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Financial Advisor
Edward Jones 4.5
Finance consultant job in Lakeville, MN
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
Financial Advisor
Edward Jones 4.5
Finance consultant job in Saint Paul, MN
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 3d ago
SAP PaPM & Finance Consultant(USC/GC-W2)
Clifyx
Finance consultant job in Saint Paul, MN
Looking for USC and GC only who can work on W2 (NO C2C or 1099) Must Have Skills SAP PaPM SAP Finance Detailed Job Description Strong experience in SAP PAPM configuration and modeling. Knowledge of SAP S4HANA Finance, SAP BW, and integration techniques. Proficiency in allocation logic, cost modeling, and profitability analysis. Understanding of financial processes COPA, cost allocation, planning. Handson experience with PAPM functions calculation units, allocation functions, join read functions. Analytical and problem solving skills. Excellent communication and stakeholder management abilities.
$64k-94k yearly est. 2d ago
Cybersecurity Risk Analyst
Intepros
Finance consultant job in Minneapolis, MN
The Cybersecurity Risk Analyst is a key member of the Digital & IT team, helping drive a culture of cybersecurity, improve risk posture, and enhance user-focused security practices across the enterprise. This individual will serve as a backup to the Security Engineer(s), assisting with incident response, employee support, and cybersecurity projects. They will lead efforts to improve employee cybersecurity awareness, champion a Zero Trust approach to access and identity management, and help ensure business continuity and disaster recovery plans are in place, tested, and improved over time. This role blends hands-on technical support with program management and education, making it ideal for someone who is both people-oriented and detail-driven. Responsibilities ~Essential Job Functions Security Operations Support Act as a secondary resource for daily security monitoring, incident response, and vulnerability remediation. Assist in configuring and managing tools related to endpoint protection, logging, email security, and access control. Help execute security-related projects, such as patching programs, encryption rollouts, and policy enforcement. Access Management & Zero Trust Initiatives Help assess and improve identity and access management practices across systems. Partner with IT teams to implement role-based access controls and Just-In-Time access principles. Lead projects and process design supporting Zero Trust architecture, especially for remote access and SaaS tools. Participate in account reviews and privilege audits to ensure appropriate access levels. Cybersecurity Awareness & Culture Develop and lead training and awareness campaigns to reduce employee-related cyber risk. Manage phishing simulation programs and track effectiveness. Deliver cybersecurity onboarding for new employees and ongoing training for all staff. Serve as the go-to contact for employee questions related to phishing, passwords, or safe technology use. Risk Management & Resilience Own the development and maintenance of Business Continuity and Disaster Recovery plans. Facilitate tabletop exercises and capture lessons learned to enhance resilience. Collaborate with IT and business leaders to identify and reduce operational risk. Contribute to regulatory, insurance, and customer security documentation as needed. Governance, Policy, and Metrics Assist in drafting and maintaining cybersecurity policies and procedures. Track and report on training compliance, incidents, and risk KPIs. Stay current on emerging cyber threats and security trends, providing proactive recommendations. Coordinate with external vendors (e.g., MDR, IAM, phishing) and internal teams to support tool effectiveness and projects. Qualifications Minimum Requirements, Education & Experience (incl. KSA's and certifications) Bachelor's degree in Cybersecurity, Information Technology, or a related field 2+ years in IT or cybersecurity roles, ideally with experience in user support, IAM, or risk management Excellent communication and teaching skills; comfortable presenting to technical and non-technical audiences Familiarity with Zero Trust concepts and tools (e.g., MFA, identity providers, conditional access) Working knowledge of phishing, endpoint protection, and threat mitigation techniques Strong organizational and documentation skills Desirable Criteria & Qualifications Security certifications (e.g., Security+, SSAP, GSEC, or similar) Experience with identity & access management tools (e.g., Azure AD, Okta, Duo, etc.) Experience managing phishing simulation platforms (Mimecast, KnowBe4) Familiarity with business continuity planning and disaster recovery best practices Experience conducting or facilitating tabletop exercises Exposure to NIST, ISO 27001, or CIS Controls frameworks Manufacturing, regulated industry, or multi-site IT experience
$52k-74k yearly est. 1d ago
Sr. Investment Consultant (Upper Midwest Region)
Thornburg Investment Management 4.3
Finance consultant 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
Sr. Portfolio Analyst
Best Buy 4.6
Finance consultant job in Richfield, MN
