Finance advisor jobs in Minneapolis, MN - 237 jobs
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Investment Analyst
The Meritex Company
Finance advisor job in Minneapolis, MN
Job Title: Investments Analyst Classification: Non-exempt
Reports to: Manager of Investments
Provide analytical support to the Investments team in the areas of evaluation, underwriting, due diligence investigation and closing of industrial real estate investments nationally, including direct equity, leveraged, joint venture, preferred equity and other structured finance investments. Potential investment targets include development, stabilized, rehabilitation and value-add opportunities.
Responsibilities:
Conduct underwriting and investment analysis for various types of transactions including acquisitions, dispositions, and developments.
Screen investment and disposition opportunities against Meritex' investment criteria.
Underwrite investment opportunities utilizing Excel and Argus AE modeling.
Perform sensitivity analysis to evaluate the impact of various assumptions such as rental rates, vacancy and exit pricing.
Prepare investment memoranda for deal pipeline and Investment Committee meetings.
Present analysis of investment opportunities to management and Investment Committee.
Participate in the due diligence process and closings for acquisition and disposition transactions, including site tours, broker meetings, extracting and reviewing third party research, property level information and JV/loan documents.
Perform market research and interact with market participants to extract information relevant to the investment process.
Travel as needed.
Perform other duties as assigned.
Education/Skills/Experience/Qualities:
Bachelor's degree in Finance, Real Estate, Economics or related field.
1-5 years of commercial real estate work experience (Strong preference for prior experience in Investments, Asset Management, Underwriting, or Brokerage).
Proficiency with applications such as Argus AE (experience required), CoStar, Microsoft Suite with strong financial modeling skills.
Experience using AI-driven platforms to support business decisions and day-to-day task.
Understanding of commercial real estate valuation and real estate documentation pertaining to ownership structures, contracts, accounting and property operations.
Experience in developing financial models, cash flows, IRR analysis.
Strong verbal and written communication skills.
Comfortable making presentations.
Ability to work in a team environment across multiple departments.
Ability to work apart from direct supervision and manage tight deadlines.
Commitment to Meritex' core values of Relationships Matter, Creating Beneficial Outcomes, Thinking Ahead and Always Accountable.
As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, veteran or disability status.
$55k-93k yearly est. 3d ago
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Head of Structured Finance & DSAM Platform Growth
Darcy Solutions 4.2
Finance advisor job in Minneapolis, MN
A leading climate solutions firm is seeking a Managing Director for its Asset Management division based in Minneapolis. The successful candidate will build and manage a structured finance platform to drive investments in geothermal systems, engaging with stakeholders and partners to grow the business towards $1B AUM. This role requires significant experience in project finance and the ability to communicate effectively across technical and financial domains. Join a mission-driven team dedicated to making a positive environmental impact.
#J-18808-Ljbffr
$36k-59k yearly est. 2d ago
Financial Reporting Analyst
Robert Half 4.5
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.
$49k-66k yearly est. 1d 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 FinancialAdvisor 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 Minneapolis, MN
FinancialAdvisors 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. FinancialAdvisor 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
Financial Advisor - Southern Minnesota
Corebridge Financial Inc.
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 FinancialAdvisor 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 FinancialAdvisor
* 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 Commission
Estimated Travel Percentage (%): Up to 25%
Relocation Provided: No
The Variable Annuity Life Insurance Company
$48k-91k yearly est. Auto-Apply 24d 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 FinancialAdvisor 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 FinancialAdvisor
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 25d ago
Licensed Financial Advisor
Treeline Wealth Management
Finance advisor job in Hopkins, MN
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Company: Treeline Wealth Management (An Ameriprise Private Wealth Advisory Practice)
Location: Minnetonka, MN
Job Type: Full-time
Compensation: Base salary (estimated range $50,000$70,000, depending on experience) plus incentives/bonus potential tied to performance, new clients, and assets (details discussed during interviews)
About the Practice
Treeline Wealth Management is an Ameriprise Private Wealth Advisory Practice in Minnetonka, MN. We help clients pursue retirement and long-term financial goals through comprehensive planning and wealth managementretirement planning, estate planning, small business planning, and intergenerational strategies. Were a team of nine with 45 advisors, and we pride ourselves on integrity, professionalism, and a strong team dynamic.
Why This Role
We are looking to add a motivated, growth-minded FinancialAdvisor to our team. The ideal candidate is a hunter typesomeone who is still hungry to grow, build relationships, and contribute to the long-term success of the practice. Bringing an existing book of business/assets is a plus, but not required for the right fit.
What Youll Do
Meet with prospective and existing clients to understand goals and deliver tailored planning strategies
Build and maintain strong client relationships through consistent communication and follow-through
Collaborate closely with internal team members (including investment/portfolio support) to build recommendations and deliver a high-quality client experience
Grow the practice through new client acquisition and asset gathering
Maintain professionalism and follow all compliance requirements and standards within an Ameriprise practice
Ideal Background
Fully licensed (example: Series 7 and applicable licenses required for an advisor role)
56 years of financial planning/advisory experience preferred
Experience building and/or managing a book of business (clients/assets) strongly preferred
Strong communication skills and confidence in client-facing settings
Able to work well under pressure while managing multiple priorities
Team-oriented mindset and high standards of professionalism
Motivated, goal-driven, and growth-minded
Compensation
This role includes a base salary plus incentives/bonus potential based on measurements such as bringing on new clients, assets, and leadership cotributions. (Exact structure varies based on experience and is discussed during the interview process.)
Equal Opportunity Employer
The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
$50k-70k yearly 14d ago
Public Finance Investment Banking Analyst
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:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
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.
