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Staff Financial Planner Jobs (NOW HIRING)

Mayo Clinic

Staff Financial Planner

Rochester, MN · Hybrid

$141K - $204K/yr

Responsibilities Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset ...

Mayo Clinic

Staff Financial Planner

Rochester, MN

$77K - $103K/yr

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research ...

Mayo Clinic

Staff Financial Planner

Rochester, MN · On-site

$77K - $103K/yr

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research ...

Long Island Financial Planning Firm

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Financial Planner

Melville, NY · On-site

$75K - $125K/yr

Financial Planner Melville, NY | Full-Time | 100% In-Office | $75,000-$125,000+ No Cold Calling. No ... Working closely with executive assistants and support staff to deliver a high level of client ...

Long Island Financial Planning Firm

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Financial Planner

Melville, NY · On-site

$75K - $125K/yr

Financial Planner Melville, NY | Full-Time | 100% In-Office | $75,000-$125,000+ No Cold Calling. No ... Working closely with executive assistants and support staff to deliver a high level of client ...

EP Wealth Advisors, LLC

$56K - $75K/yr

Collaborate with the Director of Financial Planning, AssociateDirector of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitionsefforts, including staff training ...

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As of Sep 13, 2026, the average yearly pay for staff financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

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Staff Financial Planner

Rochester, MN • Hybrid

Mayo Clinic
Hospitals • 10K+ employees
Learn more about Mayo Clinicexternal

$141K - $204K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago

Key responsibilities

  • Provide financial and investment planning services including asset allocation, research, security selection, tax planning, estate tax issues, college expense planning, cash flow analysis, debt planning, retirement planning, and insurance needs analysis.

  • Offer benefits consulting for new, current, and retired staff.

  • Maintain confidentiality, demonstrate practical knowledge of financial planning principles, and communicate effectively with clients.

Mayo Clinic rating

7.8

Company rating: 7.8 out of 10

Based on 707 frontline employees who took The Breakroom Quiz

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

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research and security selection; tax planning assistance and estate tax issues; college expense projections/planning; cash flow analysis; debt planning, including mortgages, student loans and lines of credit; retirement planning/projections; insurance needs/risk analysis; benefit design and review of federal and state compliance issues; benefits consulting (10%) for new, current and retired staff.
This vacancy is not eligible for sponsorship/ we will not sponsor or transfer visas for this position. Also, Mayo Clinic DOES NOT participate in the F-1 STEM OPT extension program. 


Qualifications

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit management/selection for highly compensated and high net worth individuals/families preferred. Must have strong interviewing skills; ability to maintain confidentiality; must possess excellent verbal and written communication skills; maintain team attitude; and must be able to demonstrate extensive, practical knowledge of financial planning principles.


Exemption Status
Exempt
Compensation Detail
$141,024.00 - $204,526.40 / year
Benefits Eligible
Yes
Schedule
Full Time
Hours/Pay Period
80
Schedule Details
Monday - Friday, 8:00 a.m. - 5:00 p.m. This is a hybrid position and must be located within 100 miles of the Mayo Clinic Rochester, MN campus for onsite expectations based on business needs.
Weekend Schedule
Not applicable
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
Maggie KramerQualifications:

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit management/selection for highly compensated and high net worth individuals/families preferred. Must have strong interviewing skills; ability to maintain confidentiality; must possess excellent verbal and written communication skills; maintain team attitude; and must be able to demonstrate extensive, practical knowledge of financial planning principles.

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

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