Planning Analyst Visa Sponsorship Jobs in Minnesota
Planning analyst visa sponsorship jobs in Minnesota are concentrated with employers like Target, UnitedHealth Group, and 3M, with hubs in Minneapolis-Saint Paul and Rochester. The state's supply chain, healthcare, and financial services sectors generate consistent demand for analysts who can model scenarios, optimize operations, and translate data into strategic decisions.
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Get Access To All JobsINTRODUCTION
Itasca Wealth is an established wealth management firm that helps our clients realize their financial objectives by understanding their goals and creating a comprehensive strategy to help them achieve them. We build trusting and impactful relationships with our clients, communicate comprehensive planning with simplicity, and inspire & guide them through lifelong financial security.
ROLE AND RESPONSIBILITIES
The Financial Planning Analyst supports the Director of Financial Planning and advisory team by developing, analyzing, and maintaining comprehensive financial plans for clients. This role is responsible for conducting financial analysis, preparing planning recommendations, identifying opportunities to improve client outcomes, and ensuring the accuracy and quality of planning deliverables. The Financial Planning Analyst serves as a technical resource to advisors and plays a critical role in delivering sophisticated, client-centered planning solutions.
Responsibilities include but are not limited to:
Financial Planning Analysis:
- Prepare and maintain comprehensive financial plans for clients using financial planning software
- Analyze client financial information including cash flow, retirement readiness, income distribution strategies, tax planning, insurance coverage, estate planning, and education funding
- Develop planning scenarios and projections to evaluate the impact of various financial decisions and strategies
- Personal financial modeling and sensitivity analyses to support client recommendations
- Identify planning opportunities and potential risks affecting clients' financial objectives
- Assist advisors in translating complex planning concepts into actionable recommendations
- Ensure recommendations align with firm planning standards and methodologies established by the Director of Financial Planning
- Review client plans for completeness, consistency, and accuracy before client presentation
- Update existing plans to reflect client life changes, market conditions, regulatory changes, and advisor recommendations
- Assist with retirement income analyses, Social Security strategies, tax-efficient withdrawal strategies, insurance reviews, estate planning coordination, and wealth transfer planning
Advisor Support:
- Collaborate with advisors in the preparation of planning recommendations and client meeting materials
- Participate in client strategy discussions and planning case reviews
- Provide research and analysis for advanced planning topics including executive compensation, concentrated stock positions, charitable giving strategies, business succession planning, and tax mitigation opportunities
- Support advisors by identifying planning gaps and opportunities for deeper client engagement
- Attend client meetings as needed to support planning discussions and documentation
Cross-Functional Collaboration:
- Work closely with Operations Associates, Associate Lead Advisors, Lead Advisors, and other team members to implement planning recommendations
- Coordinate with outside professionals, including CPAs, estate planning attorneys, and insurance specialists, when appropriate
- Support collaboration between financial planning, investment management, insurance, trust, and banking resources to ensure a seamless client experience
BASIC QUALIFICATIONS
Required
- Bachelor's degree in finance, economics, accounting, business, or a related field
- 3-5 years of experience in financial planning, wealth management, accounting, or financial analysis
- Working knowledge of financial planning concepts and wealth management principles
- Strong analytical and problem-solving abilities
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills
Preferred
- CFP® certification or active progress toward CFP® certification
- FINRA Series 6, 63 & 7 registrations
- Experience supporting high-net-worth individuals and families
- Familiarity with advanced tax, retirement, and estate planning concepts
BENEFITS:
- Group health, dental and vision insurance plan with employer subsidy
- Employer sponsored retirement plan with match
- Employer paid short and long-term disability
- PTO & Holidays
Itasca Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. Itasca Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
INTRODUCTION
Itasca Wealth is an established wealth management firm that helps our clients realize their financial objectives by understanding their goals and creating a comprehensive strategy to help them achieve them. We build trusting and impactful relationships with our clients, communicate comprehensive planning with simplicity, and inspire & guide them through lifelong financial security.
ROLE AND RESPONSIBILITIES
The Financial Planning Analyst supports the Director of Financial Planning and advisory team by developing, analyzing, and maintaining comprehensive financial plans for clients. This role is responsible for conducting financial analysis, preparing planning recommendations, identifying opportunities to improve client outcomes, and ensuring the accuracy and quality of planning deliverables. The Financial Planning Analyst serves as a technical resource to advisors and plays a critical role in delivering sophisticated, client-centered planning solutions.
