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  • Financial Representative Trainee (Sales) -Bloomington, MN

    Mutual of Omaha 4.7company rating

    Finance advisor job in Bloomington, MN

    Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Fair Chance Notices
    $36k-75k yearly 4d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance advisor job in Mount Vernon, IA

    This job posting is anticipated to remain open for 30 days, from 01-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 11h ago
  • Investment Consultant - Woodbury, MN

    Charles Schwab 4.8company rating

    Finance advisor job in Minneapolis, MN

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships 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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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
    $73k-130k yearly est. 1d ago
  • Asset Protection Analyst

    Factory Motor Parts 4.0company rating

    Finance advisor job in Eagan, MN

    Founded in 1945, Factory Motor Parts Company is a multi-generational family business based in Eagan, Minnesota. We are an industry leader in OEM after-market automotive parts distribution for some of the world's top aftermarket brand automotive parts. With 345+ locations, and over 3,500 employees in 35+ states. Our growth depends upon building solid relationships with customers, colleagues and suppliers. As we continue to grow our footprint, our employees always come first, as they are the fabric of the company. Career challenges and opportunities are limitless for our employees. Our team takes pride in knowing we are part of an extraordinary company of talented, high-performing professionals who enjoy working in a challenging, entrepreneurial environment. Job Summary As part of the Corporate Operations team, the Asset Protection Analyst is responsible for identifying, analyzing, and mitigating risks related to theft, fraud, inventory shrinkage, and operational loss. This role supports the company's loss prevention strategies by collecting and interpreting data, leveraging AI and analytics, developing reports, supporting analysis for investigations, and collaborating with cross-functional teams to improve overall asset protection efforts. The Analyst plays a key role in safeguarding company assets while supporting a safe and compliant working environment. Duties & Responsibilities Partner with the Corporate Operations team to analyze data from POS systems, inventory management tools, AI-driven fraud detection platforms, exception reporting, and other sources to detect trends, anomalies, and potential risks. Monitor and report on key loss prevention metrics, including theft, fraud, inventory shrinkage, and operational errors. Conduct investigations into internal and external theft, fraud, and policy violations; collaborate with management and law enforcement as needed. Support the field Asset Protection and Operations teams by providing actionable intelligence and analytics. Assist in the development of preventative measures and programs to minimize shrinkage and improve profitability. Collaborate with multiple departments across the organization to ensure adherence to company policies. Prepare reports and presentations summarizing findings and recommendations. Maintain strict confidentiality and handle sensitive data in accordance with legal and company guidelines. Stay current with industry best practices, tools, and technology in asset protection and risk mitigation. Qualifications Bachelor's degree in Business, Data Analytics, Criminal Justice, or related field (or equivalent experience). 1-3 years of experience in asset protection, loss prevention, risk analysis, or data analytics. Strong analytical and problem-solving skills, with proficiency in Excel, MS Access, and AI analysis. Excellent communication skills with high attention to detail and integrity. Ability to manage multiple priorities in a fast-paced environment. WORK ENVIRONMENT: Work is performed 100% in a company office building. Lifting requirements of up to 25 pounds on an occasional basis may be required. Equipment used may include but is not limited to computer, typewriter, calculator, telephone, copy and fax machines. On-site position, limited opportunity for remote access due to nature of position workflow We are an EEOC/AA Employer. An industry leader, FMP offers well-balanced compensation and benefits programs, which may include medical, dental, vision, life, 401K, profit sharing, paid holidays/vacation/sick time, STD/LTD, + much more. Salary Range: $65-75k
    $65k-75k yearly 3d ago
  • Financial Consultant- Oakdale, MN

    Fidelity Investments 4.6company rating

    Finance advisor job in Saint Paul, MN

    Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Sales
    $60k-75k yearly 11d ago
  • Financial Analyst

    Spencer Hospital 3.8company rating

    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. 2d ago
  • Oracle Cloud Finance Analyst

    Intellectt Inc.

