Senior Audit Associate JobotSenior Audit AssociateBLOOMINGTON, MNRemote$85,000–$120,000 / 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. Ideally a hybrid role but strong appetite for FULLY REMOTE -Seeking a Senior Auditor to join our Growing firm, exceptional work/life balance, benefits, etc.
Retirement Plans Sales Consultant (Internal Wholesaler) AmeripriseRetirement Plans Sales Consultant (Internal Wholesaler)Minneapolis, MNIn addition, this role will partner 1:1 with a Regional Vice President and support regional business planning, sales campaigns, field leader initiatives, and other ad-hoc items as needed to support the region. • Ensure a high level of advisor satisfaction by responding to inbound calls and emails from advisors to provide technical expertise on sales strategies, rules/regulations, and solutions to drive retirement plan sales.
Associate 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.
Senior Financial Planner BoulaySenior Financial PlannerEden Prairie, MNIn this role, you will work closely with other advisors and partners to help clients navigate complex financial decisions, while developing the technical, analytical, and relationship management skills required for long‑term success in advisory. Someone who is comfortable working with data, enjoys translating complex financial concepts into clear insights, and is motivated to develop into a trusted advisor who delivers thoughtful, client‑centric solutions.
Financial Advisor Northwestern MutualFinancial AdvisorMinnetonka, 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.
Personal Financial Counselor, PFC, Fort Snelling, MN Magellan Health IncPersonal Financial Counselor, PFC, Fort Snelling, MNMNServices 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, MinnesotaMNServices 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.
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.
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.
Medical 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.
Occupancy Planner Jones Lang LaSalle IncOccupancy PlannerMinneapolis, MNRemoteWhether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients.
Occupancy Planner JLLOccupancy PlannerMinneapolis, MN$72,000–$79,500 / yearDevelop solutions for employees with approved medical accommodations in the workplace * Advocate workplace best practices and etiquette * Conduct regular audits of space utilization and occupancy data * Monitor utilization data to identify solutions * Hand off approved solutions to implementation teams * Package allocation updates with corresponding floorplans and submit to CAFM system for processing * Participate in cross-functional teams to improve space planning processes * Communicate with various teams (Space Planners, Relationship Managers, Move Managers etc.) * Travel 10% as required Data Management and Reporting: * Ensure accuracy of floor plans and occupancy data in CAFM system * Coordinate data in ServiceNow, Corrigo, Atlassian (space uses, business hierarchies) * Produce monthly/quarterly reports for planning processes and decision-making * Accommodate ad-hoc data requests Qualifications: * Bachelor's degree or equivalent in real estate space planning * Two years' corporate experience * CAFM system experience a plus * Strong MS Excel skills and technology proficiency * Excellent attention to detail and high-volume work management * Strong written and verbal communication skills * Negotiation and diplomacy skills * Ability to work independently and in teams * Project management skills a plus This position does not provide visa sponsorship. ### Minimum Education Required Bachelor Degree ### Minimum Experience Required 2 - 20 years ### Shift First (Day) ### Number of Openings 1 ### Public Transportation Accessible Yes ### Veterans Encouraged to Apply No ### Physical Required Yes ### Drug Test Required Yes ### Compensation $11.41 / Hourly ### Postal Code 55402 ### Job Type Full Time ### Place of Work On-site ### Requisition ID REQ514707 ### Job Benefits Not specified
Sr Buyer/Planner Artech LLCSr Buyer/PlannerPlymouth, MN$40–$45 / hour5+ years of Buyer, Planner, Production Scheduler, Supply Chain, Procurement, or Materials Management experience. Analyze demand, inventory levels, and production schedules to ensure material availability.
Sr. Supply Planner Upsher-Smith Laboratories LLCSr. Supply PlannerMaple Grove, MN$108,000–$150,000 / yearIdentify supply risks and develop mitigation plans; Completes necessary risk analysis research in support of business' critical projects, identifying potential solutions for mitigating risk; Escalate and resolve supply issues with external partners. Responsible for planning CMO's and regular supplier meetings with scorecard review; Maintain cost control, delivery schedules and inventory levels based on desired goals and objectives; Drive performance against KPI's ie OTIF, Schedule Adherence, Lead Time reliability.
