Hybrid Senior Financial Planner & Client Strategist
$110k - $150kSanctuary Wealth
A financial advisory firm in Minnetonka, MN is looking for a Senior Financial Planner & Client Strategist to enhance client interactions and execute planning strategies. The ideal candidate will have over 5 years of advisory experience, focusing on affluent clients and complex projects. Responsibilities include leading planning discussions, developing comprehensive financial plans, and improving core processes. This role offers a hybrid work environment, a base salary ranging from $110,000 to $150,000 plus benefits, in a flexible, high-trust workplace. #J-18808-Ljbffr Sanctuary Wealth
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Hybrid Senior Financial Planner & Client Strategist in Minnetonka, MN vacancy
$110k - $150k
Description Description Senior Financial Planner & Client Strategist Firm: NewSpring Wealth Partners Location: Minnetonka, MN (hybrid; 3 days/week in-office preferred with flexibility for the right candidate) Role Overview This role is designed to significantly expand...SeniorWork at officeShift work3 days per week- ...digital marketing agency is seeking a Paid Digital Strategist to drive campaigns for B2B and B2C clients. The ideal candidate has over 5 years in paid media,... ...and mentoring junior members. The position offers a hybrid work schedule and a comprehensive benefits package including...Senior
$95k - $115k
A renowned law firm is seeking a Senior Pricing Analyst to support strategic financial goals. The role involves leading pricing analysis, developing complex financial... ...offers a salary range of $95,000 to $115,000 and a hybrid work environment. #J-18808-Ljbffr Ballard Spahr LLPSenior- ...leading insurance brokerage in Minneapolis is seeking a Senior Benefits Consultant to manage client relationships and administer benefit strategies. The... ...requires independent advisory capabilities on compliance and financial strategies. Successful candidates will thrive in a...Senior
$195k - $235k
WTW in Minneapolis seeks a Senior Client Advocate to strategically manage client relationships and deliver exceptional service. The ideal candidate will have 10+ years of commercial property and casualty insurance experience, leveraging their skills to help clients optimize...Senior$114.5k - $157.4k
Threadneedle group is seeking a Senior Manager - Portfolio Investment Strategist in Minneapolis, Minnesota. This role is pivotal in assisting financial advisors with designing sophisticated... ...investment strategies for high-net-worth clients. Applicants should have 5-7+ years...SeniorFull timeContract work$120k - $205k
Boulay Group is seeking a Senior Wealth Advisor in Eden Prairie, Minnesota. This role involves providing personalized financial guidance to clients and managing their wealth strategies effectively. The ideal candidate will have a college degree, 7+ years of relevant experience...SeniorFlexible hours$152.7k - $294k
...Recovery in Minneapolis, Minnesota. This role focuses on managing client-facing services, ensuring resilience and compliance with client... ...excellent communication skills. The position offers a flexible hybrid work model and a comprehensive benefits package, including a competitive...SeniorFlexible hours$154.2k - $328.4k
Marsh Risk is looking for a Sr. Client Advisor in Minneapolis. This hybrid role requires a minimum of three days in-office work. Ideal candidates have 8+ years of experience in the industry, particularly in Construction, and should possess a P&C license or be able to obtain...SeniorWork at office$80k - $110k
...Job Description Job Description We are seeking a client‑focused Senior Financial Planner to join our team and play a key role in supporting the delivery... ...as medical, dental, vision, 401k, flexible schedules, hybrid work environment, paid time away, and more. Boulay...SeniorFlexible hoursBoulay
Eden Prairie, MN23 days ago- A prestigious CPA firm in Minneapolis is seeking a Tax Senior to enhance their team. This hybrid role combines collaborative in-office work with the flexibility... ...tax returns, conducting research, and assisting with client engagements. Ideal candidates will have a degree in...SeniorWork at officeRemote work
- A leading financial services firm in Minneapolis is seeking a Wealth Strategist to act as a trusted partner for affluent families and businesses. This role involves developing... ...wealth strategies and leading crucial client communications. Ideal candidates should possess...SeniorWork at office
$212k - $318k
NACBA is seeking a Partner, Senior Health Actuary to join our Actuarial and Financial Group. This role involves leading client engagements, delivering reports, and driving business development. Candidates should have consulting experience with large clients, manage relationships...Senior- A leading staffing agency in Wayzata, MN, is seeking a Senior IT Talent Supply Chain Consultant to provide expertise in procuring talent for clients. This role involves consultation with hiring managers, utilizing procurement technologies, and maintaining KPIs. The ideal...Senior
$175k - $210k
