Financial Representative Trainee (Sales) -Bloomington, MN
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
Asset Protection Analyst
Finance advisor job in Eagan, MN
Founded in 1945, Factory Motor Parts Company is a multi-generational family business based in Eagan, Minnesota. We are an industry leader in OEM after-market automotive parts distribution for some of the world's top aftermarket brand automotive parts. With 345+ locations, and over 3,500 employees in 35+ states. Our growth depends upon building solid relationships with customers, colleagues and suppliers. As we continue to grow our footprint, our employees always come first, as they are the fabric of the company. Career challenges and opportunities are limitless for our employees. Our team takes pride in knowing we are part of an extraordinary company of talented, high-performing professionals who enjoy working in a challenging, entrepreneurial environment.
Job Summary
As part of the Corporate Operations team, the Asset Protection Analyst is responsible for identifying, analyzing, and mitigating risks related to theft, fraud, inventory shrinkage, and operational loss. This role supports the company's loss prevention strategies by collecting and interpreting data, leveraging AI and analytics, developing reports, supporting analysis for investigations, and collaborating with cross-functional teams to improve overall asset protection efforts. The Analyst plays a key role in safeguarding company assets while supporting a safe and compliant working environment.
Duties & Responsibilities
Partner with the Corporate Operations team to analyze data from POS systems, inventory management tools, AI-driven fraud detection platforms, exception reporting, and other sources to detect trends, anomalies, and potential risks.
Monitor and report on key loss prevention metrics, including theft, fraud, inventory shrinkage, and operational errors.
Conduct investigations into internal and external theft, fraud, and policy violations; collaborate with management and law enforcement as needed.
Support the field Asset Protection and Operations teams by providing actionable intelligence and analytics.
Assist in the development of preventative measures and programs to minimize shrinkage and improve profitability.
Collaborate with multiple departments across the organization to ensure adherence to company policies.
Prepare reports and presentations summarizing findings and recommendations.
Maintain strict confidentiality and handle sensitive data in accordance with legal and company guidelines.
Stay current with industry best practices, tools, and technology in asset protection and risk mitigation.
Qualifications
Bachelor's degree in Business, Data Analytics, Criminal Justice, or related field (or equivalent experience).
1-3 years of experience in asset protection, loss prevention, risk analysis, or data analytics.
Strong analytical and problem-solving skills, with proficiency in Excel, MS Access, and AI analysis.
Excellent communication skills with high attention to detail and integrity.
Ability to manage multiple priorities in a fast-paced environment.
WORK ENVIRONMENT:
Work is performed 100% in a company office building. Lifting requirements of up to 25 pounds on an occasional basis may be required. Equipment used may include but is not limited to computer, typewriter, calculator, telephone, copy and fax machines. On-site position, limited opportunity for remote access due to nature of position workflow
We are an EEOC/AA Employer.
An industry leader, FMP offers well-balanced compensation and benefits programs, which may include medical, dental, vision, life, 401K, profit sharing, paid holidays/vacation/sick time, STD/LTD, + much more.
Salary Range: $65-75k
Financial Reporting Analyst
Finance advisor job in Plymouth, MN
We are looking for a skilled Financial Reporting Analyst to join our team in Plymouth, Minnesota. In this role, you will play a key part in preparing and analyzing financial reports, ensuring accuracy and compliance with accounting standards. You will collaborate with cross-functional teams and contribute to improving financial processes to support organizational goals.
Responsibilities:
• Prepare and consolidate financial reports on a monthly, quarterly, and annual basis using systems such as Hyperion and Oracle.
• Conduct detailed variance analyses and summarize findings in concise reports for executive review.
• Ensure financial statements adhere to established accounting standards and organizational policies.
• Collaborate with accounting teams and sales/service locations nationwide to address reporting and data requirements.
• Partner with external auditors and international corporate teams to resolve reporting inquiries and provide necessary documentation.
