ALLETE is headquartered in Duluth, Minnesota, on beautiful Lake Superior, and has operations throughout the United States. We invest in energy-centric businesses and transmission infrastructure. Our companies include clean-energy producers and developers, and regulated utilities that already deliver more than 50% renewable energy. Each of our businesses-Minnesota Power; Superior Water, Light & Power; ALLETE Clean Energy; New Energy Equity; ALLETE Renewable Resources; and BNI Energy-plays a unique and significant role in ALLETE's sustainability-in-action strategy. Our culture drives excellence through our shared values of integrity, safety, people, and the planet.
RESPONSIBILITIES:
* Monitors and initiates response to security and emergency situations reported to the centralized Emergency and Security Operations Center (ESOC) to ensure the reliability and protection of the bulk electric system (generation, transmission, and distribution assets), water treatment plant, operations, and support services personnel and facilities across ALLETE and its subsidiaries.
* Works independently for expeditious problem solving ensuring a safe and secure environment to ALLETE employees, tenants, contractors, vendors, guard services, emergency responders (local/county/regional/state law enforcement/fire and EMS) and the general public and by providing accurate information and assistance using telecommunication equipment (telephone, mobile radios, pagers, cellular telephones, etc.).
* Provides support, direction, and guidance to assist with corporate-wide facilities alarms (intrusion detection and fire), along with access and egress.
* Coordinates emergency response and initiates disaster recovery activities by notifying appropriate personnel and emergency response teams.
REQUIRED EDUCATION:
* High school graduate or equivalent.
* Post high school courses, related to the security or law enforcement field preferred.
REQUIRED EXPERIENCE:
* Two or more years of job-related work experience with security, law enforcement and/or emergency response protocols and processes.
SPECIAL REQUIREMENTS:
* This position will report regularly in person to Duluth, MN
* Must possess and maintain a valid driver's license.
* Effective communication and computer skills are required to develop and to maintain a high level of customer service and positive public image.
* Must have knowledge of Microsoft Word, Excel, Outlook.
* Successfully complete formal position training and certification prior to working the ESOC solo.
* Successfully pass a background investigation (PRA).
* This position is 24/7 shift work operations.
* This position is subject to hearing, vision, and color perception assessment.
* Able to obtain and maintain CPR certification and AED training.
* This position may be subject to assessment of skills, job match and/or aptitude.
COMPENSATION AND BENEFITS:
* The expected hourly compensation range for this position is $21.20 - $25.50. Compensation offered to the selected candidate will vary depending on relevant knowledge, skills, training, experience, and market conditions.
* Compensation Incentive Program
* Retirement Benefits
* Medical, Dental & Vision Plan
* Health Savings Account & Flexible Spending Accounts
* Life Insurance, Disability & Voluntary Benefits
* Paid Time Off
* Tuition Reimbursement
* Professional Development Opportunities
* Community Engagement, and more.
Employer will not sponsor Visas for position.
External applicants must apply online via ***********************
This job posting will be available for application until the position has been filled OR the posting close date noted herein, whichever date is earlier.
ALLETE is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, please contact our Human Resources department at ************.
EEO/AA/F/M/Vet/Disabled
Back Email Apply Now
$21.2-25.5 hourly 2d ago
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Automotive Controller
Luther Automotive Services 4.9
Finance analyst job in Hermantown, MN
The Luther Automotive Group is seeking an experienced Controller for our newly acquired Subaru store located in Duluth, MN. Potential candidates must have experience with and possess a thorough knowledge of dealership operations, financial reporting, compliance issues, payroll/benefit administration, and personnel management. Prior experience in a Subaru environment is desirable but not required. Reynolds and Reynolds experience preferred. We offer a challenging work environment, competitive benefit package, and the opportunity to join a dynamic organization. Relocation assistance is available.
$80k-$120k/year (Negotiable)
Offers of employment are contingent upon successfully passing a background screening including a criminal background check, a review of motor vehicle records, and verification of social security number.