The Senior Portfolio Analyst is a key member of the Portfolio Planning Team, responsible for planning, operating, and optimizing the Digital Analytics and Technology (DAT) organization's technology investments. This role plays a central part in transforming our planning processes and tools to support the Integrated Tech Model, improving collaboration between business and technology. The ideal candidate will combine analytical rigor with strong interpersonal and communication skills to translate data into actionable insights, support planning operations, and continuously enhance portfolio management practices. This role is hybrid, which means you will be required to work some days on-site at the Best Buy location listed on this posting and some days virtually from home or other non-Best Buy location. The specific work arrangements vary by role and team. The recruiter or hiring manager will provide more details during the hiring process. What you'll do Portfolio Planning, Insights & Analytics * Drive data informed decision making by transforming complex data into strategic and compelling visual narratives. * Design and optimize planning tools and dashboards, using tools (Excel, Power BI, PowerPoint, etc.) that empower leadership with real time insight to support decision making. * Advance operational excellence through automation, streamlined analytics, and continuous process improvement. * Enable proactive initiative management by modeling scenarios, identifying capacity constraints, and highlighting growth opportunities. * Strengthen financial stewardship by monitoring priorities alignment, budget utilization, and spend performance across initiatives. Planning Processes & Data Governance * Champion integrity of portfolio planning processes and data models by creating and maintaining clear documentation and communication (guides, templates, FAQs, and instructions). * Build stakeholder confidence in planning data through consistent validation, auditing, and process standardization. * Lead cross functional alignment between planning, finance, and operations to ensure unified, trusted reporting. * Foster a data driven culture by equipping teams with knowledge, tools and processes to leverage insights effectively. Portfolio Operations & Execution * Partner with product managers, portfolio leads and hiring managers to ensure accurate labor and resource allocations. * Administer and update the resource time reporting system as needed. * Prepare and present Ad-hoc resource and portfolio analyses to leadership teams. * Participate in monthly business reviews with VPs and Portfolio Group Leads in collaboration with Portfolio Leads and key partners (e.g. Finance, Controllership) * Support quarterly and annual planning cycles and participate in monthly business reviews. Basic qualifications * 2+ years' experience in IT, Finance, Procurement or a business-related role * 1.5+ years building pivot tables, using complex formulas, creating charts and graphs in Microsoft Excel * Intermediate proficiency with Microsoft Excel and PowerPoint * Strong communication skills, both orally and in writing * Ability to use critical and strategic thinking and strong reasoning skills to solve problems * Ability to work independently while being a strong team player * Ability to work in a fast-paced and ever-changing environment and drive results Preferred qualifications * Bachelor's degree in Finance, Business, IT, Computer Science, Engineering, Communications or related field * 1+ years managing complex IT program, portfolio financials, resource allocations and/or P&L or budget management experience * Advanced proficiency in Microsoft Excel and PowerPoint * Exposure to Planview, Power BI, Confluence/Wiki, or Sharepoint, Jira What's in it for you We're committed to helping our people thrive at work and at home. We offer generous benefits that address your total well-being and provide support as you need it, especially key moments in your life. Our benefits include: * Competitive pay * Generous employee discount * Physical and mental well-being support About us As part of the Best Buy team, you'll help us fulfill our purpose to enrich lives through technology. We bring that to life every day by humanizing and personalizing tech solutions for every stage of life - in our stores, online and in customers' homes. Our culture is built on deeply supporting and valuing our amazing employees who make it all possible. We're committed to being a great place to work, where you can unlock unique career possibilities. Above all, we aim to provide a place where you can bring your full, authentic self to work now and into the future. Tomorrow works here. Best Buy is an Equal Opportunity Employer.Auto Req. ID1008703BR Location Number 900010 Corporate 1 MN Address 7601 Penn Avenue South$67779 - $120513 /yr Pay Range $67779 - $120513 /yr
$67.8k-120.5k yearly 4d ago
Senior Institutional Investment Advisor
Alerus 4.0
Finance consultant job in Minnetonka, MN
