Finance advisor jobs in Rochester, MN

- 901 jobs

All

Finance Advisor

Wealth Management Advisor

Financial Analyst Internship

Finance Consultant

Investment Banking Analyst

Finance Internship

Finance Analyst

Finance Representative

Investment Banking Internship

Investment Analyst

Finance Assistance Advisor

Financial Advisor
Edward Jones 4.5
Finance advisor job in Saint Paul, MN
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 2d ago
Financial Representative Trainee (Sales) -Bloomington, MN
Mutual of Omaha 4.7
Finance advisor job in Bloomington, MN
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
$36k-75k yearly 3d ago
Financial Advisor
Edward Jones 4.5
Finance advisor job in Lakeville, MN
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 2d ago
Financial Representative Trainee (Sales) - Milwaukee, WI
Mutual of Omaha 4.7
Finance advisor job in Waukesha, WI
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
$36k-75k yearly 3d ago
Investment Sales Analyst
Cushman & Wakefield | Boerke 4.5
Finance advisor job in Milwaukee, WI
Job Title: Investment Sales Analyst Team: Investment Sales/Capital Markets Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers Job Summary The Investment Sales Analyst supports Boerke's Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials. Under the direction of the Director of Transaction Management and Transaction Coordinator, this role also provides analytical and documentation support throughout the transaction lifecycle. This role is ideal for someone with strong analytical skills, attention to detail, and a desire to grow into a client-facing role within institutional commercial real estate. You will work closely with senior producers in a fast-paced, entrepreneurial environment with meaningful exposure to deals, clients, and career advancement. Essential Job Duties and Responsibilities Financial Analysis & Valuation Build and maintain detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections. Help standardize and improve valuation models and underwriting templates used across the Investment Sales team, in coordination with the Transaction Coordinator. Underwrite major commercial real estate asset classes with an emphasis on industrial, retail, multifamily, and office. Review operating statements, leases, budgets, and market assumptions to support pricing and investment recommendations. Prepare Broker Opinion of Value (BOV) analyses and pricing guidance. Market Research & Data Management Conduct market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking. Help maintain internal databases of active investment opportunities, sales comps, rent comps, and pipeline activity, in partnership with the Transaction Coordinator. Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts. Track macroeconomic and capital markets trends relevant to institutional CRE. Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach. Deal Execution & Transaction Support Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials. Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers. Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials. Assist in assembling closed deal files, including commission sheets and essential documentation, as requested. Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team. Business Development Assist brokers with pitch decks, client updates, competitor/market-share analysis, and custom client deliverables. Support new business proposals, RFP responses, and customized client deliverables. Help manage CRM records, active mandates, pipeline reporting, and relationship tracking. Assist in planning client events and investor gatherings by preparing materials, lists, and follow-up tracking in partnership with the Transaction Coordinator. Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings. Required Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. 0-4 years of experience in real estate underwriting, capital markets, investment banking, appraisal, or financial analysis. Strong proficiency in Excel (advanced modeling) and Microsoft Office Suite (Word, PowerPoint); ability to produce clean, visually compelling materials. Understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals. Excellent written and verbal communication skills, including the ability to simplify complex analyses. High attention to detail with the ability to manage multiple projects and meet deadlines. Comfortable operating in a dynamic, entrepreneurial environment. Preferred Qualifications Experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment. Experience producing institutional-quality offering memoranda and BOVs. Familiarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems. Argus Enterprise experience or willingness to learn. Knowledge of the Midwest commercial real estate markets. ______________________________________________________ About Cushman & Wakefield | Boerke Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.
$78k-126k yearly est. 1d ago
Financial Analyst
Spencer Hospital 3.8
Finance advisor job in Spencer, IA