$80k-120k yearly 43d ago
Automotive Controller
Miller Hill Subaru
Finance analyst job in Hermantown, MN
The Luther Automotive Group is seeking an experienced Controller for our newly acquired Subaru store located in Duluth, MN. Potential candidates must have experience with and possess a thorough knowledge of dealership operations, financial reporting, compliance issues, payroll/benefit administration, and personnel management. Prior experience in a Subaru environment is desirable but not required. Reynolds and Reynolds experience preferred. We offer a challenging work environment, competitive benefit package, and the opportunity to join a dynamic organization. Relocation assistance is available.
$80k-$120k/year (Negotiable)
Offers of employment are contingent upon successfully passing a background screening including a criminal background check, a review of motor vehicle records, and verification of social security number.
$80k-120k yearly Auto-Apply 44d ago
Manager, Accounting, Finance
Hexagon 4.3
Finance analyst job in Lakewood, MN
Manager, Accounting (Leica Geosystems, Inc.; Lakewood, CO): Manage the accounting department, overseeing U.S. and Mexico based direct reports, dealing with general cost accounting and other related accounting duties. Supervise the preparation of periodic financial statements, including monthly balance sheets, income statements, and profit and loss statements. Oversee the maintenance of the general ledger. Ensure the proper invoice, creation of new accounts, reconciliation of accounts, and timely completion of the monthly closing process. Monitor and oversee reconciliation of bank accounts on a monthly bases, verify deposits, and address inquiries from banks. Manage customer account reconciliations and oversee accounts receivable collections to ensure timely payments. Verify and approve invoice payments, ensuring that all payments are charged to appropriate accounts in accordance with financial policies. Manage external audits, assisting auditors by gathering necessary account information and financial documentation for annual audits. Ensure timely and accurate tax filings with federal, state, and local government agencies. Ensure compliance with local, state, and federal government requirements. Coordinate with accounting software vendors ensuring system maintenance, updates, and enhancements to improve efficiency. Telecommuting from anywhere in the U.S. permitted. Domestic and international travel (
Minimum requirements: Master's degree or foreign equivalent in Accounting, Business Administration, or related field, plus two (2) years of experience as a Cost Accountant or related occupation.
Must have experience with the following: analyzing and interpreting general business periodicals, professional journals, technical documentation and procedures, and governmental regulations; support and software maintenance; drafting and editing reports, business correspondences, and procedure manuals; applying mathematical concepts: probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry; defining problems, collecting data, establishing facts, and drawing valid conclusions; and interpreting complex technical instructions in mathematical and diagram form and deal with several abstract and concrete variables.
#NP
Salary: $116,137 to $140,567 per year
To Apply: ********************************************* Careers | Leica Geosystems
Req #3165
$116.1k-140.6k yearly 60d+ ago
AD, Financial Controlling
Boehringer Ingelheim Group 4.6
Finance analyst job in Duluth, MN
As an employee of Boehringer Ingelheim, you will actively contribute to the discovery, development, and delivery of our products to our patients and customers. Our global presence provides opportunity for all employees to collaborate internationally, offering visibility and opportunity to directly contribute to the companies' success. We realize that our strength and competitive advantage lie with our people. We support our employees in several ways to foster a healthy working environment, meaningful work, mobility, networking, and work-life balance. Our competitive compensation and benefit programs reflect Boehringer Ingelheim's high regard for our employees.
The Associate Director, Financial Controlling will lead and direct the Financial Controlling function responsible for supporting the US portion of BI's Global Functions Controlling and Allocations process.
In addition to the leadership responsibilities with respective functional business partners the position may include strategic and operational tasks as follows:
Acting as key Finance Business Partner to local and global management of respective US elements of BI Global Functions.
Ensuring effective local and global partnership model by providing management with decision relevant financial and strategic guidance and financial transparency; challenging business partners/functional units appropriately in a market focused, solution oriented, and communicative approach.
Partnering with functional leadership and Finance/Controlling leadership in development and implementation of local/global functional strategies.
Responsibility for the accurate and timely development of functional project plans, budgets, and forecasts consistent with global/local strategies.
Managing preparation of timely and accurate controlling reports.