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: Alerus is seeking a strategic and relationship-driven Institutional Investment Advisor to lead business development efforts with commercial banking, nonprofit organizations and government entities in the Minneapolis and Phoenix metro areas. This role is ideal for a seasoned professional with deep financial expertise and a passion for serving mission-driven institutions and public sector organizations. The successful candidate will be responsible for identifying new opportunities, cultivating long-term relationships, and delivering tailored investment and advisory solutions that align with client objectives and fiduciary responsibilities. WHAT YOU'LL BE DOING: Develop and execute a regional business development strategy targeting nonprofit organizations, foundations, endowments, and government entities. Build and maintain strong relationships with key decision-makers, boards, and finance committees. Serve as a trusted advisor, providing guidance on investment strategy, fiduciary oversight, governance, and financial planning. Collaborate with internal teams across retirement, investment, wealth, and banking services to deliver integrated solutions. Represent Alerus at industry events, conferences, and community engagements to enhance visibility and generate leads. Prepare and present customized proposals, RFP responses, and investment reviews. Maintain accurate records of business development activities and pipeline management using CRM tools. WHAT YOU SHOULD HAVE: Bachelor's degree in Finance, Economics, Business, or related field. Professional designations strongly preferred: CFA, CFP, CPA. Licensing preferred: MSRB Series 50 or 54. Minimum of 7 years of experience in institutional advisory, investment consulting, or related financial services. Proven track record of successful business development and relationship management with commercial, nonprofit or public sector clients. Deep understanding of fiduciary standards, investment policy consultation, regulatory requirements and restrictions, and portfolio construction. Exceptional communication, presentation, and interpersonal skills. Ability to work independently and collaboratively in a fast-paced, client-focused environment. Passion for serving mission-driven organizations and public institutions. Strong understanding of nonprofit governance, public finance, and regulatory frameworks. Entrepreneurial mindset with a proactive approach to client acquisition. High ethical standards and commitment to client service. Experience with OCIO services, public finance or nonprofit investment management is a plus. WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: Typical Range: $100,000 - $140,000 annually plus incentive compensation -OR- Advanced Credentials (CFA, MBA, etc.) - $120,000 - $160,000 plus incentive compensation The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
$120k-160k yearly 60d+ ago
Investor Relations Specialist
Roers Companies
Finance consultant job in Plymouth, MN
Roers Companies is seeking an energetic, dedicated professional to join our Equity Team in Plymouth, MN as an Investor Relations Specialist! The bulk of this role will act as Sales/Sales Support for our Managing Directors! If you would love finding and talking with potential and existing Investors, we would love to talk with you! About Us Roers Companies is a 2025 USA Today Top Workplace and a national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing and operating market-rate and affordable apartments in growing neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4 billion in real estate, representing 15,000+ homes across the Midwest, Mountain Southwest, and Sunbelt regions. Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential. About You You're passionate about your work and strive to achieve ambitious goals. You offer an extra hand and aren't afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate values-passion, work ethic, teamwork, integrity, and ownership mindset. Responsibilities Investor Outreach & Engagement Partner with SMDs in a 2:1 model to conduct outreach to prospective and existing investors. Participate in investor calls, presentations, and meetings to support SMDs while developing individual investor relationships. Leverage SMD guidance to tailor messaging that resonates with different investor segments. Build long-term investor confidence and relationships with the goal of progressing toward independent coverage. Capital Raising Execution Support SMDs in driving subscription agreements and equity commitments across multiple projects. Manage pipeline tracking, including investor interest, timing, and funding progress. Assist in ensuring equity-raising goals and timelines are met or exceeded in coordination with senior leadership. Communication & Reporting Prepare call notes, follow-ups, and updates for SMDs after investor meetings. Track investor questions and coordinate responses with SMDs and internal teams. Maintain accurate CRM records and provide updates on investor activity and pipeline progress. Ensure communication is consistent, transparent, and aligned with the company's capital-raising strategy. Process & Investor Deliverables Assist SMDs in preparing investor presentations, term sheets, and offering materials. Support the execution of subscription documents, closings, and investor onboarding. Partner with internal legal, finance, and development teams to ensure timely and accurate information is delivered to investors Requirements Bachelor's degree in Business, Finance, Real Estate, or related field. 