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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Showing 5 of 18+ Financial Planning jobs
ABOUT INSPIRE MEDICAL SYSTEMS
Inspire is the first of its kind medical device designed to make a difference in the lives of those living with Obstructive Sleep Apnea (OSA). We are revolutionizing the sleep industry with our FDA-approved medical device, designed to reduce OSA severity for those who cannot tolerate or get consistent benefit from CPAP. Inspire Medical Systems is committed to enhancing patients’ lives through sleep innovation. We are steadfast in our commitment to prioritize patient outcomes, act with integrity and lead with respect. With positive persistence at our core, we are committed to all those we serve.
WHY JOIN OUR FAST-GROWING TEAM
At Inspire, we value people – your diverse experiences, backgrounds, and thoughts. We elevate voices and encourage learning opportunities to build a professional network that grows into community. We embrace a people-first culture by offering excellent benefits, 401k matching, ESPP, flexible time off (FTO), and tuition reimbursement.
If you’re passionate about making a difference in people’s lives and want to work with innovative technology, come be a part of our great team!
POSITION SUMMARY
The Summer FP&A Intern will join the Financial Planning & Analysis team for an immersive, hands-on experience supporting the analytical engine behind the company's revenue and growth strategy. Working alongside experienced financial analysts, the intern will contribute to building and refining models that quantify revenue growth drivers, evaluate account/physician-level performance to identify the qualities that most strongly correlate with growth, and connect leading and lagging key performance indicators (KPIs) to future financial outcomes. This role is ideal for a motivated student who wants to translate classroom finance and analytics into real business impact—partnering cross-functionally, wrangling and interpreting data, and presenting findings that inform forecasting, planning, and executive decision-making. Over the course of the internship, the intern will develop practical proficiency in financial modeling, data analysis, and business storytelling while gaining exposure to how a high-growth organization plans, measures, and drives sustainable performance.
MAIN DUTIES/RESPONSIBILITIES
- Support revenue modeling: Assist in building and maintaining financial models that isolate and quantify the primary drivers of revenue growth (e.g., volume, mix, new-account contribution, and productivity).
- Conduct account and physician analysis: Analyze data to identify the characteristics and behaviors that distinguish high-growth customers from stagnant ones and summarize the drivers behind the trends.
- Link KPIs to forward performance: Help evaluate how leading indicators and operational KPIs (pipeline, productivity, utilization, etc.) factor into future revenue and forecast accuracy.
- Prepare analysis and reporting: Compile data from multiple sources, perform variance and trend analysis, and build clear, accurate outputs (tables, charts, dashboards) for stakeholder review.
- Contribute to planning cycles: Provide analytical support for forecasting, budgeting, and business review deliverables.
- Ad hoc projects: Support special analyses and process-improvement initiatives as needed throughout the internship. responsibilities, grouped and organized in order of importance.
QUALITY SYSTEM RESPONSIBILITIES
- Document product and therapy related field reports within the prescribed timelines and provide any necessary documents required to complete the investigation. Provide follow-up reporting as needed.
- Complete training requirements and competency confirmations as required for this position within the required timeline.
- Comply with applicable quality system procedures/policies and make suggestions for continuous process improvement.
QUALIFICATIONS
Educational Requirements:
- Currently enrolled in an accredited undergraduate or graduate program, pursuing a degree in Finance, Accounting, Economics, Business Analytics, Data Science, or a related quantitative field.
- Expected graduation date following the completion of the internship (rising junior, rising senior, or graduate student preferred).
- Minimum cumulative GPA of 3.0 (or equivalent) preferred.
Required Experience:
- Strong proficiency in Microsoft Excel, including formulas, functions, and building or working within financial models.
- Foundational understanding of core financial and accounting concepts (revenue, margins, forecasting, variance analysis).
- Demonstrated analytical and quantitative problem-solving skills, with strong attention to detail and accuracy.
- Ability to organize, interpret, and draw insight from large data sets.
- Effective written and verbal communication skills and the ability to present findings clearly.
- Comfort working both independently and collaboratively in a fast-paced, deadline-driven environment.
Preferred Experience:
- Prior internship, coursework, or project experience in FP&A, corporate finance, consulting, or data analytics.
- Strong communication and teamwork skills.
- Comfort working in a collaborative, cross-functional environment.
- Familiarity with data visualization or BI tools (e.g., Power BI, Tableau) and/or data tools such as SQL or Python.
- Interest in the medical device, healthcare, or life sciences industry.
#LI-Onsite
The salary for this position will be offered at a level consistent with the experience and qualifications of the candidate. This information reflects the anticipated salary range for this position at the time of posting. The salary range may be modified in the future and actual compensation may vary from the posting based on various factors such as geographic location, work experience, education and/or skill level.
Salary
$20 - $22 USD
BENEFITS AND OTHER COMPENSATION
Inspire offers a highly competitive benefits package including (general description of the benefits and other compensation offered):
- Multiple health insurance plan options.
- Employer contributions to Health Savings Account.
- Dental, Vision, Life and Disability benefits.
- 401k plan + employer match.
- Identity Protection.
- Flexible time off.
- Tuition Reimbursement.
- Employee Assistance program.
- All employees have the opportunity to participate in the ownership and success of Inspire. Employees at all levels can participate through equity awards and the Employee Stock Purchase Program.
Inspire Medical Systems provides equal employment opportunity (EEO) to all employees and applicants without regard to race, color, religion, creed, sex, national origin, age, disability, marital status, familial status, sexual orientation, status regarding public assistance, membership or activity in a local commission, military or veteran status, genetic information, pregnancy or childbirth, or any other status protected by applicable federal, state, and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, training, and social and recreational programs. Inspire Medical Systems complies with applicable laws governing non-discrimination in employment in every location in which Inspire Medical Systems has facilities. All such employment decisions will be made without unlawfully discriminating on any prohibited basis.
Inspire Medical Systems is an equal opportunity employer with recruitment efforts focused on ensuring a diverse workforce. Applicants with a disability that need accommodation to complete the Inspire Medical Systems application process should contact Human Resources at 844-672-4357 or email careers@inspiresleep(dot)com
Inspire Medical Systems participates in E-Verify.
ABOUT INSPIRE MEDICAL SYSTEMS
Inspire is the first of its kind medical device designed to make a difference in the lives of those living with Obstructive Sleep Apnea (OSA). We are revolutionizing the sleep industry with our FDA-approved medical device, designed to reduce OSA severity for those who cannot tolerate or get consistent benefit from CPAP. Inspire Medical Systems is committed to enhancing patients’ lives through sleep innovation. We are steadfast in our commitment to prioritize patient outcomes, act with integrity and lead with respect. With positive persistence at our core, we are committed to all those we serve.
WHY JOIN OUR FAST-GROWING TEAM
At Inspire, we value people – your diverse experiences, backgrounds, and thoughts. We elevate voices and encourage learning opportunities to build a professional network that grows into community. We embrace a people-first culture by offering excellent benefits, 401k matching, ESPP, flexible time off (FTO), and tuition reimbursement.
If you’re passionate about making a difference in people’s lives and want to work with innovative technology, come be a part of our great team!
POSITION SUMMARY
The Summer FP&A Intern will join the Financial Planning & Analysis team for an immersive, hands-on experience supporting the analytical engine behind the company's revenue and growth strategy. Working alongside experienced financial analysts, the intern will contribute to building and refining models that quantify revenue growth drivers, evaluate account/physician-level performance to identify the qualities that most strongly correlate with growth, and connect leading and lagging key performance indicators (KPIs) to future financial outcomes. This role is ideal for a motivated student who wants to translate classroom finance and analytics into real business impact—partnering cross-functionally, wrangling and interpreting data, and presenting findings that inform forecasting, planning, and executive decision-making. Over the course of the internship, the intern will develop practical proficiency in financial modeling, data analysis, and business storytelling while gaining exposure to how a high-growth organization plans, measures, and drives sustainable performance.
MAIN DUTIES/RESPONSIBILITIES
- Support revenue modeling: Assist in building and maintaining financial models that isolate and quantify the primary drivers of revenue growth (e.g., volume, mix, new-account contribution, and productivity).
- Conduct account and physician analysis: Analyze data to identify the characteristics and behaviors that distinguish high-growth customers from stagnant ones and summarize the drivers behind the trends.
- Link KPIs to forward performance: Help evaluate how leading indicators and operational KPIs (pipeline, productivity, utilization, etc.) factor into future revenue and forecast accuracy.