    Finance advisor job in Minneapolis, MN

    Job Title: Oracle Cloud Finance Analyst (L1 Support) Duration: 12 months on W2 Experience: 3-5 years Skills: Oracle Cloud Finance (Primary), Oracle Cloud SCM (Plus) Job Summary Hiring an Oracle Cloud ERP L1 Support Analyst to support Finance and SCM modules. Key Responsibilities Provide first-level support for Oracle Cloud Finance & SCM. Triage incidents, perform basic fixes, and manage user requests. Capture logs, screenshots, and error details for troubleshooting. Escalate complex issues to L2 support. Support user onboarding, access/role requests, and basic training. Document issues and updates in ITSM tools (ServiceNow/Jira). Participate in status calls and share recurring issue trends. Required Skills Hands-on experience with Oracle Cloud ERP Finance (mandatory). Knowledge of SCM modules (preferred). Basic understanding of integrations (REST/SOAP, OIC). Familiarity with SQL for simple checks. Experience using ITSM tools. Strong communication and customer support skills
    $50k-73k yearly est. 3d ago
  • Financial Reporting Analyst

    Robert Half 4.5company rating

    Finance advisor job in Plymouth, MN

    We are looking for a skilled Financial Reporting Analyst to join our team in Plymouth, Minnesota. In this role, you will play a key part in preparing and analyzing financial reports, ensuring accuracy and compliance with accounting standards. You will collaborate with cross-functional teams and contribute to improving financial processes to support organizational goals. Responsibilities: • Prepare and consolidate financial reports on a monthly, quarterly, and annual basis using systems such as Hyperion and Oracle. • Conduct detailed variance analyses and summarize findings in concise reports for executive review. • Ensure financial statements adhere to established accounting standards and organizational policies. • Collaborate with accounting teams and sales/service locations nationwide to address reporting and data requirements. • Partner with external auditors and international corporate teams to resolve reporting inquiries and provide necessary documentation. • Identify and implement improvements in manual reporting processes to enhance accuracy and efficiency. • Support the monthly financial close process, including data validation and system uploads into Hyperion. • Maintain accurate chart of accounts, reporting hierarchies, and consolidation structures. • Contribute to financial policy compliance and strengthen internal controls related to reporting. Qualifications: • Bachelor's degree in Accounting, Finance, or related. • A minimum of 2 years of experience in financial reporting. • Comprehensive knowledge of US GAAP standards, with IFRS experience considered a plus. • Hands-on experience with Hyperion. • Advanced proficiency in Microsoft Excel for data manipulation and analysis. • Strong attention to detail and the ability to work independently in a dynamic and fast-paced environment. • Excellent interpersonal skills and the ability to collaborate effectively with diverse teams, including international stakeholders.
    $49k-66k yearly est. 19h ago
  • Sr. Investment Consultant (Upper Midwest Region)

    Thornburg Investment Management 4.3company rating

    Finance advisor job in Minneapolis, MN

    Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions. As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors. Job Summary The Senior Investment Consultant (SIC) position for the Upper Midwest region has the primary responsibility of executing a focused sales strategy with a segmented group of advisors. The SIC will be responsible for selling Thornburg's mutual funds and SMA products to financial advisors primarily at wire houses, independent/regional broker-dealer and RIA channels. Duties and Responsibilities Increase sales and enhance relationships with financial advisors within this region. Work closely with the inside sales partner to develop and successfully execute a business plan to meet annual sales goal. This position will be supported by an Advisor Solutions Consultant. The inside sales desk is located in Santa Fe, NM. Regional Responsibility This position will require the appropriate individual to be based in the Upper Midwest Region. Minneapolis/Twin Cities, MN- preferred. Requirements Proven track record in wholesaling mutual fund products to the financial services industry, preferably within this region. Experience selling ETF's, separately managed accounts, private investments, and mutual funds. Strong relationships with the advisors and targeted firms in this region would be highly desirable. Highest ethical standards and integrity. Tremendous work ethic and strong desire to succeed. Extensive travel will be required given the size of the regions. Professional and academic requirements include: NASD licenses Series 7, 63 and 65 A Bachelor's degree is required CIMA and or CFP designation preferred Job Benefits Medical, dental, and vision coverage. Employer 401(k) safe harbor and profit-sharing contributions. Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program. Community involvement opportunities. Onsite cafeteria. Onsite fitness center. Referral program. Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status.
    $94k-165k yearly est. 60d+ ago
  • 2027 Investment Banking Summer Financial Analyst (Class of 2028) - Minneapolis Industrials

    HL Group 4.4company rating

    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 17d ago
  • Investment Banking Analyst - Healthcare

