Associate Financial Planner RIA RecruitingAssociate Financial PlannerEdina, MN$80,000–$90,000 / yearThe 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 Planner Robert W. Baird & Co. IncorporatedFinancial PlannerLexington, MNAbout the Role: The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an existing team within 4 years. Ability to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or be willing to study and obtain immediately following the CFP exam and complete the three exams with 18 months of beginning.
Senior Financial Planner BoulaySenior Financial PlannerEden Prairie, MN$80,000–$110,000 / yearIn this role, you will work closely with other advisors and partners to help clients navigate complex financial decisions, while developing the technical, analytical, and relationship management skills required for long‑term success in advisory. Someone who is comfortable working with data, enjoys translating complex financial concepts into clear insights, and is motivated to develop into a trusted advisor who delivers thoughtful, client‑centric solutions.
NewFinancial Advisor Northwestern MutualFinancial AdvisorEdina, Minnesota$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Personal Financial Counselor, Pfc, Minneapolis, MN Magellan Health ServicesPersonal 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, Pfc, Fort Snelling, MN Magellan Health ServicesPersonal Financial Counselor, Pfc, Fort Snelling, MNSaint 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.
Personal Financial Counselor, Assignment Ready Counselor, Pfc, Minnesota Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, Pfc, MinnesotaSaint 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Minnesota Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, MinnesotaMinneapolis, 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, 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, PFC, Fort Snelling, MN Magellan Health IncPersonal Financial Counselor, PFC, Fort Snelling, MNSt. 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.
Financial Advisor Associated Banc-CorpFinancial AdvisorSt Louis Park, MN$250,000–$400,000 / yearThis role partners closely with branch teams and Wealth Management colleagues to deepen existing relationships, build new client relationships, and grow an established Minnesota territory. This role offers a commissions-based structure that includes a monthly draw equaling $48,000.00 per year plus generous commissions that increase based on sales volume achieved.
Financial Solutions Advisor - Minnesota Market Bank of AmericaFinancial Solutions Advisor - Minnesota MarketEagan, MinnesotaKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
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.
Occupancy Planner (Hybrid) CBRE Group IncOccupancy Planner (Hybrid)Minneapolis, MNAbout the Role: As a CBRE Occupancy Planner, you will provide space planning, data mining, reporting, and interpretation of space planning metrics for a small to medium-sized client's needs. CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance.
NewAssistant Media Planner Carmichael LynchAssistant Media PlannerMinneapolis, Minnesota$45,000–$50,000 / yearAreas of Focus:Day-to-day responsibilities of the Assistant Media Planner include but are not limited to:Disciplined Business ThinkerDetail-driven, striving for accuracy in everythingDemonstrates thorough understanding of department, agency, and client businessUnderstands client objectives, resources, and pros/cons of approaches to address themFulfills role on team seamlessly, moving work through the system swiftlyDemonstrates initiative to learn business planning from supervisorsMedia CuriosityTakes initiative to stay abreast of industry changeProactively seeks guidance to learn from supervisors and peersDemonstrates understanding of consumer and media's role in communicationsStrives to master media concepts, application, and Media philosophySeeks to continually improve client results through optimization of effortsDemonstrates initiative to learn systems and resources of department and agencyTeam PlayerEffectively manages internal relationships in and across departmentsDevelops positive working relationships with outside media partners and vendorsMaintains a professional, can-do attitude at all timesDemonstrates initiative and ability to lead projectsFosters trust among supervisors and ability to take on more responsibilityMaintains effective communication, responding quickly and accuratelyContributes to a positive departmental and agency cultureQualifications/Traits:Education:A bachelor’s degree in a related field. Competencies (characteristics and work style):Attention to detail; Robust collaboration skills;Ability to handle multiple tasks;Substantial communication skills;Passionate and professional;Authentic team player;Solid respect for the creative process and product;Ability to contribute unique and original thinking;Ability to manage and prioritize personal workload effectively;Results-oriented, with a commitment to accountability;Strength in dealing with change;Approachability;Ability to manage up well; andConveys integrity and trust.
Senior Media Planner Carmichael LynchSenior Media PlannerMinneapolis, MinnesotaOmnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager. Where an employee or prospective employee is paid within this range will depend on a variety of factors, including but not limited to budget, relevant experience, qualifications, and tenure in similar roles.
NewSenior Planner Thomson ReutersSenior PlannerEagan, MinnesotaFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include 3 weeks vacation, 10 sick days, 9 company holidays, 3 floating days, uniform and laundry service, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
NewSenior Planner - 2nd Shift Thomson ReutersSenior Planner - 2nd ShiftEagan, MinnesotaFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include 3 weeks vacation, 10 sick days, 9 company holidays, 3 floating days, uniform and laundry service, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
Distribution Planner Koch IncDistribution PlannerHudson, WIDistribution Planner - United States - 191430 - Koch. Koch Disruptive Technologies.