Ensuring compliance with BI and external standards and supports audit activities.
Overseeing coordination of EF allocations and consolidated reporting for all US entities.
Duties & Responsibilities
Leadership and Business Partnering:
Serves as primary controlling business partner for US portion of BI Global Functions.
Provides financial leadership for US element of BI Global Functions; developing strategies/plans to achieve functional/business objectives; identifying risks/opportunities, and monitoring progress against strategies/plans.
Provides leadership to support the Company's vision and strategy and to drive continuous improvement.
Planning/Budgeting, Reporting and Forecasting:
Provides strategic direction for US portion of BI Global Functions financial reporting matters, in close collaboration with overall Finance & Controlling Team.
Supports scenario simulations and development of alternatives including risk identification and related mitigation proposals.
Leads, directs, coordinates, and enhances all financial reporting matters for responsible areas.
Drives process improvements and spirit of continuous innovation by challenging status quo.
Management Accounting (incl. Closing), Cost Analysis and Product Costing
Provides comprehensive, timely analysis, with business specific interpretation (written commentary) to assist in smart business decision process.
Completes P&L and Balance Sheet responsibility for the area of responsibility.
Responsible for all intercompany accounting and transaction management related to business units.
Constructively challenge Business Partners, relative to marketplace, production volume & capacity assumptions and business trends, for optimum decision making to achieve financial objectives/targets.
Provides timely, transparent, right-first-time, management reporting and analysis related to financial performance, headcount, CAPEX, etc.
Ensures verification & approval of (standard price) calculations results (also with governmental bodies where applicable).
Ensures alignment and coordination with GBS where applicable.
Partnership, Alliance & Affiliates Controlling, International Projects:
Leads/participates in (international)projects as needed and ensure local implementation and integration.
Key Finance stakeholder for US piece of BI Global Functions projects; establishing/measuring KPIs, leading/managing planning processes, and supporting global agreements.
Ensures cross-functional and global alignment and adherence to goals.
Operations / Manufacturing:
Leads financial oversight and support development of contract manufacturing agreements.
Supports local negotiations with purchasing & local vendors.
Ensures alignment of manufacturing schedule with forecast (optimize utilization).
Ensures support and execution of key operations processes like inventory count / cycle counts, contract manufacturing agreements.
Audit / Compliance:
Supports BU Business Partner / OPU Central Controlling in Internal & External audits.
Ensures and supports execution of CoSeA.
Leads and supports periodic compliance reviews (ensure quality & risk management compliance for commercial/operations processes).
Requirements
Bachelors, MBA or CPA in Finance, Accounting or Engineering.
Six-plus (6+) years' work experience with increasing responsibility in Finance, Accounting and Operations. Experience in Pharmaceutical or Scientific Financial area with responsibilities in Pharma and knowledge of Boehringer Ingelheim processes a plus.
Core Skills:
Good organizational, communication and planning skills with effective time management.
Ability to work under pressure, make good decisions and to multi-task and meet deadlines.
Strong attention to detail.
Ability to exercise critical thinking skills, proactively identify issues and address with solutions-oriented approach.
Ability to manage business partner relations and expectations.
Ability to focus on key issues and provide strategic alternatives/options.
Good interpersonal skills.
Leadership Skills:
Ability to handle conflict resolution and negotiate difficult issues.
Professional Skills:
Ability to understand business risk and translate those risks to financial data and suggest mitigation strategies.
Ability to understand the value chain quickly and incorporate that acumen into value-added recommendations.
Ability to traverse the intersection of business, medicine, science, and technology.
Eligibility Requirements:
Must be legally authorized to work in the United States without restriction.
Must be willing to take a drug test and post-offer physical (if required).
Must be 18 years of age or older.
$108k-142k yearly est. 60d+ ago
Controller
True North Goodwill Northern Minnesota and No
Finance analyst job in Duluth, MN
Job Description
Join Team Goodwill! Immediate openings and competitive pay & benefits. Apply today!
