Financial Advisor — Member Investments & Planning
$58kEnt Credit Union
Ent Credit Union in Minnesota is looking for a Financial Advisor to help members with their investment goals. The role involves meeting clients to assess their needs and developing personalized investment strategies. Candidates should have a Bachelor's Degree and 2+ years of relevant experience. The position includes a salary of $58,000 plus incentives, with generous benefits including health insurance and a 401(k) match. Join us to shape the future of banking! #J-18808-Ljbffr Ent Credit Union
- ## Financial AdvisorApplylocations: Marshall: Burnsvilletime type: Full... ...* Proficiently works to meet members’ financial needs by helping... ...fit their overall financial plan.* Develops on-going relationships... ...acting as a licensed Investment or Trust Representative or related...SuggestedWork at officeImmediate start
$58k
...Union in Minnesota is looking for a Financial Advisor to help members with their financial goals through personalized... ...and create comprehensive financial plans while assisting with member service... ...Finance, has relevant experience in investments, and strong sales skills....Suggested$58k
Wings Financial is seeking a Financial Advisor to help members assess their financial goals and needs. You will provide personalized service related to investment products and develop comprehensive financial plans for members. You should have a Bachelor's degree and at...Suggested$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique... ...their goals through financial planning. On your path to becoming a... ...Protection Education Funding Investment & Advisory Services Trust... ...adviser, broker‑dealer, and member of FINRA and SIPC, and...SuggestedFor contractorsWork at office$90k - $110k
Associate Financial Advisor (AFA) Location: Lakeville, MN | Full-Time Fireside... ...relationships, develop planning expertise, and pursue the CFP... ...financial plans and investment strategies Analyze client data... ...closely with advisors and team members to deliver a high-quality client...SuggestedFull timePrivate practiceWork at office- State Employees' Credit Union is seeking a motivated Financial Advisor in Burnsville. The role involves meeting members' financial needs, providing expert financial advisory solutions, and fostering member relationships. The ideal candidate will have a four-year degree...
$58k
Job Description The Financial Advisor's role is to help members by assessing their financial goals, needs and objectives... ...service as it relates to investment products. The Investment Services... ...to build comprehensive financial plans as well as purchase noninsured, investment...Temporary workWork experience placementWork at office$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. We’re... ...backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part...Hourly payContract workWork experience placementRemote workFlexible hours- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic... ...connect clients to Thrivent insurance, investment, banking and generosity programs.... ...Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity...
$72.8k - $130k
...Financial Consultant Optum is a global organization that delivers care, aided by technology... ...and finance leadership to develop plans to achieve financial and business goals... ...analysis, and sensitivity analysis to support investment decisions and forecasting. ~...Minimum wageFull timeWork experience placementLocal area$41.71k - $69k
...advice and guidance regarding financial solutions that are in the... ....g. everyday banking, retail investments, lending solutions, home financing... ...procedures. * Acts as a key member of a collaborative and... ...insurance, and retirement savings plans. To view more details of our...Contract workPart timeLocal areaImmediate startDay shift- Join to apply for the Financial Advisor - Minneapolis/St. Paul - South Metro role at Thrivent 2... ...connect clients to Thrivent insurance, investment, banking and generosity programs. Develop... .... Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity...Full timeSummer internshipLocal areaRemote work
- ...Job Description Job Description Financial Consultant | WealthBridge WealthBridge Financial Group is seeking... ...expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial...
$80k - $110k
...seeking a client‑focused Senior Financial Planner to join our team and... ...of comprehensive financial planning services. In this role, you... ...work closely with other advisors and partners to help clients... ...and transfer of funds for new investment accounts Requirements...Flexible hours$120k - $205k
...seeking a client‑focused Senior Wealth Advisor to join our team and serve as a... ...individuals and families navigating complex financial decisions. In this role, you will deliver... ...long‑term goals through thoughtful planning, investment insight, and proactive relationship...Flexible hours$91.7k - $163.7k
...a highly skilled and resourceful offensive security assessment member to join our Physical Red Team. In this role, you will simulate real... ...posture of our facilities, personnel, and processes. You will plan and execute covert operations-such as facility penetration, surveillance...Minimum wageFull timeWork experience placementLocal areaRemote work- ...advancement Paid time off ROLE DESCRIPTION: As a Financial Services Representative with Andrew Wagner's State Farm office... .... RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and...Work at office
- ...Make an impact providing expert financial advice with heart. Thrivent... ...at the center of saving and investing. Here, you’ll make an impact... ...complete Thrivent’s comprehensive advisor onboarding program. After... ...revenue streams, and dedicated planning fees for those who qualify....
$45k - $100k
...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...S. and Canada than any other investment firm, serving over eight million... ...and adjust the branch business plan to increase branch...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$91.7k - $163.7k
...security tools Create and communicate risk‑profiles for executive members Document findings with accurate reporting, photography, and... ...business Conduct business/risk portfolio research and test planning work that encompasses holistic testing efforts Required Qualifications...Local areaRemote work$90k - $110k
A Wealth Advisory Practice is seeking an Associate Financial Advisor (AFA) in Lakeville, MN. This full-time position is ideal for someone... ...financial services, eager to build client relationships and develop planning skills. Key duties include supporting advisors, developing...Full time$60k - $75k
...Microsoft Office Suite. Exposure to other major Enterprise Resource Planning (ERP) applications a plus Ability to effectively present... ...a 401(k) plan with an enhanced company match to support your financial future. Generous Employee Discount: Enjoy a significant discount...Daily paidFull timeWork at officeRemote workMonday to FridayFlexible hoursShift workWeekend work$35 - $62.5 per hour
UnitedHealth Group seeks a Financial Consultant in Eden Prairie, MN to enhance financial planning and performance. This role demands 3+ years of finance/accounting experience and abilities in strategic planning and revenue management. The position is hybrid, requiring...Hourly payWork at officeRemote work- Are you interested in financial planning, investing, forward-thinking, and learning how a real small business works?Centurion Financial Strategies, LLC is looking for a Summer Intern / Future Financial Planning Associate to work full-time during the summer with the potential...Full timePart timeApprenticeshipSummer workInternshipSummer internship
- ...have the know-how to help make it a reality for millions. As a Financial Consultant, you'll work with an elite team of accounting and finance... ...actual results, forecasted performance, and variances to plan, forecast and budgetDevelop, perform and manage all aspects of...Minimum wageFull timeWork experience placementWork at officeLocal areaRemote work
$70k - $85k
Imagine is looking for a Financial Planning and Analysis (FP&A) professional in Shakopee, Minnesota. The role involves supporting the enterprise consolidation, preparing financial presentations for leadership, and performing variance analysis. Candidates should have a...$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...for building an integrated financial planning practice from the ground up. Our college... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...Full timeInternshipLocal areaFlexible hours- ...Name Default: Location : City Overview The purpose of the Financial Representative is to meet the needs of middle-income... ...Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout market(s) to prospect...Work at officeLocal area
$120k - $205k
Boulay Group is seeking a Senior Wealth Advisor in Eden Prairie, Minnesota. This role involves providing personalized financial guidance to clients and managing their wealth... ...proficient in client relationships and financial planning. The position offers a competitive salary...Flexible hours$35 - $62.5 per hour
...scale. Join us to start Caring. Connecting. Growing together. Financial discipline and accountability count more today than ever.... ...to business and finance leadership. Coordination of financial planning & results analysis with a vast array of teams & market-based leadership...Hourly payMinimum wageFull timeWork experience placementWork at officeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor — Member Investments & Planning. Be the first to apply!





