×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Analyst Financial Consultant Financial Advisor

Senior Financial Planning Analyst: Wealth Strategy

Job in Minnetonka, Hennepin County, Minnesota, 55345, USA
Listing for: Treeline Wealth Management
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial advisory practice in Minnetonka, MN is seeking a Senior Financial Planning Analyst to develop comprehensive financial plans and support advisors with strategic client recommendations. The role requires a strong background in financial planning, retirement strategies, and analytical skills. Candidates should preferably have or be pursuing the CFP® designation, with at least three years of relevant experience. This position emphasizes planning over sales and offers a collaborative work environment.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search