Client Relations Specialist Gilbert Law PLLCClient Relations SpecialistWhite Bear Lake, MN$50,000–$60,000 / yearp>We’re looking for a sophisticated, enthusiastic, highly motivated individual with sales and marketing experience who enjoys working with high-net-worth individuals and professionals in a legal environment. If you have a background in sales or marketing, can handle a high volume of client leads and tracking relationships, are a good communicator, and enjoy client interaction, this position is for you!
Associate Financial Planner RIA RecruitingAssociate Financial PlannerEdina, MN$80,000–$90,000The Associate Financial Planner will work closely with Wealth Managers and other team members to prepare financial planning analyses, support client meeting preparation and follow-up, contribute to ongoing planning work, and help improve the systems and processes that support the client experience. The right candidate will be interested in growing into a future client-facing advisory role while developing expertise across retirement planning, tax planning, estate planning, insurance, charitable giving, cash flow planning, investment coordination, and values-based financial decision-making.
Financial Advisor Northwestern MutualFinancial AdvisorWoodbury, Minnesota$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
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.
Financial Advisor The Perillo GroupFinancial AdvisorPAThe ideal candidate should possess strong interpersonal skills, financial knowledge, and a passion for helping others manage their finances effectively. If you are a dedicated professional with a passion for financial planning and helping clients secure their financial futures, we encourage you to apply for the Financial Advisor position.
Personal Financial Counselor, PFC- Duluth, MN Magellan Health IncPersonal Financial Counselor, PFC- Duluth, MNDuluth, 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.
Personal Financial Counselor, PFC, Fort Snelling, MN Magellan Health IncPersonal Financial Counselor, PFC, Fort Snelling, MNMNServices 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.
Personal Financial Counselor, PFC, Minneapolis, MN Magellan Health IncPersonal Financial Counselor, PFC, Minneapolis, MNMinneapolis, 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.
Personal Financial Counselor; Camp Ripley, MN Magellan Health IncPersonal Financial Counselor; Camp Ripley, MNMNServices 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Minnesota Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, MinnesotaMNServices 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.
Associate Financial Advisor Ameriprise FinancialAssociate Financial AdvisorLakeville, Minnesota$100,000–$140,000 / yearFireside Wealth, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to join a collaborative and growth-focused team. This role is designed for a licensed professional who is eager to build long-term client relationships, develop planning expertise, and pursue the CFP® designation (if not already obtained).
Sr. Financial Planning Strategist OsaicSr. 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. 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.
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistMN$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.
Senior Associate Wealth Planner - Family Office Carlson Hotels IncSenior Associate Wealth Planner - Family OfficeMinnetonka, MN$90,000–$120,000 / yearIn this highly visible role, you will deliver sophisticated financial plans, investment portfolio support, trust and estate analysis, and day-to-day planning administration for multiple generations of family members. The Carlson Family Office provides comprehensive wealth planning, investment management, tax, insurance, accounting, and personal services to its clients, with a strong commitment to professionalism, confidentiality, and discretion.
Medical Planner Perkins+Will IncMedical PlannerMinneapolis, MN$94,800–$126,300 / yearHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Professional Accreditation in one area of Living Design that interests you: LEED AP with Specialty, BREEAM AP, WELL AP, SITES AP, Passive House Institute Certified Passive House Consultant/Designer CPHC/CPHD, or ILFI Living Future Accreditation.
Planner in Training Illinois Tool Works IncPlanner in TrainingEden Prairie, MN$30–$34.50 / hourWorking closely with an experienced Production Group Planner to support manufacturing through the creation of accurate and achievable production schedule based on material availability and labor resources, creates, releases, stages, and prints production orders, maintains accurate order completion dates, documents issues impacting order completion, maintains dispatch sheet(s), participates in the daily operations huddle meetings, set up and maintain material master data settings, works directly with buyers, planners, and project engineers to resolve scheduling challenges. 1.Reviews, verifies and adjusts MRP level production schedules to accommodate labor capacity, the availability/lead time of materials, space and documentation while maximizing achievement of customer/project/order schedule requirements.
Associate Financial Advisor - Emerald Financial Group Thrivent Financial for LutheransAssociate Financial Advisor - Emerald Financial GroupRochester, MNAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Emerald Financial Group including: • Build a financial practice guiding clients on their journeys to financial clarity, empowering lives of service and faith. 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.
