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Staff Financial Planner

Mayo Clinic
Rochester, Minnesota
Closing date
May 31, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

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.

This position is a combination of remote and onsite work. You must live within driving distance of the Mayo Clinic Rochester, MN campus. 

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