• Identify and implement improvements in manual reporting processes to enhance accuracy and efficiency.
• Support the monthly financial close process, including data validation and system uploads into Hyperion.
• Maintain accurate chart of accounts, reporting hierarchies, and consolidation structures.
• Contribute to financial policy compliance and strengthen internal controls related to reporting.
Qualifications:
• Bachelor's degree in Accounting, Finance, or related.
• A minimum of 2 years of experience in financial reporting.
• Comprehensive knowledge of US GAAP standards, with IFRS experience considered a plus.
• Hands-on experience with Hyperion.
• Advanced proficiency in Microsoft Excel for data manipulation and analysis.
• Strong attention to detail and the ability to work independently in a dynamic and fast-paced environment.
• Excellent interpersonal skills and the ability to collaborate effectively with diverse teams, including international stakeholders.
Financial Advisor - American Federal Bank
Finance advisor job in Crookston, MN
Bank
Financial Advisor - American Federal Bank
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at American Federal Bank in Crookston, MN would allow you to join the Investment Program at American Federal Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at American Federal Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to American Federal Bank for financial solutions. This position will offer:
The ability to service an existing book of business upon hire
The ability to build a strong client base with the Bank's exceptional referral system
Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
The opportunity to find new clients via the bank's client base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the bank's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with American Federal Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Federal Bank.
Tracking # 1-05026674
Pay Range:$40,000 - $80,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
Auto-ApplyFinancial Advisor
Finance advisor job in Grand Forks, ND
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
* 9 out of 10 of our Financial Advisors are veterans or military spouses.
* With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
* They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
* They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
* They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
* They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
* They coach military families on how to build a comprehensive financial plan that includes:
* Savings/banking
* Investments/wealth management
* Insurance/risk management
What we offer:
* We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
* We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
* You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
* Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
* As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
* At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
* There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
* We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
* Set your own schedule to manage work-life balance.
* Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
* Military experience or affiliation
* Bachelor's degree
* Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
#LI-AS1
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
Senior Institutional Investment Advisor
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.
Financial Advisor - Fargo, ND
Finance advisor job in Fargo, ND
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
Auto-ApplyFinancial Advisor - Grand Forks and Surrounding Areas
Finance advisor job in Grand Forks, ND
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Advisor
Finance advisor job in Grand Forks, ND
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplySr. Investment Consultant (Upper Midwest Region)
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.
Financial Aid Advisor
Finance advisor job in Grand Forks, ND
Classification
$44,300+ Dependent on Experience, Annual, Exempt
40 hours per week
will work onsite at UND Grand Forks, ND campus
Provide the administrative support required to operate an efficient office, fulfill the primary mission of the Student Finance Office by providing information and services to undergraduate, graduate, law and professional students who require financial assistance in order to attend the University of North Dakota, and maintain compliance with Federal, State and University policies and regulations governing eligibility and disbursement of educational financial aid.
Duties & Responsibilities
Provide Direct Assistance to Students/Families Applying for Educational Financial Assistance
Provide information to applicants relative to educational financial planning and management.
Review and analyze requests for financial aid based on special circumstances using professional judgment to evaluate and reach a decision on the appropriate course of action.
Communicate decisions to students and parents, informing them of the types and amounts of aid to be given or of the denial of a request.
Act as a resource for guidance when applicants and/or other service professionals have specific questions concerning application for educational financial assistance.
Coordinate Special Circumstance committee meeting times, policy, and procedure review to meet federal requirements
Correct appropriate FAFSA information
Participate in the Financial Aid Budget and Award
Process Participate in the development of University policy and procedures for preparation of estimated cost of attendance figures, award packaging parameters and professional judgment guidelines, with consideration for the student with extraordinary need, while maintaining compliance with Federal guidelines.
Review and analyze applications to determine eligibility for appropriate programs including assignment of budget, performing needs analysis and awarding aid, ensuring proper utilization and equitable distribution of available funds.