    Cascadia Capital 3.6company rating

    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. 51d ago
  • Intern, Investments FP&A

    Fidelity & Guaranty Life 4.5company rating

    Finance advisor job in Des Moines, IA

    Join F&G as a Summer 2026 intern and gain relevant experience, professional development and incredible networking at a growing company. The role will assist with compiling analyses to support underlying GAAP and Statutory investment portfolio results and assist with preparing presentation materials for communicating those results to senior management. This position reports to the Director, Investments FP&A. The Investments FP&A team is responsible for delivering value-added business analysis and meaningful financial metrics as it relates to the investment portfolio in support of enterprise-wide decision-making and has a comprehensive understanding of all key business drivers and sophisticated financial models. Duties and Responsibilities The range of tasks to be performed may include, but may not be limited to, the following: Assist with preparing a monthly reporting package related to the investment portfolio for executive leadership that includes earnings analysis, forecast data, selected elements of the financial statements and other KPI's Manage report preparation and data in a timely manner Utilize reporting systems (Clearwater) to produce, modify and run reports to create efficiencies in the monthly reporting process Collaborate with other areas of FP&A as well as Investment Accounting to provide ad-hoc investment reporting and analysis Support culture of financial transparency and continuous improvement Experience and Education Requirements Finance or Accounting degree major GPA of 3.0 or greater (on a 4.0 scale) within major Interest in a career within financial services industry preferred Knowledge, Skills & Abilities A successful candidate will possess the following skills and abilities: Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others. A passion for new challenges, leadership and delivering results. Strong intuitive and analytical skill and willingness to learn Ability to handle multiple complex tasks and prioritize in a fast-paced environment. Expertise and experience of improving processes and utilizing technology to improve efficiencies. Self-directed individual who works well with teams. Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life's unexpected events. As an Iowa Top Workplace 1 and a proud equal opportunity employer, F&G employees are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company, while continuing to be a great place to work. Join our employee-centric hybrid work environment: fglife.com/about/culture.html 1 Des Moines Register Top Workplaces 2018-2020
    $72k-101k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor Trainee Intern No Prospecting + Base Salary

    Retire Smart Holdings, Inc.

    Finance advisor job in Omaha, NE

    Job DescriptionSalary: 31k-37k Join our Dynamic Team as a Financial Advisor Trainee Intern! Are you looking to start your career in financial advising? We are excited to offer an excellent opportunity for a motivated individual to join our team as a Financial Advisor Trainee Intern! In this entry-level role, you will gain hands-on experience and learn the essentials of providing financial advice and services. You will be trained to assist clients in managing their financial portfolios and support them in achieving their long-term goals. Under the guidance of experienced professionals, you'll develop key skills in building client relationships, understanding financial planning, and exploring investment strategies. This is a fantastic opportunity to learn and grow in the financial services industry! What Youll Do: Client Relationship Management: Learn how to build and maintain relationships with clients by understanding their financial goals and helping them make informed decisions about their financial future. Financial Planning: Work alongside experienced advisors to assist in developing financial plans for clients, including basic retirement, tax, and investment strategies. You'll learn how to ensure plans align with the clients financial needs and objectives. Investment Strategy: Support senior advisors in guiding clients on investment options and asset allocation. You'll gain hands-on experience in helping clients create portfolios that match their long-term goals. Market Research and Analysis: Observe and assist with monitoring financial markets and trends. Youll learn how to use this data to make recommendations that are in line with both client needs and market conditions. Client Education: Help educate clients on financial products and industry trends. Youll assist in explaining basic financial concepts, ensuring they understand their options and feel confident about their decisions. Compliance and Documentation: Assist in ensuring that all client interactions and transactions comply with company policies and industry regulations. You'll also help maintain accurate records of financial plans and transactions. Sales and Business Development: Support efforts to identify new business opportunities and help build the client base. You'll learn how to contribute to the expansion of the business while maintaining strong client relationships. Experience Youll Bring: Experience: While prior experience in financial services isnt required, an eagerness to learn and develop in a financial advisory role is essential. Knowledge: Basic understanding of financial concepts, such as market trends, retirement planning, and investing, is helpful, but well provide the training you need. Skills: Strong analytical skills and a willingness to learn how to explain financial concepts in a clear and approachable way. Good communication is key! Interpersonal Skills: You should enjoy working with others and have a natural ability to listen, ask questions, and help clients feel comfortable. Compliance Knowledge: Familiarity with financial regulations or a willingness to learn about industry standards (such as FINRA or SEC regulations) will be helpful but not required. Bonus Points If You Have: Licensing:While not required at the start, if you hold any licenses (like Series 65, Life & Health Insurance, or others), its a plus! Technical Know-How:Familiarity with platforms like Wealthbox CRM, Orion, Schwab/Fidelity, or MS Office Suite is great, but if not, we will help get you up to speed. What Youll Get: Continuous Development Opportunities:Grow both personally and professionally with ongoing training and development. Charitable Giving Participation:Be a part of our commitment to making a difference in the community. Team-Centric Environment:Join a collaborative team dedicated to our core motto: Do the right thing, for the right reason, at the right time. General Physical Requirements: Ability to sit for extended periods of time Ability to walk short distances within the office Ability to lift & carry up to 50lbs Ability to reach above and below shoulder level to access items or equipment Who We Are: Retire SMART is an independent financial advisor firm. Through a SMART Plan process, we help take the uncertainty out of our clients financial future so they can enjoy the retirement they have always imagined. We are proud to serve clients who are engaged and happy with our exceptional service. Each contact we have with a client is an opportunity to make them feel welcome and well cared for. Our team takes pride in being the best at what we do. We work hard and have fun. We are constantly learning. We help each other achieve goals as a team and encourage each others personal development. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If youre ready to make a meaningful impact and grow with a forward-thinking firm, we invite you to apply and be a part of our journey! Retire SMART is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
    $36k-70k yearly est. 27d ago
  • Market Advisor Intern