...for a Health and Benefits Producer to lead market penetration and client relationships. Candidates should have 5+ years in business... ...ranges from $175,000 to $210,000 annually, plus bonuses. Join a hybrid working environment at a global leader focused on flexible working...SeniorFlexible hours$149.52k - $175.9k
...is seeking a PWM Private Wealth Advisor in Minneapolis, MN. This role focuses on managing retention and growth for high net worth clients by building a specialized team around client needs. The ideal candidate has significant experience in wealth management, as well as...Senior- Associated Bank - Corp in Minneapolis is seeking a Wealth Advisor to serve high-net-worth clients by delivering personalized financial strategies to support long-term financial success. You will manage client relationships and lead comprehensive wealth planning strategies...Senior
- Ernst & Young Oman is looking for a Senior Technology Analyst to support clients with Oracle NetSuite implementations. You will engage with clients, design solutions, and manage project delivery while mentoring junior team members. This role requires 2-4 years of ERP experience...SeniorFlexible hours
- ...fund administration company in Minneapolis is seeking a Senior Fund Accountant to enhance client value and support investors. The role involves... ...with competitive benefits including CPA reimbursement and hybrid scheduling after probation. #J-18808-Ljbffr GP Fund SolutionsSeniorTrial period
- A leading accounting firm in Minneapolis is seeking a Tax Senior Associate to join the Private Client Services team. The ideal candidate will have over 4 years of tax compliance and consulting experience, along with a Bachelor's degree in Accounting. Responsibilities include...Senior
$77.2k - $122.3k
C.H. Robinson Worldwide is seeking a Senior Financial Analyst to lead financial analysis that supports strategic business decisions. This role... ...and 3-5 years of relevant experience. The position offers a hybrid work model with 3 days on-site and 2 days remote, alongside...SeniorRemote workWorldwide$120k - $205k
We are seeking a client‑focused Senior Wealth Advisor to join our team and serve as a trusted partner... ...and families navigating complex financial decisions. In this role, you will deliver... ..., vision, 401k, flexible schedules, hybrid work environment, paid time away, and...SeniorFlexible hours$95k - $120k
A leading manufacturing firm in Eden Prairie seeks a Senior Financial Analyst to perform financial analysis, budgeting, and forecasting activities... ...like Oracle and Tableau, and show the ability to work in a hybrid environment. This position offers a competitive salary...Senior- A small employee-owned financial firm is seeking a full-time Wealth Advisor to support senior advisors and provide comprehensive financial planning and investment consulting... ...and a 401K match. Located in Minneapolis with a hybrid work model. #J-18808-Ljbffr Allodium Investment...Remote jobFull timeWork at office
$62.3k - $85.7k
...looking for a skilled claims professional in Minneapolis to manage Individual Disability insurance claims. Responsibilities include client management, claim adjudication, and compliance with insurance laws. The ideal candidate will have 3-5 years of relevant experience...SeniorFull timeWork at officeFlexible hours- True-Media is seeking an Integrated Media Specialist to develop and execute media strategies that align with client objectives. This hybrid position, based in Minneapolis, involves working with cross-functional teams to create effective media plans across traditional and...
$35 - $45 per hour
...Wayzata, MN. You will lead design concepts and coordinate with clients to develop tailored furniture solutions. The role requires an eight... ...interior design and strong proficiency in Revit. This is a hybrid role offering a pay range of $35.00 - $45.00 per hour, alongside...SeniorHourly payContract work$92k - $137.9k
A leading cleaning equipment manufacturer is hiring a Senior Compensation Analyst in Eden Prairie, MN. This hybrid role focuses on enhancing compensation programs, job architecture, and equity administration. The ideal candidate will possess at least 5 years of experience...Senior- ...media agency is seeking a Media Investment Strategist in Minneapolis. This role involves... ...purchasing media, and collaborating with clients to exceed goals. The ideal candidate will... ...Nielsen and Comscore. The job offers a hybrid work schedule of 3 days in the office and...Work at office
$60.2k - $107.4k
UnitedHealth Group in Eden Prairie seeks a Financial Analyst to enhance Home & Community Care Delivery through financial planning and analysis... ...accompanied by comprehensive benefits. The position follows a hybrid work model with four in-office days per week. #J-18808-Ljbffr...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Senior Financial Planner & Client Strategist. Be the first to apply!
Related searches
- jde finance consultant Minnetonka, MN
- financial advisor Minnetonka, MN
- financial planner Minnetonka, MN
- financial planning assistant Minnetonka, MN
- financial advisor associate Minnetonka, MN
- financial counselor Minnetonka, MN
- financial planning associate Minnetonka, MN
- finance associate Minnetonka, MN
- estate planning consultant Minnetonka, MN
- financial planning administrator Minnetonka, MN