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

Financial Advisor & Client Portfolio Specialist (PTO/401k)

Champlininsurance

State Farm Agent Team Member in Champlin, MN seeks a Registered Representative to market financial products and educate customers on options. You will provide investment guidance and engage clients with a consultative approach. You will perform investment needs analyses, manage portfolios, stay compliant, and support clients with ongoing service while building long-term relationships. #J-18808-Ljbffr Champlininsurance

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor & Client Portfolio Specialist (PTO/401k) in Champlin, MN vacancy
  •  ...Champlin, MN seeks a Registered Representative Team Member to market financial products and educate customers on options. You will apply a...  ...and accurate records. The role emphasizes customer service, portfolio support, and ongoing market analysis, with training and... 
    Suggested

    State Farm Agent

    Champlin, MN
    2 days ago
  • $5,500 per month

     ...people dedicated to helping members meet all their financial needs. Along with helping members reach their...  ...include affordable healthcare ($20 per check), up to 6% 401K contribution, tuition reimbursement and generous PTO Diversity creates a healthier atmosphere, and we... 
    Suggested
    Currently hiring
    Monday to Friday

    Blaze Credit Union

    Coon Rapids, MN
    4 days ago
  •  ...Group term life insurance coverage HSA, FSA, and Dependent Care plans available 8 paid holidays, 4 floating holidays, and generous PTO policy 401k matching Company paid events Annual safety shoe allowance Education assistance program EEO Statement Gradian Thermal Solutions... 
    Suggested
    Temporary work
    Work at office
    Flexible hours
    Shift work

    Gradian Thermal Solutions

    Osseo, MN
    3 days ago
  • $50k - $75k

     ...for a Sales Team Member to join Tony Hoaglund’s agency in Champlin, MN. This role involves developing client relationships and providing tailored insurance and financial services. The ideal candidate will have over 3 years of experience and preferred licenses in... 
    Suggested

    State Farm Agent

    Champlin, MN
    11 hours ago
  • $28 - $35 per hour

     ...an excellent benefits package for full-time employees including Health/Dental/Vision/Prescription Drug Plan, Flexible Benefits Plan, 401K Retirement Savings Plan, Life and Disability Benefits, Paid Parental Leave, Paid Holidays, Paid Vacation, Tuition Reimbursement, and... 
    Suggested
    Full time
    Temporary work
    Work at office
    Local area
    Worldwide
    Visa sponsorship
    Flexible hours

    Crown Equipment

    Champlin, MN
    1 day ago
  • $139k - $191k

    A leading utilities provider in Maple Grove is seeking a Talent & Outreach Partner to manage a portfolio of capital transmission projects. The role requires a Bachelor's degree in engineering and significant project management experience. Responsibilities include developing... 

    Great River Energy

    Osseo, MN
    2 days ago
  • $45k - $100k

     ...the volume of applicants. Join a financial services firm where your contributions...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud...  ...advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Maple Grove, MN
    2 days ago
  • $45k - $100k

     ...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 clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Osseo, MN
    4 days ago
  • $7.5k

     ...support, work-life solutions, legal guidance, financial resources and more, via online & phone. Benefit Offerings: PTO, Health, and Retirement for eligible full-time...  ...Famous Footwear is part of Caleres Inc., a diverse portfolio of 15 global footwear brands including Sam... 
    Daily paid
    Minimum wage
    Full time
    Part time
    Flexible hours
    Night shift

    Famous Footwear

    Osseo, MN
    2 days ago
  • $57k

     ...weeks of paid time off in your first year, plus 24 hours of PTO given on first day ~401K Retirement and Profit Sharing ~ Tuition Reimbursement,...  ...support Participate in balancing the store's daily financial transactions, validate and remedy customers' accounts by... 
    Full time
    Work at office
    Weekend work
    Afternoon shift

    Slumberland

    Osseo, MN
    3 days ago
  • $12 - $19.5 per hour

     ...Salary Range will be reflected above. For a more detailed overview of Petco Total Rewards, including health and financial benefits, 401K, incentives, and PTO - see Petco Animal Supplies, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration... 
    Hourly pay
    Minimum wage
    Local area
    Flexible hours
    Night shift
    Afternoon shift

    Petco Health and Wellness

    Osseo, MN
    3 days ago
  • $14 - $20.2 per hour

     ..., weekends, and holidays Preferred ~ Client facing retail or service industry experience...  ...work hours, including: WORK LIFE BALANCE (PTO, Vacation Buy Program, Parental Leave),...  ...and more), SAVINGS & RETIREMENT BENEFITS (401k, Flexible Spending Accounts and associate... 
    Full time
    Temporary work
    Part time
    Flexible hours
    Night shift

    Kohl's

    Osseo, MN
    1 day ago
  • $139k - $191k

     ...sponsorship is not available. Base pay range $139,000.00/yr - $191,000.00/yr Summary: Responsible for the development of a manageable portfolio of capital projects for the transmission group to execute in alignment with the transmission strategy. Ensure capital transmission... 
    Full time

    Great River Energy

    Osseo, MN
    3 days ago
  • Edward Jones in Maple Grove, MN is looking for a Financial Advisor to support clients in achieving their financial goals. You will build your own practice with comprehensive training, flexible earning potential, and a supportive branch office team. The ideal candidate... 
    Work at office
    Flexible hours

    Edward Jones

    Osseo, MN
    4 days ago
  • Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey...  ...acquiring, building and managing client relationships to considering a client...  ...and deepening relationships within a portfolio of clients. Responsibilities Obtain Securities... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Andover, MN
    11 hours ago
  •  ...e-commerce support services Educate clients on cost savings, operational efficiency,...  ..., STD, LTD, Critical Illness, Accident, 401k, PTO and more! Our Core Values MaKing...  ...sense of community, and exercising diligent financial stewardship Innovation & Creativity... 

