Financial Planning Jobs in Minnesota
Financial planning jobs in Minnesota are consistently in demand, with strong hiring concentrated in wealth management, retirement planning, and employee benefits consulting across the Twin Cities metro, Rochester, and Duluth. Major employers with deep roots in the state include Ameriprise Financial, U.S. Bancorp, and Securian Financial, all of which maintain substantial financial planning teams in Minnesota. Openings exist at every level, from associate planners and client service roles to senior advisors and practice managers, with the strongest demand in personal financial planning and institutional retirement services. See the openings below and apply to the ones that match your experience.
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Headquartered in Minneapolis, Minn., Endeavor has hub operations in Atlanta, Cincinnati, Detroit, Minneapolis, New York, and Raleigh-Durham, and 11 maintenance bases across our network.
Our team promotes an inclusive environment in all aspects of the airline and our operation. As an EEO employer, we provide opportunities for all qualified candidates without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran, or disabled status.
The Manager or Senior Manager, Financial Planning & Analysis leads the day-to-day activities, development, and management of the Endeavor FP&A team, acting as a dynamic, high-performing leader who operates as a true financial thought partner to the business – not simply a reporter of results.
This role owns the financial outlook for Endeavor, proactively identifies risks and opportunities, and is expected to know what good looks like in FP&A: bringing best-practice thinking, a bias for continuous improvement, and the independence to drive initiatives forward with minimal oversight. The individual will regularly engage with and present to senior leadership – including VPs and the C-suite – and must have the experience, confidence, and executive presence to do so credibly.
This role leads a team of finance professionals focused on creating value in partnership with Endeavor business units through meaningful, insight-driven analysis that optimizes financial and operational performance.
- Owns the financial outlook for Endeavor – understands every major driver of the forecast, identifies emerging risks and opportunities before they become surprises, and clearly articulates what will happen and why.
- Crafts the narrative, not just the variance – goes beyond explaining what happened in the numbers to build a clear, compelling story for senior management that answers "so what" and "what's next," turning analysis into a decision-ready recommendation rather than a data recap.
- Serves as a key Delta Finance interface – given Endeavor's financials roll up into Delta's consolidated results, partners directly with Delta Finance counterparts to align on variance narratives, ensure Endeavor's perspective is represented in joint reviews, and maintain a consistent story across both organizations.
- Operates independently, exercising sound judgment on prioritization and escalation; requires minimal day-to-day direction from the Director to move initiatives forward.
- Brings a continuous-improvement mindset – proactively identifies opportunities to streamline, automate, and improve FP&A processes and the broader business, rather than waiting to be asked.
- Creates and maintains ongoing reporting that influences business decisions; manages financial analysis and report generation activities to meet reporting requirements.
- Presents confidently and credibly to VPs and C-suite audiences, synthesizing complex analysis into concise, executive-ready narratives and recommendations rather than data dumps.
- Pressure-tests analyst work for rigor and accuracy, directs analysts toward the specific analysis needed to answer a business question, and coaches the team to raise analytical rigor, storytelling, and financial literacy.
- Manages departmental activities to ensure business objectives are met on time, within budget, and with maximum accuracy and quality.
- Leads analysis of key financial and operational issues and helps drive the annual operating plan preparation.
- This position supervises 3–5 analysts and is responsible for employee development, performance management, coaching, and day-to-day leadership of assigned staff.
- Ethics and Values - Serves as a champion to employees and projects that are beneficial to the company. Displays courage and willingness to take an unpopular stance to make positive long-term progress for individuals and the organization.
- Knows Our Business - Looks for ways to improve our success operationally and through people. Understands how all aspects of the business operate in a systemic way. Technically and professionally skilled to do the job at a high level of accomplishment.
- Builds Trust and Decision Making - Models honesty and open communications in large group meetings. Responds to challenge in a positive way – sees as an opportunity to learn new perspectives and perhaps improve the organization.
- Drive for Results by Inspiring Others - Builds passion and enthusiasm for the organization’s mission. Identifies measurements that will drive long term positive results, and shares the rationale, thus engaging the organization.
- Know Your Team and Leading People - Inspires organization to build effective work relationships that are based on strengths and focused on achieving organizational goals, understanding, and utilizing each team member’s interests and development goals. As a leader, proactively sees opportunities for talented and diverse staff to work with upper leadership to promote development and results.
Required
- Bachelor's degree or a combination of education and related experience.
- 5+ years of experience in a dynamic finance or accounting role.
- 2+ years as a people leader with direct reports.
- Demonstrated ability to work independently, take ownership, and drive initiatives with minimal oversight.
- Strong analytical, interpretive, and organizational skills, with the ability to both perform and direct complex analysis.
- Prioritization and time management skills; able to meet deadlines efficiently and effectively.
- Interpersonal, written, and verbal communication skills; able to work with all levels of an organization.