Controller
Full-Time 40 hours per week
$85,000/year
This position is responsible for all accounting operations, managing financial reporting, ensuring compliance, leading and working with the accounting team, and supporting executive financial strategy and decision-making through accurate data, budgeting, forecasting, and internal controls.
Duties and Responsibilities
Financial Reporting: Prepare and analyze financial statements, reports (monthly, quarterly, annual), and regulatory filings.
Accounting Operations: Manage daily functions like A/P, A/R, payroll, general ledger, and month/year-end closes.
Budgeting & Forecasting: Develop, monitor, and manage annual budgets, forecasts, and cash flow.
Insurance: Serve as the primary point of contact with liability and casualty insurance agents, brokers, and carriers - recommend coverage and monitor claims. Work closely with HR on the economic evaluation and administration of various employee fringe benefit programs.
Internal Controls: Implement and maintain robust internal controls, policies, and procedures.
Team Leadership: Hire, train, supervise, and retain accounting staff.
Compliance: Ensure adherence to GAAP, tax laws, and other financial regulations.
Auditing: Coordinate with external auditors and manage audit preparation.
Strategic Support: Advise senior management on financial performance, risks, and decision-making.
All other duties as assigned
Required Skills and Competencies
Excellent leadership, analytical, and problem-solving skills.
Proficiency in financial software. SAGE Intacct preferred.
Strong attention to detail.
Excellent communication and presentation skills.
Strong interpersonal skills.
Education and Experience
Bachelor's degree in accounting. CPA, CMA preferred.
5-10 years' experience in accounting.
Strong knowledge of GAAP, financial reporting, and internal controls.
$85k yearly 2d ago
Finance & Operations Manager
Northern Bedrock Historic Preservation Corps
Finance analyst job in Duluth, MN
Department
Historic Preservation Corps
Employment Type
Full Time
Location
Duluth Office
Workplace type
Onsite
Compensation
$25.00 - $30.00 / hour
Reporting To
Charley Langowski
Key Responsibilities Skills, Knowledge and Expertise Benefits About Northern Bedrock Historic Preservation Corps The purpose of Northern Bedrock Historic Preservation Corps is to provide hands-on opportunities that equip young people with effective life skills.
Using a general conservation corps model, we will intervene in the growing disengagement between today's young people and the natural world through a hands-on outdoor work program focusing on education, team development, interpersonal and cognitive skills.
Our programs will immerse participants in historic preservation projects in which they will gain knowledge and practical experience in planning, teamwork, communication, collaboration, and leadership. Additionally, participants will form meaningful connections in a diverse, inter-generational network that will contribute to their lifelong development and success.
This organization will deliver critical life skills to young people and provide valuable historic preservation services to Minnesota.
$25-30 hourly 13d ago
Remote Financial Consultant | Work From Home | No Ceiling
Ohana Outreach Financial
Finance analyst job in Duluth, MN
Job Description
Help families. Build your future. Work on your terms.
You'll learn how to guide clients through simple financial programs and build lasting income potential.
Perks:
Complete flexibility.
Mentorship from experienced leaders.
Commission + bonus structure.
Health, dental, and vision available.
Your success depends only on your effort.
Who Thrives Here
People who are:
Coachable and willing to follow a proven process.
Self-driven and goal-oriented.
Good communicators who care about helping others.
Looking for long-term stability and income growth, not another short-term job.
No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it.
Why Apply Now
Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture.
If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance.
No scripts. No hype. Just a real opportunity to grow - on your terms.
Apply today, and we'll set up a short conversation to see if it's the right fit.
Requirements18+ and authorized to work in the U.S.
100% Uncapped Commission 1099
Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way).
Prior experience in sales, customer service, leadership, or training is a plus-but not required.
Comfortable working remotely and independently.
BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance.
Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income.
Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom.
True Agency Ownership - Build your own business with real contractual ownership.
Legacy Business Transfer - Pass your agency to a loved one and create generational wealth.
Free Life Insurance - One full year of coverage included for qualifying agents.
Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit.
Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider.
Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000.
• • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.
