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Financial Advisor
Edward Jones 4.5
Finance advisor job in Lakeville, MN
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
Financial Representative Trainee (Sales) -Bloomington, MN
Mutual of Omaha 4.7
Finance advisor job in Bloomington, MN
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
$36k-75k yearly 4d ago
Financial Advisor
Edward Jones 4.5
Finance advisor job in Saint Paul, MN
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
SAP PaPM & Finance Consultant(USC/GC-W2)
Clifyx
Finance advisor job in Saint Paul, MN
Looking for USC and GC only who can work on W2 (NO C2C or 1099) Must Have Skills SAP PaPM SAP Finance Detailed Job Description Strong experience in SAP PAPM configuration and modeling. Knowledge of SAP S4HANA Finance, SAP BW, and integration techniques. Proficiency in allocation logic, cost modeling, and profitability analysis. Understanding of financial processes COPA, cost allocation, planning. Handson experience with PAPM functions calculation units, allocation functions, join read functions. Analytical and problem solving skills. Excellent communication and stakeholder management abilities.
$64k-94k yearly est. 22h ago
Associate II - JR. Financial Advisor
Northland Securities 3.8
Finance advisor job in Minneapolis, MN
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Junior Financial Advisor supports senior advisors in delivering high-quality client service, financial planning, and investment support. This role is designed for a developing professional who is working toward becoming a full advisor and is comfortable balancing client engagement, operational accuracy, and ongoing learning. The Junior Advisor will assist in preparing financial plans, conducting research, supporting client onboarding, and ensuring all activities meet regulatory and firm standards. About This Role: Client Support & Service Assist Senior Advisors in managing client relationships, including preparation for meetings, follow-up tasks, and ongoing service requests. Participate in client meetings as appropriate, document notes, action items, and next steps. Support onboarding of new accounts, including gathering required documentation and coordinating with internal operations teams. Respond to client inquiries in a timely and professional manner. Assist in managing C and D tier clients to elevate their overall experience and help transition them into higher-tier (B and C) relationships. Financial Planning & Analysis Gather and analyze client financial data to create preliminary planning summaries, investment proposals, and retirement projections. Conduct research on investment products, insurance solutions, and financial planning topics. Help maintain and update financial planning software and CRM records. Investment & Trading Support Prepare materials related to portfolio allocation, rebalancing, and product recommendations (under supervision). Assist with trade execution activities - block trading Monitor client portfolios for exceptions, cash needs, and required actions. Compliance & Risk Management Follow firm policies and procedures to ensure compliance with industry regulations. Maintain accurate and complete client records in accordance with supervisory requirements. Complete all annual and ongoing training related to regulatory and compliance expectations. Team Collaboration Partner with operations, compliance, and support teams to ensure smooth workflow and exceptional client outcomes. Contribute to continuous improvement efforts, including process enhancements and client experience initiatives. Key Skills: Demonstrates initiative, sound judgment, and the ability to anticipate needs in a fast-paced environment Strong problem-solving abilities with a proactive, solutions-oriented mindset Excellent verbal and written communication skills; comfortable interacting with clients, senior advisors, and internal teams Outstanding organizational skills with meticulous attention to detail Eagerness to learn and grow within the financial services industry; takes direction well and applies feedback constructively Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint); experience with CRM systems or financial platforms a plus Maintains professionalism, confidentiality, and reliability in all work The Ideal Candidate for This Role: Experience: 3 - 5 years of experience in a financial services environment, or relevant internships. Previous experience in a sales support or administrative role is a plus. Licensing: Pursuit of relevant FINRA licenses (e.g., Series 7, Series 66). Desired: Education: Bachelor's degree in finance, business, economics, or a related field preferred. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251772 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$68k-126k yearly est. Auto-Apply 3d ago
Financial Advisor
Ria Recruiting
Finance advisor job in Minneapolis, MN
White Oaks Wealth Advisors, a fee-only financial planning firm in Minneapolis, is seeking a Financial Advisor to join our team. The Financial Advisor will be working with our existing client base on financial planning and investment management in collaboration with our team. We are a small firm that is very collaborative, so we are looking for a great team member. Find out more about the firm at whiteoakswealth.com, including our environmental and community involvement here. Salary and Benefits Salary range for this position will be $100K-130K This position has immediate room for mentoring and growth, and there will be a possibility for firm equity for the right person down the road 401(k) plan with employer contribution after 1 year Firm pays for half of medical policy premiums for employee and applicable family members Employer paid long-term disability coverage Life insurance Unlimited PTO plus bonus holiday week 10 paid company holidays Paid professional dues, continuing education, conferences, and training Charitable matching Tuition reimbursement Company paid cell phone and service Maternity/paternity leave Summer hours - office closes at 3pm on Fridays between Memorial Day and Labor Day Internal financial planning for employees Responsibilities Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning. Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client's personal and financial goals. Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time. Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle to identify and educate clients about complex issues Coordinate with Client Service Team Participate in building new client relationships in collaboration with strategic partners in the community. Jump in and support others as the success of the entire firm relies on each person working together for shared goals. Qualifications 3 years of experience in wealth management/financial planning CFP designation required. Ability to work well in a team environment - we are a collaborative and collegial office Excellent client service and relationship management skills Attention to detail and team-player attitude Self-starter with a commitment to excellent client service Solicits and provides feedback with growth personality Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS Full time in our office in Golden Valley, Minneapolis Core Values We love our clients We are a very hard-working team and have a very happy working environment We are advice first, not sales. The Process Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. White Oaks Wealth Advisors is a dynamic and growing independent, fee-only wealth management firm based in Minneapolis, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning. The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. We are one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida. Not only are we required, as fiduciaries, to put our clients first - we care for our clients like family. We are an equal opportunity employer.
$100k-130k yearly 49d ago
Associate II - JR. Financial Advisor
Firstnational 3.8
Finance advisor job in Minneapolis, MN
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Junior Financial Advisor supports senior advisors in delivering high-quality client service, financial planning, and investment support. This role is designed for a developing professional who is working toward becoming a full advisor and is comfortable balancing client engagement, operational accuracy, and ongoing learning. The Junior Advisor will assist in preparing financial plans, conducting research, supporting client onboarding, and ensuring all activities meet regulatory and firm standards. About This Role: Client Support & Service Assist Senior Advisors in managing client relationships, including preparation for meetings, follow-up tasks, and ongoing service requests. Participate in client meetings as appropriate, document notes, action items, and next steps. Support onboarding of new accounts, including gathering required documentation and coordinating with internal operations teams. Respond to client inquiries in a timely and professional manner. Assist in managing C and D tier clients to elevate their overall experience and help transition them into higher-tier (B and C) relationships. Financial Planning & Analysis Gather and analyze client financial data to create preliminary planning summaries, investment proposals, and retirement projections. Conduct research on investment products, insurance solutions, and financial planning topics. Help maintain and update financial planning software and CRM records. Investment & Trading Support Prepare materials related to portfolio allocation, rebalancing, and product recommendations (under supervision). Assist with trade execution activities - block trading Monitor client portfolios for exceptions, cash needs, and required actions. Compliance & Risk Management Follow firm policies and procedures to ensure compliance with industry regulations. Maintain accurate and complete client records in accordance with supervisory requirements. Complete all annual and ongoing training related to regulatory and compliance expectations. Team Collaboration Partner with operations, compliance, and support teams to ensure smooth workflow and exceptional client outcomes. Contribute to continuous improvement efforts, including process enhancements and client experience initiatives. Key Skills: Demonstrates initiative, sound judgment, and the ability to anticipate needs in a fast-paced environment Strong problem-solving abilities with a proactive, solutions-oriented mindset Excellent verbal and written communication skills; comfortable interacting with clients, senior advisors, and internal teams Outstanding organizational skills with meticulous attention to detail Eagerness to learn and grow within the financial services industry; takes direction well and applies feedback constructively Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint); experience with CRM systems or financial platforms a plus Maintains professionalism, confidentiality, and reliability in all work The Ideal Candidate for This Role: Experience: 3 - 5 years of experience in a financial services environment, or relevant internships. Previous experience in a sales support or administrative role is a plus. Licensing: Pursuit of relevant FINRA licenses (e.g., Series 7, Series 66). Desired: Education: Bachelor's degree in finance, business, economics, or a related field preferred. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251772 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$65k-109k yearly est. Auto-Apply 5d ago
Associate II - JR. Financial Advisor