1-3 years of experience in sales, investor relations, private equity, or real estate development preferred. Strong communication and presentation skills, with the ability to learn and adapt quickly. Financial and analytical acumen with an interest in investment structures and capital markets. Highly organized and detail-oriented; able to manage multiple priorities simultaneously. Self-starter with a collaborative, team-oriented mindset. Compensation and Benefits for Investor Relations Specialist: Pay Range: $70,000 - $92,100 Compensation is determined by several factors that vary depending on the position, including the individual's experience, skills, and the knowledge they bring to the specific role . Roers offers a comprehensive benefits & perks package to full-time employees which may include: • Health Plans - Medical, dental, vision, FSA, and HSA • Family Leave - Paid birth & bonding leave • Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability • Additional Voluntary Benefits - Life Insurance, AD&D, long-term disability, critical illness, and accident insurance • 401(K) - 3% company contribution, 100% vested after 2 years of employment • Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement • Health and Wellness - fitness membership reimbursement program • Free stays in Roers' properties guest suites • Rent Discount - 20% discount for employees living in Roers Companies properties • Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment • Charitable Match Program - Roers matches employee donations to charitable organizations • Professional Development Opportunities • Employee Assistance Programs Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please click to see the Right to Work and E-Verify Participation posters. Candidates will be required to pass a criminal background check, motor vehicle report, passing physical, and drug test. In order to be considered for this position, applicants must complete a survey at this link: **************************************** #RoersCompaniesCareers #LI-BT1
$70k-92.1k yearly 42d ago
Senior Investment Performance Analyst
Ameriprise Financial 4.5
Finance consultant job in Minneapolis, MN
We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners. Key Responsibilities Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests. Production of recurring deliverables provided to internal business partners. Actively support implementation of changes impacting performance, including development of solutions. Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting. Ensure documentation of relevant processes are complete, detailed and well-maintained. Work on ad-hoc projects as needed. Required Qualifications BS/BA degree in Business, Finance, Accounting, or similar Knowledge of investments, fund accounting and reporting 5-7 years work experience in the financial services or investment management industry A standout colleague who can efficiently meet fast paced target dates Critical thinker with strong problem-solving skills Strong verbal and written communications skills Strong organizational skills Ability to work independently Preferred Qualifications Curiosity about financial markets Work experience specific to performance measurement and analytics Experience with investment analytic systems like FactSet or BlackRock CIPM, CFA or eager to pursue Proficiency with Microsoft Excel and Access About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management
$74.8k-101k yearly Auto-Apply 29d ago
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Minneapolis Industrials
HL Group 4.4
Finance consultant 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 34d ago
Associate II - JR. Financial Advisor
Northland Securities 3.8
Finance consultant job in Minneapolis, MN
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Junior Financial Advisor supports senior advisors in delivering high-quality client service, financial planning, and investment support. This role is designed for a developing professional who is working toward becoming a full advisor and is comfortable balancing client engagement, operational accuracy, and ongoing learning. The Junior Advisor will assist in preparing financial plans, conducting research, supporting client onboarding, and ensuring all activities meet regulatory and firm standards. About This Role: Client Support & Service Assist Senior Advisors in managing client relationships, including preparation for meetings, follow-up tasks, and ongoing service requests. Participate in client meetings as appropriate, document notes, action items, and next steps. Support onboarding of new accounts, including gathering required documentation and coordinating with internal operations teams. Respond to client inquiries in a timely and professional manner. Assist in managing C and D tier clients to elevate their overall experience and help transition them into higher-tier (B and C) relationships. Financial Planning & Analysis Gather and analyze client financial data to create preliminary planning summaries, investment proposals, and retirement projections. Conduct research on investment products, insurance solutions, and financial planning topics. Help maintain and update financial planning software and CRM records. Investment & Trading Support Prepare materials related to portfolio allocation, rebalancing, and product recommendations (under supervision). Assist with trade execution activities - block trading Monitor client portfolios for exceptions, cash needs, and required actions. Compliance & Risk Management Follow firm policies and procedures to ensure compliance with industry regulations. Maintain accurate and complete client records in accordance with supervisory requirements. Complete all annual and ongoing training related to regulatory and compliance expectations. Team Collaboration Partner with operations, compliance, and support teams to ensure smooth workflow and exceptional