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

Senior Project Manager

Rochester, MN · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

... financial operations. The Senior Project Manager (PM) works independently, assuming primary responsibility for planning, directing, coordinating and delivering project activities through the entire ...

Sr Manager, Connect

Rochester, MN · On-site

$117K - $118K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... growth, financial health of the program, and the continued maturity of MCP Services' Program ... Facilitate executive governance meetings, strategic planning sessions, and business reviews in ...

Survey Crew Chief

Rochester, MN · On-site

$36/hr

  • PTO

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

Senior Project Manager

Rochester, MN · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

... financial operations. The Senior Project Manager (PM) works independently, assuming primary responsibility for planning, directing, coordinating and delivering project activities through the entire ...

Senior Project Manager

Rochester, MN · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

... financial operations. The Senior Project Manager (PM) works independently, assuming primary responsibility for planning, directing, coordinating and delivering project activities through the entire ...

Senior Tax Associate

Rochester, MN · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Review work prepared by associates * Assist with tax planning and projections * Communicate with ... Three to five years of experience providing accounting and financial services is preferred ...

Senior Materials Manager

Stewartville, MN · On-site

$112K - $155K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

... planning, and continuous improvement on all of it ... You'll also be a cross-functional partner- Engineering, Production, Quality, and Finance all need ...

Senior Mechanical Engineer

Rochester, MN · Hybrid

$102K - $134K/yr

Provide engineering design, evaluation, and planning of mechanical systems for a variety of market ... finance and accounting, information technology, and marketing professionals, all of whom play a key ...

Senior Mechanical Engineer

Rochester, MN · On-site

$102K - $134K/yr

Provide engineering design, evaluation, and planning of mechanical systems for a variety of market ... finance and accounting, information technology, and marketing professionals, all of whom play a key ...

Showing results 21-40

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 19, 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 Project Manager

Mayo Clinic

Rochester, MN • Hybrid

Full-time

Medical, Dental, Vision, Retirement

Re-posted 2 days ago


Mayo Clinic rating

7.8

Company rating: 7.8 out of 10

Based on 699 frontline employees who took The Breakroom Quiz

127th of 888 rated healthcare providers


Job description

Why Mayo Clinic

Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans - to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic.

Benefits Highlights
  • Medical: Multiple plan options.
  • Dental: Delta Dental or reimbursement account for flexible coverage.
  • Vision: Affordable plan with national network.
  • Pre-Tax Savings: HSA and FSAs for eligible expenses.
  • Retirement: Competitive retirement package to secure your future.

Responsibilities

This is a hybrid position and must be located within 100 miles of a Mayo Clinic campus for occasional on-site expectations based on business needs. 

We are seeking an experienced Senior Project Manager specializing in Healthcare Revenue Cycle Management (RCM). This role, forms and leads complex, high-impact enterprise projects that span hospital billing systems, electronic health record (EHR) integrations, and process optimization while managing scope, tracking and aligning project milestones. The ideal candidate bridges the gap between hospital financial executives, clinical documentation teams, and IT professionals to safeguard cash flow and optimize financial operations.

The Senior Project Manager (PM) works independently, assuming primary responsibility for planning, directing, coordinating and delivering project activities through the entire project life cycle (from initiation through handoff to customer) that are major/complex/business critical. The Senior PM is responsible to lead project objectives and completion on time, on budget, and in conformance to Mayo Clinic project management methodologies and standards.

The Senior PM will lead large projects that have site- or enterprise-level strategic importance. Project work has high to very high risk and risk interdependencies, multiple interrelationships, and may have major costs associated. Responsible for managing established budget. Leads and provides direction in the development and tracking of project budgets. Position requires strict adherence to budget management and guidelines of both the assigned department and the institution. Independently leads problem-solving and decision-making activities, within the scope of the project and change management process, taking reasonable and prudent actions to accomplish agreed upon project objectives. Leverages many years of experience to manage extensive projects and is highly competent in the implementation of project results. Uses advanced negotiations skills that are characterized by innovative thinking.

The use and application of Agile methodologies is important to this role. Many of the items important to an Agile process are not unique to Agile. This individual may be responsible for monitoring scrum processes and scrum meetings. They may work to increase efficiency, motivate the team, and advocate for changes that will ensure quality and timeliness. 