First National Bank of Omaha 3.7
Finance advisor job in Minneapolis, MN
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Junior Financial Advisor supports senior advisors in delivering high-quality client service, financial planning, and investment support. This role is designed for a developing professional who is working toward becoming a full advisor and is comfortable balancing client engagement, operational accuracy, and ongoing learning. The Junior Advisor will assist in preparing financial plans, conducting research, supporting client onboarding, and ensuring all activities meet regulatory and firm standards. About This Role: Client Support & Service Assist Senior Advisors in managing client relationships, including preparation for meetings, follow-up tasks, and ongoing service requests. Participate in client meetings as appropriate, document notes, action items, and next steps. Support onboarding of new accounts, including gathering required documentation and coordinating with internal operations teams. Respond to client inquiries in a timely and professional manner. Assist in managing C and D tier clients to elevate their overall experience and help transition them into higher-tier (B and C) relationships. Financial Planning & Analysis Gather and analyze client financial data to create preliminary planning summaries, investment proposals, and retirement projections. Conduct research on investment products, insurance solutions, and financial planning topics. Help maintain and update financial planning software and CRM records. Investment & Trading Support Prepare materials related to portfolio allocation, rebalancing, and product recommendations (under supervision). Assist with trade execution activities - block trading Monitor client portfolios for exceptions, cash needs, and required actions. Compliance & Risk Management Follow firm policies and procedures to ensure compliance with industry regulations. Maintain accurate and complete client records in accordance with supervisory requirements. Complete all annual and ongoing training related to regulatory and compliance expectations. Team Collaboration Partner with operations, compliance, and support teams to ensure smooth workflow and exceptional client outcomes. Contribute to continuous improvement efforts, including process enhancements and client experience initiatives. Key Skills: Demonstrates initiative, sound judgment, and the ability to anticipate needs in a fast-paced environment Strong problem-solving abilities with a proactive, solutions-oriented mindset Excellent verbal and written communication skills; comfortable interacting with clients, senior advisors, and internal teams Outstanding organizational skills with meticulous attention to detail Eagerness to learn and grow within the financial services industry; takes direction well and applies feedback constructively Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint); experience with CRM systems or financial platforms a plus Maintains professionalism, confidentiality, and reliability in all work The Ideal Candidate for This Role: Experience: 3 - 5 years of experience in a financial services environment, or relevant internships. Previous experience in a sales support or administrative role is a plus. Licensing: Pursuit of relevant FINRA licenses (e.g., Series 7, Series 66). Desired: Education: Bachelor's degree in finance, business, economics, or a related field preferred. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251772 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$61k-107k yearly est. Auto-Apply 4d ago
Senior Financial Advisor
AFIN Family Wealth Management
Finance advisor job in Northfield, MN
AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Job Summary As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships, providing tailored financial advice, and guiding clients towards their financial goals. The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional interpersonal skills. Required Experience and Education: 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM Bachelor's degree in Finance, Economics, Business Administration, or related field Life and Health Insurance license Series 7 and 66 (or 63 and 65) Required Knowledge, Skills, & Abilities: Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite. Excellent customer service, communications, and organizational skills The ability to work on multiple projects simultaneously Work independently as well as collaboratively within a team environment. Positive attitude, high energy, and professional demeanor Ability to exercise good judgment by recognizing urgency and setting priorities Must pass criminal and credit background checks Ability to quickly understand new concepts and learn new technology and systems In-depth knowledge of financial markets, investment products, and wealth management strategies. Demonstrated ability and commitment to goal-based planning and advice Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Job Duties and Responsibilities Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation. Create customized financial plans encompassing investment strategies, retirement planning, tax optimization, estate planning, and risk management. Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Prepare financial plans, check their accuracy and implement financial plans Monitor and review clients' portfolios regularly to ensure alignment with their financial goals and market conditions Provide ongoing financial guidance and education to clients, addressing their questions and concerns with professionalism and expertise. Executes trades, as required Stay up-to date with new industry trends and research market Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities Benefits Health and dental insurance 401k and 401k matching Work-life balance Ownership of book of business Disclaimer AFIN Family Wealth Management is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Schedule: Full-time Travel: Local Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisor Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 1220 Kensington Rd, Ste 220 Oakbrook, IL 60523