Develop and maintain open communication within the Student Finance Office to ensure that appropriate sharing of information is accomplished among staff when specialized areas are required to make adjustments, when the affect other office operations
Professional Representation of the Office of Student Finance Facilitate access to educational financial information by serving as a resource to University, community and regional entities.
Prepare and present information for public presentation in such formats as financial aid information sessions, freshmen and transfer summer registration, high school counselor workshops and student services programs on campus as assigned. Serves on professional University committees as assigned.
Responds to external inquiries concerning financial aid eligibility, cost of attendance or other issues specific to the University of North Dakota and financial aid.
Contribute specific and general program data for compilation of required reports which are necessary to maintain the University's Federal funding eligibility, i.e. FISAP, Annual Report to the President, audit responses, loan program review and other internal and external monitoring requirements.
Administration of University and State Scholarship Programs Review scholarship funds to determine amount to be awarded each year.
Assist in selection of scholarship recipients.
Notify students of scholarship offers.
Monitor the scholarship accounts to ensure awarding within established limits.
Maintain and reconcile internal scholarships funds.
Enter information in PeopleSoft for each student receiving a scholarship.
Monitor disbursement of scholarship awards. Maintain scholarship item types in PeopleSoft. Represent Student Finance Office in the explanation of scholarships.
Process scholarship correspondence - including e-mails, certificates and notifications to Alumni Foundation.
Assist with establishing scholarship policies.
Work with alumni foundation to establish new scholarships or make changes to current scholarship agreements.
Work with high school counselors for the high school nominated awards.
Liaison with UND Alumni Association and Foundation Develop and maintain effective working relationships with staff at the Alumni Association and Foundation.
Communicate concerns and needs of Student Financial Aid Office as they relate to scholarships.
Work with Alumni Foundation to award and monitor Alumni scholarships.
Manage Scholarship Central (Blackbaud Award Management)
Assist with written policies and procedures on how UND's uses Blackbaud Award Management.
Provide educational opportunities for both new and existing users across campus for Blackbaud.
Work with Blackbaud staff to build and develop knowledge on Blackbaud Award Management's capabilities to create efficiencies and new opportunities when awarding UND scholarships.
Create and maintain user login.
Develop notification process for departments to remove access from past employees.
Upload scholarship criteria in Blackbaud.
Data entry into Campus Connection after recipients have been selected.
Special and Unusual Circumstance Appeals
Review and decide on Special Circumstance and Unusual Circumstance financial aid appeals.
Collect and retain all necessary documents. Process and communicate results.
Required Competencies
Experience working with a team or committee.
Willingness and ability to adapt to new technologies, ideas, cultures, and concepts.
Work experience demonstrating self-initiative, integrity, and reliability.
Outgoing personality with a positive demeanor, high energy, and enthusiasm.
Ability to handle confidential and sensitive information; maintain customer confidentiality.
Good standing on federal programs to gain and maintain access to federal databases.
Demonstrated ability to prioritize, problem solve, and multi-task in a fast-paced environment.
Ability to demonstrate positive interactions with students and colleagues in the workplace.
Excellent communication, interpersonal, organizational, and strong written and verbal skills.
Ability to model professional behavior, appearance, and job performance in the workplace.
Acceptance and respect for others' diversity, abilities, and gifts.
Ability to interpret and explain complex regulations and policies to a diverse audience, both one-on-one and in group settings.
Experience delivering excellent service to students, families, and both on- and off-campus constituents.
Minimum Requirements
Bachelor's degree or equivalent experience
Three years of experience working in an office setting.
Experience using Microsoft Word and Excel.
Successful completion of a Criminal History Background Check
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the US and to complete the required employment eligibility verification form upon hire.
This position does not support visa sponsorship for continued employment.
Preferred Qualifications
Have had training and/or proven work history on process improvements.
Two years of experience in a university setting.
Experience with Student Admin module PeopleSoft.
Experience using Perceptive Content (ImageNow).