Leading project teams may include the following not already specified above:

  • Guiding teams on Agile practices and values to implement critical projects
  • Assessing maturity of the team and organization and coaching the team to higher levels of maturity, at a pace that is sustainable
  • Removing impediments and blockers or guiding the team to do so; escalating to management when appropriate
  • Building a trusting and safe environment where problems can be raised and resolved
  • Facilitating getting the work done without coercion, assigning, or dictating the work
  • Facilitating discussion, decision making, and conflict resolution
  • Supporting and educating the Product Owner, especially on creating the product backlog and ongoing backlog refinement.


May have direct and indirect reports and be in a position to employ and guide the project staff in a goal-oriented way within projects. The Senior Project Manager leads and demonstrates project-focused culture at Mayo Clinic and also advises/provides mentorship to other staff regarding project management practices, methods, and standards.

Performs additional job-related functions as detailed by immediate supervisor.


Qualifications

Bachelor's degree with 10 years' experience in Project Management and business-related activities or master's degree with 7 years' experience in Project Management. Education preference: project management, business administration, agile/scrum, management. Active (unexpired) Project Management Professional (PMP) certification is required.

Candidates should also include any certifications they have, which do not supersede the PMP certification, which may include but are not necessarily limited to Certified Product Management, Certified Scrum Master (CSM), Advanced Certified Scrum Master (A-CSM), PMI Agile Certified Practitioner, Risk Management Professional (RMP) and/or Certified Scrum Professional (CSP).

Preferred Qualifications

  • Ability to facilitate and guide decision-making under high pressure. 
  • Ability to track/manage key milestones of projects, initiatives, and programs.
  • Bridges complex IT systems, clinical documentation, and hospital financial performance.
  • Experience leading implementations or optimizations for major Electronic Health Records (EHR) and/or billing software i.e. Epic.
     

Authorization to work and remain in the United States, without necessity for Mayo Clinic sponsorships now, or in the future (for example, be a U.S. Citizen, national, or permanent resident, refugee, or asylee). Mayo Clinic does not participate in the F-1 STEM OPT extension program. 


Exemption Status
Exempt
Compensation Detail
$107,452- $168,292 / year
Benefits Eligible
Yes
Schedule
Full Time
Hours/Pay Period
80
Schedule Details
Monday - Friday; 8:00 am - 4:30 pm CST. This is a hybrid position and must be located within 100 miles of a Mayo Clinic campus for occasional on-site expectations based on business needs.
Weekend Schedule
N/A
International Assignment
No
Site Description
Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is. 

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the 'EOE is the Law'.  Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Recruiter
Miranda GrabnerQualifications:

Bachelor's degree with 10 years' experience in Project Management and business-related activities or master's degree with 7 years' experience in Project Management. Education preference: project management, business administration, agile/scrum, management. Active (unexpired) Project Management Professional (PMP) certification is required.

Candidates should also include any certifications they have, which do not supersede the PMP certification, which may include but are not necessarily limited to Certified Product Management, Certified Scrum Master (CSM), Advanced Certified Scrum Master (A-CSM), PMI Agile Certified Practitioner, Risk Management Professional (RMP) and/or Certified Scrum Professional (CSP).

Preferred Qualifications

  • Ability to facilitate and guide decision-making under high pressure. 
  • Ability to track/manage key milestones of projects, initiatives, and programs.
  • Bridges complex IT systems, clinical documentation, and hospital financial performance.
  • Experience leading implementations or optimizations for major Electronic Health Records (EHR) and/or billing software i.e. Epic.
     

Authorization to work and remain in the United States, without necessity for Mayo Clinic sponsorships now, or in the future (for example, be a U.S. Citizen, national, or permanent resident, refugee, or asylee). Mayo Clinic does not participate in the F-1 STEM OPT extension program. 


What Mayo Clinic employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Mayo Clinic logo

About Mayo Clinic

Sourced by ZipRecruiter

Mayo Clinic is the largest integrated, not-for-profit medical group practice in the world. We're building the future, one where the best possible care is available to everyone — and more people can heal at home. Our relentless research turns into earlier diagnoses and new cures. That's how we inspire hope in those who need it most. At Mayo Clinic, experts work together to solve the most challenging unmet needs of patients. Our history of innovation dates back almost 150 years, when brothers Will and Charlie Mayo pioneered an integrated, team-based approach to medicine. Today, that trailblazing spirit drives innovations like Mayo Clinic Platform — which powers new technologies to change how care is delivered to all.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Rochester, MN, US

Year founded

1919