Senior CPFR Planner MGA Entertainment IncSenior CPFR PlannerMinneapolis, MNThe Senior CPFR Planner develops and maintains collaborative demand plans by incorporating statistical forecasting, AI-driven forecasting tools, customer insights, sales and marketing intelligence, financial plans, POS trends, and inventory performance. This role is responsible for Demand Planning, CPFR collaboration, chase and cancel management, import order management, inventory health, and customer service performance while partnering closely with Sales, Supply Planning, Customer Service, Logistics, Finance, and Operations.
Sr. Merchandise Planner - HOKA DTC Deckers Outdoor CorpSr. Merchandise Planner - HOKA DTCMN$79,900–$107,800 / yearInterested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts, Minnesota, New York, Oregon, Pennsylvania, Texas, Utah, Washington. Join Deckers Brands as a Senior Merchandise Planner for HOKA DTC and play a key role in shaping the financial success of one of our fastest-growing brands.
Sr. Merchandise Planner - Teva DTC Deckers Outdoor CorpSr. Merchandise Planner - Teva DTCSaint Paul, MN$79,900–$107,800 / yearInterested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts, Minnesota, New York, Oregon, Pennsylvania, Texas, Utah, Washington. Competitive Pay and Bonuses - We've created a variety of competitive compensation programs to foster career development, reward success and to show our employees just how much they're valued.
Senior Planner Thomson Reuters CorpSenior PlannerEagan, MN$58,100–$107,900 / yearFinally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include 3 weeks vacation, 10 sick days, 9 company holidays, 3 floating days, uniform and laundry service, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
Merch Planner Owned Brand Jewelry & Hair (Hybrid) Target CorpMerch Planner Owned Brand Jewelry & Hair (Hybrid)Minneapolis, MN$73,000–$132,000 / yearA Hybrid/Flex for Your Day work arrangement means the team member's core role will need to be performed both onsite at the Target HQ MN location the role is assigned to and virtually, depending upon what your role, team and tasks require for that day. As a Merchandise Planner, you'll provide in-season decision support, collaborate on assortment planning, recommend localization and channel strategies including cluster types and profiles, and lead demand forecasting.
NewSr Merch Planner Legwear (Hybrid) Target CorpSr Merch Planner Legwear (Hybrid)Minneapolis, MN$95,000–$171,000 / yearAs a Senior Merchandise Planner, you'll provide in-season decision support, collaborate on assortment planning, recommend localization and channel strategies including cluster types and profiles, and lead demand forecasting. Here, you'll conduct comparative analysis of holiday or other seasonal performance reports and provide the insights that inform the Inventory team's work to ensure that product supports projected sales.
Sr Merch Planner - OTC (Minneapolis) Target CorpSr Merch Planner - OTC (Minneapolis)Minneapolis, MN$95,000–$171,000 / yearA Hybrid/Flex for Your Day work arrangement means the team members core role will need to be performed both onsite at the Target HQ MN location the role is assigned to and virtually, depending upon what your role, team and tasks require for that day. As a Senior Merchandise Planner, youll provide in-season decision support, collaborate on assortment planning, recommend localization and channel strategies including cluster types and profiles, and lead demand forecasting.
Material Planner Trane Technologies PlcMaterial PlannerMN$60,800–$109,479.99 / yearWhat you will do: Plan purchased raw material and components by category and supplier to maintain optimal inventory levels to support production requirements and inventory turn goals. Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.
Planner EcolabPlannerEagan, MinnesotaTo meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to: - Undergo additional background screens and/or drug/alcohol testing for customer credentialing. Our Global Supply Chain is a network of more than 300 manufacturing plants, distribution centers and other facilities designed and located to support our direct sales, marketing and distribution activities.
Financial 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.
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.
Financial Planning Specialist Claire Myers ConsultingFinancial Planning SpecialistHudson, WisconsinOur client is a successful, boutique wealth management firm seeking a Financial Planning Specialist who plays a critical role in bridging financial planning strategy and operational execution. This is an ideal opportunity for a detail-oriented financial services professional who enjoys translating planning strategy into action and thrives in a process-driven environment.
