Staff Financial Planner

Mayo Clinic; Rochester (MN); Hybrid; USD 141,000 - 205,000; Full time

Benefits offered by this job

Medical plans

Dental coverage

Vision plan

Pre-Tax savings (HSA/FSAs)

Retirement plan

Job summary

Mayo Clinic is hiring a seasoned financial planning professional to deliver comprehensive planning and advisory services for Consulting and Voting Staff. The role focuses on asset allocation, tax planning, retirement projections, and benefits consulting in a high-net-worth context.

This is a hybrid position anchored near Mayo Clinic Rochester, MN, requiring exemplary communication and confidentiality. A JD or MBA or equivalent certifications, plus extensive experience, are strongly preferred.

Qualifications

• Bachelor's degree and advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required.
• Minimum 6+ years in financial planning, asset management, and benefit management for high net worth individuals/families preferred.
• Strong interviewing skills; confidentiality; excellent verbal and written communication; teamwork; knowledge of financial planning principles.

Responsibilities

• Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff.
• Include asset allocation, research and security selection; tax planning and estate tax issues; college expense projections; cash flow analysis; debt planning; retirement planning; insurance needs and risk analysis; benefits consulting (10%).
• Hybrid work arrangement; located within 100 miles of Mayo Clinic Rochester, MN; schedule Monday–Friday, 8:00 a.m. – 5:00 p.m.

Skills

Interpersonal communication

Confidentiality

Interviewing skills

Team attitude

Financial planning principles

Verbal communication

Written communication

Education

Bachelor's degree & advanced degree(s) (JD or MBA) or certifications (CFP/CFA/CPA/PFS/CAIA)

Job description

Why Mayo Clinic

Mayo Clinic is top-ranked in more specialties than any other care provider according to U.S. News & World Report. As we work together to put the needs of the patient first, we are also dedicated to our employees, investing in competitive compensation and comprehensive benefit plans – to take care of you and your family, now and in the future. And with continuing education and advancement opportunities at every turn, you can build a long, successful career with Mayo Clinic.

Benefits Highlights

• Medical: Multiple plan options.
• Dental: Delta Dental or reimbursement account for flexible coverage.
• Vision: Affordable plan with national network.
• Pre-Tax Savings: HSA and FSAs for eligible expenses.
• Retirement: Competitive retirement package to secure your future.

Responsibilities

Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff. Services include: investment planning services including detailed asset allocation and research and security selection; tax planning assistance and estate tax issues; college expense projections/planning; cash flow analysis; debt planning, including mortgages, student loans and lines of credit; retirement planning/projections; insurance needs/risk analysis; benefit design and review of federal and state compliance issues; benefits consulting (10%) for new, current and retired staff.

This vacancy is not eligible for sponsorship/ we will not sponsor or transfer visas for this position. Also, Mayo Clinic DOES NOT participate in the F-1 STEM OPT extension program.

Qualifications

Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required. Minimum 6+ years in the fields of financial planning, asset management, and benefit management/selection for highly compensated and high net worth individuals/families preferred. Must have strong interviewing skills; ability to maintain confidentiality; must possess excellent verbal and written communication skills; maintain team attitude; and must be able to demonstrate extensive, practical knowledge of financial planning principles.

Exemption Status

Exempt

Compensation Detail

$141,024.00 - $204,526.40 / year

Benefits Eligible

Yes

Schedule

Full Time

Hours/Pay Period

80

Schedule Details

Monday – Friday, 8:00 a.m. – 5:00 p.m. This is a hybrid position and must be located within 100 miles of the Mayo Clinic Rochester, MN campus for onsite expectations based on business needs.

Weekend Schedule

Not applicable

International Assignment

No

Site Description

Just as our reputation has spread beyond our Minnesota roots, so have our locations. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations. Each Mayo Clinic location is a special place where our employees thrive in both their work and personal lives. Learn more about what each unique Mayo Clinic campus has to offer, and where your best fit is.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability status. Learn more about the "EOE is the Law" . Mayo Clinic participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.