Spencer Hospital is proud to employ highly skilled and caring staff members. We offer competitive salaries and benefits as well as a pleasant work environment. Spencer Hospital is a rural hospital located in northwest Iowa employing over 500+ employees. Positions at Spencer Hospital are not affiliated with Avera; however, we collaborate to provide services to the communities we serve. Employment offers, if accepted, are exclusively with Spencer Hospital. Position is located in Spencer, Iowa. This is currently an on-site position. Remote work is not available at this time (could be an option in the future). Responsibilities: Utilizing knowledge of financial and statistical information to complete research and development of analytical data to benefit the Hospital operations and help to facilitate projects and planning. Prepares reports for advanced accounting projects such as service line reports and various advanced cost reporting topics. Be willing to assist with any new reporting model that is needed/requested at Spencer Hospital. Potential to cross train to others in finance when warranted. Participates in meetings related to the same. Uses leadership skills to coordinate the report completion when cross training is needed to balance department workflow and/or to grow the skills of others in the accounting department. Works on and assists with advanced accounting projects as directed by Director of Decision Support or the CFO or by other members of the executive management team. Participates in meetings related to the same. Examples of these projects are: Annual Budget, Wage Evaluations for all employees based on IHA or other market data, Assists with market analysis spreadsheets and data collection, Assists with data collection for consulting engagements, Physician Call Pay, Assists with annual audit projects, Assists with Medicare, Medicaid, Champus Annual Cost Reporting, Future initiatives/topics as they occur at Spencer Hospital. Researches inconsistencies or errors as posted in the Hospital Information System to improve reporting accuracy and efficiencies in all areas of the department. Helps with problem solving. Trains and assists Spencer Hospital team members (managers and staff) on various topics. Examples could be: E.M. R. Management Reports, Productivity and statistical tracking, FTE budgeting and analysis, Operating and capital budgeting, Graphing and other excel functions, Financial trending. Requirements: Bachelor's Degree in Business Administration and/or Accounting. Computer experience required, including advanced/proficient use of Microsoft Excel (advanced formulas, pivot tables, graphs), Word, and Outlook. Must have the ability to use software and have vision to use the software in order to problem solve. Experience with new technologies or willingness to learn such as Power BI and Tableau along with other future database systems. 5 years experience in a financial field preferred. CPA certificate or other advanced degree not required but preferred. Schedule: 80 hours per pay period. Monday-Friday - 8a-5p. May need to work additional hours at the time of the hospital year end activities for audit and cost report, usually during July, August and September. Also, additional hours may be needed during certain projects approved in advance by director. The schedule may fluctuate based upon the needs of the department. Spencer Hospital offers competitive wages, affordable insurance, IPERS retirement, in-house education, paid time off, family gym membership and so much more! Please contact Spencer Hospital Human Resources for any questions at ************ or email **********************. Learn more about Spencer Hospital: spencerhospital.org
$43k-61k yearly est. 1d ago
Financial Consultant Partner
Charles Schwab 4.8
Finance advisor job in Bellevue, IA
Regular Your opportunity This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required minimum skills and qualifications are: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment) Notary certification (may be obtained after hire) Minimum of 3 years of financial services experience is strongly preferred Passion for the client with the ability to strengthen and retain client relationships Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients Demonstrated experience handling client concerns and issues with tact and diplomacy Strong written and verbal communication skills Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize Aptitude for, and experience in, identifying new relationship development Show a genuine interest in staying current on market events and ability to understand the implications for clients Ability to uncover and meet client needs and effectively manage client expectations Demonstrated ability to be agile in changing environmental, economic, and client need scenarios Operational and/or project management experience Strong organizational skills with attention to detail Ability to develop and maintain good cross-enterprise working relationships Strong problem solving skills Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email Collaborative and team based work style Ability to retain and execute upon complex information with relative ease Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety There is a minimum time-in-position expectation of 2 years Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$38k-53k yearly est. 3d ago
Senior Financial Advisor
AFIN Family Wealth Management
Finance advisor job in Northfield, MN
AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. Our goal is to make financial planning understandable and accessible by offering personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. Job Summary As a Senior Financial Advisor at AFIN Family Wealth Management, you will play a crucial role in delivering comprehensive financial planning and investment management services to our esteemed clients. You will be responsible for managing client relationships, providing tailored financial advice, and guiding clients towards their financial goals. The ideal candidate will possess extensive experience in wealth management, a strong understanding of financial markets, and exceptional interpersonal skills. Required Experience and Education: 5+ years successful financial services sales experience, with a verifiable commission history of at least $300,000 GDC and/or $30 million or more in expected AUM Bachelor's degree in Finance, Economics, Business Administration, or related field Life and Health Insurance license Series 7 and 66 (or 63 and 65) Required Knowledge, Skills, & Abilities: Proficiency in financial planning software, portfolio management tools, and Microsoft Office Suite. Excellent customer service, communications, and organizational skills The ability to work on multiple projects simultaneously Work independently as well as collaboratively within a team environment. Positive attitude, high energy, and professional demeanor Ability to exercise good judgment by recognizing urgency and setting priorities Must pass criminal and credit background checks Ability to quickly understand new concepts and learn new technology and systems In-depth knowledge of financial markets, investment products, and wealth management strategies. Demonstrated ability and commitment to goal-based planning and advice Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Job Duties and Responsibilities Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situation. Create customized financial plans encompassing investment strategies, retirement planning, tax optimization, estate planning, and risk management. Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) Prepare financial plans, check their accuracy and implement financial plans Monitor and review clients' portfolios regularly to ensure alignment with their financial goals and market conditions Provide ongoing financial guidance and education to clients, addressing their questions and concerns with professionalism and expertise. Executes trades, as required Stay up-to date with new industry trends and research market Adhere to regulatory compliance standards and ethical practices in all client interactions and business activities Benefits Health and dental insurance 401k and 401k matching Work-life balance Ownership of book of business Disclaimer AFIN Family Wealth Management is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Schedule: Full-time Travel: Local Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisor Services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 1220 Kensington Rd, Ste 220 Oakbrook, IL 60523
$48k-91k yearly est. Auto-Apply 60d+ ago
Winona Personal Lines Risk Advisor
Wa Group 3.2
Finance advisor job in Winona, MN
Full-time Description Personal Lines Risk Advisor Job Summary We are looking for a Personal Lines Risk Advisor to join our growing company. This position will provide excellent customer service to our clients by assisting them with their personal insurance needs. Provide individualized advice and recommendations to current and prospective clients on the purchase of insurance products-explaining and discussing with clients the advantages and disadvantages of various coverages and coverage options, including costs, risks, and benefits of each. Analyze collected information from current and prospective clients and compare, contrast, and evaluate products and then individualize advice and strategies for each client based upon their current and desired status, risk tolerance, needs, objectives and goals Ideal candidate must have excellent interpersonal skills along with strong oral/written communication skills, strong problem-solving skills and a high sense of urgency. Our ideal candidate will also exhibit our core values, vision, and code of conduct. Essential Functions: Respond to client questions by providing information in person, over the phone and by email Meet with current and prospective clients, typically in person or over the phone, and discuss and collect insurance information and needs Own the client experience model and bonding process Meet compliance standards Manage day to day requests Process policy changes and update agency management systems Attend required trainings and meetings Collaborate with team members on service needs Back up to claims advocate in assisting with reporting claims Requirements Desired Qualifications High School Diploma or Equivalent Bachelors' or Associates degree preferred Customer or Personal Service experience (1-3 years) Experience in the Insurance Industry (1-3 years) License in Property & Casualty a plus but not required Physical Requirements (specific to role) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing, and working on a computer for extended periods of time) Ability to communicate effectively in a collaborative work environment utilizing various technologies such as: telephone, computer, web, voice, teleconferencing, mail, etc. Ability to read standard typed documents Ability to travel is required The job description describes the general nature and level of work performed in this role. If is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management. Location: Winona, MN Non-Exempt reporting to Personal Lines department manager core hours 8:00-5:00 with flex scheduling after introductory period Salary Description 45,000K negotiable
$67k-107k yearly est. 60d+ ago
Financial Advisor - Southern MN
Thrivent Financial 4.4
Finance advisor job in Rochester, MN
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$43k-81k yearly est. Auto-Apply 60d+ ago
Investment Banking Analyst - Healthcare
Cascadia Capital 3.6
Finance advisor job in Austin, MN