Transmission Planner - Senior Professional (Remote) WSP Global IncTransmission Planner - Senior Professional (Remote)Minneapolis, MNRemoteThis individual will be responsible for interfacing with other engineers in the preparation of computer-based models and performing power system studies on utility transmission systems and industrial/commercial electrical power systems including: feasibility studies, system impact studies, reactive compensation studies, protective relay settings, critical clearing time, stability (transient & dynamic), long/short range planning studies, short circuit, load flow, motor starting, power factor correction, and other related studies. WSP USA is providing the compensation range that the company in good faith believes it might pay and offer for this position, based on the successful applicant's education, experience, knowledge, skills, abilities in addition to internal equity and specific geographic location, WSP USA reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant's sex or other status protected by local, state, and/or federal law.
Lead Nuclear Project Planner 1 – Nuclear Sargent & LundyLead Nuclear Project Planner 1 – NuclearMinneapolis, Minnesota$118,023–$180,313 / yearFull timeAI & Automation at Sargent & Lundy: In this role, we expect people to be willing or able to lead others who use modern tools: You are expected to lead others in taking engineering problems from issue to solution by setting expectations for using data and modern tools such as automation and AI to improve workflows, reduce rework, and deliver cost-effective designs. Background in one or more of the following: mechanical maintenance/engineering, system engineering, NDE/inspection, chemistry/corrosion engineering, or field construction/trades (e.g., piping, welding, valve maintenance) that provides credibility with craft and insight into how design, procedures, and work orders translate into physical work.
NewSupply Chain Planner Filtration Group CorpSupply Chain PlannerMinneapolis, Minnesota$80,000–$85,000 / yearWith a passionate workforce, global footprint and world class engineering and manufacturing capabilities, we are driving innovation and developing solutions across a broad spectrum of applications in the fast-growing and rapidly-evolving global filtration industry. Clear Edge products span an array of industry sectors, including Mining and Minerals, Chemicals, Food and Beverage, Water Treatment, Building Products, Pulp and Paper, Power Generation, Healthcare, Transportation and other Industrial applications.
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.
Associate 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).
Sr. Financial Planning Strategist Osaic IncSr. Financial Planning StrategistMN$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.
Inventory Planner Northern Tool + EquipmentInventory PlannerBurnsville, MN$61,100–$88,110 / yearKey Responsibilities: Responsible for leading inventory management execution and strategy, tracked through inventory ownership, in-stock metrics, forecasting accuracy, service-level goal attainment, and inventory accuracy; proactively communicates any issues. With over 130 retail stores across 24 states, top national brands and global manufacturing operations designed to create our own specialized tools and equipment, we are busting our knuckles to deliver the products, prices and advice our customers need to succeed.
Sr Buyer/Planner - Exempt MindlanceSr Buyer/Planner - ExemptPlymouth Minnesota, MNIn frontend procurement mode, analyzes data and determines factors that affect prices and determines lowest cost consistent with quality, reliability, and ability to meet required schedules. Sources, purchases, plans, and schedules the movement of raw materials, packaging materials, parts, components, services, supplies, finished goods, and related material through production and inventory process.
Production Planner The Specialty Manufacturing CompanyProduction PlannerWhite Bear Lake, MNFull timeprovides a comprehensive suite of benefits including medical, dental, vision, disability, life, and retirement savings, focused on providing health and financial stability throughout the employee’s career. From stock items to the design and production of custom parts and machinery, our five divisions provide the solutions and support you need every step of the way.
Supply Management Planner II First American Payments SystemsSupply Management Planner IIMinneapolis, MinnesotaPlace Purchase Orders or Production Orders as necessary to support Master Production Schedule and material flow in order to meet customer SLA. In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs.
Transportation Planner Rise Baking CompanyTransportation PlannerMinneapolis, MN$68,696–$85,870Execute strategies using a transportation management system (TMS), processes, and procedures to ensure the lowest possible cost while maintaining a high level of customer service and KPI adherence. Ability to work effectively within an organization and collaborate with internal and external partners to determine requirements and eliminate barriers that may affect the delivery of product.
