Staff Financial Planner
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
- Not eligible for sponsorship/ will not sponsor or transfer visas for this position.
- Mayo Clinic DOES NOT participate in the F-1 STEM OPT extension program.
Responsibilities
- Provide financial and investment planning services (90%) for all eligible Consulting and Voting Staff.
- 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.
Benefits
- Competitive compensation
- Comprehensive benefit plans
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