Responsibilities include but are not limited to:
Financial Planning Analysis:
- Prepare and maintain comprehensive financial plans for clients using financial planning software
- Analyze client financial information including cash flow, retirement readiness, income distribution strategies, tax planning, insurance coverage, estate planning, and education funding
- Develop planning scenarios and projections to evaluate the impact of various financial decisions and strategies
- Personal financial modeling and sensitivity analyses to support client recommendations
- Identify planning opportunities and potential risks affecting clients' financial objectives
- Assist advisors in translating complex planning concepts into actionable recommendations
- Ensure recommendations align with firm planning standards and methodologies established by the Director of Financial Planning
- Review client plans for completeness, consistency, and accuracy before client presentation
- Update existing plans to reflect client life changes, market conditions, regulatory changes, and advisor recommendations
- Assist with retirement income analyses, Social Security strategies, tax-efficient withdrawal strategies, insurance reviews, estate planning coordination, and wealth transfer planning
Advisor Support:
- Collaborate with advisors in the preparation of planning recommendations and client meeting materials
- Participate in client strategy discussions and planning case reviews
- Provide research and analysis for advanced planning topics including executive compensation, concentrated stock positions, charitable giving strategies, business succession planning, and tax mitigation opportunities
- Support advisors by identifying planning gaps and opportunities for deeper client engagement
- Attend client meetings as needed to support planning discussions and documentation
Cross-Functional Collaboration:
- Work closely with Operations Associates, Associate Lead Advisors, Lead Advisors, and other team members to implement planning recommendations
- Coordinate with outside professionals, including CPAs, estate planning attorneys, and insurance specialists, when appropriate
- Support collaboration between financial planning, investment management, insurance, trust, and banking resources to ensure a seamless client experience
BASIC QUALIFICATIONS
Required
- Bachelor's degree in finance, economics, accounting, business, or a related field
- 3-5 years of experience in financial planning, wealth management, accounting, or financial analysis
- Working knowledge of financial planning concepts and wealth management principles
- Strong analytical and problem-solving abilities
- Excellent attention to detail and organizational skills
- Strong written and verbal communication skills
Preferred
- CFP® certification or active progress toward CFP® certification
- FINRA Series 6, 63 & 7 registrations
- Experience supporting high-net-worth individuals and families
- Familiarity with advanced tax, retirement, and estate planning concepts
BENEFITS:
- Group health, dental and vision insurance plan with employer subsidy
- Employer sponsored retirement plan with match
- Employer paid short and long-term disability
- PTO & Holidays
Itasca Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. Itasca Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
Planning Analyst Job Roles in Minnesota
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Search Planning Analyst Jobs in MinnesotaPlanning Analyst Jobs in Minnesota: Frequently Asked Questions
Which companies sponsor visas for planning analysts in Minnesota?
Target's Minneapolis headquarters is one of the most active sponsors for planning analyst roles in Minnesota, drawing heavily on supply chain and merchandising analytics. UnitedHealth Group and Optum in Eden Prairie sponsor analysts focused on healthcare operations planning. Cargill, General Mills, and 3M also file regularly for planning and analytics talent. These large employers have established immigration infrastructure and sponsor H-1B visa petitions for qualifying roles.
Which visa types realistically fit planning analyst roles in Minnesota?
Planning analyst roles in Minnesota typically qualify as specialty occupations requiring a bachelor's degree in a directly related field such as business analytics, economics, industrial engineering, or statistics. The H-1B is the primary work visa path, subject to the annual cap and selection process. H-1B1 visa applies to Chilean and Singaporean nationals. E-3 visa applies to Australian nationals. F-1 graduates may work under OPT, and those with STEM-designated degrees may qualify for the 24-month STEM OPT extension. EB-2 and EB-3 green cards are available for longer-term sponsorship through the PERM process.
Which cities in Minnesota have the most planning analyst sponsorship jobs?
Minneapolis and its western suburbs, particularly Eden Prairie and Minnetonka, concentrate the majority of planning analyst sponsorship activity in Minnesota. The Twin Cities metro is home to Target, Best Buy, UnitedHealth Group, and Medtronic, all of which regularly sponsor analysts. Rochester sees demand from Mayo Clinic for operations and capacity planning roles. Saint Paul hosts state agency and financial services employers with occasional sponsorship needs for planning functions.
How to find planning analyst visa sponsorship jobs in Minnesota?
Migrate Mate lists planning analyst roles at Minnesota employers with verified visa sponsorship history, searchable by city and role type. Filtering specifically for the Twin Cities metro surfaces the highest concentration of active sponsors, including major retailers, healthcare systems, and diversified manufacturers. Because Migrate Mate curates employers based on confirmed LCA filing history, you can focus your applications on organizations that have already demonstrated willingness to sponsor rather than sorting through postings that may not lead to sponsorship.
Are there any state-specific considerations for planning analysts seeking visa sponsorship in Minnesota?
Minnesota's economy gives planning analysts exposure to unusually varied industries: retail supply chain at Target and Best Buy, healthcare operations at UnitedHealth Group and Mayo Clinic, and agricultural commodities at Cargill and General Mills. The University of Minnesota produces a steady pipeline of analytics graduates, so employers are accustomed to working with candidates on F-1 OPT. For H-1B sponsorship, the specialty occupation argument is straightforward when the role requires quantitative modeling and the employer can document a degree requirement in a directly related field.
What is the prevailing wage for sponsored planning analyst jobs in Minnesota?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.