Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Consultant

$72.8k - $130k

UnitedHealth Group

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. The Financial Consultant plays an important role within Optum Insight, supporting finance and business teams through financial planning, analysis, reporting, and business decision support. This position partners with finance and operational stakeholders to provide meaningful financial insights, improve reporting capabilities, and support business initiatives. The role reports to a finance leader and contributes as an individual contributor within a collaborative, matrixed environment. You’ll enjoy the flexibility to work remote * from anywhere within the U.S. as you take on some tough challenges. This position follows a hybrid schedule withfour in-office days per week. Primary Responsibilities Partner with finance and business teams to support financial planning, forecasting, and budgeting activities Analyze financial results and identify trends, risks, and opportunities to improve business performance Help drive process improvements that enhance reporting accuracy and efficiency Prepare and maintain financial reports, dashboards, and presentations for business partners and leadership Collaborate with cross-functional teams including FP&A, Accounting, Operations, and Analytics Provide recommendations and insights based on financial and operational data Support monthly and quarterly business reviews by preparing financial materials and analysis Monitor key business metrics and support achievement of financial goals Support team priorities and share knowledge with peers as appropriate You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications Bachelor's degree in Finance, Accounting, Business, or related field 3+ years of finance, accounting, FP&A, or related business experience Experience with budgeting, forecasting, and financial analysis Experience creating reports and presenting financial results to business partners Intermediate to advanced Microsoft Excel skills Demonstrated communication and relationship-building skills Preferred Qualifications Experience supporting healthcare, consulting, technology, or professional services organizations Experience with financial planning systems such as Essbase, Hyperion, or similar platforms Experience working in a fast-paced, matrixed environment Experience supporting business cases, financial recommendations, or decision-making analysis Demonstrated solid analytical and problem-solving skills Demonstrated ability to manage multiple priorities and deadlinesDemonstrated ability to support decisions through data-driven insights Demonstrated to be self-motivated with the ability to work independently and collaboratively Soft Skills Solid business partnership mindset Detail-oriented with excellent organizational skills Adaptable and proactive in addressing challenges Effective communicator with the ability to simplify complex financial concepts Results-oriented with a focus on continuous improvement *All employees working remote will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Consultant in Eden Prairie, MN vacancy
  • $72.8k - $130k

     ...Improve the lives of others while Caring. Connecting. Growing together. Job Description - Financial Consultant (2373098) Financial Consultant (Job Number: 2373098) This position follows a hybrid schedule with (4) days per week In-office days per week. Our office is located... 
    Suggested
    Minimum wage
    Full time
    Contract work
    Work experience placement
    Live in
    Work at office
    Local area
    Remote work
    Monday to Friday
    Shift work

    Optum

    Eden Prairie, MN
    3 days ago
  •  ...: Name Default: Location : City Overview The purpose of the Financial Representative is to meet the needs of middle-income clients...  ...and conducts all appointments using Western & Southern Life consultative practices and processes. Effectively sells insurance and investment... 
    Suggested
    Work at office
    Local area

    Western & Southern Life

    Eden Prairie, MN
    14 hours ago
  • $57.5k - $106.5k

     ...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution...  ...with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.... 
    Suggested
    Part time
    Local area

    BMO U.S.

    Chanhassen, MN
    5 days ago
  • $45k - $100k

     ...is anticipated to remain open for 30 days, from 02-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Eden Prairie, MN
    3 days ago
  •  ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies... 
    Suggested

    WealthBridge Financial Group

    Bloomington, MN
    4 days ago
  •  ...BMO Financial Group in the United States is seeking an experienced financial professional to deliver advisory services and collaborate with teams to provide comprehensive banking solutions. You will identify client needs and drive solutions through managed products, insurance... 

    Bank of Montreal

    Eden Prairie, MN
    1 day ago
  • $80k - $110k

     ...Boulay is seeking a Senior Financial Planner to join their Eden Prairie, Minnesota team. This role involves preparing comprehensive financial plans and presentations, managing client relationships, and developing strategic financial recommendations. Candidates should possess... 
    Flexible hours

    Boulay

    Eden Prairie, MN
    1 day ago
  • $80k - $110k

     ...Overview We are seeking a client‑focused Senior Financial Planner to join our team and play a key role in supporting the delivery of comprehensive financial planning services. In this role, you will work closely with other advisors and partners to help clients navigate... 
    Flexible hours

    Boulay

    Eden Prairie, MN
    3 days ago
  • $120k - $205k

     ...client‑focused Senior Wealth Advisor to join our team and serve as a trusted partner to individuals and families navigating complex financial decisions. In this role, you will deliver personalized financial guidance, helping our clients align their wealth strategies... 
    Flexible hours