$64k-94k yearly est. 25d ago
Sr Analyst - Finance & Accounting
Maximus 4.3
Finance analyst job in Duluth, MN
Description & Requirements This role serves as a key financial partner to program and senior leadership, responsible for ensuring accurate forecasting, financial compliance, and clear visibility into project performance. The position oversees project financial forecasts, revenue adjustments, accruals, and variance analysis while coordinating closely with analysts, subcontractors, and management to track costs and billing activity. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to respond effectively to audits, client inquiries, and ad-hoc reporting needs, all while safeguarding the integrity and confidentiality of financial data.
Essential Duties and Responsibilities:
- Responsible for preparation of project financial forecast including loading labor data into corporate model; validating ODC forecast and that overall forecast values are consistent; reviewing with management to finalize and submit forecast.
- Prepare any quarterly revenue adjustments required to correct revenue for impact of billed indirect rates exceeding expected actual rates.
- In conjunction with FinancialAnalyst, track costs, billing/invoice adjustments, contract-to-date expenditures for sub-contractors and temporary labor.
- Oversee and review monthly accruals.
- Prepare monthly variance analysis for management review.
- Responsible for ad-hoc reporting requests from the management.
- Support management to respond to ad-hoc client requests for supporting documentation, cost allocations/analysis, etc.
- Participate in all internal and external audits and maintain reports and data related to and necessary for audits.
- Ensure the security and privacy of financial information.
Minimum Requirements
- Bachelor's degree in relevant field of study and 5+ years of relevant professional experience required, or equivalent combination of education and experience.
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
65,400.00
Maximum Salary
$
105,400.00
$68k-88k yearly est. Easy Apply 5d ago
Financial Advisor - Northwoods Credit Union
LPL Financial 4.7
Finance analyst job in Duluth, MN
Credit Union
Financial Advisor - Northwoods Credit Union
Your career path should lead to real opportunity
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Northwoods Credit Union in Cloquet, MN would allow you to join the Investment Program at Northwoods Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at Northwoods Credit Union supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping members in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to Northwoods Credit Union for financial solutions. This position will offer:
The ability to service an existing book of business upon hire
The ability to build a strong client base with the credit union's exceptional referral system
Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
The opportunity to find new clients via the credit union's member base
The opportunity to create client solutions without proprietary products
The ability to grow your business with LPL's combination of tools, technology, and support
The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
The opportunity to capitalize on the credit union's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
Access to our proprietary technology and a suite of customized services
An open architecture platform with access to thousands of investment products from leading third-party product sponsors
Resources and expertise across the firm to help you create client solutions
The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
Series 7 and 66 (63/65) required
Insurance license required
Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with Northwoods Credit Union, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northwoods Credit Union.
Tracking # 1-05026674
Pay Range:$65,000 - $75,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
$65k-75k yearly Auto-Apply 60d+ ago
Finance Manager
Kolar Automotive Group
Finance analyst job in Hermantown, MN
Kolar Automotive Group has a very rare opening for a Finance Manager at their Toyota dealership! This position is an exciting opportunity to work for a growing company in a fast-paced environment with opportunities for advancement!
Are you a team player? Strong work ethic with a positive attitude? Looking for a career with exceptional earning potential?
If you answered yes to any of those questions, we want to speak with YOU!
Why are we different than other dealerships?
Award-winning dealership; 15-Time Toyota Presidents Award, 2023 Duluth News Tribune's Best New/Used Car Dealership!
Best competitive pay plan in Minnesota.
This family-owned company has been servicing the community for 50-plus years and puts its employees first. Earning the trust of our customers, employees and community is what drives us to be better.
Kolar Gives Back to their community. Just a few - the Kolar Toyota ALS Fishing Tournament, Grandma's Marathon, ALS Blizzard Tour, Toys for Tots & the Union Gospel Mission!
BENEFITS:
401(k)
Health Insurance & Disability
Free Dental
Paid Training
Paid Vacation
No Sundays
Discounts on service, parts and vehicles!
What We Offer
We want our employees to have a great quality of life, which is why our current Sales Department hours are 9:00 am - 6:00 pm!