- Ability to effectively convey a professional demeanor in all interactions.
- Advanced Excel skills required.
Preferred
- 2+ years of supervisory experience
- FP&A-specific experience (versus broader finance or accounting experience).
- Experience presenting to and influencing senior leadership (VP level and above); comfortable in C-suite settings.
- A demonstrated track record of proactively identifying and driving process or business improvement opportunities, not simply executing assigned tasks.
- Experience building executive-level narratives/storylines (not just variance reporting), ideally including exposure to a parent company, board, or external stakeholder audience.
- Advanced degree or certification (e.g., MBA, CPA)
- Can involve long periods of sitting. Computer work, repetitive motion such as typing. Subject to critical deadlines.
- Minimal physical exertion such as: pulling, pushing, reaching, bending, standing, walking, and light lifting of boxes, bags files, and electronic equipment not in excess of 30 lbs.
- Travel up to 10%.
Providing world-class service to our customers starts with providing world-class benefits to our employees. Endeavor Air employees receive a competitive total compensation package which includes a variety of benefits to choose from and some of the best perks around.
- Free or reduced-rate travel privileges on Delta Air Lines and 80+ air carriers worldwide for employees and eligible family members.
- Comprehensive Medical, Dental, and Vision Plans.
- 401(k) with Company Match starting on Day 1.
- Operational Performance Rewards (OPR) Program.
- Life and AD&D Insurance, Short and Long-term Disability, Flexible Spending Accounts (FSA), and voluntary supplementary benefit options.
See All 15 Financial Planning Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in Minnesota
Where Minnesota roles are concentrated, by current openings.
Financial Planning Job Market in Minnesota
A snapshot from current Minnesota openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Insurance
What Minnesota Employers Look For
The qualifications that appear most often in financial planning jobs across Minnesota.
- Active Series 65 or Series 7 license registered in Minnesota through FINRA
- CFP designation or active enrollment in a CFP Board-registered education program
- Bachelor's degree in finance, financial planning, economics, or a related field
- Demonstrated experience building and managing client financial plans and investment portfolios
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong written and verbal communication skills for presenting plans to individual and institutional clients
Financial Planning Jobs in Minnesota: Frequently Asked Questions
How do you become a financial planning in Minnesota?
Becoming a financial planner in Minnesota typically starts with a bachelor's degree in finance, economics, or a related field, followed by obtaining a FINRA securities license such as the Series 65 or Series 7, which requires registration through the Minnesota Department of Commerce. Many planners pursue the CFP designation through a CFP Board-registered program, completing the required coursework and passing the CFP exam. Minnesota's Department of Commerce oversees investment adviser registration for those operating independently.
How much do financial plannings make in Minnesota?
Financial plannings in Minnesota earn a median of about $102,660 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $47,520 for the lowest 10% to over $310,730 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in Minnesota?
Employers hiring financial plannings in Minnesota right now include Ziegler CAT, HealthPartners, and Jamba Juice, based on current listings on Migrate Mate as of November 2026. Minnesota's concentration of insurance carriers, wealth management firms, and Fortune 500 corporate headquarters creates a broad and steady base of financial planning roles across both independent advisory practices and large institutional employers.
Which Minnesota cities have the most financial planning jobs?
Bloomington, Hopkins, and Rochester have the most financial planning openings in Minnesota. The Twin Cities metro dominates because it is home to major financial services headquarters including Ameriprise Financial and Securian Financial, while Rochester draws openings tied to Mayo Clinic's employee benefits and financial wellness programs, and Duluth supports a regional market of community banks, credit unions, and independent advisory firms.
Are there remote financial planning jobs in Minnesota?
Yes, and more than many professional fields, since financial planning is largely an advisory and analytical role that can be conducted by phone, video, and digital planning tools. About 40% of financial planning openings tied to Minnesota are remote or hybrid as of November 2026, reflecting how broadly firms have adopted virtual client relationships since the pandemic. Client-facing relationship management roles tend to be hybrid, while planning support and paraplanner positions are most likely to be fully remote.
How can I get hired as a financial planning in Minnesota with little or no experience?
The most realistic entry path is a paraplanner or financial planning associate role, which Minnesota firms such as Ameriprise Financial and regional registered investment advisers routinely post as stepping stones for candidates without full planning experience. Completing a CFP Board-registered academic program at the University of Minnesota or Minnesota State universities signals readiness to Minnesota employers. Adjacent roles in banking, insurance, or client service at Minnesota credit unions and community banks are common lateral moves that open doors to planning positions.
Where can I find and apply to financial planning jobs in Minnesota?
You can find and apply to financial planning jobs in Minnesota on Migrate Mate, which lists current openings from employers actively hiring in the state. Search the listings to find roles that match your experience level and specialization, then apply directly to the ones that fit.
See All 15 Financial Planning Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
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