    Ever.Ag

    Finance advisor job in Ames, IA

    Financial Services Hiring Manager: Ames Office Manager & Market Advisor Full Time: up to 40 hr per week This is a 12 week summer internship program starting May 26, 2026 and concluding August 14, 2026. Candidates must be currently enrolled in college and have a graduation date after August 2026 to be considered for this opportunity. Summary The Market Advisor Intern be assigned a variety tasks and projects to support key sales and operation initiatives. We are seeking a talented and highly motivated individual to join our intern program! In this position, you will be expected to learn the ins-and-outs of our daily routines and procedures. You will focus on learning how our organization runs and contributing to our success. Position Responsibilities Shadow multiple office positions and train in a variety of tasks Assist in preparing market information and research material Manage databases and input information, data, and records Research and generate lists of potential customers Provide input on customer briefs, presentations, and sales literature Assist in evaluating new opportunities Participate in other assigned tasks or projects About You (Qualifications): Actively pursuing a degree in Agriculture Agriculture experience Intermediate experience working with data, spreadsheet and generating reports (Excel) About the team: Our producer and commercial teams are spread around the country with a core sector based in Chicago IL, Ames IA, and Platteville WI, and are mostly made up of transplants from all over the US. The team has a deep passion for the ag industry and managing price risk for the firm's clients. Who you will be working for Ever.Ag offers innovative AgTech solutions and services that empower agriculture, food, and beverage supply chains to feed a growing world. The breadth of the portfolio is uniquely capable of supporting the complex needs of companies involved in dairy, livestock, crops, and agribusiness. With decades of experience and industry-leading innovations, our technology, risk management, and market intelligence provide our customers with the tools and insights they need to operate more efficiently, sustainably, and strategically across every stage of the supply chain. We welcome candidates from all backgrounds to contribute their unique perspectives to our team. Your success is our success! Please visit our webpage to learn more about us News.Ever.Ag and ********************
    $35k-68k yearly est. Auto-Apply 31d ago
  • Rotational Banking Internship (Summer 2026)

    Bank Iowa 4.3company rating

    Finance advisor job in West Des Moines, IA

    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. 60d+ ago
  • Summer 2026 Investment Intern- Onsite Des Moines, Iowa

    Wellabe, Inc.

