Wealth Management Advisor - Minneapolis, MN TIAAWealth Management Advisor - Minneapolis, MNMinneapolis, MNBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Advisor Support Representative OsaicAdvisor Support RepresentativeOakdale, MN$45,000–$55,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We 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.
Service Advisor Boeckermann Grafstrom & Mayer, LLCService AdvisorBloomington, MNRequired Qualifications and Skills: Bachelor's degree or equivalent work experience 5+ years of experience in a financial planning or wealth management firm Certified Financial Planner (CFP) designation required Strong understanding of financial planning concepts, investment products, and compliance requirements Excellent analytical, organizational, and problem-solving skills Exceptional communication and interpersonal skills, with the ability to explain complex concepts clearly Ability to work independently while collaborating effectively within a team Strong time management skills with the ability to manage multiple priorities High level of professionalism, ethics, and client service orientation Experience with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan is a plus. This role is ideal for an experienced professional who thrives on building strong client connections, providing strategic financial guidance, and contributing to a collaborative advisory team.
Wealth Advisor Boeckermann Grafstrom MayerWealth AdvisorBloomington, MNBGM is a nationally recognized collective or entrepreneurial-minded advisors, analysts, accountants and auditors who leverage a full suite of financial services to provide present tense impact and future focused growth. Experience in either a lead advisor role or business development role, with a demonstrated track record of or desire to step into a position where successfully acquiring new clients and driving significant revenue growth is paramount.
NewOperations Associate III - Investment Advisor Operations Royal Bank of CanadaOperations Associate III - Investment Advisor OperationsMinneapolis, MinnesotaMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Active Learning, Billing, Communication, Critical Thinking Problem Solving (Inactive), Curious Mindset, Customer Service, Detail-Oriented, Multitasking, Process Improvements, Processing, Telephone Customer Service, Time Management Additional Job Details .
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.
Financial Consultant - Capital Finance (Optum Rx) - Remote UnitedHealth Group Inc.Financial Consultant - Capital Finance (Optum Rx) - RemoteEden Prairie, MNRemote$72,800–$130,000 / yearWe are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes.
NewAssociate Wealth Advisor (Minneapolis, MN) Mercer AdvisorsAssociate Wealth Advisor (Minneapolis, MN)Minneapolis, Minnesota$102,000–$120,000 / yearThe Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Advanced Planning Advisor Valmark Financial GroupAdvanced Planning AdvisorSaint Paul, MN$70,000–$80,000 / yearValmark Financial Group is one of the nation’s leading independent financial services firms, providing wealth management, insurance, and financial planning solutions through a network of affiliated advisors. Build and maintain trusted relationships with affiliated advisors, trust companies, and other institutional partners — including serving as the lead insurance advisor for an existing strategic partner.
Wealth Connect Advisor U.S. BankWealth Connect AdvisorHopkins, MinnesotaEach Wealth Connect Advisor is personally accountable for growing new assets by deepening existing client relationships and partnering across the region to identify and develop new opportunities. 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.
NewSr Business Analyst, Advisor Compensation Osaic IncSr Business Analyst, Advisor CompensationOakdale, MN$95,000–$120,000 / 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. This role's primary duty is the performance of work requiring advanced knowledge in financial services, compensation structures, data tables and systems integration, which is predominantly intellectual in character and requires consistent exercise of discretion and independent judgment.
VP, Advisor Engagement Advisor GroupVP, Advisor EngagementOakdale, Minnesota$150,000–$175,000 / yearThis role builds strong partnerships with financial professionals, translates business opportunities into actionable goals, and drives deep engagement between Osaic resource teams and the field. Support financial professionals through change management initiatives, including technology adoption, product updates, business processes, and regulatory changes.
Senior Wealth Advisor BoulaySenior Wealth AdvisorEden Prairie, MNIn this role, you will deliver personalized financial guidance, helping our clients align their wealth strategies with their long‑term goals through thoughtful planning, investment insight, and proactive relationship management. The ideal candidate brings a balance of analytical rigor, business development awareness, and relationship‑driven service, with a commitment to delivering high‑quality, forward‑thinking solutions.
Senior Wealth Advisor - Wealth Advisory - Minneapolis CliftonLarsonAllen Wealth AdvisorsSenior Wealth Advisor - Wealth Advisory - MinneapolisMinneapolis, MinnesotaIn our Women & Wealth vision, CLA is focused on becoming the trusted advisor of choice for high‑net‑worth women and women‑led businesses, delivering personalized tax and wealth strategies that protect legacy and align financial decisions with life goals. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Financial Representative Trainee (Sales) -Bloomington, MN Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) -Bloomington, MNBloomington, MN$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
NewSr Business Analyst, Advisor Compensation OsaicSr Business Analyst, Advisor CompensationOakdale, MN$95,000–$120,000 / 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. This role’s primary duty is the performance of work requiring advanced knowledge in financial services, compensation structures, data tables and systems integration, which is predominantly intellectual in character and requires consistent exercise of discretion and independent judgment.
Contracted Faculty of Practice (Adjunct): EdD and PhD Kinesiology Dissertation Advisors and Committee Members Concordia University, St. PaulContracted Faculty of Practice (Adjunct): EdD and PhD Kinesiology Dissertation Advisors and Committee MembersSaint Paul, MinnesotaPromise to Students – Concordia University, Saint Paul, empowers you to discover and engage your purpose for life, career and service, in a dynamic, multicultural, urban environment, where Christ is honored, all are welcome, and Lutheran convictions inform intellectual inquiry and academic pursuits. The mission of Concordia University, St Paul, a university of The Lutheran Church- Missouri Synod, is to prepare students for thoughtful and informed living, for dedicated service to God and humanity, and for enlightened care of God's creation, all within the context of the Christian gospel.
Continence Care Consumer Care Advisor ColoplastContinence Care Consumer Care AdvisorMinneapolis, MN$52,244–$78,366 / yearThe Coloplast Consumer Advisor is primarily responsible for the support and education of end-users, caregivers, and clinicians with Coloplast products and services. We are constantly growing our business and always looking for new ways to move forward - we explore, learn and look for new ways of doing things.
Treasury Management Advisor Iii- International Huntington Bancshares IncTreasury Management Advisor Iii- InternationalMinnetonka, MN$93,000–$189,000 / year8+ years' experience working with complex, large-scale organizations across a diverse range of industries-including Industrials, Consumer & Financial Services, Diversified Holdings, Technology, Media, Telecommunications, and Franchise operations with a strong understanding of the unique needs and tailored solutions required in the large corporate banking environment. Basic Qualifications: 8+ years' experience in a treasury management sales role focusing on Corporate Banking clients with revenues of $500 million and above, encompassing both private and public entities across a national footprint.
Ostomy Care Consumer Advisor ColoplastOstomy Care Consumer AdvisorMinneapolis, MN$52,244–$78,366 / yearWe are constantly growing our business and always looking for new ways to move forward - we explore, learn and look for new ways of doing things. The Coloplast Consumer Advisor is primarily responsible for the support and education of end-users and caregivers with Coloplast products and services.