$48k-91k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Hopkins, MN
Job DescriptionSalary: Choose a career where changing someone elses life for the better is also life-changing for you personally, professionally, and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. You will receive in-depth training and partner with industry experts until youre ready to do it on your own. ______________________________________________________________________ THIS CAREER OFFERS YOU: The ability to positively impact someone else's life. Personalized mentoring and award-winning training programs. Backing by Northwestern Mutual, an industry leader with a proven track record of success. Stipends for training and licensing to help you get started. _________________________________________________________________ CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Wondering if youd be a good fit? See how many of the characteristics below match up to you: You know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you. Youre a driven person whos committed to succeeding. Youre ready to earn more for your hard work. You enjoy helping people make more informed, confident decisions. You're ready to live the life you want, both personally and professionally. ______________________________________________________________________ INCOME GROWTH OPPORTUNITY: Average vs Top 25% Year 1 | $70,000 -$156,000 Year 3 | $123,000 - $202,000 Year 5 | $239,000 - $289,000 Year 10 | $334,000 - $490,000 Year 15 | $441,000 - $790,000 Beyond income, you'll also have access to a comprehensive benefits package: Comprehensive medical insurance Two pension plans Life and disability insurance Health care and dependent care reimbursement accounts Reimbursement for licensing and ongoing education We want people with different backgrounds and work experience, including but not limited to: financial services, business development, b2b, b2c, hospitality, banking, sales, marketing, management, educators, athletes, logistics, lawyers, attorneys, juris doctorate, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. Its also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter. *** Financial Representative | Financial Advisor | Wealth Management Advisor *** ______________________________________________________________________ About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $250.4 billion in assets, $28.2 billion in revenues, and more than $1.6 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.4 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $100 billion of client assets as a part of its wealth management and investment services. Recent Awards and Accolades: -FORTUNE 97 (FORTUNE500, 2017 - 2021) -One of the Worlds Most Admired life insurance companies (FORTUNE Magazine, 2017 - 2021) -Best Places to Work (Glassdoor, 2018, 2021) -Highest Rated CEO's (Glassdoor, 2017 - 2021) -50 Best Companies for Diversity (Black Enterprise Magazine, 2016) -50 Best Companies to Sell For (Selling Power Magazine, 2016) -Top Workplace (Star Tribune 2009-2021) Job Types: Full-time
$59k-103k yearly est. 13d ago
Financial Advisor - Southern Minnesota
Corebridgefinancial
Finance advisor job in Minneapolis, MN
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66 You also have an active state variable life and health license Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-CBF #LI-KE1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$48k-91k yearly est. Auto-Apply 6d ago
Financial Advisor
Herbert J. Sims & Co 4.2
Finance advisor job in Bloomington, MN
Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The Financial Advisor role may be for you. The Financial Advisor focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. Scope of the Role: As a Financial Advisor, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Financial Advisor will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
$56k-101k yearly est. 60d+ ago
Senior Institutional Investment Advisor
Alerus 4.0
Finance advisor job in Minnetonka, MN
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: Alerus is seeking a strategic and relationship-driven Institutional Investment Advisor to lead business development efforts with commercial banking, nonprofit organizations and government entities in the Minneapolis and Phoenix metro areas. This role is ideal for a seasoned professional with deep financial expertise and a passion for serving mission-driven institutions and public sector organizations. The successful candidate will be responsible for identifying new opportunities, cultivating long-term relationships, and delivering tailored investment and advisory solutions that align with client objectives and fiduciary responsibilities. WHAT YOU'LL BE DOING: Develop and execute a regional business development strategy targeting nonprofit organizations, foundations, endowments, and government entities. Build and maintain strong relationships with key decision-makers, boards, and finance committees. Serve as a trusted advisor, providing guidance on investment strategy, fiduciary oversight, governance, and financial planning. Collaborate with internal teams across retirement, investment, wealth, and banking services to deliver integrated solutions. Represent Alerus at industry events, conferences, and community engagements to enhance visibility and generate leads. Prepare and present customized proposals, RFP responses, and investment reviews. Maintain accurate records of business development activities and pipeline management using CRM tools. WHAT YOU SHOULD HAVE: Bachelor's degree in Finance, Economics, Business, or related field. Professional designations strongly preferred: CFA, CFP, CPA. Licensing preferred: MSRB Series 50 or 54. Minimum of 7 years of experience in institutional advisory, investment consulting, or related financial services. Proven track record of successful business development and relationship management with commercial, nonprofit or public sector clients. Deep understanding of fiduciary standards, investment policy consultation, regulatory requirements and restrictions, and portfolio construction. Exceptional communication, presentation, and interpersonal skills. Ability to work independently and collaboratively in a fast-paced, client-focused environment. Passion for serving mission-driven organizations and public institutions. Strong understanding of nonprofit governance, public finance, and regulatory frameworks. Entrepreneurial mindset with a proactive approach to client acquisition. High ethical standards and commitment to client service. Experience with OCIO services, public finance or nonprofit investment management is a plus. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: Typical Range: $100,000 - $140,000 annually plus incentive compensation -OR- Advanced Credentials (CFA, MBA, etc.) - $120,000 - $160,000 plus incentive compensation The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$120k-160k yearly 60d+ ago
Sr. Investment Consultant (Upper Midwest Region)
Thornburg Investment Management 4.3
Finance advisor job in Minneapolis, MN
Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors. Job Summary The Senior Investment Consultant (SIC) position for the Upper Midwest region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. Duties and Responsibilities Increase sales and enhance relationships with financial advisors within this region. Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal. This position will be supported by an Advisor Solutions Consultant. The inside sales desk is located in Santa Fe, NM. Regional Responsibility This position will require the appropriate individual to be based in the Upper Midwest Region. Minneapolis/Twin Cities, MN- preferred. Requirements Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region. Experience selling ETF's, separately managed accounts, private investments, and mutual funds. Strong relationships with the advisors and targeted firms in this region would be highly desirable. Highest ethical standards and integrity. Tremendous work ethic and strong desire to succeed. Extensive travel will be required given the size of the regions. Professional and academic requirements include: NASD licenses Series 7, 63 and 65 A Bachelor's degree is required CIMA and or CFP designation preferred Job Benefits Medical, dental, and vision coverage. Employer 401(k) safe harbor and profit-sharing contributions. Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program. Community involvement opportunities. Onsite cafeteria. Onsite fitness center. Referral program. Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.
$94k-165k yearly est. 60d+ ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance advisor job in Saint Paul, MN
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#LI-SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 14d ago
Investor Relations Specialist
Roers Companies
Finance advisor job in Plymouth, MN
Roers Companies is seeking an energetic, dedicated professional to join our Equity Team in Plymouth, MN as an Investor Relations Specialist! The bulk of this role will act as Sales/Sales Support for our Managing Directors! If you would love finding and talking with potential and existing Investors, we would love to talk with you! About Us Roers Companies is a 2025 USA Today Top Workplace and a national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing and operating market-rate and affordable apartments in growing neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4 billion in real estate, representing 15,000+ homes across the Midwest, Mountain Southwest, and Sunbelt regions. Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential. About You You're passionate about your work and strive to achieve ambitious goals. You offer an extra hand and aren't afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate values-passion, work ethic, teamwork, integrity, and ownership mindset. Responsibilities Investor Outreach & Engagement Partner with SMDs in a 2:1 model to conduct outreach to prospective and existing investors. Participate in investor calls, presentations, and meetings to support SMDs while developing individual investor relationships. Leverage SMD guidance to tailor messaging that resonates with different investor segments. Build long-term investor confidence and relationships with the goal of progressing toward independent coverage. Capital Raising Execution Support SMDs in driving subscription agreements and equity commitments across multiple projects. Manage pipeline tracking, including investor interest, timing, and funding progress. Assist in ensuring equity-raising goals and timelines are met or exceeded in coordination with senior leadership. Communication & Reporting Prepare call notes, follow-ups, and updates for SMDs after investor meetings. Track investor questions and coordinate responses with SMDs and internal teams. Maintain accurate CRM records and provide updates on investor activity and pipeline progress. Ensure communication is consistent, transparent, and aligned with the company's capital-raising strategy. Process & Investor Deliverables Assist SMDs in preparing investor presentations, term sheets, and offering materials. Support the execution of subscription documents, closings, and investor onboarding. Partner with internal legal, finance, and development teams to ensure timely and accurate information is delivered to investors Requirements Bachelor's degree in Business, Finance, Real Estate, or related field. 