Financial Consultant
$72.8k - $130kOptum
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 at 1 Optum Circle, Eden Prairie, MN. 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. Optum Health is a clinician-led, value-based care organization focused on improving patient outcomes, advancing care delivery, and simplifying the health care experience. We partner with physicians, health systems, employers, and communities to design innovative solutions that improve quality, affordability, and access to care. As a finance professional, you will support decision making, support standardized pricing and modeling approaches, contribute to contract remediation and performance improvement efforts, and partner with payer and provider stakeholders to help manage performance across Optum Health. The Financial Consultant , Optum Health National supports financial analysis, reporting, and decision support for Optum Health. This role helps evaluate performance, pricing, payment constructs, and forward-year economics to support improved margin performance, reduced loss exposure, and timely payer and provider decision‑making. This position is full-time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8am - 5pm. It may be necessary, given the business need, to work occasional overtime. We offer weeks of paid training. The hours of training will be based on your schedule or will be discussed on your first day of employment. Primary Responsibilities: Support and develop financial reporting and analysis for Optum Health performance, including revenue, medical cost, margin, and key business drivers Partner with finance, accounting, actuarial, operations, and market stakeholders to gather inputs, validate assumptions, and support timely Optum Health National decision‑making Support the maturation of the value‑based care strategy and analytics operating model by enabling scalable planning, reporting, and decision‑support capabilities Assist with value‑based care benefit planning and multi‑year forecasting in support of plan, forecast, and earnings cycles, including alignment to external margin commitments Support value‑based care pricing, contract, and performance analysis by organizing data, reviewing assumptions, and identifying potential financial impacts Help track performance against over $2B of value‑based care remediation initiatives, including status updates, issue identification, and follow‑up with cross‑functional partners Contribute to process improvements that strengthen planning, reporting, and decision‑support capabilities across the team. Develop, maintain, and enhance standardized financial reporting, KPI dashboards, and executive‑ready reporting packages that consolidate market‑level financial and operational performance across Care Delivery markets for senior leadership Identify opportunities to improve reporting efficiency through automation, process redesign, and utilization of enterprise tools Support ad‑hoc financial analyses and special projects for national finance leadership 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, Economics, or a related field 2+ years of financial and/or accounting experience, including financial planning, forecasting, reporting, or business analysis Experience developing, maintaining, and explaining financial reports, forecasts, budgets, and variance analyses Experience working cross‑functionally across teams to support financial planning, performance management, and operational initiatives Experience analyzing business and financial metrics, identifying trends, and communicating findings and recommendations to management Proficiency with Microsoft Excel and PowerPoint, including the ability to organize data, build analyses, and prepare leadership‑ready materials Ability to manage competing priorities, meet deadlines, and adapt to changing business needs in a fast‑paced environment Written and verbal communication skills, with the ability to translate financial information into clear business insights Ability to work full‑time. Employees are required to have flexibility to work any of our shift schedules during our normal business hours of 8am - 5pm. It may be necessary, given the business need, to work occasional overtime Preferred Qualifications: Experience with Hyperion Essbase or other financial reporting and data analysis tools UnitedHealth Group or Optum experience Experience supporting budget planning, forecast cycles, executive reporting, or financial performance improvement initiatives Curiosity and experience using modern tools such as AI, Power BI, or automation solutions to improve workflows, create efficiencies, and continuously enhance business processes MBA, CPA, or progress toward an advanced degree or certification Telecommuting Requirements: Reside within commutable distance to the office at 1 Optum Circle, Eden Prairie, MN Ability to keep all company sensitive documents secure (if applicable) Required to have a dedicated work area established that is separated from other living areas and provides information privacy Must live in a location that can receive a UnitedHealth Group approved high‑speed internet connection or leverage an existing high‑speed internet service *All employees working remotely 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. At UnitedHealth Group, we believe everyone of every race, gender, sexuality, age, location, and income deserves the opportunity to live their healthiest life. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug‑free workplace. Candidates are required to pass a drug test before beginning employment. UnitedHealth Group is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need special assistance or accommodation for any part of the application process, please call View phone number on click.appcast.io to be connected to Recruitment Services. Recruitment Services hours of operation are 7 a.m. to 7 p.m. CT, Monday through Friday. UnitedHealth Group is a registered service mark of UnitedHealth Group, Inc. The UnitedHealth Group name with the dimensional logo, as well as the dimensional logo alone, are both service marks for the UnitedHealth Group, Inc. 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. #J-18808-Ljbffr
$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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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....SuggestedPart timeLocal area- ...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
- ...: 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...SuggestedWork at officeLocal area
$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...SuggestedFlexible hours$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$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 areaImmediate startDay shift$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 workWork at officeLocal area$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 timeImmediate start$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$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 workDay shift- ...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...
- ...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...
- ...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
- ...Bank of Montreal in Minnesota seeks a Wealth Sales & Service professional to provide financial planning and investment advice in collaboration with the team. You will determine client needs, propose managed products, and support business development with seminars and referrals...
$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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Financial Advisor at First Command Financial Services, Inc. Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 9 out of 10 of our Financial Advisors are veterans or military spouses. With 165+ offices nationwide, many are located...Hourly payMinimum wageFull timeTemporary workFor contractorsTraineeshipInternshipWork at officeLocal areaHome office
- ...Patient Financial Counselor Full Time S1 Edina, MN, US What We Offer Our Team Members: Generous Paid time-off (PTO) and paid holidays Medical... ...eligible to proceed with ART care, provide ART Financial Consult, and obtain payments prior to care, in accordance with Care Center...Full timeTemporary workWork at officeLocal areaFlexible hoursWeekend workAfternoon shift
$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...Full timeContract workFor contractorsWork at office$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...- ...knowledge of security policies, procedures, and best practices. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills. Relevant certifications such as CISSP, CISM, or CompTIA Security+. #J-18808-Ljbffr NOVON Consulting Corp.
- ...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...
$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 payPermanent employmentTemporary workWork experience placementShift work$5,500 per month
...member of our team, you will be working with a diverse and experienced group of people dedicated to helping members meet all their financial needs. Along with helping members reach their goals, Blaze has created a work environment where employees can advance their...Currently hiringMonday to Friday$16 - $21 per hour
Part-Time Teller Position First Western Bank has an opening for a part-time Teller in the Eden Prairie Bank. The schedule for this position is Monday through Friday. The pay range for this position is $16.00 to $21.00 per hour. Pay is based on several factors which ...Hourly payTemporary workPart timeWork experience placementMonday to Friday$250k - $400k
Role Summary Help clients and prospects identify financial goals and needs through a holistic financial planning approach, providing investment, insurance, brokerage, advisory, and related wealth solutions. This role partners closely with branch teams and Wealth Management...- Job Description Park Nicollet is looking to hire a Financial Counselor to join our team! Come join us as a Partner for Good and help us make an impact on the care and experience that our patients and their families receive every day. Position Summary Interfaces with patients...Local area
- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
$18 - $22.84 per hour
...Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees, and local businesses. If you enjoy working with people, then this is a great role...Part timeWork experience placementLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours
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