Gilbert Law PLLCClient Relations Specialist Gilbert Law PLLCClient Relations SpecialistWhite Bear Lake, MN$50,000–$60,000 / yearWe’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!
RIA RecruitingAssociate 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.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorEdina, Minnesota$61,000–$250,000 / yearNorthwestern 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.
Bank of America CorpFinancial Solutions Advisor - Minnesota Market Bank of America CorpFinancial Solutions Advisor - Minnesota MarketWest Saint Paul, 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.
The Perillo GroupFinancial 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.
Magellan Health IncPersonal 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.
Magellan Health IncPersonal Financial Counselor; Camp Ripley, MN Magellan Health IncPersonal Financial Counselor; Camp Ripley, MNLittle Falls, 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.
Magellan Health IncPersonal 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.
Ameriprise FinancialAssociate 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).
OsaicSr. 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.
Osaic IncSr. Financial Planning Strategist Osaic IncSr. 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. 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.
FidelityFinancial Consultant- Oakdale, MN FidelityFinancial Consultant- Oakdale, MNOakdale, MinnesotaPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Illinois Tool Works IncPlanner 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.
Perkins+Will IncMedical 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.
ITWPlanner in Training ITWPlanner in TrainingEden Prairie, MinnesotaWorking 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.
Thrivent Financial for LutheransAssociate 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.
Thrivent Financial for LutheransLead 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.
Cirrus Aircraft LtdAftermarket 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.
Emerson Electric CoSupply Chain Strategic Planner Emerson Electric CoSupply Chain Strategic PlannerShakopee, MN$62,000–$90,000 / yearFor This Role, You Will Need: Two (2) years of relevant experience with a bachelor's degree in Supply Chain Management, Business, Engineering, Operations, or a related field (O) zero years of experience with an MBA with a concentration in Supply Chain, Operations, or Strategy. The position offers broad exposure to executive-level work, cross-functional collaboration, and high-impact programs including Risk Management, Indirect Materials, Responsible Sourcing, and Total Best Cost Sourcing.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial AdvisorMinneapolis, MN$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've 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.
First Command Financial Services, Inc.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.
Edward D Jones & Co LPAssociate 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.
Thrivent Financial for LutheransVirtual Financial Advisor - Minneapolis - Hybrid Thrivent Financial for LutheransVirtual Financial Advisor - Minneapolis - HybridMinneapolis, MN$23.80–$26.45 / 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.
Everest Financial GroupFinancial Advisor Everest Financial GroupFinancial AdvisorGolden Valley, MinnesotaDescriptionA 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.
Thrivent Financial for LutheransVirtual 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.
Wells Fargo & CoCounsel, 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.
Robert W Baird & Co IncFinancial 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.
Thrivent Financial for LutheransFinancial Advisor - Grand Forks and Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Grand Forks and Surrounding AreasRoseau, MNThrivent 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.
Thrivent Financial for LutheransFinancial Advisor - Woodbury/Lake Elmo Thrivent Financial for LutheransFinancial Advisor - Woodbury/Lake ElmoLake Elmo, MNAbout 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.
Thrivent Financial for LutheransFinancial Advisor - Fargo/Moorhead and Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Fargo/Moorhead and Surrounding AreasFergus Falls, MNThrivent 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.
EVEREST FINANCIAL GROUP LLCFinancial 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.
Wealth Enhancement Group LLCFinancial Advisor Assistant Wealth Enhancement Group LLCFinancial Advisor AssistantPlymouth, MN$70,000–$80,000 / yearOur 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.
AmeripriseFinancial Advisor Associate AmeripriseFinancial Advisor AssociateEdina, MinnesotaWork 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.
LPL FinancialFinancial 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.
LPL FinancialFinancial 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.
PNC BankFinancial 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.
Treeline Wealth ManagementFinancial 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.
Treeline Wealth ManagementExperienced 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.
Corebridge Financial IncFinancial 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.
Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Minnesota Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Minnesota MarketWayzata, MN$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.
LPL Financial Holdings IncFinancial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankRoseville, MN$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.
LPL FinancialFinancial 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.
Corebridge FinancialFinancial 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.
Wealth Enhancement Group LLCVice 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.
AFIN Family Wealth ManagementSenior 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.
Associated Banc-CorpSenior Wealth Advisor Associated Banc-CorpSenior Wealth AdvisorMinneapolis, MN$163,800–$280,800 / yearThis role is distinguished by deep experience advising clients in highly complex wealth scenarios, including advanced wealth transfer strategies, business succession planning, sophisticated tax aware planning in coordination with attorneys and CPAs, and executive level planning opportunities generated through the bank's Commercial Banking and Executive Advantage programs. Acting as the primary relationship lead, the Senior Wealth Advisor serves as the strategic quarterback for the client relationship, partnering with internal specialists-including trust officers, private bankers, portfolio managers, and financial wealth planners-to deliver fully integrated, fiduciary aligned wealth solutions.
Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Manager - Nat'l Federal Tax Services - Strategic Partnership SolutionsMinneapolis, MN$105,375–$215,375 / yearAs a Manager, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will help clients address complex partnership tax matters associated with public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions. As a Manager, Tax Services on the Strategic Partnership Solutions team, you will be responsible for: Advising large operating partnership clients on U.S. federal income tax matters related to public offerings, Up-C structures, SPACs, mergers, acquisitions, divestitures, and post-offering activities.
Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership Solutions Deloitte Touche Tohmatsu LtdTax Senior - Strategic Partnership SolutionsMinneapolis, MN$78,675–$160,750 / yearWithin NFTS, the Strategic Partnership Solutions team advises privately held and publicly traded partnerships across the United States on federal tax matters involving Up-C structures, mergers and acquisitions, divestitures, initial public offerings, post-offering support, and process design. As a Senior, Tax Services in Deloitte Tax LLP's Strategic Partnership Solutions practice, you will support clients through complex partnership tax matters tied to public offerings, Up-C structures, special purpose acquisition companies (SPACs), and other strategic transactions.
Boeckermann Grafstrom & Mayer, LLCService 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.
Curi CapitalWealth Advisor Curi CapitalWealth AdvisorEdina, MinnesotaAs a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.