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

Financial Services Advisor - Planning & Portfolio Guidance

Sfrochester

Sfrochester is seeking a Full Time Financial Services Representative - State Farm Agent Team Member in Rochester, MN. In this role, you will educate customers on financial products while leveraging your analytical skills to provide exceptional service. The ideal candidate has over 3 years of experience in financial services and possesses excellent analytical and communication skills. Preferred qualifications include FINRA Series 7 and 63 licenses. #J-18808-Ljbffr

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Advisor - Planning & Portfolio Guidance in Rochester, MN vacancy
  • $60k

     ...clients achieve their financial goals. We are...  ...advice and guidance to our clients. We...  ...The Financial Advisors are enhancing existing...  ...Manage and grow a portfolio of high-net-worth...  ...knowledge of financial planning concepts,...  ...years of financial services experience, working... 
    Suggested
    Work experience placement
    Live in
    Work at office
    Flexible hours

    Alerus

    Rochester, MN
    13 hours ago
  •  ...State Farm Agent in Rochester, Minnesota, is looking for a Financial Services Representative - State Farm Agent Team Member. The role involves...  ...customers, and providing consultation on financial planning. The ideal candidate should have 3+ years of experience in financial... 
    Suggested

    Shawn Christensen - State Farm Agent

    Rochester, MN
    7 hours ago
  • $60k - $100k

     ...Financial Advisor Training Program Begin your journey to becoming a Financial...  ...teams, support client planning, and contribute to new business...  ...and support the team service model and Standard of Care,...  ...assist senior advisors with portfolio-related analysis and tasks.... 
    Suggested

    Baird

    Rochester, MN
    13 hours ago
  • $75k - $150k

     ...well-established and thriving financial team? As an Associate Financial Advisor at Emerald Financial Group,...  ...growing independent financial services practice of Thrivent. We take...  ...Provide comprehensive financial planning and investment guidance to prospective and existing... 
    Suggested
    Temporary work
    Work experience placement

    Thrivent Financial

    Rochester, MN
    13 hours ago
  •  ...Job Description ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member...  ...RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct... 
    Suggested

    Shawn Christensen - State Farm Agent

    Rochester, MN
    13 days ago
  •  ...here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer...  ...toward their financial goals through planning, digital engagement, and customized deposit...  ...acquire, manage, and grow a portfolio of consumer and business customer relationships... 
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo & Company

    Rochester, MN
    4 days ago
  •  ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results...  ...including investment opportunities, retirement planning, and wealth management strategies. As...  ...dedicated to delivering exceptional service and fostering long-term client... 

    WealthBridge Financial Group

    Rochester, MN
    4 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might:...  ..., Corporate Development, Wealth Management, and Insurance Planning.   Advantages of contracting with us: You'll be able to... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Rochester, MN
    more than 2 months ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of...  ..., Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Rochester, MN
    a month ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might:...  ..., Corporate Development, Wealth Management, and Insurance Planning.   Advantages of contracting with us: You'll be able to... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Rochester, MN
    more than 2 months ago
  •  ...delivering exceptional customer service, deepening client...  ...The Personal Banker provides guidance, opens and services accounts,...  ...helps customers achieve their financial goals while ensuring compliance...  ...opening and maintaining IRA plans Assist customers in managing... 
    Contract work
    Bank staff
    Work at office
    Monday to Friday
    Flexible hours
    Weekend work
    Afternoon shift

    Horseshoe Beverage Co.

    Rochester, MN
    5 hours ago
  • $17 - $27.5 per hour

     ...providing insight, advice, and personalized financial solutions for their clients....  ...Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial...  ...Profiles. May manage an assigned client portfolio to handle all consumer banking relationship... 
    Immediate start

    Old National Bank

    Rochester, MN
    3 days ago
  •  ...management, and retention of a high-quality commercial loan portfolio while building strong, full-service banking relationships with our customers. The...  ...development and customer retention Analyze financial information and structure lending solutions that meet... 
    Work at office
    Local area

    Manufacturers Bank & Trust Company

    Rochester, MN
    12 days ago
  • $50 - $60 per hour

     ...experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of...  ...Banking, CorporateDevelopment, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You... 
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work

    Data Annotation

    Rochester, MN
    7 hours ago
  •  ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert...  ...Thrivent is a different kind of financial services firm, one that puts generosity at the...  ...revenue streams, and dedicated planning fees for those who qualify. Medical,... 