Immediate impact - quick on-boarding
Paid Training Program (Earn as you learn)
Demo Allowance
Dedicated leadership team, with one-on-one training
A huge advertising budget that drives traffic
An inventory second to none, that allows you to sell more vehicles, make more money and keep customers happy!
Responsibilities
Selling finance and insurance products with a menu approach
Structure deals
Accurately submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensures necessary documentation for each deal is complete
Build rapport with our customer base
Compliant with all rules and regulations
Maintain proficiency and certifications as required for the position
Qualifications
Previous sales, sales manager or finance experience is a PLUS - not a requirement!
Knowledge of finance and insurance product sales
Enthusiastic with high energy throughout the workday
Outgoing with a friendly personality, especially while handling objections & negotiating pricing
Have exceptional customer service & communication skills
Professional appearance
Requirements
College degree preferred or equivalent experience
Must have a clean & valid driver's license
Must be willing to submit to a background check
$77k-109k yearly est. Auto-Apply 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance analyst job in Duluth, MN
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team 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.
**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 (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
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.
$50k-125k yearly 35d ago
Financial Advisor
Northwestern Mutual 4.5
Finance analyst job in Duluth, MN
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$60k-105k yearly est. Auto-Apply 14d ago
Financial Advisor - Duluth/Wisconsin & Surrounding Areas
Thrivent Financial 4.4
Finance analyst job in Duluth, 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.
$45k-83k yearly est. Auto-Apply 60d+ ago
Senior Tax
CS&S Staffing Solutions
Finance analyst job in Duluth, MN
Please, review and apply for this position through the QCI system following the link below (Copy and Paste):
http://jobs.qcitech.com/jobseeker/Senior_Tax_J02151545.aspx
*You can apply through Indeed using mobile devices with this link.
Additional Information
$60k-82k yearly est. 60d+ ago
Cost Accountant
Feradyne Outdoors
Finance analyst job in Superior, WI
Job Brief: The cost accountant will be responsible for planning, studying, and collecting data to determine costs of business activity such as raw material purchases, inventory, labor and overhead. Will also be responsible for managing and coordinating the activities of all the staff members engaged in inventory control and inventory record accuracy.
Responsibilities:
Essential Responsibilities and Duties:
· Coordinate physical inventory counts and cycle counts
· Investigate cycle counting variances, inventory adjustments, and resolve issues
· Master data management including maintaining inventory Item Master, Item Location, Bill of Materials, and Bulk Conversion Table database - inner/master pack UPCs, quantities, dimensions, weights
· Analyzing actual manufacturing costs and preparing periodic reports comparing standard costs to actual production costs
· Analyzing changes in product design, raw materials, manufacturing methods or services provided, to determine effects on cost
· Review standard and actual costs for inaccuracies
· Update standard costs in the bill of materials
· Make estimates of new and proposed product costs and margins.
· Assist in updating the reserve for obsolete inventory as needed
· Work with the materials review board to identify and dispose of obsolete inventory
· Perform other related duties as assigned
Skills Required:
Knowledge, Skills and Abilities:
· Must have a strong cost systems background and excellent analytical skills; sound understanding of accounting principles
· Computer literate - advanced Excel skills and experience manipulating large databases
· Experience working with engineering and manufacturing personnel on development and analysis of cost standards
· Ability to effectively manage a variety of tasks
· Strong problem solver, stays calm under pressure
· Self-directed team player, ability to work independently
· Strong attention to detail and accuracy
$45k-58k yearly est. 60d+ ago
Advisor Development Program - Financial Solutions Advisor Trainee: Howell Ferry Financial Center - Bilingual Spanish Preferred
Bank of America 4.7
Finance analyst job in Duluth, MN
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Role Specifics:
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Required Qualifications:
Displays confidence working in a sales role
Builds strong client relationships through effective communication and collaboration
Displays a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Bilingual Spanish Preferred
Shift:
1st shift (United States of America)
Hours Per Week:
40
$47k-73k yearly est. Auto-Apply 8d ago
Senior Continuous Improvement Analyst
Essentia Health 4.0
Finance analyst job in Duluth, MN
The Senior Continuous Improvement Analyst gathers the necessary requirements from the customer and creates documentation to support the analytics being produced, presents findings, and suggests improvements for data quality and workflow. The Analyst may be required to lead areas of projects, develop, and implement new methodologies and make recommendations to improve both the business and processes. They can lead and work on highly complex projects with large degrees of risk, often serving in the role of project manager. Senior analysts provide accurate and timely feedback to team members on project performance, outcomes, accomplishments, and opportunities.
