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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Overview

Open roles15
Top employerZiegler CAT
Top cityBloomington, MN
Cities hiring11
Work type60% On-site
Top industryInsurance

Showing 5 of 15+ Financial Planning jobs

Manager / Senior Manager, Financial Planning & Analysis
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Added 2d ago
Manager / Senior Manager, Financial Planning & Analysis
Endeavor Air
Minneapolis, Minnesota
Accounting
Business Operations
$110k - $150k/yr
Master's degree in business administration
5,001-10,000

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Vice President, Financial Planning & Analysis (FP&A)
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Added 3d ago
Vice President, Financial Planning & Analysis (FP&A)
HealthPartners
Bloomington, Minnesota
Business Operations
Business Strategy
Consulting & Professional Services
$133.85 - $200.76/hr
Master's degree in business administration
10,000+

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Financial Planning Resident
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Added 3d ago
Financial Planning Resident
Mindful Asset Planning
Saint Paul, Minnesota
Business Strategy
Consulting & Professional Services
Strategy & Corporate Development
$50k - $60k/yr
On-Site
Bachelor's degree
11-50

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Financial Planning and Analysis (FP&A) Analyst
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Added 4d ago
Financial Planning and Analysis (FP&A) Analyst
Ziegler CAT
Bloomington, Minnesota
Customer Support
IT Support
Technical Program Management
$71k - $89k/yr
Bachelor's degree in finance
1,001-5,000

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Financial Planning Advisor
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Added 1w ago
Financial Planning Advisor
Great Waters Financial
Shoreview, Minnesota
Accounting
Investment Banking & Capital Markets
$62k - $80k/yr
Bachelor's degree
11-50

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See All 15 Financial Planning Jobs in Minnesota

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Financial Planning Jobs by City in Minnesota

Where Minnesota roles are concentrated, by current openings.

Bloomington
5 jobs
Hopkins
1 job
Rochester
1 job
Roseville
1 job
Shoreview
1 job
Minnetonka
1 job
Saint Paul
1 job
Minneapolis
1 job
Brooklyn Park
1 job

Financial Planning Job Market in Minnesota

A snapshot from current Minnesota openings, updated as new roles post.

Who's Hiring

Ziegler CAT2 open roles
HealthPartners2 open roles
Jamba Juice1 open role

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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