Sr Manufacturing Planner Doherty Staffing SolutionsSr Manufacturing PlannerMankato, MN$68,000–$92,000 / yearThis position is ideal for an experienced manufacturing planner who enjoys hands-on problem solving, working closely with production teams, and making real-time decisions to keep operations running. Opportunities for tuition reimbursement, continuing education, and career development encourage growth, while community volunteering options and a generous paid time off plan promote a healthy work life balance.
Lead Financial Advisor - Emerald Financial Group Thrivent Financial for LutheransLead Financial Advisor - Emerald Financial GroupRochester, MNOur ideal candidate has: • Previous experience leading teams • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships • Previous sales experience preferred but not required • Prefer at least 5 years' industry experience but may consider a strong candidate with less experience • Previous experience with Salesforce, MoneyGuidePro and Morningstar. As the Lead Advisor at Emerald Financial Group, you will have the unique opportunity to directly engage with a well-established and highly valued client base while leading a team of financial advisors who share a strong commitment to serving others and living a life of generosity.
Aftermarket Demand Planner Cirrus Aircraft LtdAftermarket Demand PlannerDuluth, MNThis role ensures optimal inventory positioning through advanced forecasting techniques, root cause corrective action (RCCA) analysis, right-sizing to ensure appropriate inventory turns, and measuring & driving performance to achieve key metrics (monthly fill rate, net sales, and forecast accuracy), while maintaining alignment with Product Support Agreements (PSAs). Provide forecast development and ongoing support for Network Providers and aircraft fleet customers, including those with platinum or higher-tier service level agreements (including Fleet customers), ensuring alignment with contractual service expectations and demand profiles.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMN$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorBloomington, MNFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorNew Brighton, MNWith the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time associates receive the following benefits: Edward Jones compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits such as accident, hospital indemnity, and critical illness, short- and long-term disability, basic life, and basic AD&D coverage.
Virtual Financial Advisor - Minneapolis - Hybrid Thrivent Financial for LutheransVirtual Financial Advisor - Minneapolis - HybridMinneapolis, MN$23.80–$26.45 / hourp>Successful 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 Everest Financial GroupFinancial AdvisorGolden Valley, MinnesotaDescription A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations.
Financial Advisor in Training Robert W Baird & Co IncFinancial Advisor in TrainingRochester, MN$60,000–$100,000 / yearComplete Baird sales training and consistently achieve new client asset and revenue growth goals • Independently source, prospect, and close new business through networking, target markets, and referrals • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings. What You'll Bring to Baird: • Bachelor's Degree • Minimum 3 years of professional experience prior to entering the four-year development path • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP) • Entrepreneurial mindset with a focus on quality new client acquisition • Strong interpersonal, communication, and presentation skills • Coachable and collaborative team approach • Ability to build trusted relationships with clients and team members.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMinneapolis, MNRemote$24.03–$26.44 / 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.
Counsel, AVP - WIM Financial Advisor Recruiting Wells Fargo & CoCounsel, AVP - WIM Financial Advisor RecruitingMinneapolis, MN$100,000–$196,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. The individual selected will be responsible for: (i) providing advice and guidance on financial advisor (FA) recruiting matters, (ii) analyzing and advising on legal questions concerning the Protocol for Broker Recruiting, (iii) advising on FINRA Form U5s, and (iv) supporting evolving WIM and Legal Department priorities.
Financial Advisor EVEREST FINANCIAL GROUP LLCFinancial AdvisorGolden Valley, MNA successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. With comprehensive financial planning and wealth management responsibility for servicing clients, the Financial Advisor would allow the Senior Financial Advisor to focus on the more complex client situations.
Financial Advisor Assistant Wealth Enhancement Group LLCFinancial Advisor AssistantPlymouth, MN$70,000–$80,000 / yearp>Our Plymouth, MN office has an exciting opportunity for a Financial Advisor Assistant to play a critical role in supporting a team of two Financial Advisors by ensuring a high-quality, efficient, and compliant client experience throughout the entire client lifecycle. This role is responsible for coordinating new client onboarding, maintaining accurate financial documentation, and supporting ongoing client relationships through proactive service, reviews, and follow-up.