**Education Qualifications:**
Key Responsibilities:
+ Collaborates with project teams and leadership regarding financial and clinic analysis
+ Designs and generates standardized reporting to support improvement efforts
+ Performs trend analysis, develops, and maintains analytical methodologies, tools, and data to support continuous improvement efforts
+ Creates assigned/appropriate deliverables as a part of assigned projects or ad hoc development assignments
+ Escalates and collaborates with department leadership on program issues and risks to identify solutions
+ Provides technical expertise to other staff involved in data analysis and supporting data visualization
+ Acts as a liaison between finance and operational leaders to ensure they have relevant tools and data and understand how to use them to identify ongoing improvement opportunities
+ Performs data modeling, database development and management
+ Evaluates outcomes to identify the greatest impact on and why
+ Defines metrics which determine performance for overall strategy and individual interventions within the strategy.
+ Identifies, plans and implements key projects to improve quality, reduce costs, increase productivity and improve cycle time by reducing wasted time, rework, etc. resulting in significant business improvement and customer satisfaction
+ Provides leadership with project status updates, feedback, and appropriate reporting on key responsibilities and objectives. Prepares monthly project scorecard reports, including visual project scorecard
+ Consults with leaders and teams across the system to identify opportunities and develop plans for effective outcomes
Educational Requirements:
+ Bachelor's degree in accounting, finance, business, healthcare administration or related field
Required Qualifications:
+ 5 years' work experience
+ Project management experience
Preferred Qualifications:
+ Automation Analytic Experience
+ Experience in the following programs: Tableau, Slicer Dicer, MS Project, Clarity, Workday, Epic, Power Bi, Advanced Excel, Vizient, Strata, Visio, Queuing Theory & Productivity Reporting Experience, Service Now
Employee Benefits at Essentia Health: At Essentia Health, we're committed to supporting your well-being, growth, and work-life balance. Our comprehensive benefits include medical, dental, vision, life, and disability insurance, along with supplemental options to fit your needs. We offer a 401(k) plan with employer contributions to help you plan for the future, and we invest in your professional development through training, tuition reimbursement, and educational programs. To help you thrive both at work and at home, we provide flexible scheduling, generous time off, and wellness resources focused on your physical, mental, and emotional health. Please note that benefit eligibility may vary. For full details, refer to your benefit summary or contact our HR Service Center at **************.
**Job Location:** Building D - Miller Dwan Medical Center - EH Duluth
**Shift Rotation:** Day Rotation (United States of America)
**Shift Start/End:** /
**Hours Per Pay Period:**
**Compensation Range:** $63877 - $95826 / year
**Union:**
**FTE:** 1
**Weekends:**
**Call Obligations:**
**Sign On Bonus:**
It is our policy to afford EEO to all individuals, regardless of race, religion, color, sex, pregnancy, gender identity, national origin, age, disability, family medical history, genetic information, sexual orientation, marital status, military service or veteran status, culture, socio-economic status, status with regard to public assistance, and other factors not related to qualifications, including employees or applicants who inquire about, discuss, or disclose their compensation or the compensation of other employees or applicants, or membership or activity in a local human rights commission, or any other category as defined by law.
$63.9k-95.8k yearly 49d ago
Financial Advisor - Duluth/Wisconsin & Surrounding Areas
Thrivent Financial for Lutherans 4.4
Finance analyst job in Duluth, 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.
$45k-83k yearly est. Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance analyst job in Duluth, MN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance analyst earn in Duluth, MN?
The average finance analyst in Duluth, MN earns between $42,000 and $88,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.