Tax Advisor JobotTax AdvisorMinneapolis, MNRemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
Branch Manager, Financial Advisors AmeripriseBranch Manager, Financial AdvisorsLake Elmo, MNKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
NewAllianz Investment Management (AIM) Compliance Advisor | Hybrid Allianz SEAllianz Investment Management (AIM) Compliance Advisor | HybridMinneapolis, MN$69,000–$103,500 / yearHandle various routine compliance matters, including preparing responses to Know Your Customer requests from asset managers and banking counterparties, performing annual access reviews, and Star Compliance testing. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias.
Investment Trader and Operations Specialist DSG CAPITAL ADVISORS, LLCInvestment Trader and Operations SpecialistMINNEAPOLIS, MNOurhigh-touchclient service, in addition to ourin-office culture,are a couple of items thatset us apart from largermoreinstitutional firms. This is a hands-on role where your work has a direct, visible impact on client outcomes rather than beinga small part of a large institution where you may never know the impact that you have on clients.
NewOperations Specialist, Thrivent Advisor Network Thrivent Financial for LutheransOperations Specialist, Thrivent Advisor NetworkMinneapolis, MN$67,080–$90,756 / yearThis role will interact with individuals within the Thrivent Advisor Network (TAN) home office, Thrivent Home office, TAN advisors and their office staff, all levels of TAN leadership, external vendors, external consultants and solution providers. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Investment Management Associate Back Bay Staffing GroupInvestment Management AssociateMinneapolis, MNCandidates should bring a strong record of advising registered investment companies , including drafting and reviewing registration statements, offering documents, board materials, and investment management agreements. We are seeking exceptional legal talent—associates and partners with proven experience under the Investment Company Act of 1940 , Investment Advisers Act , and the federal securities laws.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorMinneapolis-St. Paul Area, MNThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Due Diligence And Investment Analyst Senior CliftonLarsonAllen LLPDue Diligence And Investment Analyst SeniorMinneapolis, MN$98,000–$168,000 / yearEvaluate and monitor investment vehicle structures, including separately managed accounts (SMAs), mutual funds, open-end funds, closed-end funds, interval funds, private funds and limited partnerships, and collective investment trusts (CITs). Conduct comprehensive qualitative and quantitative evaluations of investment managers, including investment philosophy, portfolio construction process, risk management framework, organizational structure, ownership, succession planning, and operational controls.
Sr Investment Associate Northern Trust CorpSr Investment AssociateMinneapolis, MN$70,490–$119,890 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).
Due Diligence And Investment Analyst Senior CliftonLarsonAllen Wealth AdvisorsDue Diligence And Investment Analyst SeniorMinneapolis, MinnesotaEvaluate and monitor investment vehicle structures, including separately managed accounts (SMAs), mutual funds, open-end funds, closed-end funds, interval funds, private funds and limited partnerships, and collective investment trusts (CITs). · Conduct comprehensive qualitative and quantitative evaluations of investment managers, including investment philosophy, portfolio construction process, risk management framework, organizational structure, ownership, succession planning, and operational controls.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorMinneapolis, MNThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
NewFinancial Advisor Everest Financial GroupFinancial AdvisorGolden Valley, Minnesota$100,000–$150,000 / yearCFP practitioner preferred but not required Everest Financial Group 701 Xenia Ave S Suite 250 Golden Valley MN 55416 www.everestfg.us Industry Financial Services Compensation: $100,000.00 - $150,000.00 per year Our Firm. Description 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.
Senior Wealth Advisor - Hybrid Cetera Financial Group IncSenior Wealth Advisor - HybridEdina, MNCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
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.
NewFinancial Advisor Northwestern MutualFinancial AdvisorBloomington, 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.
Hawthorn Regional Investment Director The PNC Financial Services Group IncHawthorn Regional Investment DirectorMinneapolis, MN$154,000–$286,000 / yearPNC 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. In 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.
NewInvestment 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.
NewInvestment Operations Specialist - USBA Account Services U.S. BankInvestment Operations Specialist - USBA Account ServicesSaint Paul, Minnesota$21.25–$28.32 / hourThorough knowledge of the computer applications used in the assigned area- Strong ability to manage multiple tasks/projects and deadlines simultaneously- Ability to operate various types of office equipment- Strong customer service and relations skills- Ability to identify and resolve/escalate problems- Advanced mathematical and/or accounting skills- Good data entry skills- Effective verbal and written communication skills. Basic Qualifications - High school diploma or equivalent- Four or more years of related experience Preferred Skills/Experience - Experience in financial services, banking, investments, brokerage operations, or a related industry.
Investment Consultant (Internal Wholesaler) Thrivent Financial for LutheransInvestment Consultant (Internal Wholesaler)Minneapolis, MN$50,057–$67,723 / yearThe Investment Consultant's (Internal Wholesaler) primary responsibility is to drive Thrivent Mutual Funds, ETFs, SMAs, and Managed Accounts sales through an increased phone & virtual meeting presence in the assigned regions and to complement the activities of the territory's Regional Investment Consultant (external wholesaler). The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
NewPrivate Wealth Advisor/Client Advisor Private Bank Professions IncPrivate Wealth Advisor/Client Advisor Private BankMinneapolis, MNAs a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.