1-3 years of experience in sales, investor relations, private equity, or real estate development preferred. Strong communication and presentation skills, with the ability to learn and adapt quickly. Financial and analytical acumen with an interest in investment structures and capital markets. Highly organized and detail-oriented; able to manage multiple priorities simultaneously. Self-starter with a collaborative, team-oriented mindset. Compensation and Benefits for Investor Relations Specialist: Pay Range: $70,000 - $92,100 Compensation is determined by several factors that vary depending on the position, including the individual's experience, skills, and the knowledge they bring to the specific role . Roers offers a comprehensive benefits & perks package to full-time employees which may include: • Health Plans - Medical, dental, vision, FSA, and HSA • Family Leave - Paid birth & bonding leave • Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability • Additional Voluntary Benefits - Life Insurance, AD&D, long-term disability, critical illness, and accident insurance • 401(K) - 3% company contribution, 100% vested after 2 years of employment • Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement • Health and Wellness - fitness membership reimbursement program • Free stays in Roers' properties guest suites • Rent Discount - 20% discount for employees living in Roers Companies properties • Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment • Charitable Match Program - Roers matches employee donations to charitable organizations • Professional Development Opportunities • Employee Assistance Programs Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please click to see the Right to Work and E-Verify Participation posters. Candidates will be required to pass a criminal background check, motor vehicle report, passing physical, and drug test. In order to be considered for this position, applicants must complete a survey at this link: **************************************** #RoersCompaniesCareers #LI-BT1
$70k-92.1k yearly 41d ago
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Minneapolis Industrials
HL Group 4.4
Finance advisor job in Minneapolis, MN
Business Unit: Corporate Finance Industry: Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Industrials Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).* *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
$110k yearly Auto-Apply 32d ago
Service Advisor Intern
Pella Northland
Finance advisor job in Brooklyn Park, MN
Are you looking for a position where you are empowered to be extraordinary? Do you want the opportunity to be part of a company where employees treat one another like family and do right by their customers every day? Well, you've come to the right place. At Pella, care is not a just a word - it's a legacy. We exist to improve the living experience of our customers and enrich the lives of our team members. Care is what sparks Pella Passion. It's our mission to be the desired window and door brand by delivering a reliable, responsive and uniquely memorable experience that exceeds our customer's expectations. The Service Team at Pella Northland is focused on delighting customers who have existing Pella products by answering questions, resolving issues, and ensuring Pella is easy to do business with. As a Customer Service Advisor Intern, you'll support the team with metrics, analysis, system support and other special projects as assigned to support and drive efficiencies within the team and leave Pella with a deep appreciation of the importance of the customer experience. You'll have an opportunity to experience exposure to complex customer scenarios while learning how a focus on the customer experience can impact brand integrity long term. This position will be temporary during the Summer of 2026 for a duration of 8 to 12 weeks, and approximately 40 hours per week. Pella is a great company to work for, but don't just take our word for it! Our Team recently participated in the Gallup Survey and scored us a 4.46/5 for overall satisfaction! Salary: $20/hour Here's what winning looks like in this role: Support the service team to provide quality customer service to internal and external customers, this may include: Phone screening. Email Support. Web Services Requests (OSC). Utilize the Oracle Service Cloud platform to link customer and assign events to advisors. Complete data clean-up and analysis projects to support the team with metric clean up. Produce reports and metrics for review by the team daily/weekly/monthly. Special projects in support of the Service Advisor Lead, GM of Business Operations, and COO. Other duties as required. Skills needed to win: Strong attention to detail Ability to multitask and excel in a fast-paced environment Customer Focused Strong Computer aptitude Positive Energy & Team Work Mentality Results Orientated, Goal Driven & Self Motivated Must have strong communication skills Excellent Written and Verbal English skills required Must possess a high school diploma or equivalent. Must be actively enrolled a degree program. And by the way, we're not stuffy or corporate around here. Here are some of the perks and benefits at Pella Northland: Competitive compensation. Casual work environment. Gain Professional Experience in an industry you'll LOVE. Contagiously positive company culture! Work for a widely recognized company with a great reputation! Does all of this sound good to you? Make your next move! Apply now. Pella Northland is an Equal Opportunity Employer. Applicants receive consideration without regard to race, color, religion, sex, age, national origin, disability, marital status, sexual orientation, gender identity, veteran status, or any other factor prohibited by law. If hired, you will be asked to produce proof that you have a legal right to work in the United States. Offers are contingent upon Pella Northland's pre-employment compliance, including, but not limited to: a criminal background check and pre-employment drug test. Employment at Pella Northland is “At Will.” This means that, if you accept a job offer that Pella Northland extends to you, both you and Pella Northland will be able to terminate the relationship for any or no reason, at any time. This application is not a contract.