    King Solutions Inc.

    Osseo, MN
    18 days ago
  • AO Garcia Agency in the United States is seeking dedicated individuals for a work-from-home financial services role focused on protecting families. Join a team that values integrity, clear communication, and a genuine desire to help others, while enjoying the flexibility... 
    Remote job
    Work from home

    AO Garcia Agency

    Anoka, MN
    4 days ago
  • $60k - $80k

     ..., we are looking to add an experienced Financial Advisor to support the expanding needs of our customers...  ...on developing relationships, growing a client base, and delivering thoughtful...  ...with clients on a regular basis to review portfolio performance and to uncover unmet... 
    Full time
    Temporary work
    Bank staff
    Work at office
    Flexible hours

    The bank of elk river

    Elk River, MN
    2 days ago
  • $17 - $29.75 per hour

     ...National Bank has been serving clients and communities since 1834....  ...dental, and vision insurance. 401K, continuing education...  ...insight, advice, and personalized financial solutions for their clients....  ...May manage an assigned client portfolio to handle all consumer banking... 
    Full time
    Immediate start

    Old National Bank

    Blaine, MN
    2 days ago
  • $17.05 - $20.41 per hour

     ...feel the Affinity Plus difference. Position Overview: A Member Advisor interacts with our members through the lobby, drive thru, phone...  ...of paid leave options, a monthly wellness benefit, and immediate 401K matching up to 5%. Our Total Rewards philosophy is designed to support... 
    Hourly pay
    Immediate start
    Remote work
    Monday to Friday
    Shift work

    Affinity Plus

    Coon Rapids, MN
    3 days ago
  • $140k - $180k

     ...padding: 0px !important; } .footer div p { padding: 0px; } Portfolio Management Director - Delivery SystemsPermanent About...  ...decisions.Build business cases for new opportunities, including financial modeling, strategic fit, and customer value proposition.Lead the... 
    Full time
    Work at office
    Worldwide

    Heraeus

    Fridley, MN
    11 hours ago
  •  ...Group term life insurance coverage HSA, FSA, and Dependent Care plans available 8 paid holidays, 4 floating holidays, and generous PTO policy 401k matching Annual safety shoe allowance Education assistance program EEO Statement MAS HVAC is committed to creating a diverse... 
    Temporary work

    Gradian Thermal Solutions

    Osseo, MN
    3 days ago
  • $20 per hour

     ...office - not remote or hybrid) What's in it for you? ~ Health/Dental/Vision/Disability Insurance ~ Tuition Reimbursement ~401K plans ~ PTO and Paid Holidays ~ And more! What you'll do: Answer incoming calls from customers in a professional manner.... 
    Currently hiring
    Work at office
    Monday to Friday
    Shift work

    HOYA Vision Care

    Dayton, MN
    4 days ago
  • $40k - $64k

     ...Health, Dental, and Vision Insurance ~ Paid Maternity Leave ~401K Match ~ Tuition Reimbursement ~50% off Verizon Service ~ VNation...  ...required by state or local law will reduce an employee's annual PTO accrual accordingly. From a fun work environment to an... 
    Base plus commission
    Hourly pay
    Full time
    Local area
    Night shift
    Weekend work
    Afternoon shift

    Victra - Verizon Wireless Premium Retailer

    Osseo, MN
    2 days ago
  • State Farm Agent Tony Hoaglund in Champlin, MN is seeking an Insurance and Financial Services Team Member to grow the agency through meaningful client relationships and by aligning customer needs with the right products. You will provide comprehensive financial planning... 

    Champlininsurance

    Champlin, MN
    4 days ago
  • $24 - $28 per hour

     ...you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas...  ...retirement savings plan paid leave programs paid holidays paid time off (PTO) Equal Opportunity Huntington is an Equal Opportunity Employer.... 
    Hourly pay
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    0101 The Huntington National Bank

    Osseo, MN
    1 day ago
  • $28.5 - $33.13 per hour

     ...originating consumer loans in a fast-paced financial environment? Are you driven by customer...  ...delivering a high-touch service experience. The client is a well-established, member-focused...  ..., dental, vision, 401(k) with match, PTO, paid holidays, and voluntary benefitsKEY... 
    Permanent employment
    Full time
    Contract work
    Bank staff

    THE RIGHT STAFF

    Osseo, MN
    3 days ago
  • $20 per hour

     ...licensed medical professionals. Additionally, we guarantee our clients results for life with our exclusive Unlimited Package™. With 400...  ...evenings as needed by the business required Benefits Include: ~401k retirement plan with vested employer match ~Employee and spouse... 
    Part time
    Visa sponsorship
    Weekend work
    Day shift
    Afternoon shift
    3 days per week

    Milan Laser Hair Removal

    Osseo, MN
    1 day ago
  • $11.66 - $14 per hour

     ...Description What to expect when you work here As a Receiving Specialist & Sales Associate, you will be responsible for managing the...  ...include Medical/Dental/Vision/Life/Accident, Paid Time Off, 401K, and a generous employee discount Because a whole lot of life... 
    Hourly pay
    Full time
    Immediate start
    Shift work
    Night shift
    Afternoon shift

    Comoto

    Osseo, MN
    3 days ago
  • $60k - $100k

     ...Financial Services Representative - State Farm Agent Team Member Here at Zach Augustyn - State...  ...agency. Responsibilities: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct... 
    For contractors
    Work at office
    Relocation

    Zach Augustyn - State Farm Agent

    Maple Grove, MN
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor & Client Portfolio Specialist (PTO/401k). Be the first to apply!