Financial Services Professional
$54k - $58kDexian
Location: Minneapolis Minnesota 55415 United States Pay-range: $18 - 19/hour during the 3-4-month contract - Upon permanent hire, expected base salary of $54,000-$58,000 annually About the Role: Selected candidates will be paid while completing a 12-week licensing program to earn the SIE, Series 7, and Series 63 licenses. All study materials and licensing costs are fully covered. After obtaining the required licenses, candidates will support clients and financial advisors by: Handling inbound client and advisor calls Assisting clients with digital investment platforms Reviewing portfolio holdings and discussing investment options Educating clients on financial products and services Helping align investment strategies with clients' financial goals Providing exceptional customer service and resolving account inquiries Ongoing coaching, training, and professional development are provided throughout the program. Candidates who successfully complete the licensing requirements and internal hiring process will be considered for permanent positions. Key Qualifications: Bachelor's degree in finance, Economics, Business, or a related analytical field Strong customer service and communication skills Excellent analytical ability with high attention to detail Accurate data entry and organizational skills Ability to explain complex financial concepts in a clear, easy-to-understand way Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support. Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status. #J-18808-Ljbffr
- ...About the job REMOTE - Entry-Level - Financial Professional ***ATTENTION *** ---This is for a REMOTE or HYBRID part-time/full-time opportunity... ...and is not an hourly position We are a financial services staffing company now hiring for opportunities with Global...SuggestedHourly payFull timePart timeFor contractorsImmediate startRemote work
- A leading financial services company is seeking a Financial Services Professional in Minneapolis, MN. The role involves building a client base, guiding clients in financial decisions, and developing expertise through training. The ideal candidate should possess strong communication...SuggestedWork at officeFlexible hours
- ...regulatory oversight while serving as a trusted resource for financial professionals? If so, this Regional Supervisory Principal opportunity may... ...business practices. Who We Are At Farm Bureau Financial Services, we’re more than an insurance company - we’re a team committed...SuggestedFull timeWork at officeWork visaNight shift
$40k - $65k
Join to apply for the Financial Services Professional - Minneapolis, MN role at Bankers Life Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning...SuggestedWork at officeFlexible hours$27 - $41 per hour
...as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit’s mission... ...resources such as government websites, professional tools, and team expertise to deliver accurate...SuggestedWork at officeLocal areaMonday to Friday$98.35k - $115.7k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...excel at—all from Day One.Job DescriptionThe Corporate Audit Services Senior Auditor (Corporate Treasury) is primarily responsible for...Full timeWork at officeLocal area3 days per week$87.4k - $120.2k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business...Full timeH1bWork at officeWork from homeVisa sponsorship1 day per week$92.82k - $109.2k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ....S. Bancorp Corporate Audit Services (CAS) is seeking a highly motivated candidate... ...our growing team of internal audit professionals within the Digital, Technology and Operations...Work at officeLocal area3 days per week- ...Overview We’re seeking a detail-oriented Financial Reporting Accountant to join our... ...preparers, consultants, and other financial service providers regarding information requests... ...skills.Demonstrates initiative, professionalism, ethical behavior, and accountability....Work at office
$89.9k - $121.62k
...We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool... ..., as well as a holistic financial services organization, dedicated to serving the... ...accordance with BRM and internal audit professional standards. Interpret testing results against...Hourly payFull timeWork experience placementLocal areaRemote workFlexible hours$117.36k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start,... ...your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and...Full timeContract workFor contractors$29.32 - $30.77 per hour
...Temporary: Regular Job Code: 8222FG Employee Class: Civil Service About the Job This position provides financial support for the University of Minnesota UMarket... ...or related field and two years relevant professional experience or a combination of six years related education...Full timeContract workTemporary workPart timeFor contractorsWork experience placementH1bWork at officeRemote workFlexible hours- ...Financial Crimes Risk & Controls Analyst (Contract) We are not accepting C2C or 1099 arrangements. Location: Minneapolis... ...site administration experience Background in financial services (preferred, not required) Additional Information This...Full timeContract workImmediate startRemote work
$75k - $100k
...Public Finance Operation and Administration Professional to join our Public Finance team full-... ...collaboration and high-touch customer service. Responsibilities Transaction Support:... ...Experience: 2-3 years in financial services, investment banking, legal or...Full timeWork at officeLocal area$55 - $60 per hour
...Solutions is immediately hiring for a Financial Crimes Specialist Position type: Full... ...management. Prior experience in Financial Services is a plus. Qualified candidates should... ...Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue...Hourly payFull timeContract workTemporary workWork experience placementImmediate startRemote workWorldwideFlexible hoursShift work$65k - $73k
...SLEQ is looking for a Stop Loss Accountant to join our shared services team. This is a full-time position located in our Blaine, MN office... ...to support our MGU company, TPAC. SLEQ Solutions provides financial and accounting services support TPAC. This role works closely...Full timeWork at office$77k - $214k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and guidance... .... You will review and analyse financial data, prepare and file tax returns, and... ...and recommendations.Uphold and reinforce professional and technical standards (e.g. refer to...Full timeH1b$70k - $140k
ABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities,... ...client accounts across the firm to reduce firm risk and develop professional knowledge.Uphold firm reputation through professionalism,...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$70k - $140k
ABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities... ...portfolio management process.Uphold firm reputation through professionalism, accuracy, responsiveness, and commitment to client...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$113k - $225k
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and... ...personalized tax and wealth strategies that protect legacy and align financial decisions with life goals.We’re selectively adding senior...Full timeWork at officeShift work$135.9k - $159.9k
...project plans, implementation plans, and financial models, to facilitate decision-making,... ...and assets for evaluating Insurance services and technology businesses in a due diligence... ...Services sectors. Build and leverage a professional network by attending industry events...Temporary workLocal areaImmediate startFlexible hours$158k - $237k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business...Full timeH1bWork at officeWork from homeVisa sponsorship1 day per week$70k - $140k
ABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities,... ...with investment strategists, portfolio managers, technology professionals, and other internal partners to maintain and enhance investment...Temporary workWork at officeLocal areaRemote workWorldwide3 days per week$175k - $227.5k
Circle (NYSE: CRCL) is one of the world’s leading internet financial platform companies, building the foundation of a more open, global... ...stakeholders and audit committees.Experience in financial services, fintech, payments, or high-growth technology companies preferred...Work at officeFlexible hours- CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and... ...Senior Wealth Advisors in delivering comprehensive, holistic, financial services. They work collaboratively in serving clients as...Full timeInterim roleWork at office
$114.5k - $157.4k
About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business...Full timeH1bWork at officeWork from homeVisa sponsorship1 day per week$41.71k - $50.5k
...BMO Financial Group Job Opportunity Application Deadline: 08/27/2026 Address: 320 E Lake Street Job Family Group: Retail Banking Sales & Service Bilingual skills in English and Spanish are strongly preferred. Delivers exceptional service to BMO customers...Contract workPart timeLocal areaDay shift- A leading financial services company is seeking a remote Tax Associate with at least 2 years of paid experience in tax preparation. This role involves assisting clients with their taxes using TurboTax, providing advice, and ensuring accurate documentation of customer interactions...Remote workFlexible hours
- ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional...Part time
$140k - $170k
...Controller. Reporting directly to the Chief Financial Officer, this role will own the... ...banking partners, and other financial service providers. Partner with the CFO to support... ...with ERP systems ~ Demonstrates professional judgment and high standards for quality...Temporary work
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