Experience with UND policies and procedures.
At least one year of experience with Title IV regulations.
To Apply
Please submit resume and cover letter along with the UND application.
Financial Professional
Finance advisor job in Grand Forks, ND
Financial Services Professional - New York Life
Grand Forks, ND | Full-Time | On-Site
About the Role
We're looking for a motivated, people-oriented individual to join our Fargo New York Life team as a Financial Services Professional. If you enjoy helping others, want control over your career, and like the idea of building something of your own-with the backing of a Fortune 100 leader-this could be a great fit.
You'll meet with clients, learn about their goals, and offer strategies that help them protect their families, plan for the future, and build long-term financial security.
What You'll Do
Get to know clients and understand their financial goals
Provide personalized strategies and product recommendations
Build your own network of clients through prospecting and outreach
Maintain relationships and support clients over time
Stay up to date on products, markets, and regulations
What We're Looking For
Strong communication and people skills
Interest in finance or helping others with financial decisions
A self-starter who's coachable and goal-driven
Sales experience is a plus, but not required
Bachelor's degree preferred, not required
What You'll Get
Paid training, study materials, and exam fees
Ongoing mentorship and coaching
A clear path to leadership, including Fast-Track to Partner
First-year earnings typically $70,000-$100,000+
Medical, dental, vision, 401(k), and pension plan
Flexible schedule and opportunities to grow your practice
Apply
If you're looking for a career with purpose, flexibility, and long-term potential, we'd love to talk. Submit your resume today!
Advisor, Finance Operations (Medical Customer Rebates)
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_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards a plus
**_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:** 01/02/2026 *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 (***************************************************************************************************************************
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Minneapolis Industrials
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.
Auto-ApplyInvestment Banking Analyst - Healthcare
Finance advisor job in Austin, MN
Full-time Description
Cascadia is one of the nation's largest independent advisory-only investment banks. With scale, diverse perspectives, and a collaborative model, we select clients as carefully as they select us partnering only with leading companies positioned for growth.
We bring a differentiated approach to investment banking: deep industry expertise, a process that blends creative storytelling with disciplined execution, and a custom strategy for every client. This enables us to deliver outcomes beyond the norm, maximizing valuation, terms, and long-term value.
About the Team
Cascadia's Healthcare professionals have originated and executed over $10 billion of M&A and financing transactions in the sector. In the process, we've had the good fortune of working with some of the most well-recognized buyers and investors in the business.
Emerging trends in the industry are driven by consumers demanding higher quality care with cost transparency, integrated health information, and better provider access and communication. The solutions lie at the intersection of healthcare services, equipment, and technology, where innovation provides for better, more accessible care at lower costs. Cascadia's team is perfectly primed to meet the growing needs of the industry's players, leveraging vast experience coupled with a thorough understanding of the market.
About the Role
Cascadia is seeking an Investment Banking Experienced Analyst to join our Healthcare Team. The Analyst will be responsible for supporting day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models. Analysts at Cascadia are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure
What You'll Do
Support day-to-day execution of client engagements
Manage the creation of and review/refinement of financial models and related analysis
Draft information memorandums and management presentations
Coordinate and attending investor meetings for private placement clients
Manage due diligence efforts, working directly with management teams and investor groups
Extensive company and industry analyses (trends, M&A, etc.)
