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Other job titles that we would consider: Business Development Specialist, Sales Coordinator, Sales Associate, Retail Sales, Sales Representative, Marketing Representative, Social Media Sales Specialist, Sales Consultant, Software Sales Associate, Marketer, Outside Sales Representative, Territory Sales Representative, Associate, Sales Internship, Medical Device Sales Specialist, Inside Sales Specialist, Account Manager, Account Representative, Financial Advisor, Wealth Management Advisor, Agent, Logistics Sales Specialist, Saas Sales, Sales Trainee, Sales Assistant, Brand Ambassador, Regional Sales Representative . You'll connect with prospective customers, support existing accounts, identify new opportunities, and learn how strong customer relationships contribute to business growth.

Katapult Network

Sales & Account Coordinator (Entry-Level)

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The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.

WealthBridge Financial Group

Regional Vice President

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Our 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. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Morgan Stanley

Registered Client Relationship Analyst

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Summary: The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. 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.

YEAR

Osaic

Finance Manager, M&A

The Financial Wellness Consultant executes strategic education pr ograms, provides guidance in one-on-one and group settings, and acts as a primary relationship manager for assigned clients and plan sponsors - identifying participant needs that extend beyond workplace retirement planning and making thoughtful referrals to Creative Planning's broader team to ensure each individual receives the right level of support. This role combines participant-focused education delivery with relationship-centric financial planning support, helping individuals make informed decisions abou t their financial lives and, when appropriate, connecting them with Creative Planning's compre hensive wealth management services for deeper guidance.

Creative Planning Inc

Financial Wellness Consultant

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ADAPTED_NOW

Keys: Financial Services, Investment Advisory, WMP (Envestnet), 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.

IA Processing Specialist

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The primary duties and responsibilities include but are not limited to: Serve as the primary finance advisor to business line leadership, influencing decisions related to growth, investment prioritization, resource allocation, operating leverage, profitability, and financial planning. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.

Brown Advisory

Finance Business Partner

This role partners closely with field leaders, lead advisors, Wealth Management Specialists, RiverSource partners, and ABDG resources to help advisors successfully retain, transfer, and grow client relationships following transition. The EAR Ramp Up Regional Sales Director (RSD) is responsible for accelerating revenue growth, asset accumulation, and business momentum for franchise advisors transitioning books of business to Ameriprise through the Experienced Advisor Recruiting (EAR) program.

About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Positions and Apply</a>
<a href="https://www.ameriprise.com/careers/corporate/your-career">Learn More About Joining Ameriprise </a>
Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
<a href="https://www.ameriprise.com/careers/corporate/supportive-workplace/diversity">Learn More About Diversity and Inclusion at Ameriprise</a>
Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
<a href="https://www.ameriprise.com/careers/experienced-financial-advisors/advisor-support">Learn More About Ameriprise Advisor Support</a>
Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Opportunities</a>

Ameriprise

ABDG Regional Sales Director - AFG

Ameriprise Financial

Abdg Regional Sales Director - AFG

Our clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. This opportunity is ideal for someone who enjoys working in a collaborative environment, has a strong understanding of financial services regulations, and is eager to contribute to a culture of integrity, accountability, and regulatory excellence.

TAG EisnerAmper, LLC (Inactive)

Compliance Associate

Team Leadership & Development: Directly manage and mentor a team of relationship managers, event managers, and client portfolio strategists, aligning resources to maximize impact across channels. What you do: Relationship Management & Distribution Strategy: Act as the senior point of contact for national wealth management platforms across wire houses, independent broker-dealers, regionals, and national RIAs.

Allianz SE

ETF National Accounts Senior | Remote

This role is responsible for delivering exceptional client service, supporting advisor business operations, managing administrative tasks, and ensuring timely follow-through on client requests and regulatory requirements. Partner with Advisors through regular meetings to support business planning, marketing initiatives, client communication strategies, task management, and service workflows.

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: 

measure success by our advisors' success

 
recognize the strength of our team

 
execute with purpose & efficiency

 
empower & inspire each other

Cetera Financial Group Inc

Client Services Representative

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. other team members in all aspects of operational and service activities for qualifying advisory accounts (WMP), through phone support.

IA Operations Specialist

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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

HOUR

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Wells Fargo Bank

Brokerage Client Assistant - RCAST & Registered

Our 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. Assist Fas/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.

Client Relationship Analyst

The Instructional Designer applies innovative instructional design techniques and adult learning best practices to create engaging learning experiences delivered through a variety of modalities, including web-based learning, instructor-led training, animated and talking-head video, and blended learning solutions. Our client is seeking an Instructional Designer will develop and manage training materials that prepare advisors, field leaders, and other identified audiences to effectively learn and apply products and solutions within Wealth Management Solutions (WMS) and Banking and Cash Solutions (BCS) at Ameriprise Financial.

Levi, Ray & Shoup Inc

Instructional Designer (46448)

Exit Factor provides business owners with clarity, strategy, and tools to increase the value of their businesses and prepare their business for a high‑value sale or transition. Exit Factor of Minnetonka is looking for a high‑energy Business Development Consultant who thrives on building relationships with small and mid‑sized business owners .

Exit Factor

Business Development Consultant (Remote)

Our 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. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.

Investment Analyst - Parametric

The role leads the discovery and organizational change that alignment requires, and it is accountable for the two engineering capabilities on which it depends: making high-value accounting datasets available to the business consumers who need them, and the Radius Accounting Service, whose APIs and Kafka interfaces expose accounting capability in Parametric's own trade and transaction language rather than any accounting platform's. Our 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.

Manager, Software Engineering - Parametric

Our 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 Associate Portfolio Manager plays a key role in managing customized equity portfolios designed to maximize tax efficiency while closely tracking client-specific benchmarks and market indexes.

Wealth Advisor Jobs in Minnesota

Sales & Account Coordinator (Entry-Level) Katapult Network

Regional Vice President WealthBridge Financial Group

Registered Client Relationship Analyst Morgan Stanley

Finance Manager, M&A Osaic

Financial Wellness Consultant Creative Planning Inc

IA Processing Specialist Osaic

Finance Business Partner Brown Advisory

ABDG Regional Sales Director - AFG Ameriprise

Abdg Regional Sales Director - AFG Ameriprise Financial

Compliance Associate TAG EisnerAmper, LLC (Inactive)

ETF National Accounts Senior | Remote Allianz SE

Client Services Representative Cetera Financial Group Inc

IA Operations Specialist Osaic

Brokerage Client Assistant - RCAST & Registered Wells Fargo Bank

Client Relationship Analyst Morgan Stanley

Instructional Designer (46448) Levi, Ray & Shoup Inc

Business Development Consultant (Remote) Exit Factor

Investment Analyst - Parametric Morgan Stanley

Manager, Software Engineering - Parametric Morgan Stanley

Associate Portfolio Manager - Parametric Morgan Stanley

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