    Boulay

    Eden Prairie, MN
    1 day ago
  •  ...UnitedHealth Group's Optum Insight seeks a Financial Consultant to support finance, forecasting, budgeting, and reporting. You will partner with FP&A and operations to deliver insights and drive business decisions. This hybrid role allows remote work across the U.S. with... 
    Work at office
    Remote work

    UnitedHealth Group

    Eden Prairie, MN
    21 hours ago
  • $41.71k - $69k

     ...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...  ...smartphones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a... 
    Local area
    Immediate start
    Day shift

    Hispanic Alliance for Career Enhancement

    Eden Prairie, MN
    1 day ago
  • $17 - $29.75 per hour

     ...relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible...  ...and grow client and prospective client relationships Consults with clients/prospective clients over the lifecycle of the relationship... 
    Full time
    Immediate start

    Old National Bank

    Chanhassen, MN
    4 days ago
  • We are looking for a skilled Security Analyst to join our dynamic team and contribute to the safeguarding of our organization's assets and information. Responsibilities Policy Development and Implementation: Develop, review, and update security policies and procedures ...

    NOVON Consulting Corp.

    Eden Prairie, MN
    2 days ago
  • $21 - $25 per hour

     ...relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet's culture, values, and...  ...Experience & Relationship Building Deliver a highly personalized and consultative customer experience across in‑person, phone, and digital... 
    Temporary work
    Work at office
    Local area

    Nicolet National Bank

    Chanhassen, MN
    14 hours ago
  •  ...A community-focused financial institution is seeking a motivated Personal Banker to provide exceptional customer service. The ideal candidate will manage client relationships, process transactions, and promote various banking products. The role includes opening accounts... 

    Security Bank & Trust

    Eden Prairie, MN
    21 hours ago
  • $19 - $24 per hour

     ...type: Full-time Hourly Wage: $19.00 - $24.00 per hour We are seeking a motivated and customer-oriented Personal Banker to join our financial institution. The ideal candidate will be responsible for providing exceptional customer service while assisting clients with their... 
    Hourly pay
    Full time

    Security Bank & Trust

    Eden Prairie, MN
    21 hours ago
  •  ...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Eden Prairie, MN
    1 day ago
  •  ...Northwestern Mutual's College Financial Representative internship guides students in building an integrated financial planning practice while studying. You gain access to local and nationwide experts and the support of a Fortune 500 company to grow professionally. Enjoy... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Edina, MN
    21 hours ago
  • $61k - $119k

     ...Overview 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... 
    Work at office

    Unavailable

    Minnetonka, MN
    3 days ago
  • $17 - $29.75 per hour

     ...The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through... 

    Old National Bancorp

    Chanhassen, MN
    3 days ago
  •  ...Executive Search has been retained by a well-established, fee-only wealth management firm in the Twin Cities to recruit an Associate Financial Advisor to support a growing advisory team. This is a fantastic opportunity for an early-career advisor looking to grow with a... 

    Garry Executive Search

    Golden Valley, MN
    14 hours ago
  •  ...The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to... 

    Creative Planning

    Bloomington, MN
    4 days ago
  • $48k - $100k

     ...Job Overview We are looking for an experienced Financial Advisor with at least five years of practice who can build a robust, portable client base and generate new business opportunities in a team-oriented environment. Key Responsibilities Deliver a full range of goals... 
    Shift work
    Day shift

    Bank of America

    Wayzata, MN
    3 days ago
  •  ...time off Competitive salary Description A successful wealth management team at a Registered Investment Advisory firm is hiring a Financial Advisor position to join the team to help provide holistic wealth management solutions to existing clients. This position is to assist... 
    Work at office

    Everest Financial Group

    Golden Valley, MN
    3 days ago
  •  ...exceptional customer service and establish meaningful relationships with clients. Your responsibilities include helping clients with financial solutions and leveraging technology to enhance their banking experience. The ideal candidate should have at least one year of... 

    JPMorganChase

    Eden Prairie, MN
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Minnetonka, MN
    14 hours ago
  • $45 per hour

    Are you a strategic Senior FP&A Consultant who excels at translating complex financial datasets into actionable business insights? We are partnering with a premier, industry-leading healthcare services organization headquartered in Eden Prairie, MN to secure a Senior FP... 
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    Shift work
    Eden Prairie, MN
    10 days ago
  • $80k - $90k

     ...life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...  ...your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Dormont Manufacturing Company

    Wayzata, MN
    1 day ago
  •  ...Creative Planning is seeking a Financial Planner to engage with clients daily, develop and monitor financial plans, and collaborate with Wealth Managers. The ideal candidate should have a relevant educational background in Finance, Accounting, or Business Administration... 

    Creative Planning

    Bloomington, MN
    1 day ago
  • $45k - $100k

     ...is anticipated to remain open for 30 days, from 16-Jul-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Prior Lake, MN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!