Partner with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research
Develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies
Intended for a high-performing Investment Banking Analyst ready to expand responsibilities and develop toward Associate-level leadership
About Your Skills and Experience
2-4 years of middle-market investment banking experience; healthcare experience preferred but not required
Alternatively: Healthcare transaction advisory experience, consulting, or related financial services
Exposure to Healthcare sectors a plus, but not required
Strong financial modeling, finance and accounting skills
Critical/strategic thinking and market orientation
Outstanding quantitative and technical skills
Outstanding written and verbal communication skills
Strong client management/client service skills
Self-motivated, proactive work habits
Mergers & acquisition and capital raises experience for privately held clients
FINRA Series 79 and 63 licenses strongly preferred
BA/ BS degree with demonstrated academic excellence
This position is designed for an experienced Analyst with strong execution capabilities who is preparing to take the next step toward an Associate role
About Our Values
One Firm - We are stronger together. Our success is built on collaboration, diverse perspectives, and a shared purpose and principles. We win as a team
Integrity - We uphold the highest ethical standards in everything we do-how we collaborate, serve clients, and pursue opportunities. Trust is our foundation
Accountability - We take full ownership of our actions, communicate openly and honestly, and stand behind our decisions and their impact
Results - We are sector experts who deliver best in class service and exceptional results
*Cascadia Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. A request for reasonable accommodation may be made at any point during the application process or employment with the company.
Salary Description $100,000 - $110,000 + Bonus
BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)
Finance advisor job in Minneapolis, MN
Application Deadline:
12/15/2025
Address:
50 S 6th Street
Job Family Group:
Commercial Sales & Service
BMO Commercial Banking
BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses.
As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally.
Program Overview
Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern.
What's in it for you?
Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking
Technical Training - an engaging and interactive learning program including an introduction to credit
Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities
Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients
Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc.
Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking
We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves.
Qualifications:
You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029
You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026
You have a preferred minimum GPA of 3.0/4.0
You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future
You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc.
You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity
The annual base salary for this position is USD $45,886
Salary:
$44,300.00 - $66,400.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyFinancial Clearance Representative Senior
Finance advisor job in Michigan City, ND
Responsible for the initial receipt of core data elements for the completion of the pre-registration process for patients scheduled for inpatient and outpatient procedures. Assures patients are financially cleared prior to date of service. Provides direction and troubleshoots to find solutions for complex problems and issues.
Essential Functions and Responsibilities:
* Troubleshoots complex problems, issues as well as participates in finding solutions and provides direction in financial clearance the absence of the Patient Access leader.
* Facilitates Financial Clearance department discussions and provides input on projects and improvement of processes.
* Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools.
* Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines
* Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information.
* Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations.
* Estimates and collects copays, deductibles, and other patient financial obligations.
* Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements.
* Applies recurring visit processing according to protocol.
Qualifications:
Required:
* High School Diploma or GED
* Minimum of 2 years patient access, billing, customer service experience
Preferred:
* One-year experience using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility
* System and various websites for third party payers for verification
* Equal Opportunity Employer of Minorities/Females/Disabled/Veterans
Additional Information
* Schedule: Full-time
* Requisition ID: 25006113
* Daily Work Times: 7am-3:30pm
* Hours Per Pay Period: 80
* On Call: No
* Weekends: No
UnitedHealth Group - Financial Analyst Intern, application via RippleMatch
Finance advisor job in Minnetonka, MN
This role is with UnitedHealth Group. UnitedHealth Group uses RippleMatch to find top talent.
Internships at UnitedHealth Group. If you want an intern experience that will dramatically shape your career, consider a company that's dramatically shaping our entire health care system. UnitedHealth Group internship opportunities will provide a hands-on view of a rapidly evolving, incredibly challenging marketplace of ideas, products and services. You'll work side by side with some of the smartest people in the business on assignments that matter. So here we are. You have a lot to learn. We have a lot to do. It's the perfect storm. Join us to start Caring. Connecting. Growing together.
When it comes to challenges that can dramatically shape your career, smart people like you are discovering opportunities with us. Here's why. An Early Careers finance internship opportunity in financial analysis will have you working side by side with some of the most dynamic, intelligent and results driven people on earth. This is work that matters far beyond the balance sheet. We're helping to improve people's lives by helping the entire health care system manage resources in new and better ways. Health care is changing. Financial discipline and accountability count more today than ever. Which is why your performance and innovation will find a reception here like nowhere else.