client outcomes. Contribute to continuous improvement efforts, including process enhancements and client experience initiatives. Key Skills: Demonstrates initiative, sound judgment, and the ability to anticipate needs in a fast-paced environment Strong problem-solving abilities with a proactive, solutions-oriented mindset Excellent verbal and written communication skills; comfortable interacting with clients, senior advisors, and internal teams Outstanding organizational skills with meticulous attention to detail Eagerness to learn and grow within the financial services industry; takes direction well and applies feedback constructively Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint); experience with CRM systems or financial platforms a plus Maintains professionalism, confidentiality, and reliability in all work The Ideal Candidate for This Role: Experience: 3 - 5 years of experience in a financial services environment, or relevant internships. Previous experience in a sales support or administrative role is a plus. Licensing: Pursuit of relevant FINRA licenses (e.g., Series 7, Series 66). Desired: Education: Bachelor's degree in finance, business, economics, or a related field preferred. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251772 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$68k-126k yearly est. Auto-Apply 5d ago
Financial Advisor
Ria Recruiting
Finance consultant job in Minneapolis, MN
White Oaks Wealth Advisors, a fee-only financial planning firm in Minneapolis, is seeking a Financial Advisor to join our team. The Financial Advisor will be working with our existing client base on financial planning and investment management in collaboration with our team. We are a small firm that is very collaborative, so we are looking for a great team member. Find out more about the firm at whiteoakswealth.com, including our environmental and community involvement here. Salary and Benefits Salary range for this position will be $100K-130K This position has immediate room for mentoring and growth, and there will be a possibility for firm equity for the right person down the road 401(k) plan with employer contribution after 1 year Firm pays for half of medical policy premiums for employee and applicable family members Employer paid long-term disability coverage Life insurance Unlimited PTO plus bonus holiday week 10 paid company holidays Paid professional dues, continuing education, conferences, and training Charitable matching Tuition reimbursement Company paid cell phone and service Maternity/paternity leave Summer hours - office closes at 3pm on Fridays between Memorial Day and Labor Day Internal financial planning for employees Responsibilities Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning. Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client's personal and financial goals. Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time. Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle to identify and educate clients about complex issues Coordinate with Client Service Team Participate in building new client relationships in collaboration with strategic partners in the community. Jump in and support others as the success of the entire firm relies on each person working together for shared goals. Qualifications 3 years of experience in wealth management/financial planning CFP designation required. Ability to work well in a team environment - we are a collaborative and collegial office Excellent client service and relationship management skills Attention to detail and team-player attitude Self-starter with a commitment to excellent client service Solicits and provides feedback with growth personality Experience with our custodian and software is not required, but will be a plus: Salesforce, MoneyGuide Pro, Morningstar Advisor Workstation, Kwanti, MacOS Full time in our office in Golden Valley, Minneapolis Core Values We love our clients We are a very hard-working team and have a very happy working environment We are advice first, not sales. The Process Qualified candidates will start the process by having a 15- to 30-minute zoom interview conducted by our consultant (the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. White Oaks Wealth Advisors is a dynamic and growing independent, fee-only wealth management firm based in Minneapolis, Minnesota. We offer comprehensive wealth management services that seamlessly integrate life planning with financial planning. The White Oaks family has more than 100 years of combined experience, and our CEO, Sharon Bloodworth, is a trailblazer in the financial industry. We are one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida. Not only are we required, as fiduciaries, to put our clients first - we care for our clients like family. We are an equal opportunity employer.
$100k-130k yearly 50d ago
Financial Advisor - Southern Minnesota
Corebridge Financial
Finance consultant job in Edina, MN