Full-time Description Cascadia is one of the nation's largest independent advisory-only investment banks. With scale, diverse perspectives, and a collaborative model, we select clients as carefully as they select us partnering only with leading companies positioned for growth. We bring a differentiated approach to investment banking: deep industry expertise, a process that blends creative storytelling with disciplined execution, and a custom strategy for every client. This enables us to deliver outcomes beyond the norm, maximizing valuation, terms, and long-term value. About the Team Cascadia's Healthcare professionals have originated and executed over $10 billion of M&A and financing transactions in the sector. In the process, we've had the good fortune of working with some of the most well-recognized buyers and investors in the business. Emerging trends in the industry are driven by consumers demanding higher quality care with cost transparency, integrated health information, and better provider access and communication. The solutions lie at the intersection of healthcare services, equipment, and technology, where innovation provides for better, more accessible care at lower costs. Cascadia's team is perfectly primed to meet the growing needs of the industry's players, leveraging vast experience coupled with a thorough understanding of the market. About the Role Cascadia is seeking an Investment Banking Experienced Analyst to join our Healthcare Team. The Analyst will be responsible for supporting day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models. Analysts at Cascadia are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure What You'll Do Support day-to-day execution of client engagements Manage the creation of and review/refinement of financial models and related analysis Draft information memorandums and management presentations Coordinate and attending investor meetings for private placement clients Manage due diligence efforts, working directly with management teams and investor groups Extensive company and industry analyses (trends, M&A, etc.) Partner with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research Develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies Intended for a high-performing Investment Banking Analyst ready to expand responsibilities and develop toward Associate-level leadership About Your Skills and Experience 2-4 years of middle-market investment banking experience; healthcare experience preferred but not required Alternatively: Healthcare transaction advisory experience, consulting, or related financial services Exposure to Healthcare sectors a plus, but not required Strong financial modeling, finance and accounting skills Critical/strategic thinking and market orientation Outstanding quantitative and technical skills Outstanding written and verbal communication skills Strong client management/client service skills Self-motivated, proactive work habits Mergers & acquisition and capital raises experience for privately held clients FINRA Series 79 and 63 licenses strongly preferred BA/ BS degree with demonstrated academic excellence This position is designed for an experienced Analyst with strong execution capabilities who is preparing to take the next step toward an Associate role About Our Values One Firm - We are stronger together. Our success is built on collaboration, diverse perspectives, and a shared purpose and principles. We win as a team Integrity - We uphold the highest ethical standards in everything we do-how we collaborate, serve clients, and pursue opportunities. Trust is our foundation Accountability - We take full ownership of our actions, communicate openly and honestly, and stand behind our decisions and their impact Results - We are sector experts who deliver best in class service and exceptional results *Cascadia Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. A request for reasonable accommodation may be made at any point during the application process or employment with the company. Salary Description $100,000 - $110,000 + Bonus
$72k-106k yearly est. 59d ago
Financial Advisors Operations Assistant
Johnson Financial Group 3.9
Finance advisor job in Madison, WI
New grads welcome to apply! The Financial Advisors Operations Assistant provides support for training, compliance, operations and marketing to JFG Financial Advisors, Financial Advisor Assistants, Operations and Program Manager. Additionally, acts as the primary internal backup for the Operations Manager. KEY RESPONSIBILITIES * Works with JFG Marketing to facilitate requests for all materials including but not limited to; brochures, market letters, statement stuffers, advertising and sales literature to ensure compliance with broker dealer. Coordinates and supports marketing campaigns of line of business. * Compiles and completes the Operations Manager's recurring items. * Accurately and timely compiles and completes Program Manager Reporting for senior leadership. * Technology support for broker dealer website and applications of all vendor Operating Systems. * First line technical contact for Operating System issues and follow up through to resolution. * Database administration updates, revisions and corrections for all clients transferred between Financial Advisors. Supports facilitation of all client communications regarding transfers. * Plan and coordinate logistics, technology and catering for Financial Advisor's Meetings and Financial Advisor Assistant meetings conducted by the Program Manager and Operations Manager. * Develop and maintain strong working relationships with all internal JFG departments to ensure effective and appropriate communications. * Acts as virtual assistant to Financial Advisors who are without an assistant, opening client accounts, placing trades, processing client funds, and fulfilling client service requests. * Assist in any other projects the Operations Manager or Program Manager assign. Required Experience * Bachelor's degree preferred; experience will be considered in lieu of education. Looking for an analytical mindset, we're willing to train! * Series 7 and 65 or 66 Licenses - General Securities Representative Licenses. If you don't have it, you will need to obtain within 1 year from hire. * Position requires strong analytical, project management and technical skills. Experience in data base management and system technology is required. * Ability to communicate effectively at all levels and develop rapport and relationships with internal business partners. * Understanding and strong working knowledge of MS Office products, CRM; ability to effectively utilize Bank and Broker Dealer Operating Systems. (entry level) Come as you are. Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
$36k-44k yearly est. Auto-Apply 44d ago
Wealth Advisor
Alerus 4.0
Finance advisor job in Rochester, MN
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Financial Advisors are enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately. WHAT YOU'LL BE DOING: Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions. Serve as the primary point of contact for clients, assisting them in selecting financial solutions. Perform regular proactive relationship reviews and evaluate clients' financial needs. Update CRM software to capture client activity and schedule follow-up actions. Proactively solicit new business opportunities with existing clients and prospective clients. Represent Alerus in the marketplace by building a network of influencers and participating in community organizations. Maintain advanced knowledge of financial planning concepts, including loans, investments, and protection planning. Develop understanding of estate planning, charitable giving, trusts, and tax management. Pursue continuing education and self-development to enhance skills. Build solid working relationships with team members and support their professional development. WHAT YOU SHOULD HAVE: Bachelor's degree in business, finance or related field or equivalent work experience required. 5 years of financial services experience, working with high net worth clients. Maintain an active financial services license i.e. Insurance, Investment, and/or Brokerage. Plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA. Ability to attract and retain high net worth clients. Expertise in assessing a client's financial needs and making proactive recommendations. Previous experience utilizing CRM software to track and manage sales opportunities. Record of proven sales ability and client service abilities. Proven written and verbal communication skills. Established interpersonal and negotiating skills. Advanced math proficiency WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. BASE PAY RANGE: $30,000 - $60,000 + incentive The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$30k-60k yearly 60d+ ago
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Minneapolis Industrials
HL Group 4.4
Finance advisor job in Minneapolis, MN
Business Unit: Corporate Finance Industry: Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Industrials Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).* *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
$110k yearly Auto-Apply 26d ago
Financial Protection Consultant
The Strickland Group 3.7
Finance advisor job in Rochester, MN
Empower Financial Security - Become a Financial Protection Consultant Are you passionate about helping others achieve peace of mind through financial resilience? As a Financial Protection Consultant, you'll guide individuals and businesses in safeguarding their futures with customized strategies that mitigate risk and protect what matters most. What You'll Do: 💼 Assess Financial Risk Exposure - Identify potential vulnerabilities in personal and business finances through strategic consultations. 📊 Design Tailored Protection Plans - Recommend and implement financial protection solutions, including insurance, income protection, and asset safeguards. 🤝 Support Clients with Confidence - Serve as a trusted advisor through every step-policy reviews, claims guidance, and ongoing service. 📚 Educate and Empower - Help clients understand the value of financial protection tools, translating complexity into clarity. 🔍 Stay Ahead of Change - Monitor market shifts and regulatory changes to ensure clients' financial protection stays up to date. Who You Are: ✔ Skilled in financial services, insurance, or risk management ✔ A client-focused communicator and advisor ✔ Analytical and solutions-oriented with strong attention to detail ✔ Proficient in tools and technologies supporting financial planning ✔ Passionate about delivering security and peace of mind Why This Role Matters: ✅ Enable long-term financial wellbeing for clients ✅ Help families and businesses withstand life's uncertainties ✅ Create lasting relationships built on trust and expertise ✅ Make a meaningful impact through proactive planning and guidance 💡 Be the Expert Clients Trust for Financial Peace of Mind Step into your next chapter as a Financial Protection Consultant-where your expertise helps others thrive in confidence. 👉 Apply now and shape a future rooted in protection and prosperity.
$64k-93k yearly est. Auto-Apply 34d ago
Accounting & Financial Analyst Intern
Twin Disc, Incorporated 4.3
Finance advisor job in Milwaukee, WI
