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Wealth Planning Associate Jobs in Rochester, MN (NOW HIRING)

Focus Partners Wealth

Tax Associate

Rochester, MN

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...

Baird

Financial Advisor in Training

Rochester, MN · On-site

$60K - $100K/yr

You will have the opportunity to partner with experienced advisor teams, support client planning ... Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial ...

DataAnnotation

M&A Associate

Rochester, MN · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Dollar Tree

Merchandising Assistant Manager

Rochester, MN · On-site

... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...

Dollar Tree

Assistant Manager

Rochester, MN · On-site

... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...

Dollartree

Merchandising Assistant Manager

Rochester, MN · On-site

... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...

Dollartree

Merchandising Assistant Manager

Rochester, MN · On-site

... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...

Dollar Tree

Merchandising Assistant Manager

Rochester, MN · On-site

... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...

Dollartree

Assistant Manager

Rochester, MN · On-site

... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...

The Buckle

Part-Time Sales Teammate

Rochester, MN

$12 - $14/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Buckle

Part-Time Sales Teammate

Rochester, MN · On-site

$12 - $14/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Buckle

Part-Time Sales Teammate

Rochester, MN

$12 - $14/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

BridgePoint Associates

Major Giving Officer

Rochester, MN · On-site +1

$141K/yr

Leverage wealth screening software and the Salesforce CRM for fundraising initiatives * Effectively communicate the organization's mission to funders * Provide projections and reporting for the donor ...

All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Rochester, MN

Wealth Planning Associate information

See Rochester, MN salary details

$39.1K

$79.6K

$109.8K

How much do wealth planning associate jobs pay per year?

As of Jun 12, 2026, the average yearly pay for wealth planning associate in Rochester, MN is $79,574.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,100.00 and $93,000.00 per year, depending on experience, location, and employer.

How do Wealth Planning Associates typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a Wealth Planning Associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What does a Wealth Planning Associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
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Wealth Planning Associate jobs near you

Tax Associate

Focus Partners Wealth

Rochester, MN

$57K - $76K/yr

Full-time

Posted 20 days ago

Job description

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

Primary responsibilities:

  • Analyze, review and compile tax return data.

  • Prepare federal, state and local income tax returns for individuals and businesses.

  • Prepare extensions and assist with tax notices as needed.

  • Prepare quarterly tax estimates and assist with tax projections.

  • Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

  • Gain technical knowledge by researching and learning tax laws as required.

  • Analyze client information and offer recommendations for reducing client tax liabilities.

  • Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

  • Operate in a fully compliant manner to protect clients’ and the firm’s information.

  • Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

Qualifications:

  • A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.

  • A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

  • Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.

  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.

  • Notable attention to detail, self-initiated follow-through, and outstanding time management.

  • Ability to work individually and in a team atmosphere.

  • The willingness and ability to work additional hours, as needed, during busy season.

Preferred Qualifications:

  • CPA, CPA candidate or EA granting the ability to represent clients before the IRS.

  • Experience preparing multi-state tax returns.

  • Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Taxâ„¢ Planner.

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