Financial Planner Salary in Minneapolis, Minnesota

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Average Salary for Financial Planner in Minneapolis, Minnesota

The average salary of a(n) Financial Planner in Minneapolis, Minnesota is $78,467.

The average hourly rate of a(n) Financial Planner in Minneapolis, Minnesota is $37.72.

The average bonus of a(n) Financial Planner in Minneapolis, Minnesota is $13,638.00.

Job Description:

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Assesses client's financial status, prepares financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage sales agent, insurance. May buy and sell stocks and bonds for client registered representative. May rent, buy, and sell property for client sales agent, real estate. May be registered with professional self-regulatory association and be designated certified financial planner. Less

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and... More

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Results for Financial Planner in Minneapolis, Minnesota

Merrill Lynch Team Financial Advisor Program (Planning) - Bloomington, MN - Bloomington, MN

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Deliver holistic goals-based financial solutions to clients. The primary focus of the TFA Planner role is to deliver a full range of goals-based planning &...

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Merrill Lynch Financial Advisor Program – St. Paul, MN - Saint Paul, MN

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Certified Financial Planner (CFP). Chartered Financial Analyst (CFA). Merrill Lynch’s financial advisors help clients pursue the life they envision through a...

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Wealth Management Advisor - Minneapolis, MN - Bloomington, MN

TIAA-CREF

Professional designation of Certified Financial Planner (CFP) also strongly preferred. We’re dedicated to serving the financial needs of those in the academic,...

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Financial Para Planner - Plymouth, MN

MRK Financial Solutions

FINANCIAL PARA PLANNER. We are currently looking for a Financial Para Planner to join our rapidly growing team. MRK Financial Solutions is growing!...

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Associate Financial Advisor - Eden Prairie, MN

Brown Wealth Management, LLC

The Associate Financial Advisor provides technical financial planning and investment management work, usually with other professional planners in the firm and...

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