$20 hourly Auto-Apply 53d ago
Financial Analyst Intern
Planet Fitness-PF Baseline Fitness
Finance advisor job in Hopkins, MN
Job DescriptionBenefits: Employee discounts Opportunity for advancement Job Title: Financial Analyst Intern Reports to: Financial Analyst Status: Part Time/Non-Supervisor/Non-Exempt As a Finance Intern, you will be an integral part of the Financial Planning & Analysis (FP&A) team, providing support for budgeting, forecasting, financial reporting, and business analysis. Working closely with experienced professionals, including the Financial Analyst and senior management, you will gain exposure to a wide variety of financial tasks, contributing to both short-term and long-term company goals. Essential Duties and Responsibilities Assist in the preparation and analysis of financial reports, budgets, and forecasts. Support the monthly and quarterly reporting processes, ensuring data accuracy and consistency. Assist in analyzing key performance indicators (KPIs) and other financial data to provide insights for performance improvement. Help with the preparation of management reports and dashboards, presenting financial insights in a clear and actionable manner. Help develop and maintain tools and templates to streamline financial reporting and analysis. Collaborate with other departments to ensure financial alignment and assist with operational insights. Participate in ad-hoc financial analysis and special projects as required. Minimum Qualifications Detail oriented, organized and focused on quality. Currently pursuing a Bachelors degree in Finance, Accounting, Economics, or a related field. Strong analytical skills and a passion for understanding financial data. Proficient in Microsoft Excel Ability to work independently Benefits Dollars for Scholars Program Employee Appreciation Program Free Membership for self and one family member or friend Team Member Support Team Advancement Opportunities
$27k-39k yearly est. 19d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Minneapolis, MN
Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own. THIS CAREER OFFERS YOU: Stipends for training and licensing to help you get started. The ability to positively impact someone else's life. Personalized mentoring, coaching, and award-winning training programs. Backing by Northwestern Mutual, an industry leader with a proven track record of success. CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you'd be a good fit? See how many of the characteristics below match up to you: You know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you. You're a driven person who's committed to succeeding. You're ready to earn more for your hard work. You enjoy helping people make more informed, confident decisions. You're ready to live the life you want, both personally and professionally. Comprehensive benefits package: Comprehensive medical, dental, and vision insurance Two funded pension plans Life and disability insurance Health care and dependent care reimbursement accounts Adoption assistance Reimbursement for licensing and ongoing education We want people with different backgrounds and work experience, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. Recent Awards and Accolades: FORTUNE 97 Unsurpassed Financial Strength with total company assets of $290 billion. 96% of policy owners stay year after year. Top 10 Independent Broker-Dealer. Financial Advisor Magazine. $161 billion client assets held or managed by Northwestern Mutual. The largest direct provider of life insurance in the US. 4.6+ million total clients Industry leader in total dividend payout with over $6 billion. Equal Employment Opportunity Policy: Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.
$59k-103k yearly est. 60d+ ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Eagan, MN?

The average finance advisor in Eagan, MN earns between $36,000 and $121,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Eagan, MN

$66,000

$36,00010%

$66,000Median

$121,00090%

What are the biggest employers of Finance Advisors in Eagan, MN?

The biggest employers of Finance Advisors in Eagan, MN are:

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Finance advisor jobs in Eagan, MN

Financial Advisor

Financial Representative Trainee (Sales) -Bloomington, MN

Financial Advisor

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Associate II - JR. Financial Advisor

Financial Advisor

Associate II - JR. Financial Advisor

Associate II - JR. Financial Advisor

Senior Financial Advisor

Financial Advisor

Financial Advisor - Southern Minnesota

Financial Advisor

Senior Institutional Investment Advisor

Sr. Investment Consultant (Upper Midwest Region)

Advisor, Finance Operations

Investor Relations Specialist

2027 Investment Banking Summer Financial Analyst (Class of 2028) - Minneapolis Industrials

Service Advisor Intern

Financial Analyst Intern

Financial Advisor

Learn more about finance advisor jobs

How much does a finance advisor earn in Eagan, MN?

What are the biggest employers of Finance Advisors in Eagan, MN?