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders. We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future. We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work. Who You'll Work With Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too. About the Role Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team. Responsibilities You will meet with existing and prospective clients to plan their financial future. Utilize our company-provided technology and tools to improve your operation. You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers. Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices. To help you get started, we offer you the resources needed to create your own success: Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools Company-paid E&O, licensing fees, continuing education and compliance support Skills and Qualifications High school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66 You also have an active state variable life and health license Work Location This position is currently designated as remote. Estimated Travel May include up to 25% travel. #LI-CBF #LI-KE1 #LI-SAFG This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law. To learn more please visit: *************************** Functional Area: SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$48k-91k yearly est. Auto-Apply 7d ago
Financial Advisor
Herbert J. Sims & Co 4.2
Finance consultant job in Bloomington, MN
Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The Financial Advisor role may be for you. The Financial Advisor focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. Scope of the Role: As a Financial Advisor, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Financial Advisor will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
$56k-101k yearly est. 60d+ ago
Associate II - JR. Financial Advisor
First National Bank of Omaha 3.7
Finance consultant job in Minneapolis, MN
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Junior Financial Advisor supports senior advisors in delivering high-quality client service, financial planning, and investment support. This role is designed for a developing professional who is working toward becoming a full advisor and is comfortable balancing client engagement, operational accuracy, and ongoing learning. The Junior Advisor will assist in preparing financial plans, conducting research, supporting client onboarding, and ensuring all activities meet regulatory and firm standards. About This Role: Client Support & Service Assist Senior Advisors in managing client relationships, including preparation for meetings, follow-up tasks, and ongoing service requests. Participate in client meetings as appropriate, document notes, action items, and next steps. Support onboarding of new accounts, including gathering required documentation and coordinating with internal operations teams. Respond to client inquiries in a timely and professional manner. Assist in managing C and D tier clients to elevate their overall experience and help transition them into higher-tier (B and C) relationships. Financial Planning & Analysis Gather and analyze client financial data to create preliminary planning summaries, investment proposals, and retirement projections. Conduct research on investment products, insurance solutions, and financial planning topics. Help maintain and update financial planning software and CRM records. Investment & Trading Support Prepare materials related to portfolio allocation, rebalancing, and product recommendations (under supervision). Assist with trade execution activities - block trading Monitor client portfolios for exceptions, cash needs, and required actions. Compliance & Risk Management Follow firm policies and procedures to ensure compliance with industry regulations. Maintain accurate and complete client records in accordance with supervisory requirements. Complete all annual and ongoing training related to regulatory and compliance expectations. Team Collaboration Partner with operations, compliance, and support teams to ensure smooth workflow and exceptional client outcomes. Contribute to continuous improvement efforts, including process enhancements and client experience initiatives. Key Skills: Demonstrates initiative, sound judgment, and the ability to anticipate needs in a fast-paced environment Strong problem-solving abilities with a proactive, solutions-oriented mindset Excellent verbal and written communication skills; comfortable interacting with clients, senior advisors, and internal teams Outstanding organizational skills with meticulous attention to detail Eagerness to learn and grow within the financial services industry; takes direction well and applies feedback constructively Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint); experience with CRM systems or financial platforms a plus Maintains professionalism, confidentiality, and reliability in all work The Ideal Candidate for This Role: Experience: 3 - 5 years of experience in a financial services environment, or relevant internships. Previous experience in a sales support or administrative role is a plus. Licensing: Pursuit of relevant FINRA licenses (e.g., Series 7, Series 66). Desired: Education: Bachelor's degree in finance, business, economics, or a related field preferred. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251772 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$61k-107k yearly est. Auto-Apply 6d ago
Associate II - JR. Financial Advisor
Firstnational 3.8
Finance consultant job in Minneapolis, MN
