Senior Wealth Strategy Advisor
Brightonjones
Brighton Jones is seeking an Advisor based in Minneapolis, Minnesota. In this role, you will manage day-to-day responsibilities of client service teams, provide analysis and support for clients' financial needs, and ensure thorough communication with clients. The ideal candidate will have at least 4 years of experience in financial planning and possess a relevant certification such as CFP. A commitment to excellence and strong interpersonal skills are crucial for success in this position. #J-18808-Ljbffr Brightonjones
- Brighton Jones in Minneapolis is searching for an Advisor to manage client relationships and offer tailored financial planning. This on-site role involves strategic collaboration to deliver wealth management advice and maintain client trusts. The ideal candidate will possess...Senior
$113k - $225k
...communities through industry-focused wealth advisory, digital, audit, tax... ...durable, organic growth.Our advisors average $250M in AUM across ~... ...personalized tax and wealth strategies that protect legacy and align... ....We’re selectively adding senior wealth advisors in key...SeniorFull timeWork at officeShift work- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those... ...Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-...SeniorWork at office
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth... ...individuals and families to develop personalized financial strategies and help clients make the most informed decisions related...Senior
- BMO Financial Group is looking for a seasoned Senior Relationship Manager to develop and grow profitable banking relationships with high... .... You will lead credit discussions, partner with client advisors, and design tailored financing structures while maintaining risk...Senior
$126.82k - $149.2k
The Hong Kong Study Skills Research Institute in Minneapolis is seeking a Private Wealth Advisor responsible for managing relationships within U.S. Bank Private Wealth Management. The ideal candidate will have a bachelor's degree and significant experience with high net...Senior- Northrop Grumman in Plymouth, MN seeks a Principal or Sr. Principal Supply Chain Specialist (Material Program Mgmt.) to lead material strategies and coordinate cross-functional supply chain activities for complex programs within the Armament Systems unit. The role...Senior
- BroadStreet Partners seeks a proactive Senior Employee Benefits Account Manager to serve as the primary contact for large group clients... ..., market analysis, renewal proposals, and collaboration with Risk Advisors to meet client goals. #J-18808-Ljbffr BroadStreet PartnersSenior
- ...Reports to: Director of Brand Strategy & Insights Role Requirements 5-9 years experience in brand strategy at a creatively-oriented advertising... ...art. Supervision and mentorship. Part of what makes this role “senior” is having the ability to supervise, teach, and mentor less...SeniorWork at office3 days per week
- ...to drive compliance with federal and state regulations and internal policies through developing and executing compliance program strategies, coordinating annual activities at system and functional levels, and serving as a subject matter expert for compliance initiatives...Senior
$77k - $202k
...& SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice and business diligence... ...data- Navigating ambiguity in mergers and acquisitions strategy- Excelling in client-focused communication and relationship building...SeniorFull timeH1b$105.4k - $207.8k
Position Summary Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational... ...for this role ends on 08/26/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting...SeniorLocal areaVisa sponsorship- RBC Wealth Management in Minneapolis seeks a Senior Analyst for Operational Risk to drive risk identification, documentation, and control expertise across the U.S. wealth business. You will partner with Compliance and Group Risk Management to manage events, controls, and...Senior
- Holmes Murphy is seeking a Sr. Construction Risk & Safety Consultant in Minneapolis. This role focuses on risk management programs and safety consultation for large clients. Candidates should have extensive experience in safety management, a Bachelor’s degree, and necessary...Senior
$110.7k - $218.3k
...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and...SeniorLocal areaVisa sponsorship- ...seeking a Sr. Analyst, Video and Programmatic Media to advance enterprise‑level video and audio programs and lead cross‑functional strategy. You’ll drive client success, inspire teams, and apply critical thinking to optimize paid media beyond ecommerce impact. The role...Senior
- ...FNBO is looking for a Sr. Financial Advisor in Brooklyn Park to advise affluent clients through various channels, providing investment management and financial planning services. The ideal candidate will have a strong background in business development, excellent communication...Senior
$300k
...and success are limitless.We are currently seeking to add a Senior Wealth Advisor position to our team located in Edina, MN. A Senior Wealth... ...around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support.What you will do:•...SeniorFull timeFlexible hours- Ovative Group, located in Minneapolis, is seeking a Senior Analyst specializing in Retail Media Activation. The role focuses on developing and optimizing retail media strategies that drive enterprise growth. Responsibilities include executing media campaigns, managing client...Senior
- Augsburg University seeks a Gift and Data Integrity Senior Specialist to safeguard the integrity and strategic use of the advancement database. You will oversee the gift processing lifecycle, ensure compliant gift recording, and collaborate on predictive annual giving...Senior
- BDO USA, LLP is seeking a Tax Senior in Core Tax Services to apply tax knowledge, gather client information, and prepare tax returns for review. You may supervise Core Tax Services Associates and assist with tax planning and consulting while ensuring compliance with firm...Senior
- A leading insurance brokerage in Minneapolis is seeking a Senior Benefits Consultant to manage client relationships and administer benefit strategies. The ideal candidate should possess extensive experience in employee benefits, excellent analytical skills, and proficiency...Senior
$140.3k - $210.5k
...consulting engagements to help solve their business needs using the Workday application. Responsible for acting as a trusted Workday advisor, you will have the opportunity to assist customers with how-to questions, troubleshoot and guide customers through configuration,...SeniorFull timeRemote workHome officeFlexible hours- CoBank in Minneapolis, MN is seeking an experienced credit professional to develop and structure financing arrangements for large account transactions. You will assist lending staff, prepare credit analyses, and approve actions within credit limits to support profitability...Senior
$116.2k - $229.1k
...Transformation team serves as a trusted advisor and thought partner to CFOs, CAOs and other... ...are seeking a motivated and analytical Senior Consultant to join our Operational Finance... ...ReportExperience with service delivery model strategy, design, implementation, and optimization...SeniorLocal area- ...define problems, reveal opportunities, and craft strategic briefs that unlock creative excellence. The role requires owning brand strategy in a fast-moving agency environment, collaborating with account leads, and guiding workshops that elevate outcomes for diverse categories...Senior
- Bold Orange is seeking a Senior Analyst to join their growing Analytics & Insights team in Minneapolis. The ideal candidate will have at least 5 years of experience in analyzing marketing and customer datasets, and a strong understanding of machine learning and data visualization...Senior
- Daley And Associates, LLC in Minneapolis seeks a Senior Investment Operations Analyst focused on private credit. You will manage operational workflows across the private credit lifecycle and act as the main liaison with custodian banks for closings, settlements, and post...Senior
- Mortenson Properties, Inc. (MPI) seeks a Senior Renewable Investments Manager to build and scale a renewable investments platform focused... ...investments. This entrepreneurial role shapes MPI's renewable strategy, builds market relationships, and creates tools and processes...Senior
- Loomis Sayles is seeking a Senior/Lead Analyst for Private Credit Operations in Minneapolis, MN and Boston, MA. You will support all... ...Head of Investment Operations. The team focuses on private credit strategies across corporate debt, asset-based securities and...Senior
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