Financial Advisor - Grand Forks and Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Grand Forks and Surrounding AreasMNThrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Fargo/Moorhead and Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Fargo/Moorhead and Surrounding AreasFergus Falls, MNp>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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Woodbury/Lake Elmo Thrivent Financial for LutheransFinancial Advisor - Woodbury/Lake ElmoMNAbout Thrivent 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. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moodys Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Northwoods Credit Union LPL FinancialFinancial Advisor - Northwoods Credit UnionDuluth, MinnesotaThis employment opportunity at Northwoods Credit Union in Cloquet, MN would allow you to join the Investment Program at Northwoods Credit Union 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 Northwoods Credit Union for financial solutions.
Financial Advisor – American Federal Bank LPL FinancialFinancial Advisor – American Federal BankCrookston, MinnesotaThis employment opportunity at American Federal Bank in Crookston, MN would allow you to join the Investment Program at American Federal 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 American Federal Bank for financial solutions.
Financial Advisor Associate Ameriprise Financial IncFinancial Advisor AssociateEdina, MN$43,000–$43,888 / yearWork with an experienced advisor to build a personal book of business and help shape clients'' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Financial Advisor Cuyuna Regional Medical CenterFinancial AdvisorMNWe embrace the evolving nature of our work with compassion and a commitment to problem-solving, critical thinking, and clear communication, all aimed at ensuring the financial side of healthcare operates smoothly, ethically, and transparently. The Financial Advisor role centers on assisting uninsured or underinsured patients by securing insurance coverage or charity care, enhancing patient access to medical services.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementCenter City, New JerseyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor - St. Paul, MN Corebridge FinancialFinancial Advisor - St. Paul, MNMinneapolis, MinnesotaCandidates 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.
Merrill Advisor Development Program - Financial Advisor: Minnesota Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Minnesota MarketMN$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor - St. Paul, MN Corebridge Financial IncFinancial Advisor - St. Paul, MNMinneapolis, 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.
Financial Advisor - BMO Bank LPL FinancialFinancial Advisor - BMO BankRoseville, Minnesota$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.
Financial Advisor - Old National Bank LPL FinancialFinancial Advisor - Old National BankEagan, Minnesota$42,000–$200,000 / yearThis employment opportunity at Old National Bank in Eagan, MN would allow you to join the Investment Program at Old National 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 Old National Bank for financial solutions.
Financial Advisor Treeline Wealth ManagementFinancial AdvisorMinnetonka, MNThis role is focused on building and managing client relationships, delivering comprehensive financial planning strategies, and contributing to long-term growth of the practice. Treeline Wealth Management is looking for an Financial Advisor to join a growing private wealth practice in Minnetonka.
Experienced Financial Advisor Treeline Wealth ManagementExperienced Financial AdvisorMinnetonka, MNThis role is focused on building and managing client relationships, delivering comprehensive financial planning strategies, and contributing to long-term growth of the practice. Treeline Wealth Management is looking for an Experienced Financial Advisor to join a growing private wealth practice in Minnetonka.
Vice President, Financial Advisor (Partner Programs) Wealth Enhancement Group LLCVice President, Financial Advisor (Partner Programs)Minneapolis, MN$200,000–$250,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Senior Financial Advisor AFIN Family Wealth ManagementSenior Financial AdvisorNorthfield, MinnesotaAs a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. Required Experience and Education: 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM.
Financial Advisor Transition Consultant Royal Bank of CanadaFinancial Advisor Transition ConsultantMN$70,000–$120,000 / yearMaintaining 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. As a Financial Advisor Transition Consultant, you will partner with our recruiting teams and field leadership to provide a delightful and seamless experience to Advisors, their business, and clients' onboarding to RBC Wealth Management.
NewFinancial Advisor - Kappa (Minnesota-Twin Cities) Gamma Phi BetaFinancial Advisor - Kappa (Minnesota-Twin Cities)MinnesotaPromote sound financial management practices by holding the chapter accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a chapter savings account, addressing old debt and adhering to all international Gamma Phi Beta guidelines and expectations. Review the chapter budget monthly in OmegaFi, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP.
Service Advisor Boeckermann Grafstrom & Mayer, LLCService AdvisorBloomington, MNp>Required 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.