    Thrivent Financial for Lutherans

    Rochester, MN
    1 day ago
  • $17 - $24.06 per hour

     ...Teller Specialist, you'll provide exceptional service while helping customers complete their...  ...to banking partners for additional financial solutions. Support teller operations and...  ...savings including both 401(k) and Pension plans. Paid time off to volunteer in your community... 
    Hourly pay
    Night shift

    Associated Bank - Corp

    Rochester, MN
    4 days ago
  • $21 per hour

     ...Teller II positions!! If you... (a) have work experience in a financial institution; (b) enjoy leading and mentoring; and (c) want a...  ...area. Educates members on the value of other credit union services (cross sells). Performs lead duties within the department:... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Remote work
    Monday to Friday
    Night shift
    Day shift

    Mayo Employees Federal Credit Union

    Rochester, MN
    2 days ago
  •  ...Bank Teller Job Duties: Serves customers by completing account transactions. Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sells cashier's checks... 
    Night shift

    TradeJobsWorkforce

    Rochester, MN
    3 days ago
  • $22 - $23 per hour

     ...approach, and a passion for providing top-notch service to join our team as a Consumer Loan...  ...AND one year of experience working in a financial institution. All employees must...  ...benefits, including: ~ Affordable Medical Plans ~ Six Paid Holidays and Generous... 
    Hourly pay
    Full time
    Temporary work
    Remote work
    Monday to Friday
    Flexible hours
    Day shift

    Mayo Employees Federal Credit Union

    Rochester, MN
    13 hours ago
  • $42.3k - $66.6k

     ...Description Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and...  ...of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture... 
    Temporary work
    Work experience placement
    Summer work
    Casual work
    Internship
    Seasonal work
    Work at office
    Remote work
    Work from home
    Work visa
    Flexible hours
    2 days per week

    Compeer Financial

    Rochester, MN
    19 days ago
  • $24.47 per hour

     ...passionate about helping customers meet their financial needs. In the Teller role you will be...  ...and recommend appropriate products and services Follow up with customers as appropriate...  ...single day. Our professional compensation plan is passionate about quality of business... 
    Full time
    Monday to Friday

    ThinkBank Inc

    Rochester, MN
    6 days ago
  •  ...A financial services agency is seeking qualified candidates for a part-time role that allows working from home. You will engage with clients virtually to provide personalized financial strategies. Responsibilities include scheduling appointments, assisting with insurance... 
    Part time
    Remote work
    Work from home

    AO Garcia Agency

    Rochester, MN
    1 day ago
  • $26.63 - $41.66 per hour

     ...Mayo Foundation for Medical Education and Research is seeking an Executive Development & International Financial Specialist in Rochester. This hybrid role focuses on coordinating the patient experience and managing financial responsibilities. Candidates must have a Bachelor... 
    Hourly pay
    Full time

    Mayo Foundation for Medical Education and Research

    Rochester, MN
    6 hours ago
  • $17 - $20 per hour

     ...the role, ensuring timely and efficient service Exceed customer expectations through ease...  ...401(k) ~ Employee Stock Purchase Plan (10% share discount) ~ Tuition reimbursement...  ...based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime... 
    Full time
    Traineeship
    Work experience placement
    Local area
    Monday to Friday

    OneMain Financial

    Rochester, MN
    13 hours ago
  • $48k - $72k

     ...sources vehicles from customers who bring their vehicles in for service appointments. In addition, leverages relationships with...  ...philosophy of 1-2-3-4-5. Customer Enthusiasm Employee Satisfaction Financial Performance Market Effectiveness Ongoing Improvement "Grow people... 
    Full time

    Team Auto Center

    Rochester, MN
    3 days ago
  •  ...today to identify new patterns and make new discoveries, we are helping cities become smarter, hospitals transform patient care, financial institutions minimize risk, and pharmaceuticals find cures for rare diseases. Join the forward-thinking teams at IBM solving some... 
    Full time
    Summer work
    Internship

    IBM

    Rochester, MN
    6 days ago
  • $75k - $95k

     ...technician Boat sales professional Marine service advisor Consignment specialist Used boat...  ...Savings Account (HSA) available Medical plans starting around $50/month Employee Assistance...  ...access through Doctor on Demand Financial Benefits 401(k) with employer match Traditional... 
    Base plus commission
    Full time
    Temporary work
    Monday to Friday
    Weekday work

    River Valley Power & Sport

    Rochester, MN
    4 days ago
  •  ...Vehicle Acquisition Specialist to enhance customer relationships and facilitate vehicle purchases. This role involves engaging with service customers to identify trade opportunities and cultivating relationships with past clients to boost sales. Candidates should have... 

    Team Auto Center

    Rochester, MN
    3 days ago
  • $115k - $145k

     ...for testimony. Casework has both quantitative and qualitative elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining market and industry behavior; Conducting research via academic articles... 
    Full time
    Work experience placement
    Local area

    Cornerstone Research

    Rochester, MN
    3 days ago
  • $21 - $28 per hour

     ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving...  ...- Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. ~ Health benefits ~401... 
    Work experience placement
    Flexible hours

    WELLS FARGO BANK

    Rochester, MN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Advisor - Planning & Portfolio Guidance. Be the first to apply!