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

Salas O'Brien, Inc.

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 ...

Salas O'Brien

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 ...

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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 Sep 6, 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 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 Mechanical Engineer

Salas O'Brien, Inc.

Rochester, MN • Hybrid

$102K - $134K/yr

Full-time

Re-posted 6 days ago

Salas O'Brien rating

8.2

Company rating: 8.2 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

162nd of 453 rated engineering

Job description

Senior Mechanical Engineer - Bloomington or Rochester, MN (Hybrid) SIGN-ON BONUS up to $10K 
 
The Senior Mechanical Engineer serves to work in a fast-paced multi-discipline team environment. The position responsibilities primarily are focused on the design of mechanical systems for new facilities, additions, and renovation projects. This will require providing technical leadership for the creation of construction drawings and specifications, existing system studies and master planning efforts.  Qualified candidates will meet with clients, project teams, code officials, contractors, and others to address mechanical issues to develop effective working relationships.  The project clientele includes K-12 Education, Higher Education, Commercial, Health Care, Science and Technology, municipal and institutional Facilities. 
  
In this role, you will: 
  • Develop HVAC system designs of a given project based on scope of work and/or client RFPs 
  • Provide engineering design, evaluation, and planning of mechanical systems for a variety of market types 
  • Perform Load/Energy calculations with software such as Trace 700, IES and similar programs 
  • Conduct existing building surveys and documentation of existing HVAC systems 
  • Develop system design calculations and selection of equipment for use in buildings 
  • Write/edit project specifications 
  • Prepare detailed design documents, reports, and studies 
  • Complete code compliance research 
  • Coordinate work with other disciplines 
  • Provide construction administration services 
  • Perform QA/QC of design work 
  • Oversee and provide guidance to junior engineers 
  • Lead project teams and serve as the primary contact for clients 
  • Assist in the procurement of new work, including the development of client relations and participation in project interviews 
  
You will be a great fit if: 
  • You have a bachelor’s degree in mechanical engineering  
  • You possess Professional Engineer (PE) license  
  • You have an LEED certification / experience 
  • You have a minimum of 8 years of design experience 
  • You have knowledge in the design of HVAC systems 
  • You have knowledge and understanding of codes, standards, and design guidelines 
  • Are a US Citizen 
  
Skills/abilities: 
  • Excellent work ethic and attitude 
  • Good communication skills, combined with organizational skills, the ability to plan, balance and prioritize work 
  • Ability to lead a team and work as a team 
  • Proficiency in Auto CAD, Revit, and MS Office
Location:  Bloomington or Rochester, MN – Hybrid 
Travel:  Less than 10%
Compensation: $100,000 - $130,000
Bonus: Up to $10,000 
 
 About Us: 
At Salas O’Brien we tell our clients that we’re engineered for impact. This passion for making a difference applies just as much to our team as it does to our projects. That’s why we’re committed to living our values every day: inspiring, achieving, and connecting as shared owners of our success with a focus on a sustainable future.  
 
Building for the long-term means that all of our team members can expect to work on amazing projects with a people-first approach to problem solving. It also means that each member of our team has truly limitless potential to build a unique, meaningful, and high-impact career—and they’ll receive great total rewards along the way.  
 
Founded in 1975, Salas O’Brien is an employee-owned engineering and professional services firm focused on achieving impact for our clients, our team, and the world. We know that tomorrow’s requirements are today’s opportunities, and we are here to design lasting solutions for pressing challenges. 
 
We work across a variety of industries providing integrated engineering and consulting services. Our specialized experience includes design for data centers, healthcare, science and technology, high-rise buildings, clean energy, education, and other building types as well as structural and building sciences, infrastructure asset management, advanced robotics, and more.  
 
 Our technical expertise is paired with an exceptional team of business development, human resources, finance and accounting, information technology, and marketing professionals, all of whom play a key role in bringing our commitments to life every day.
 
Salas O’Brien does not accept unsolicited resumes from external recruiters or agencies. We only work with approved partners engaged directly by our Talent Acquisition team for specific searches. Unsolicited submissions will not be eligible for placement fees.  
#LI
 
Equal Opportunity Employment Statement 
Salas O’Brien provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state/provincial, or local laws. Salas O’Brien will accommodate the disability-related needs of applicants as required by law. 
#LI-Hybrid

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