Private Wealth Advisor
Talent Focus Executive Search and Consulting
High Net-worth Financial / Wealth Advisor (Minneapolis) 1 week ago Be among the first 25 applicants Direct message the job poster from Talent Focus Executive Search and Consulting Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial / Wealth Advisor for their High Net-worth Private Client practice in Minneapolis - this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We’re Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience : 5-10 years of proven success in sales, business development, and relationship management. Network : An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills : Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character : A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform : Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact : Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support : Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location : Thrive in the vibrant financial hub of Minneapolis, engaging with a diverse and affluent clientele. If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey! Seniority level Mid-Senior level Employment type Full-time Job function Finance, Sales, and Business Development Industries Financial Services, Investment Management, and Capital Markets #J-18808-Ljbffr
- ...companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment,...Private
$205k - $260k
...experience in lender and borrower representations, with experience in broadly syndicated credit facilities, acquisition financings, and private credit facilities. Candidates should have experience drafting, reviewing and revising credit agreements, debt commitment letters,...PrivateFull timeTemporary workFlexible hours$128k - $252.5k
...transformational projects or transactions creating lasting impact.If you are looking to work on complex transactions with corporate and private equity clients, this role offers the opportunity to support finance integration and separation efforts that help organizations...PrivateLocal area$127.1k - $149.5k
...environment.Business Development & Client GrowthServe as a trusted advisor and identify opportunities to expand finance transformation... ...Sciences, High Tech & Software, Utilities, Insurance, Banking, and/or Private Equity.Commitment to inclusion, collaboration, and continuous...PrivateWork at officeLocal areaImmediate startFlexible hours$135.9k - $159.9k
...environment where unique perspectives drive impactful results. Our Mergers & Acquisitions practice is a growing team that partners with Private Equity and Corporate Strategic clients to transform insurance brokers, carriers, and InsurTech companies. We assist clients across...PrivateTemporary workLocal areaImmediate startFlexible hours$205k - $260k
...transactions, representing both lenders and borrowers in complex deals, including syndicated credit facilities, acquisition financings, and private credit facilities. Associates in this group receive meaningful responsibility, direct client contact, and opportunities to work on...Private- ...Job Description Job Description Private Wealth Advisor Summary The primary responsibility of a Private Wealth Advisors at Seleskie Financial is business development. Paired with a dedicated Private Wealth Service Advisor (Second Chair), their goal is to grow...PrivateWork experience placementWork at office
- ...all billing and collection efforts contribute to a positive patient experience. Establish and maintain knowledge of public and private health care benefits Assist clients in enrolling in and maintaining public and private health insurance through MNsure. Evaluates...PrivateTemporary workFor contractorsWork at officeLocal area
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. In this role you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are...PrivateHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members...PrivateWork at officeFlexible hoursShift workWeekend workDay shift
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in soliciting...PrivateHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$180k - $315k
...experience in corporate finance and transactional matters. Ideal Experience Includes: Representing financial institutions, private credit lenders, or borrowers in finance transactions Loan originations and real estate financings Drafting loan agreements, security...PrivateWork at office3 days per week- ...Description Role Summary The Financial Advisor is the primary relationship manager for... ...executive benefits, retirement planning, and wealth management concepts. ~ Professional... ...Minnesota Paid Family & Medical Leave (private plan) • Professional development and...PrivateFull timeSeasonal workWork at officeLocal areaImmediate startMonday to Friday
$102k - $120k
...Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these... ...specialists, you will help a wide range of private investors, business owners, company executives...PrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$20 - $30 per hour
...as an instructor or personal trainer and you are ready for an exciting new position! Responsibilities Leading group, semi-private, and personal training sessions providing progressions and regressions for all skill levels. Contributing to the company's goals...PrivateHourly pay- ...Minimum of 3 to 5 years of experience in financial reporting, budgeting, consolidations, and analysis. Experience in real estate, private equity, fund accounting, or property management preferred. KNOWLEDGE, SKILLS AND ABILITIES Strong understanding of accrual accounting...PrivateFull timeWork at office
$100 per hour
...locally owned, state-licensed home care agency proudly serving the Minneapolis–St. Paul metro area with trusted, high-quality private duty nursing and home care services . We’re seeking an experienced and compassionate Per Diem Registered Nurse (RN) to complete...PrivateDaily paidFlexible hours- ...CFA is a plus, not a substitute for modeling ability Marketplace, platform, or two‑sided business model experience is nice to have Private-equity or venture‑backed company experience is nice to have Familiarity with SaaS and subscription metrics is nice to have Claude...Private
- ...Ability to influence decisions through data and analysis Preferred Qualifications Experience in FP&A within a high-growth or private equity-backed organization CPA, CFA, MBA, or progress toward these credentials preferred Experience with NetSuite or similar...PrivateWork at office
$107.5k - $169.2k
...products, including mutual funds, ETFs, 529 plans, separate accounts, private/hedge funds, and collective investment trusts (CITs). Provide... ...connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at...PrivateFull timeH1bWork at officeWork from homeVisa sponsorship1 day per week- ...research and development procedures and techniques with the teams responsible for real asset research.Stays current on public and private energy markets including upstream and downstream.Researches portfolio risks and selects real assets that serve as a hedge against rising...PrivateFull timeWork at office
$113k - $225k
...our communities through industry-focused wealth advisory, digital, audit, tax,... ...platform built for durable, organic growth.Our advisors average $250M in AUM across ~120 households... ...,000+ individual tax clients and 75,000 privately held businesses, creating one of the...Full timeWork at officeShift work- Milton Hershey School, a cost-free private residential school for pre-K through 12th grade, is seeking dedicated House Parents to join our Education, Training & E-Learning team. House Parents live in student homes and provide a safe, structured, and nurturing environment...PrivateLive in
- ...clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing... ...office.SummaryThis role provides support to the Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They...Full timeInterim roleWork at office
- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...building, preserving and managing their wealth. You will use your knowledge of investments... .... Asset Management provides individuals, advisors and institutions with strategies and expertise...PrivateTemporary workWork experience placementLocal area
$160k - $200k
...seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net... ...team.Advise clients on income tax planning, wealth transfer planning, trust and estate... ...guidance and building long-term trusted advisor relationships.Collaborate with PCS leadership...PrivateFull timeLocal area- JPMorgan Chase in Minnesota seeks a Private Client Banker to manage and deepen banking relationships with a select group of affluent clients... ...goals. In this role you will collaborate with Private Client Advisors and Mortgage Bankers to connect clients with experts, promote...
$21.17 - $36.29 per hour
...during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Role Summary The Private Banking Associate supports Private Bankers and Specialists in delivering exceptional service to high net worth clients. This role...PrivateHourly payFull timeShift work- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...consulting opportunitiesWorks directly with clients and their advisors to gather information needed to prepare tax returnsDevelops...PrivatePrivate practiceWork at office
- ...Piper Sandler & Co. in Minneapolis, MN, is seeking a Class of 2027 Investment Banking Analyst for our Equity Private Placements team. Analysts work closely with senior bankers on valuations, financial modeling, and M&A advisory, with exposure to debt and equity offerings...Private
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