- Prepare analysis and reporting: Compile data from multiple sources, perform variance and trend analysis, and build clear, accurate outputs (tables, charts, dashboards) for stakeholder review.
- Contribute to planning cycles: Provide analytical support for forecasting, budgeting, and business review deliverables.
- Ad hoc projects: Support special analyses and process-improvement initiatives as needed throughout the internship. responsibilities, grouped and organized in order of importance.
QUALITY SYSTEM RESPONSIBILITIES
- Document product and therapy related field reports within the prescribed timelines and provide any necessary documents required to complete the investigation. Provide follow-up reporting as needed.
- Complete training requirements and competency confirmations as required for this position within the required timeline.
- Comply with applicable quality system procedures/policies and make suggestions for continuous process improvement.
QUALIFICATIONS
Educational Requirements:
- Currently enrolled in an accredited undergraduate or graduate program, pursuing a degree in Finance, Accounting, Economics, Business Analytics, Data Science, or a related quantitative field.
- Expected graduation date following the completion of the internship (rising junior, rising senior, or graduate student preferred).
- Minimum cumulative GPA of 3.0 (or equivalent) preferred.
Required Experience:
- Strong proficiency in Microsoft Excel, including formulas, functions, and building or working within financial models.
- Foundational understanding of core financial and accounting concepts (revenue, margins, forecasting, variance analysis).
- Demonstrated analytical and quantitative problem-solving skills, with strong attention to detail and accuracy.
- Ability to organize, interpret, and draw insight from large data sets.
- Effective written and verbal communication skills and the ability to present findings clearly.
- Comfort working both independently and collaboratively in a fast-paced, deadline-driven environment.
Preferred Experience:
- Prior internship, coursework, or project experience in FP&A, corporate finance, consulting, or data analytics.
- Strong communication and teamwork skills.
- Comfort working in a collaborative, cross-functional environment.
- Familiarity with data visualization or BI tools (e.g., Power BI, Tableau) and/or data tools such as SQL or Python.
- Interest in the medical device, healthcare, or life sciences industry.
#LI-Onsite
The salary for this position will be offered at a level consistent with the experience and qualifications of the candidate. This information reflects the anticipated salary range for this position at the time of posting. The salary range may be modified in the future and actual compensation may vary from the posting based on various factors such as geographic location, work experience, education and/or skill level.
Salary
$20 - $22 USD
BENEFITS AND OTHER COMPENSATION
Inspire offers a highly competitive benefits package including (general description of the benefits and other compensation offered):
- Multiple health insurance plan options.
- Employer contributions to Health Savings Account.
- Dental, Vision, Life and Disability benefits.
- 401k plan + employer match.
- Identity Protection.
- Flexible time off.
- Tuition Reimbursement.
- Employee Assistance program.
- All employees have the opportunity to participate in the ownership and success of Inspire. Employees at all levels can participate through equity awards and the Employee Stock Purchase Program.
Inspire Medical Systems provides equal employment opportunity (EEO) to all employees and applicants without regard to race, color, religion, creed, sex, national origin, age, disability, marital status, familial status, sexual orientation, status regarding public assistance, membership or activity in a local commission, military or veteran status, genetic information, pregnancy or childbirth, or any other status protected by applicable federal, state, and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, training, and social and recreational programs. Inspire Medical Systems complies with applicable laws governing non-discrimination in employment in every location in which Inspire Medical Systems has facilities. All such employment decisions will be made without unlawfully discriminating on any prohibited basis.
Inspire Medical Systems is an equal opportunity employer with recruitment efforts focused on ensuring a diverse workforce. Applicants with a disability that need accommodation to complete the Inspire Medical Systems application process should contact Human Resources at 844-672-4357 or email careers@inspiresleep(dot)com
Inspire Medical Systems participates in E-Verify.
See All 18 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
- Education
- Insurance
- Food & Beverage
- Medical Devices
- Healthcare & Medical Services
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 Digi-Key Electronics, Inspire Medical Systems I, and multitech, based on current listings on Migrate Mate as of September 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?
Minneapolis, Saint Paul, and Bloomington 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 36% of financial planning openings tied to Minnesota are remote or hybrid as of September 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 18 Financial Planning Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
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