Staff Financial Planner

Mayo Clinic • Rochester, MN

4d

About The Position

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.

Requirements

• Bachelor's degree & advanced degree(s) (JD or MBA) or certification(s) (CFP, CFA, CPA/PFS, or CAIA) required.
• Must have strong interviewing skills.
• Must have the ability to maintain confidentiality.
• Must possess excellent verbal and written communication skills.
• Must maintain team attitude.
• Must be able to demonstrate extensive, practical knowledge of financial planning principles.

Nice To Haves

• 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.

Responsibilities

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior