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

DataAnnotation

Senior Financial Analyst

Rochester, MN · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

Mayo Clinic

Senior Director - Gift Planning

Rochester, MN · Hybrid

$148.10K - $214.70K/yr

The Senior Director partners closely with development leaders, gift officers, legal, finance, and external professional advisors to foster innovative philanthropic approaches, enhance gift planning ...

Baird Capital

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 ...

New

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 ...

Baird

Financial Advisor in Training

Rochester, MN

$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 ...

Omni Inclusive

SAP Finance Architect

Rochester, MN · On-site

S/4HANA Finance Architect to play a key leadership role in a complex, multi‐entity ERP ... Serve as the primary finance design authority in front of senior stakeholders. * Conduct workshops:

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 ...

Sehinc

Electrical Group Leader

Rochester, MN · On-site

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

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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 May 28, 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 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 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 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:
What cities near Rochester, MN are hiring for Sr Financial Planner jobs? Cities near Rochester, MN with the most Sr Financial Planner job openings:
Sr Financial Planner jobs near you
Senior Financial Analyst

Senior Financial Analyst

DataAnnotation

Rochester, MN • Remote

$40 - $60/hr

Part-time

Posted 12 days ago

Job description

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We are looking for a Finance Expert to help advance AI development in the finance domain. 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.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. 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.

Benefits:

  • This a full-time or part-time REMOTE position
  • You’ll be able to choose which projects you want to work on
  • You can work on your own schedule
  • Projects are paid hourly starting at $50–$60 USD per hour, with bonuses on high-quality and high-volume work

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 (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Masters 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 an independent contract position.

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