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: The Junior Financial Advisor supports senior advisors in delivering high-quality client service, financial planning, and investment support. This role is designed for a developing professional who is working toward becoming a full advisor and is comfortable balancing client engagement, operational accuracy, and ongoing learning. The Junior Advisor will assist in preparing financial plans, conducting research, supporting client onboarding, and ensuring all activities meet regulatory and firm standards. About This Role: Client Support & Service Assist Senior Advisors in managing client relationships, including preparation for meetings, follow-up tasks, and ongoing service requests. Participate in client meetings as appropriate, document notes, action items, and next steps. Support onboarding of new accounts, including gathering required documentation and coordinating with internal operations teams. Respond to client inquiries in a timely and professional manner. Assist in managing C and D tier clients to elevate their overall experience and help transition them into higher-tier (B and C) relationships. Financial Planning & Analysis Gather and analyze client financial data to create preliminary planning summaries, investment proposals, and retirement projections. Conduct research on investment products, insurance solutions, and financial planning topics. Help maintain and update financial planning software and CRM records. Investment & Trading Support Prepare materials related to portfolio allocation, rebalancing, and product recommendations (under supervision). Assist with trade execution activities - block trading Monitor client portfolios for exceptions, cash needs, and required actions. Compliance & Risk Management Follow firm policies and procedures to ensure compliance with industry regulations. Maintain accurate and complete client records in accordance with supervisory requirements. Complete all annual and ongoing training related to regulatory and compliance expectations. Team Collaboration Partner with operations, compliance, and support teams to ensure smooth workflow and exceptional client outcomes. Contribute to continuous improvement efforts, including process enhancements and client experience initiatives. Key Skills: Demonstrates initiative, sound judgment, and the ability to anticipate needs in a fast-paced environment Strong problem-solving abilities with a proactive, solutions-oriented mindset Excellent verbal and written communication skills; comfortable interacting with clients, senior advisors, and internal teams Outstanding organizational skills with meticulous attention to detail Eagerness to learn and grow within the financial services industry; takes direction well and applies feedback constructively Proficient in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint); experience with CRM systems or financial platforms a plus Maintains professionalism, confidentiality, and reliability in all work The Ideal Candidate for This Role: Experience: 3 - 5 years of experience in a financial services environment, or relevant internships. Previous experience in a sales support or administrative role is a plus. Licensing: Pursuit of relevant FINRA licenses (e.g., Series 7, Series 66). Desired: Education: Bachelor's degree in finance, business, economics, or a related field preferred. Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251772 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$65k-109k yearly est. Auto-Apply 7d ago
Financial Advisor Series 7, 65 or 66
San Blas Securities
Finance consultant job in Saint Paul, MN
San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative financial solutions. We foster a collaborative and supportive work environment where our employees can thrive and grow professionally. Privately owned, well capitalized and strong balance sheet for our size Experienced senior management team Over $1 Billion of Customer Assets under management In-house CIO Top Tier Clearing, Custody and Technology Highly Competitive Payouts (80% to 90%+ for independents) & Incentives Onboarding Incentives including upfront forgivable transition loans Fees such as E&O, Technology and Tickets below industry norm Position Summary: We are seeking highly motivated and results-oriented advisors to join our growing team. The ideal candidate will have a proven track record of success. This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. BD, RIA, and Insurance Platforms We will consider both W2 and 1099 affiliations Custody & Clearing with RBC & Schwab We have attracted advisors from Regional, Wirehouse and Independent Firms Qualifications: 5+ years of proven success Series 7 (6) and 63 licenses are required Self-starter with a strong work ethic and ability to work independently Portable existing client relationships are a requirement San Blas Securities is an Equal Opportunity Employer This is a Remote (work from home/own office) position.
$48k-91k yearly est. Auto-Apply 60d+ ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Saint Paul, MN
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 2d ago
Financial Sector Knowledge Consultant
Inter-American Development Bank 4.2
Finance consultant job in Washington, MN