This full-time summer intern position will be available starting in June 2026
UnitedHealth Group is not able to offer visa sponsorship now or in the future for this position
Opportunities are available in the following areas depending on interest and abilities:
Financial Planning and Analysis
Treasury
Capital Planning
Budgeting
Primary Responsibilities:
Analyze and report on financials
Assist in the development of program forecasts, budgets, and plans
Research economic progressions to assist with the organization's financial planning
Create annual budget templates
Prepare spreadsheets to effectively show financial results and financial forecasts
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
Required Qualifications:
Currently pursuing a bachelor's degree with a major in finance from an accredited college/university during the duration of the internship. Internships are not intended for graduating seniors
Must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization (F-1 students with practical training and candidates requiring H-1Bs, TNs, etc. will not be considered)
Preferred Qualifications:
3.0 or higher cumulative GPA
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
Demonstrated leadership qualities and leadership potential
Demonstrated oral and written communication skills
Demonstrated presentation skills
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.
UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Auto-ApplyClient Advisor (Part-Time) - Somerset Mall, Detroit
Finance advisor job in Michigan City, ND
Overview The Client Advisor is a Brand Ambassador who embodies the Moncler Client Promise and represents the Brand's values in the execution of their role. Reporting to a Client Advisor Manager or Store Manager/Director, this role delivers exceptional client experiences by creating a welcoming environment, discovering client needs and guiding them across the brand, and cultivating relationships, while achieving and exceeding individual and store goals.
As a Major, this role is also responsible for supporting the store team and business with Visual Merchandising or Training needs.
Your Impact Team Perform as a team player and participate in all activities contributing to the overall objectives of the store.
Contribute to and maintain a positive and collaborative work environment.
Client Welcome every client and provide the utmost client experience in accordance with the Moncler Client Promise and Client Experience standards.
Develop and cultivate long-lasting client relationships through engaging conversation and active clientele management.
Drive business and sales goals by proactively reaching out to existing clients and developing new clients.
Business Achieve and exceed sales goals and key KPIs (Average Dollar Transaction - ADT, Units per Transaction - UPT, Data Capture, Repurchase Rate, etc.
).
Review and analyze personal KPI achievement, actively proposing adjustment to sales approach to drive these KPIs and to exceed client expectations.
Learn and master Brand and product knowledge.
Operations Collaborate with operations and store leadership to ensure the adherence of all Company policies and procedures.
Support in inventory preparation and execution as necessary.
Proactively follow up with customer charge sends, repairs, and holds.
Support and maintain visual merchandising standards.
Respect Moncler Brand standards in terms of grooming and behavior.
Qualifications Education N/A Work Experience Minimum 2 years of retail experience, preferably in a luxury environment.
In lieu of retail experience, hospitality or other relevant client-oriented/service roles are acceptable.
Special Skills and Personal Attributes Team-oriented with excellent interpersonal skills.
Client-centric individual who thrives in a fast-paced and dynamic environment.
Fashion-forward, with a passion for the Brand, and general interest in the fashion/luxury goods industry.
Professional presentation; able to communicate effectively both verbally and in writing with all clients, employees, and management.
Dependable, punctual, and flexible.
Ability to communicate in English required (written and verbal), additional languages preferred, but not required (Spanish, Mandarin, or Cantonese).
Technologically savvy with proficiency in Microsoft tools (e.
g.
MS Word, MS Excel, Outlook.
ADDITIONAL INFORMATION All tasks are not limited and/or restricted to this job description.
Employees must comply with any reasonable requests from management to perform any other duties to fulfill the role's requirements.
Moncler Group is an equal employment opportunity employer.
Pay Transparency statement: Moncler includes a reasonable estimate of the hourly rate range for this role.
This takes into account the wide range of factors that are considered in making compensation decisions; including but not limited to business or organizational needs, skill sets, experience and training, licensure, and certifications.
A reasonable estimate of the current base hourly range is $20 per hour to $22 per hour.
Financial Analyst Intern
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