NewService Advisor - Wealth Management JobotService Advisor - Wealth ManagementBloomington, MN$120,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Its advisors work collaboratively with clients and internal specialists to address investment management, retirement planning, tax strategy, estate planning, and other complex financial needs.
NewBranch 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.
Tax Managing Director, Private Client Services bdo consultingTax Managing Director, Private Client ServicesMinneapolis, MN$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Financial Advisor, Finland LearnLux IncFinancial Advisor, FinlandFinland, MNRemoteOur award-winning program helps employees navigate critical financial decisions from budgeting and benefits elections to equity compensation, home buying, and retirement so they can feel confident about their money and focused at work. Leveraging the LearnLux digital experience you will work directly with employees based in Finland to provide them with unbiased, holistic financial guidance to Finland and the surrounding area including Norway, Sweden, and Denmark.
Financial 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.
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 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.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionHouston, MN$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Director Of Planning Operations - Voyage Financial Advisors Thrivent Financial for LutheransDirector Of Planning Operations - Voyage Financial AdvisorsSaint Paul, MN$90,000–$135,000 / yearAs the Director of Planning Operations, you'll be a resource for our financial advisors and provide support to the clients of Voyage Financial Advisors, including: Actively prepare financial analysis and develop financial plans, serving as a hands-on planner day to day, in a fast-paced high-producing environment. 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.
NewTax Manager - Banking & Capital Markets DeloitteTax Manager - Banking & Capital MarketsMinneapolis, MN$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Cafe Assistant Fairview Health Services IncCafe AssistantEdina, MNEbenezer offers a generous benefits package, including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! An individual''s pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions.
Personal Financial Counselor, Assignment Ready Counselor, Pfc, Minnesota Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, Pfc, MinnesotaLittle 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.
Personal Financial Counselor; Camp Ripley, MN Magellan Health ServicesPersonal 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.
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- Duluth, MN Magellan Health ServicesPersonal 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 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 IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, MinnesotaDuluth, 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; 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.
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, 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.
Wealth Management Advisor - Minneapolis, MN TIAAWealth Management Advisor - Minneapolis, MNMinneapolis, MNBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Tax 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.
Tax 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.
NewTax Manager - Banking & Capital Markets Deloitte Touche Tohmatsu LtdTax Manager - Banking & Capital MarketsMinneapolis, MN$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxMinneapolis, MN$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Service Advisor Boeckermann Grafstrom MayerService AdvisorBloomington, MNThis 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. BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting, and tax services to meet business and personal needs.
NewRetirement Client Advisor UMB BankRetirement Client AdvisorMinneapolis, MinnesotaThe posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development.
Service 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.
Wealth Management Advisor - Minneapolis, MN Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Minneapolis, MNMinneapolis, MNBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Retirement Client Advisor UMB Financial CorpRetirement Client AdvisorMinneapolis, MN$120,750–$189,000 / yearThe posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $110,250 - $173,030.
Sr. 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.
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.
J.P. Morgan Wealth Management - Private Client Advisor - Woodbury, MN (Northern Suburbs area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Woodbury, MN (Northern Suburbs area)Maple Grove, MNUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Lakeville, MN (including surroun JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Lakeville, MN (including surrounLakeville, MNUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Saint Paul, MN (including surrounding areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Saint Paul, MN (including surrounding areas)Saint Paul, MNUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Bloomington and Chaska, MN (including surrounding area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Bloomington and Chaska, MN (including surrounding area)Chaska, MNUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, MN JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Rochester, MNRochester, MNUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Community Private Client Advisor - Minneapolis, MN JPMorgan Chase & CoJ.P. Morgan Wealth Management - Community Private Client Advisor - Minneapolis, MNMinneapolis, MNUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Richfield, MN (including surrounding area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Richfield, MN (including surrounding area)Richfield, MNUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Wealth Advisor (Minneapolis, MN) Mercer AdvisorsAssociate Wealth Advisor (Minneapolis, MN)Minneapolis, MinnesotaThe Associate Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Director Of Private Client Strategy First Busey CorporationDirector Of Private Client StrategyBloomington, MN$140,000–$193,000 / yearThis role is pivotal in delivering a differentiated, client-centric experience for high-net-worth individuals and families, while driving deposit growth, deepening wealth relationships, and ensuring alignment with the bank's broader wealth management strategy. The director will collaborate closely with executive leadership, market leaders, and product partners to ensure the delivery of integrated, high-touch solutions that meet the complex needs of affluent clients.
Wealth Advisor Boeckermann Grafstrom MayerWealth AdvisorBloomington, MNBGM is a nationally recognized collective or entrepreneurial-minded advisors, analysts, accountants and auditors who leverage a full suite of financial services to provide present tense impact and future focused growth. Experience in either a lead advisor role or business development role, with a demonstrated track record of or desire to step into a position where successfully acquiring new clients and driving significant revenue growth is paramount.
Staff Financial Planner Mayo ClinicStaff Financial PlannerRochester, MN$141,024–$204,526.40 / yearServices include: investment planning services including detailed asset allocation and research and security selection; tax planning assistance and estate tax issues; college expense projections/planning; cash flow analysis; debt planning, including mortgages, student loans and lines of credit; retirement planning/projections; insurance needs/risk analysis; benefit design and review of federal and state compliance issues; benefits consulting (10%) for new, current and retired staff. Today, our employees are located at our three major campuses in Phoenix/Scottsdale, Arizona, Jacksonville, Florida, Rochester, Minnesota, and at Mayo Clinic Health System campuses throughout Midwestern communities, and at our international locations.
Financial Consultant- Oakdale, MN FidelityFinancial Consultant- Oakdale, MNOakdale, MinnesotaRemotePlease 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.
Wealth Planning Associate Royal Bank of CanadaWealth Planning AssociateMinneapolis, Minnesota$55,000–$95,000 / yearAs a Wealth Planning Associate supporting RBC Advantage, you will join a developmental wealth planning role designed to build your technical planning knowledge, client-service skills, and confidence in supporting Financial Advisors and clients. Maintaining 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.
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.
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.
Senior Market Leader, External Wholesaler, Mid-Atlantic/Washington DC Northern TrustSenior Market Leader, External Wholesaler, Mid-Atlantic/Washington DCWashington, MN$130,530–$221,920 / yearpositioning FlexShares ETFs, Northern Multi Asset Class Solutions, Northern Funds, Northern SMAs, Direct Indexing and Northern Alternatives (50 South Capital) in the marketplace. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Private 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.