Job DescriptionTWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve. The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward). Responsibilities Assist in year-end reporting preparation and review, including annual report. Participate in controls testing at direction of internal audit and/or external auditors. Assist with periodic inventory cycle counting. Various financial analysis, including peer group reporting. Qualifications & Requirements Currently pursuing a bachelor's degree in accounting, finance, economics or related field. Basic understanding of accounting/finance. Proficient in Microsoft suite. Working knowledge of ERP systems. TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status. Powered by JazzHR 6pfkeNLrww
$39k-47k yearly est. 7d ago
PWM Private Wealth Advisor
U.S. Bank 4.6
Finance advisor job in Rochester, MN
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. **Basic Qualifications** + Bachelor's degree, or equivalent work experience + Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** + Requires established network with strong relationship management, networking, and business development skills + Demonstrated success in specific client segments or verticals with developed strategic partnerships + Experience profiling clients and formulating customized strategies to address their needs + Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists + Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication + A passion for problem-solving and acting as a strategic advisor + Ability to make critical decisions independently and act as a business owner + Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $126,820.00 - $149,200.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
$45k-73k yearly est. 60d+ ago
Rotational Banking Internship (Summer 2026)
Bank Iowa 4.3
Finance advisor job in West Des Moines, IA
Job DescriptionDescription: What You'll Be Doing The Bank Iowa Rotational Internship provides a comprehensive introduction to the banking industry with an emphasis on banking operations and client experience across core banking functions: Ag & Commercial Relationship Management, Retail Banking, and Mortgage Lending. Job shadows with different functional areas of our corporate team round out this rotational experience. This internship is ideal for students who are inexperienced with the banking industry but wish to gain experience and explore banking as a potential career path. As a Bank Rotational Intern with Bank Iowa, you will have planned rotations with key areas across our Retail Banking and Lending Divisions. You will attend our teller training program where you will learn the fundamentals of our core banking system, bank policies, procedures, and regulations in order to perform teller transactions. Your rotation with our Personal Bankers will provide an understanding of our personal banking products, services and how we deliver superior client experience. Your rotation with our Loan Assistants & Relationship Managers will provide you an overview of our loan origination process and business development culture. As an intern you will Work in one of our 22 communities. Interact with Senior Leadership. Participate in hands-on retail and credit analysis training. Develop business acumen. Complete projects and work assignments as directed in assigned areas. Interact, work and respond effectively with internal and external business clients. Core Responsibilities Delivers friendly, superior client experience through timely and accurate processing of accounts and transactions. Answers client questions and provides account information either in person or on the phone. Receives checks and cash for deposits to accounts, verifies amounts, examines checks for proper endorsement, and enters deposits into appropriate records. Cashes checks and processes withdrawals; pays out money after verification of identity and client balances and issues computer-generated receipts. Counts currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to other bank locations or the Federal Reserve Bank. Balances currency, coin, and checks in cash drawers at ends of shifts, and calculates daily transactions using computers, calculators, or adding machines. Reports discrepancies to leader. Works closely with Relationship Managers to learn the complete loan origination process, including our business development culture, credit analysis, underwriting, and decisioning through loan funding. Participates in business development meeting with prospective and existing client calls. Participates in loan committee meetings to obtain a further understanding credit analysis. Supports Loan Assistants by preparing various loan documents. Works closely with bank staff to gain knowledge of the bank's processes, polices, and regulations. Completes a wide variety of data input, word processing, copying, correspondence, reports, scanning, filing, etc. Perform any other related duties as required or assigned. General Responsibilities Understands and complies with banking regulations by following bank policies and procedures. Stays abreast of relevant regulations, current industry matters, and any changes implemented internally to ensure compliance. Requirements: Skills/Experience You'll Need Currently enrolled at an accredited 2-year junior college or 4-year college/university as a sophomore, junior or senior. Demonstrated leadership skills through participation in school and community activities. Prior cash handling/client experience preferred but not required. Ability to exhibit our values; Think Big, Be People-Centered, Enable Great Things, and Bring your Best. Strong verbal and written communication skills. Hours of Work & Travel Full-time hours throughout intern program (10-12 weeks) during the Summer 2025. Days and hours of operation vary with each