NewFinancial Advisor - RIA Professions IncFinancial Advisor - RIAMinneapolis, MNEvaluate planning opportunities across investments, tax planning, estate planning, risk management, stock options, restricted stock, and wealth transfer. Prepare client meeting materials, including cash flow analysis, asset allocation reviews, retirement planning, and other planning deliverables.
Financial Advisor - Edina, MN U.S. BancorpFinancial Advisor - Edina, MNEdina, MN$65,000–$80,200 / yearIn 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. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
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.
Vice President, Financial Advisor (Partner Programs) Wealth Enhancement Group AcquisitionVice 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.
Financial Advisor Bank of MontrealFinancial AdvisorChanhassen, MN$57,500–$106,500 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Full-time Senior Client Services Representative Fortune FinancialFull-time Senior Client Services RepresentativeHopkins, Minnesota$60,000–$90,000ORGANIZATION/BUSINESS OVERVIEW: Fortune Financial is a team of experienced financial professionals who provide personalized, goal-based strategies and advice for individuals, corporate executives, business owners, and their families. Our group offers specialized expertise in developing comprehensive, results-focused financial strategies to enable clients to pursue long-term financial success efficiently.
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.
Financial Intelligence Analyst Associated Banc-CorpFinancial Intelligence AnalystMinneapolis, MN$46,690–$80,040 / yearAs a Financial Intelligence Analyst, you will help protect Associated Bank and its customers by identifying, investigating, and escalating potentially suspicious activity. We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military 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.
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.
Senior Financial Accounting Reporting Analyst Associated Banc-CorpSenior Financial Accounting Reporting AnalystMinneapolis, MN$73,290–$125,640 / yearPrepare and support reviews of key financial reporting components and documentation for SEC reporting, regulatory reporting, internal financial reporting, and other external reporting needs for the Bank, its parent, and subsidiaries. This role helps ensure accurate, complete, and compliant reporting while supporting close activities, financial analysis, controls, process improvements, and auditor requests.
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.
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.
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.
Management Consulting Partner - Government Contracting Advisory Services Contracting RSMManagement Consulting Partner - Government Contracting Advisory Services ContractingWashington, MNAs a managing consulting Partner/Managing Director in RSM's growing Management Consulting Government Contracting Advisory Practice, you will have the opportunity to draw from your experience and knowledge while continuing to maximize your leadership skills and practice through a high degree of client exposure, people development and mentorship opportunities, with a diverse and inclusive culture. Draw upon your demonstrated Government Contracting technical knowledge and advisory skills to become a trusted advisor to our clients; incorporating emerging regulatory and global issues, risks, trends and concepts into client service.
Associate, Deal Services CliftonLarsonAllen LLPAssociate, Deal ServicesMinneapolis, Minnesota$55,000–$95,000 / yearCLA 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. This role performs financial Quality of Earnings, due diligence, excel financial analysis, and other consultative services for clients who are buying a business, selling a business, or otherwise contemplating some type of merger & acquisition activity.
Investment Operations Specialist - USBA Account Services U.S. BancorpInvestment 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.