance experience (manufacturing environment preferred)
  • Proven track record leading finance teams and driving results
  • Deep expertise in GAAP and financial reporting requirements
  • Strong analytical and problem-solving capabilities
  • Excellent leadership and people development skills
  • Occasional domestic and international travel
  • Flexible schedule with availability during critical business periods

Preferred

  • CPA or CMA certification
  • Manufacturing or consumer products industry experience
  • Financial systems implementation experience
  • Continuous improvement or Lean Six Sigma background

Core Competencies

Financial Expertise:

  • Expert knowledge of GAAP financial reporting
  • Strong mathematical and statistical skills
  • Internal controls and record management expertise
  • High level of accuracy and attention to detail

Leadership & Management:

  • Effective resource management and optimization
  • Strategic thinking with tactical execution
  • Drive results through people

Communication & Technical:

  • Excellent verbal and written communication skills
  • Proficient in Microsoft Office Suite and financial systems
  • Advanced Excel and financial modeling capabilities
  • Experience with ERP systems and financial software

Personal Attributes:

  • Ethics, values, integrity, and trust
  • Effective time management and organizational skills
  • Ability to manage multiple priorities simultaneously
  • Thrives in fast-paced, demanding environments
  • Maintains confidentiality with sensitive information

Compensation & Benefits

  • Comprehensive benefits: medical, dental, vision, 401(k) with match
  • Paid time off and company holidays
  • Professional development support (CPA/CMA, continuing education, conferences)
  • Employee furniture purchase discounts
  • Life and disability insurance
  • Relocation assistance available for qualified candidates

Why Ashley Furniture?

  • Industry Leadership - World's largest furniture manufacturer, Fortune 500 company
  • Career Growth - Clear pathway to Corporate Controller and senior finance leadership
  • Financial Innovation - Investment in cutting-edge systems and technology
  • Professional Development - Certification support, training, leadership programs
  • Organizational Culture - Collaborative, team-oriented, continuous improvement mindset
  • Location - Arcadia, Wisconsin offers excellent quality of life, affordable living, family-friendly community

Our Core Values

  • Ethics and Integrity - Unwavering commitment to doing what's right
  • Excellence - Setting the standard for quality
  • Accountability - Owning responsibilities and delivering results
  • Leadership - Developing people and driving success
  • Innovation - Embracing change and continuous improvement
  • Collaboration - Working together to achieve shared goals

Application Process

Submit:

  1. Resume highlighting relevant accounting, finance, and leadership experience
  2. Cover letter addressing your qualifications and interest in this role
  3. Professional references (provided upon request)

Our selection process includes:

  • Resume screening by Talent Acquisition
  • Phone interview with HR and hiring manager
  • On-site interviews with Corporate Controller and finance leadership
  • Executive interview with senior leadership
  • Offer and background verification

Typical hiring timeline: 4-6 weeks from application

Apply Today

Shape the Financial Future of Ashley Furniture Industries

This senior leadership opportunity offers strategic impact, team development, and career advancement for accomplished finance professionals ready to make their mark at a global industry leader.

Ashley Furniture Industries is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.


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