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: ***************************************
For additional information regarding compensation and benefits, 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-20251800
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.
$100k-150k yearly Auto-Apply 10d ago
Public Finance Investment Banking Analyst
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:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
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.
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: ***************************************
For additional information regarding compensation and benefits, 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-20251800
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.
$100k-150k yearly Auto-Apply 10d ago
Public Finance Investment Banking Analyst
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:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
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.
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: ***************************************
For additional information regarding compensation and benefits, 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-20251800
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.
$100k-150k yearly Auto-Apply 10d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance advisor job in Saint Paul, MN
**_What Financial Planning & Analysis 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.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**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:** 1/21/2026 *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.
_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 (***************************************************************************************************************************
$80.9k-115.5k yearly 19d 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 59d ago
Senior Equity Analyst
Wells Fargo 4.6
Finance advisor job in Minneapolis, MN
**About this role:** Wells Fargo is seeking a Senior Equity Analyst in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com (********************************************* . The Senior Analyst will partner with other investment analysts and strategists to help formulate asset allocation guidance, track performance of model portfolios, and contribute to a variety of reports for internal and external audiences. These reports will focus on equities but may cover topics such as politics, public policies, the economy, financial markets, and market risk and their impact on portfolio guidance. The senior analyst also will help develop charts and may assist in portfolio optimization and other quantitative analysis.
The senior analyst must have strong analytical, technical, written and verbal communication skills, as he or she also will help prepare and may present the team's analysis and recommendations to various audiences. They will also need to demonstrate an ability to work effectively on a team in a decentralized model.
**In this role, you will:**
+ Support the Investment Strategists in performing economic and market evaluation
+ Develop strategies that entail the evaluation of investment positioning and risk scenarios
+ Forecast market changes and other models or quantitative examination to support investment positioning
+ Lead the development of strategies for use across lines of business
+ Partner with investment strategists to present written evaluation and charts including client approved publications
**Required Qualifications:**
+ 4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Bachelor's Degree or higher
+ CFA or demonstrated progress towards preferred
+ Excellent verbal, written, and interpersonal communication skills
+ Experience presenting information in a manner that persuades, educates, and enhances understanding at all levels
+ Experience simplifying complex topics for retail investors and their investment professionals.
+ Strong quantitative skills
+ Experience with television and print media
+ Demonstrated success in unstructured and stressful situations
**Job Expectations:**
+ This position is not eligible for Visa sponsorship
+ This position offers a hybrid work schedule
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $179,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
10 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-511507
$100k-179k yearly 5d 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 60d+ 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. 8d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Woodbury, MN
Becoming a financialadvisor 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 financialadvisor, 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 financialadvisor, 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 financialadvisors to learn the business through first-hand experience.
To become a financialadvisor, 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
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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 FinancialAdvisors 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$59k-103k yearly est. Auto-Apply 3d 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**
+ Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies
+ Learns the Cardinal systems to track and validate the calculations of supplier rebates
+ Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly
+ Assist vendors and internal sourcing teams with any disputes/inquiries
+ Assist internal cash team with payment application details for vendor payments
+ Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy
**_Qualifications_**
+ 3-6 years of experience, preferred
+ Bachelor's degree in related field, preferred, or equivalent work experience, preferred
+ Proficient in Microsoft Office Suite (e.g. Excel)
+ Experience with SAP or similar ERP systems
+ Experience with contracts and agreements
+ Strong organizational skills
+ Strong communication skills
**_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:** 2/16/2026 *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.
_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 24d ago
Investor Relations Specialist
Roers Companies LLC
Finance advisor job in Minneapolis, MN
Job DescriptionDescription:
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:
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#RoersCompaniesCareers
#LI-BT1
$70k-92.1k yearly 29d ago
Senior Equity Analyst
Wells Fargo 4.6
Finance advisor job in Minneapolis, MN
About this role: Wells Fargo is seeking a Senior Equity Analyst in Wealth and Investment Management. Learn more about our career areas and lines of business at wellsfargojobs.com. The Senior Analyst will partner with other investment analysts and strategists to help formulate asset allocation guidance, track performance of model portfolios, and contribute to a variety of reports for internal and external audiences. These reports will focus on equities but may cover topics such as politics, public policies, the economy, financial markets, and market risk and their impact on portfolio guidance. The senior analyst also will help develop charts and may assist in portfolio optimization and other quantitative analysis.
The senior analyst must have strong analytical, technical, written and verbal communication skills, as he or she also will help prepare and may present the team's analysis and recommendations to various audiences. They will also need to demonstrate an ability to work effectively on a team in a decentralized model.
In this role, you will:
* Support the Investment Strategists in performing economic and market evaluation
* Develop strategies that entail the evaluation of investment positioning and risk scenarios
* Forecast market changes and other models or quantitative examination to support investment positioning
* Lead the development of strategies for use across lines of business
* Partner with investment strategists to present written evaluation and charts including client approved publications
Required Qualifications:
* 4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Bachelor's Degree or higher
* CFA or demonstrated progress towards preferred
* Excellent verbal, written, and interpersonal communication skills
* Experience presenting information in a manner that persuades, educates, and enhances understanding at all levels
* Experience simplifying complex topics for retail investors and their investment professionals.
* Strong quantitative skills
* Experience with television and print media
* Demonstrated success in unstructured and stressful situations
Job Expectations:
* This position is not eligible for Visa sponsorship
* This position offers a hybrid work schedule
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $179,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
10 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
How much does a finance advisor earn in Minneapolis, MN?
The average finance advisor in Minneapolis, 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 Minneapolis, MN
$66,000
What are the biggest employers of Finance Advisors in Minneapolis, MN?
The biggest employers of Finance Advisors in Minneapolis, MN are: