Director Of Planning Operations - Voyage Financial Advisors Thrivent Financial for LutheransDirector Of Planning Operations - Voyage Financial AdvisorsSaint Paul, MN$90,000–$135,000 / yearAs the Director of Planning Operations, you'll be a resource for our financial advisors and provide support to the clients of Voyage Financial Advisors, including: Actively prepare financial analysis and develop financial plans, serving as a hands-on planner day to day, in a fast-paced high-producing environment. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Virtual Financial Advisor - Minneapolis - Hybrid Thrivent Financial for LutheransVirtual Financial Advisor - Minneapolis - HybridMinneapolis, MN$23.80–$26.45 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankRoseville, MN$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Roseville, MN would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Sr. Business Operations Analyst – Principal Custody Solutions Principal Financial GroupSr. Business Operations Analyst – Principal Custody SolutionsMinneapolis, Minnesota$103,000–$149,000 / yearFull timeDemonstrated ability to operate effectively in evolving and ambiguous environments, partnering with internal stakeholders and industry peers to shape approaches and establish frameworks for responding to emerging trends. Salary Range: $103000 - $149000 / year Salary Details: The following salary ranges reflect market-specific compensation for this position across multiple job levels.
Securities Ops Spec II Principal Financial GroupSecurities Ops Spec IIMinneapolis, Minnesota$24.86–$37.55 / hourFull timeAs a Securities Operations Specialist II, you will perform a variety of operational tasks for complex securities or cash related transactions or processes that require extensive knowledge of unit functions and systems. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.
Virtual Financial Advisor - Remote Thrivent Financial for LutheransVirtual Financial Advisor - RemoteMinneapolis, MNRemote$21.64–$28.85 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - Lexington, KY Corebridge Financial Inc.Financial Advisor - Lexington, KYLexington, MNCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Credit Portfolio Manager - Professional Services and Contractors, Institutional Client Group U.S. BancorpCredit Portfolio Manager - Professional Services and Contractors, Institutional Client GroupMinneapolis, MN$133,365–$156,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
["Branch Customer Service Representative - Shakopee, MN","Branch Customer Service Representative - Shakopee, MN"] AAA["Branch Customer Service Representative - Shakopee, MN","Branch Customer Service Representative - Shakopee, MN"]ShakopeeBy continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistOakdale, MN$135,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
VP Audit Services Compeer Financial ACAVP Audit ServicesLakeville, MN$243,200–$329,000 / yearMeets regularly with the AFC to report the status of Audit Service's ongoing monitoring activities, educates and informs the committee of emerging risks and/or exposures (whether internal or external to the company) that should be considered, and serves as a "thought leader" with respect to risk management and internal control best practices. Establishes, oversees implementation and monitors an internal review and audit program to ensure a satisfactory internal control system for administration including but not limited to credit, financial services, financial operations and administrative functions in the organization.
Financial Planning Specialist Claire Myers ConsultingFinancial Planning SpecialistHudson, WisconsinOur client is a successful, boutique wealth management firm seeking a Financial Planning Specialist who plays a critical role in bridging financial planning strategy and operational execution. This is an ideal opportunity for a detail-oriented financial services professional who enjoys translating planning strategy into action and thrives in a process-driven environment.
Investment Banking Associate - Services & Industrials Piper Sandler CompaniesInvestment Banking Associate - Services & IndustrialsMinneapolis, MN$135,000–$225,000 / yearOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.
Investment Operations Specialist - Usba Account Services US BankInvestment Operations Specialist - Usba Account ServicesSaint Paul, MN$21.25–$28.32 / hourIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. As an Investment Operations Specialist, you will be responsible for reviewing and processing investment account requests, performing quality control on documentation, and maintaining account information within brokerage systems.
Investment Operations Specialist - USBA Account Services U.S. BankInvestment Operations Specialist - USBA Account ServicesSaint Paul, MinnesotaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. As an Investment Operations Specialist , you will be responsible for reviewing and processing investment account requests, performing quality control on documentation, and maintaining account information within brokerage systems.
Financial Solutions Advisor - Minnesota Market Bank of America CorpFinancial Solutions Advisor - Minnesota MarketEagan, MN$70,000–$80,000 / yearKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Specialist Manager, Risk and Compliance Services (Personal Consultation) Deloitte Touche Tohmatsu LtdSpecialist Manager, Risk and Compliance Services (Personal Consultation)Minneapolis, MN$93,000–$171,300 / yearInterpreting and applying American Institute of Certified Public Accountants (AICPA), Securities and Exchange Commission (SEC), and Public Company Accounting Oversight Board (PCAOB) independence rules, as well as Deloitte US Firms independence policies, while identifying process improvement opportunities with team members. The Personal Consultation team within Independence & Conflicts Network (ICN) performs a critical consultation and risk-management function for the Deloitte US Firms, protecting Deloitte from conflicts of interest and keeping the Deloitte US Firms independent, objective, and impartial, in fact and appearance.
Merchant Payment Services Card Network Risk Advisory US BankMerchant Payment Services Card Network Risk AdvisoryMinneapolis, MN$94,010–$110,600 / yearAdditional responsibilities: Partners with their assigned Line of Business, other Risk/Compliance/Audit (RCA) professionals, and RCA Managers to, depending on their function, create, implement, maintain, review or oversee an effective risk management framework, including applicable Card Network rules/regulations. The Merchant Payment Services (MPS) Card Network Risk Advisory role is tasked with providing risk support to the MPS North America organization, Payment Facilitator, and Value Added Services Teams.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Minnesota Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, MinnesotaSt. Paul, MNServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Investment Banking Associate - Services & Industrials Piper SandlerInvestment Banking Associate - Services & IndustrialsMinneapolis, MinnesotaOur investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities.