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Virtual Financial Planner Jobs in Minnesota (NOW HIRING)

3M

FP&A Manager - CSS

Maplewood, MN · On-site

FP&A Manager - CSS Collaborate with Innovative 3Mers Around the World Choosing where to start and ... virtual recruiting assistant on 3M.com/careers. All US-based 3M full time employees will need to ...

3M

FP&A Manager - CSS

Maplewood, MN · On-site

FP&A Manager - CSS Collaborate with Innovative 3Mers Around the World Choosing where to start and ... virtual recruiting assistant on 3M.com/careers. All US-based 3M full time employees will need to ...

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Showing results 21-40

All JobsFinancial Planner JobsVirtual Financial Planner JobsVirtual Financial Planner Jobs in Minnesota

Virtual Financial Planner information

See Minnesota salary details

$36.2K

$84.9K

$145K

How much do virtual financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for virtual financial planner in Minnesota is $84,935.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,800.00 and $124,400.00 per year, depending on experience, location, and employer.

How do virtual financial planners typically collaborate with clients and team members in a remote setting?

Virtual Financial Planners primarily use video conferencing, secure messaging platforms, and digital document-sharing tools to communicate with clients and colleagues. Regular virtual meetings help maintain strong client relationships and ensure that financial plans are up-to-date with clients’ changing needs. Team collaboration often involves cloud-based project management software and shared calendars to coordinate tasks, discuss strategies, and review client portfolios. While the virtual environment offers flexibility, it also requires proactive communication and excellent organizational skills to stay connected and deliver personalized service.

What is the difference between Virtual Financial Planner vs Financial Advisor?

AspectVirtual Financial PlannerFinancial Advisor
CredentialsCFP, ChFC, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentRemote/online consultationsIn-person or remote meetings
Industry UsagePrimarily online/virtual servicesBoth in-person and virtual services
Primary FocusFinancial planning and strategyFinancial planning, investment advice, and wealth management

Both Virtual Financial Planners and Financial Advisors hold similar credentials and often serve overlapping client needs. The key difference lies in their typical work environment, with Virtual Financial Planners primarily offering remote, online services, whereas Financial Advisors may work in person or virtually. Understanding these distinctions helps clients choose the right professional for their financial goals.

What is a virtual financial planner?

A Virtual Financial Planner is a financial professional who provides financial planning and advisory services to clients remotely, typically using digital tools such as video conferencing, secure messaging, and online financial platforms. They help clients manage their finances, develop investment strategies, plan for retirement, and achieve other financial goals without requiring in-person meetings. This approach offers flexibility and convenience for both the client and the planner, making financial advice more accessible. Virtual Financial Planners can work independently or as part of larger financial firms.

What are the key skills and qualifications needed to thrive as a virtual financial planner, and why are they important?

To thrive as a Virtual Financial Planner, you need strong analytical skills, financial planning knowledge, and typically a relevant degree or CFP certification. Familiarity with financial planning software, virtual meeting platforms, and secure document sharing systems is crucial. Excellent communication, trust-building, and time management skills help foster client relationships in a remote environment. These abilities ensure personalized, effective financial guidance and client retention in an increasingly digital financial sector.
What are the most commonly searched types of Financial Planner jobs in Minnesota? The most popular types of Financial Planner jobs in Minnesota are:
What are popular job titles related to Virtual Financial Planner jobs in Minnesota? For Virtual Financial Planner jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Virtual Financial Planner jobs in Minnesota look for? The top searched job categories for Virtual Financial Planner jobs in Minnesota are:
What cities in Minnesota are hiring for Virtual Financial Planner jobs? Cities in Minnesota with the most Virtual Financial Planner job openings:
Virtual Financial Planner jobs near you
Infographic showing various Virtual Financial Planner job openings in Minnesota as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $84,935 per year, or $40.8 per hour.

Director, Strategic Finance & Business Planning

TNS Inc.

Virginia, MN • On-site

$162 - $198/hr

Other

Medical, Dental, Life, Retirement

Re-posted yesterday

Job description

## Director, Strategic Finance & Business PlanningApplylocations: USA - Virtual - Arizona: USA - Virtual - Washington: USA - Virtual - Virginia: USA - Virtual - Utah: USA - Virtual - Texastime type: Full timeposted on: Posted Todayjob requisition id: R2991An extraordinarily talented group of individuals work together every day to drive TNS' success, from both professional and personal perspectives. Come join the excellence!## ## OverviewThis role supports the Strategic Finance and Business Planning function by leading financial analysis, business case development, investment evaluation, and executive decision support for key strategic initiatives. The position partners cross-functionally with Product Management, Engineering, Sales, Operations, Shared Services, FP&A, Accounting, and senior leadership to evaluate growth opportunities, assess investment returns, support M&A and corporate development activity, and monitor performance against approved business cases.## ## **Responsibilities**This role will support the Strategic Finance and Business Planning function by leading financial analysis, investment evaluation, business case development, and executive decision support for key strategic initiatives across the business. The position will partner closely with Product Management, Engineering, Sales, Operations, Shared Services, FP&A, Accounting, and senior leadership to evaluate growth opportunities, support investment decisions, and track performance against approved business cases.**Key Responsibilities****Strategic Investment & Business Case Development*** Lead the development of financial business cases to support investment decisions for new products, platform enhancements, RFI/RFP responses, and strategic initiatives across the Communications, Payments, and Financial Markets business units.* Build comprehensive financial models to assess revenue potential, cost structure, cash requirements, ROI/NPV, payback period, and long-term profitability.* Develop scenario and sensitivity analyses for key strategic initiatives to support informed decision making.**Cross-Functional Strategic Partnership*** Partner with Product Management, Engineering, Sales, Operations, and Shared Services to develop assumptions and inputs required for investment analyses.* Facilitate cross-functional alignment on go-to-market strategies, commercialization approach, and resource requirements.* Serve as a strategic finance advisor to operational leaders on investment prioritization and resource allocation.**Strategic Analysis & Executive Decision Support*** Analyze large internal and external data sets to identify market opportunities, operational efficiencies, and growth drivers.* Translate financial analysis into clear strategic insights and recommendations for senior leadership.* Prepare executive-level presentations and materials to support strategic decision making.* Conduct ad hoc financial and strategic analysis to support executive leadership and corporate planning initiatives.* Support the preparation of Board-level strategic materials.**M&A and Corporate Development Support*** Support buy-side acquisition analysis, including valuation modeling, synergy assessment, and financial diligence.* Assist with sell-side divestiture analysis and preparation of financial materials for potential transactions.* Build and maintain transaction financial models and scenario analyses.**Investment Governance & Performance Tracking*** Partner with FP&A and Accounting to track actual investment spend against approved investment cases.* Monitor performance against expected financial returns, investment milestones, and approved business case assumptions.* Maintain a centralized dashboard of approved investments and pipeline opportunities to support prioritization and capital allocation decisions.## ## **Qualifications*** The ideal candidate will have at least 10+ years of relevant experience.* For this role, we anticipate paying $162,000 - $198,000 annually. Any compensation range provided for a role is an estimate determined by available market data. The actual amount may be higher or lower than the range provided considering each candidate’s knowledge, skills, abilities, and geographic location. TNS offers a competitive benefit package including medical and dental coverage, life insurance, paid holidays and vacations, and a 401K plan with company match.If you are passionate about technology, love personal growth and opportunity, come see what TNS is all about!TNS is an equal opportunity employer. TNS evaluates qualified applicants without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity or expression, protected veteran status, disability/handicap status or any other legally protected characteristic. #J-18808-Ljbffr

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