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271 Results for

Customer Advisor Jobs in Saint Paul, MN

30+ days ago
Northwestern Mutual logo

Minneapolis, Minnesota
  • $61,000–$250,000 / year

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  • Performance-based earnings and revenue1:
    • Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities:

      As a financial advisor, you will:

      • Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

    • 18 days ago

    Oakdale, MN
    • $53,000–$55,000 / year

    Prior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We 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.

    25 days ago

    Minneapolis, Minnesota

    p>Escape the hustle of big-city life and discover the unmatched quality of living and working in Grand Forks, North Dakota at Nelson Ford of Grand Forks.

    Signing Bonus Available (based upon level of training and experience).

    30+ days ago

    St. Paul, MN

    Now is the time to bring your talent to Orbis Education, where you'll have the opportunity to play an integral role in providing college students the roadmap for success, from the moment they ask for information through their first day of class. You take ownership of the time you spend with your nursing students and constantly absorb training and coaching on how to be more effective for you, your university partnership, your team, and your students.

    28 days ago

    Minnetonka, MN

    This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

    30+ days ago

    Saint Paul, MN

    Using 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.

    30+ days ago

    MN

    p>The Admissions Advisor is a results-oriented professional who recruits prospective students to nursing programs and facilitates the new student enrollment process, which includes academic evaluation and advisement, prospective student and applicant processing and follow-up, in-person recruiting, and community outreach.

  • Interviews prospective students through telephone and face-to-face presentations to determine motivation, interest level and academic qualifications.

    • 30+ days ago

    Woodbury, MN

    This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

    At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

    30+ days ago

    Saint Paul, MN

    This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

    At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

    30+ days ago
    PricewaterhouseCoopers LLP logo

    Minneapolis, MN
    • $91,000–$321,500 / year

    p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success.

    30+ days ago

    Hudson, WI

    This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

    At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

    30+ days ago
    PricewaterhouseCoopers LLP logo

    MN
    • $73,500–$212,280 / year

    As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.

    PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

    30+ days ago
    Wells Fargo & Co logo

    MN
    • $185,000–$300,000 / year

    They 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.

    Wells Fargo is seeking a Sales Enablement Lead - Advisor Recruiting & Integration to play a pivotal role in advancing advisor recruiting and onboarding integration by delivering tools, insights, reporting, and content that improve execution across the full recruiting lifecycle.

    13 days ago
    Wells Fargo & Co logo

    Minneapolis, MN
    • $100,000–$196,000 / year

    They 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.

    30+ days ago

    PA

    The 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.

    30+ days ago

    Edina, MN
    • $70,000–$100,000 / year

    Lead with risk - use our client Risk Assessment Platform and consultative approach to help sports organizations understand their exposure, build a best-in-class safety program, and select the right protection for their athletes and their organization Prospect, source, and develop new relationships with sports organizations, clubs, leagues, associations, and governing bodies across the youth and amateur sports market Maintain a strong, current understanding of the youth and amateur sports landscape - including trends, key organizations, and the evolving risk environment athletes and administrators face Build and manage a strong, active pipeline across target segments using our CRM/AMS (Applied Epic) and sales enablement tools, creating sales reports and projections Own the full sales cycle: outreach, discovery, risk assessment presentation, proposal, negotiation, and close Cross-sell and upsell across Players Health's suite of insurance products and risk management services Continuously develop advanced product and market knowledge - knowing the competitive landscape, understanding coverage nuances, and using that expertise to differentiate Players Health in every conversation Meet and consistently exceed structured KPI targets and revenue quotas - every quarter. (i.e. sharing best practices and what's working - from qualifying a lead, completing accord and supplementation applications, proposals, and binding insurance deals) Partner with Marketing, Account Management, and utilize internal tools to create market-facing content and campaigns that drive pipeline Contribute to building a sales culture that is high-accountability, collaborative, and mission-driven Embody Players Health core values in every client interaction, team conversation, and decision Some travel required for client/prospect visits, team events, industry conferences, or collaboration Other duties as assigned.

    30+ days ago

    Plymouth, MN
    • $70,000–$80,000 / year

    p>Our 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.

    16 days ago

    St. Louis Park, MN
    • $18.95–$25.64 / hour

    Interviewing prospective students to determine their motivation for continuing their education, understanding their career goals and needs, and helping identify potential obstacles which could hinder their educational experience. Interviews prospective students to define program of interest, discuss scheduling, time commitment involved, etc. and ensures all aspects of the enrollment process are completed thoroughly and accurately.

    30+ days ago

    New Brighton, Minnesota

    p>We are a high-volume, customer-focused automotive dealership seeking an experienced Service Advisor who can deliver an exceptional guest experience while maximizing service department performance.

    This is an outstanding opportunity for a motivated advisor who wants to earn strong income, work with a great team, and grow with a successful dealership.

    30+ days ago
    Penske Corporation logo

    Roberts, WI

    We offer a premium selection of new Freightliner and Western Star commercial vehicles, a large selection of previously owned commercial trucks, and a full suite of parts, maintenance, and repair services. When you join our team, you're rewarded with the opportunity to work for an organization that provides opportunities for career growth and advancement, tailored to individual performance, experience and interests, along with a fully comprehensive benefits package including: Employee Discounts.

    30+ days ago

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