Staff Financial Planner

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 '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. Recruiter Maggie Kramer #J-18808-Ljbffr