    Finance advisor job in Des Moines, IA

    In this collaborative role, you will get a chance to learn important skills and gain professional experience by working on a variety of projects and learn from our investment team. You will participate in a well-rounded internship program with the opportunity to gain real world experience that supplements traditional classroom learning. This internship will run from June to August 2026 working 40 hours per week for a total of 10 weeks. This is a paid internship. Essential Functions * Assist the investment department with projects and reoccurring tasks. * Other tasks as assigned by supervisor or team. Qualifications * Pursuing a degree in a relevant field. * Possess strong verbal and written communication skills. * Previous internship or related experience is a plus. About Wellabe Internship Program The Wellabe Internship Program aims to provide interns with a comprehensive understanding of the company while fostering skill development through internship orientation, regular check-ins, assigned one-on-one mentors, weekly coffee chats with company leaders, weekly learning sessions, and engaging social events throughout the summer. About Wellabe Since 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we're committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe's culture of betterment by visiting wellabe.com/culture. Wellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting wellabe.com/news/employee-spotlights. Our core values: * Be dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively. * Be trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior. * Be determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals. * Be collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels. * Be open: Embrace diversity and new ideas to create an inclusive environment. * Be generous: Embody generosity and compassion by serving a greater purpose and helping others. * Be better: Commit to continuous improvement and adapt effectively to change. * Be well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence. Be well - thrive in an environment that fosters inclusivity, well-being, and development.
    $32k-56k yearly est. 19d ago
  • Summer 2026 Investment Intern- Onsite Des Moines, Iowa

    Wellabe

    Finance advisor job in Des Moines, IA

    In this collaborative role, you will get a chance to learn important skills and gain professional experience by working on a variety of projects and learn from our investment team. You will participate in a well-rounded internship program with the opportunity to gain real world experience that supplements traditional classroom learning. This internship will run from June to August 2026 working 40 hours per week for a total of 10 weeks. This is a paid internship. Essential Functions Assist the investment department with projects and reoccurring tasks. Other tasks as assigned by supervisor or team. Qualifications Pursuing a degree in a relevant field. Possess strong verbal and written communication skills. Previous internship or related experience is a plus. About Wellabe Internship Program The Wellabe Internship Program aims to provide interns with a comprehensive understanding of the company while fostering skill development through internship orientation, regular check-ins, assigned one-on-one mentors, weekly coffee chats with company leaders, weekly learning sessions, and engaging social events throughout the summer. About Wellabe Since 1929, Wellabe has been finding solutions to help our customers protect their health and financial well-being. And we're committed to fostering an internal culture of inclusivity, well-being, and development so each of our team members can succeed. Learn more about Wellabe's culture of betterment by visiting wellabe.com/culture. Wellabe is full of smart, caring, hard-working people with a broad range of talents who understand collaboration is key. We bring our best selves every day, to connect with others to solve problems, spark innovation, and bring ideas to life. Meet the team and learn what makes Wellabe a great place to work by visiting wellabe.com/news/employee-spotlights. Our core values: Be dedicated: Show unwavering commitment by proactively taking initiative, setting clear goals, and managing time effectively. Be trustworthy: Take accountability for actions, navigate difficult conversations with integrity, and build strong relationships through consistent, honest behavior. Be determined: Demonstrate enthusiasm and a relentless drive to overcome obstacles and achieve goals. Be collaborative: Foster teamwork by being self-aware, actively listening, and effectively communicating across all levels. Be open: Embrace diversity and new ideas to create an inclusive environment. Be generous: Embody generosity and compassion by serving a greater purpose and helping others. Be better: Commit to continuous improvement and adapt effectively to change. Be well: Prioritize physical and mental health, manage stress, and demonstrate emotional intelligence. Be well - thrive in an environment that fosters inclusivity, well-being, and development.
    $32k-56k yearly est. 17d ago
  • BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)

    Bank of Montreal

    Finance advisor job in Minneapolis, MN

    Application Deadline: 12/15/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is an 8-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. What's in it for you? Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking Technical Training - an engaging and interactive learning program including an introduction to credit Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. Qualifications: You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2028 or Spring 2029 You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 You have a preferred minimum GPA of 3.0/4.0 You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $44.3k-66.4k yearly Auto-Apply 26d ago
  • UnitedHealth Group - Financial Analyst Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    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. 4d ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Sioux Falls, SD?

The average finance advisor in Sioux Falls, SD earns between $26,000 and $88,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Sioux Falls, SD

$48,000

What are the biggest employers of Finance Advisors in Sioux Falls, SD?

The biggest employers of Finance Advisors in Sioux Falls, SD are:
  1. Edward Jones
  2. Northwestern Mutual
  3. Thrivent
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