We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment. About this position We are looking for a financial sector consultant with relevant academic experience in several financial sector topics to coordinate the identification, prioritization, production, and dissemination of knowledge at our division. The Connectivity, Markets and Finance division belongs to the Institutions for Development department. The division works to strengthen the capacity of the public financial sector to mobilize resources and catalyze capital for development. We focus on effective capital market development and innovative financial structuring and solutions to facilitate private investment and ensure inclusive and sustainable development. What you'll do * Coordinate the production of key knowledge products, including research papers, technical notes, flagship publications, among others. * Contribute directly to the production of rigorous, policy-relevant knowledge products, dedicating approximately one-third of their time to leading or co-authoring strategic knowledge outputs. * Enhance the quality and ensure control mechanisms are applied so CMF knowledge products meet IDB standards, with a particular focus on Research and Development Technical Cooperations, Economic and Sector Work (ESW), and proposals related to development effectiveness and impact evaluations. * Identify strategic knowledge gaps and propose actions to address them. * Lead the preparation of the CMF Knowledge Plan, aligned with relevant sector and corporate priorities. * Promote the use of CMF's knowledge in the design and implementation of CMF operations. * Support upstream technical work and the application of knowledge in relevant country policy dialogue and in technical financial dialogues. * Engage with external stakeholders to foster partnerships and promote knowledge exchange. * Monitor CMF knowledge pipelines, budget execution, and achievement of knowledge deliverables. * Organize internal knowledge-sharing events and capacity-building activities for CMF staff and external audiences * Provide regular updates and undertake tasks as determined by the Division Chief and the Sector Economic Advisor (SEA). What you'll need * Education: Master's degree in Economics, Finance, Mathematics, or other field relevant to the responsibilities of the role. Proven track record on high-impact research and evidence-based knowledge translatable to policy advice. PhD degree is prefererable. * Experience: At least 10 years of relevant work experience in finance, economics, or related fields. Strong technical background and understanding of financial markets, public financial institutions, and financial structuring in development contexts. Demonstrated experience coordinating complex knowledge projects * Languages: Proficiency in Spanish and English, spoken and written, is required. Additional knowledge of French and Portuguese is preferable. Requirements * Citizenship: You are a citizen of one of our 48-member countries. We may offer assistance with relocation and visa applications for you and your eligible dependents. * Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. Type of contract and duration International consultant Full-Time, 12 months (up to 48 months). What we offer The IDB group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: * A competitive compensation packages. * Leaves and vacations: 2 days per month of contract + gender- neutral parental leave. * Health Insurance: the IDB Group provides a monthly allowance for the purchase of health insurance. * Savings plan: The IDB Group cares about your future, depending on the length of the contract, you will receive a monthly savings plan allowance. * We offer assistance with relocation and visa applications for you and your family when it applies. * On-site position with the occasional flexibility of teleworking. * Development support: We offer learning opportunities to boost your professional profile such as seminars, 1:1 professional counseling, and much more. * Health and wellbeing: Access to our Health Services Center which provides preventive care and health education for all employees. * Other perks (country specific): Lactation Room, Daycare Center, Gym, Bike Racks, Parking, spouse career support, and others. Our culture At the IDB, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions. In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org.
$75k-103k yearly est. 13d ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Minneapolis, 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.
$59k-103k yearly est. Auto-Apply 21d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Savage, MN?

The average finance consultant in Savage, MN earns between $53,000 and $112,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Savage, MN

$77,000

$53,00010%

$77,000Median

$112,00090%

What are the biggest employers of Finance Consultants in Savage, MN?

The biggest employers of Finance Consultants in Savage, MN are:

UnitedHealth Group

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Finance consultant jobs in Savage, MN

Financial Advisor

Financial Advisor

SAP PaPM & Finance Consultant(USC/GC-W2)

Cybersecurity Risk Analyst

Sr. Investment Consultant (Upper Midwest Region)

Sr. Portfolio Analyst

Senior Institutional Investment Advisor

Investor Relations Specialist

Senior Investment Performance Analyst

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

Associate II - JR. Financial Advisor

Financial Advisor

Financial Advisor - Southern Minnesota

Financial Advisor

Associate II - JR. Financial Advisor

Associate II - JR. Financial Advisor

Financial Advisor Series 7, 65 or 66

Advisor, Financial Planning and Analysis

Financial Sector Knowledge Consultant

Financial Advisor

Learn more about finance consultant jobs

How much does a finance consultant earn in Savage, MN?

What are the biggest employers of Finance Consultants in Savage, MN?