Supply Management Planner II Deluxe CorpSupply Management Planner IIMinneapolis, MN$67,000–$90,000 / yearReasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to deluxecareers@deluxe.com. Why join us: There is a reason we boast numerous awards like âGreat Place to Work Certifiedâ and âBest Place to Workâ For Moms, Dads, LGBTQ, and VETS (just to name a few).
NewMaterial Planner CFO Trane U.S. -CFOMaterial PlannerSt Paul, MinnesotaPlan purchased raw material and components by category and supplier to maintain optimal inventory levels to support production requirements and inventory turn goals. Paid time off includes 15 vacation days, 9 paid holidays, 3 floating holidays, sick leave, and additional options to support volunteer and parental leave.
NewAspiring Wealth Planner Training & Growth Path RBC Capital Markets, LLCAspiring Wealth Planner Training & Growth PathMinneapolis, MN$55,000–$95,000 / yearThe position supports long-term career growth potential in financial advice and offers a competitive salary ranging from $55,000 to $95,000.#J-18808-Ljbffr. RBC Capital Markets, LLC is seeking a Wealth Planning Associate to support their financial planning team.
NewProduction Planner Tennant CoProduction PlannerMinneapolis, MN$67,500–$101,200 / yearExperience working with manufacturing-based technology, processes and principles, including Lean manufacturing and project management practices, and understanding of influences on costs, gross margin, quality, and delivery preferred. Thorough knowledge of production, supply chain, inventory, and planning principles, practices, nomenclature, and procedures, sales order to revenue realization process, and integrated enterprise resource management systems preferred.
NewRetail Operations Planner-MN Honest Company IncRetail Operations Planner-MNMinneapolis, MN$33.65–$40.86 / hourThe Honest Company (NASDAQ: HNST) is a personal care company dedicated to creating cleanly-formulated and sustainably-designed products spanning categories across diapers, wipes, baby personal care, beauty, apparel, household care and wellness. Under the California Consumer Privacy Act of 2018 ("CCPA"), The Honest Company, Inc. ("Honest" or "us" or "we") is required to inform California residents who are our job applicants or prospective talent (together "job applicants" or "you") about the categories of personal information we may collect about you and the purposes for which we use this information.
Associate Director - Project Management - Optum Financial - Remote UnitedHealth Group IncAssociate Director - Project Management - Optum Financial - RemoteEden Prairie, MNRemote$112,700–$193,200 / yearThe fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. As part of UnitedHealth Group, Optum Financial extends UHG"s mission by enabling efficient payment flows, scaled health savings and lending capabilities, and enterprise partnerships that strengthen UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx while generating durable, high margin growth for the enterprise.
NewWealth Advisor BMO U.S.Wealth AdvisorMinneapolis, MNIntermediate ProficiencyStrategic relationship managementNetworkingBusiness DevelopmentCommercial acumen (i.e. can apply business and financial principles to create value for both the client and the firm)Advanced ProficiencyFinancial planningClient serviceCollaborationCustomer ServiceProblem SolvingCompensation$74,000.00 - $138,000.00. Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning.
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.
NewWealth Advisor, Director (Sr. Relationship Manager) Hispanic Alliance for Career EnhancementWealth Advisor, Director (Sr. Relationship Manager)Minneapolis, MNAdvanced Proficiency:Strategic relationship managementNetworkingBusiness DevelopmentCommercial acumen (i.e. can apply business and financial principles to create value for both the client and the firm)Financial planningClient serviceCollaborationCustomer ServiceProblem SolvingSalary:$102,000.00 - $190,000.00Pay Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk‑informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents, laws and regulations.
NewWealth 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.
Wealth Advisor Bank of MontrealWealth AdvisorMinneapolis, MN$74,000–$138,000 / yearServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Wealth Advisor, Director (Sr. Relationship Manager) Bank of MontrealWealth Advisor, Director (Sr. Relationship Manager)Minneapolis, MN$102,000–$190,000 / yearServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.