Bank Iowa location. Occasional travel between bank locations throughout internship. Our People-Centered Culture At Bank Iowa our purpose is to Empower People, Inspire Success and Foster Growth. Bank Iowa is one of the leading independent Ag banks and the second-largest family-owned bank in the state of Iowa. Our bank family consists of team members and clients throughout Iowa who we serve in our 22 communities. At Bank Iowa, we're proud to put people first, and we value our team members as much as our clients. We support team member development by focusing on their innate talents and developing those into areas of strength. We offer an environment where people care about each other like family. If you're looking for a career with colleagues who have the opportunity to bring their best, think big, and enable great things, Bank Iowa is the place for you. Bank Iowa is an equal opportunity employer with a passion for creating an inclusive environment where all people are truly welcomed, valued and respected - for all of who they are - regardless of differences. All applicants will be considered for employment without regard to age, race, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
$34k-47k yearly est. 28d ago
UnitedHealth Group - Financial Analyst Intern, application via RippleMatch
Ripplematch Internships 3.9
Finance advisor job in Minnetonka, MN
This role is with UnitedHealth Group. UnitedHealth Group uses RippleMatch to find top talent. Internships at UnitedHealth Group. If you want an intern experience that will dramatically shape your career, consider a company that's dramatically shaping our entire health care system. UnitedHealth Group internship opportunities will provide a hands-on view of a rapidly evolving, incredibly challenging marketplace of ideas, products and services. You'll work side by side with some of the smartest people in the business on assignments that matter. So here we are. You have a lot to learn. We have a lot to do. It's the perfect storm. Join us to start Caring. Connecting. Growing together. When it comes to challenges that can dramatically shape your career, smart people like you are discovering opportunities with us. Here's why. An Early Careers finance internship opportunity in financial analysis will have you working side by side with some of the most dynamic, intelligent and results driven people on earth. This is work that matters far beyond the balance sheet. We're helping to improve people's lives by helping the entire health care system manage resources in new and better ways. Health care is changing. Financial discipline and accountability count more today than ever. Which is why your performance and innovation will find a reception here like nowhere else. This full-time summer intern position will be available starting in June 2026 UnitedHealth Group is not able to offer visa sponsorship now or in the future for this position Opportunities are available in the following areas depending on interest and abilities: Financial Planning and Analysis Treasury Capital Planning Budgeting Primary Responsibilities: Analyze and report on financials Assist in the development of program forecasts, budgets, and plans Research economic progressions to assist with the organization's financial planning Create annual budget templates Prepare spreadsheets to effectively show financial results and financial forecasts You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Currently pursuing a bachelor's degree with a major in finance from an accredited college/university during the duration of the internship. Internships are not intended for graduating seniors Must be eligible to work in the U.S. without company sponsorship, now or in the future, for employment-based work authorization (F-1 students with practical training and candidates requiring H-1Bs, TNs, etc. will not be considered) Preferred Qualifications: 3.0 or higher cumulative GPA Proficiency in Microsoft Office applications (Word, Excel, PowerPoint) Demonstrated leadership qualities and leadership potential Demonstrated oral and written communication skills Demonstrated presentation skills At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
$29k-46k yearly est. 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. 13d ago

Learn more about finance advisor jobs

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

The average finance advisor in Rochester, MN earns between $36,000 and $123,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Rochester, MN

$67,000

$36,00010%

$67,000Median

$123,00090%

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

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

Job type you want

Full Time

Part Time

Internship

Temporary

Finance advisor jobs in Rochester, MN

Financial Advisor

Financial Representative Trainee (Sales) -Bloomington, MN

Financial Advisor

Financial Representative Trainee (Sales) - Milwaukee, WI

Investment Sales Analyst

Financial Analyst

Financial Consultant Partner

Senior Financial Advisor

Winona Personal Lines Risk Advisor

Financial Advisor - Southern MN

Investment Banking Analyst - Healthcare

Financial Advisors Operations Assistant

Wealth Advisor

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

Financial Protection Consultant

Accounting & Financial Analyst Intern

PWM Private Wealth Advisor

Rotational Banking Internship (Summer 2026)

UnitedHealth Group - Financial Analyst Intern, application via RippleMatch

Financial Analyst Intern

Learn more about finance advisor jobs

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

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