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
$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$80k - $110k
Boulay is seeking a Senior Financial Planner to join their Eden Prairie, Minnesota team. This role involves preparing comprehensive financial plans and presentations, managing client relationships, and developing strategic financial recommendations. Candidates should possess...SeniorFlexible hours- Sanctuary Wealth Group LLC is seeking a Senior Financial Planner & Client Strategist in Minnetonka, MN. The ideal candidate will help expand the firm's capacity... ..., and collaboration with external professionals. A hybrid work model is offered, allowing for flexibility in...Senior
$88k - $145k
American Family Insurance is hiring a Senior Product Analyst in a hybrid role concentrated on enhancing Homeowners insurance products. The successful candidate will manage product development and lead programs that align with enterprise strategy through informed insights...Senior- American Family Insurance Agency Staff is seeking a Senior Product Analyst based in Minnesota. The role involves leading the development... ...tasks and manage projects related to product lifecycle. In this hybrid role, you will work at least 10 days a month from the office,...SeniorWork at office
$80k - $110k
...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... ...as medical, dental, vision, 401k, flexible schedules, hybrid work environment, paid time away, and more. Boulay...SeniorFlexible hours$120k - $205k
Boulay is looking for a Senior Wealth Advisor in Eden Prairie, MN. The role involves delivering personalized financial guidance and proactively managing client relationships. Candidates should have 7+ years of experience and hold series licenses like the Series 65. This...SeniorFlexible hours$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- ...purpose and intent. POSITION: Communications Strategist Reports to: Director of Communications and Strategy Location: Hybrid (40 hrs/week) Position Summary The CommunicationsStrategist... ...and marketing plans and activities for our clients. This position brings a proven track record...Full timeCasual workInternshipAfternoon shift
$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... ...dental, vision, 401k, flexible schedules, hybrid work environment, paid time away, and...SeniorFlexible hours- EVS, Inc. in Eden Prairie, MN is hiring a Senior PV & BESS Electrical Engineer to lead... ...storage projects. You will manage designs, client interactions, and project teams to ensure... ...design, and leadership skills. EVS offers a hybrid work model and competitive benefits to...Senior
$89k - $125k
...Locations Plymouth, MN 55441, USA Description We currently have an opportunity for a Senior Analyst Financial Controls Advisor to join our Finance team in Plymouth, MN on a hybrid schedule. The role designs, documents, and enhances internal control frameworks across...SeniorFull time- Security Bank & Trust Co. is looking for a motivated Senior Personal Banker to provide exceptional customer service while assisting clients with their banking needs. The role involves managing relationships, processing transactions, and promoting bank products. Candidates...Senior
- Security Bank & Trust Co. is passionate about helping our clients succeed and making a difference in our communities.... .... We are seeking a motivated and customer-oriented Senior Personal Banker to join our financial institution. The ideal candidate will be responsible for...Senior
- ...small but mighty team of brand strategists. Each strategist’s role is to help our clients’ brands shine in order to help their... ....Part of what makes this role “senior” is having the ability to... ...interest in and contribute to the financial success of the agency, including...SeniorWork at office3 days per week
- Wealth Enhancement Group, LLC in Plymouth, Minnesota is seeking a Senior Financial Analyst to join their Finance team. This hybrid role involves supporting strategic financial and operational goals by performing financial analyses and building advanced models. The ideal...Senior
- ...this role, you will provide 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...
- Chase is seeking a Relationship Banker in Eden Prairie, Minnesota. In this role, you will create positive experiences for clients while using advanced banking solutions. You'll build and maintain strong relationships, ensuring client needs are met effectively. The ideal...
- A community-focused financial institution is seeking a motivated Personal Banker to provide exceptional customer service. The ideal candidate will manage client relationships, process transactions, and promote various banking products. The role includes opening accounts...
$91.7k - $163.7k
...Computer Assisted Coding. This role involves extensive analysis, user acceptance testing, and collaborating with internal teams and client representatives. Remote work flexibility is provided, but candidates in certain locations must work onsite. The salary ranges from...SeniorRemote job- Acist Medical Systems Inc. is seeking a legal professional to serve as the lead advisor for contract inquiries. This role involves substantial responsibilities related to the drafting and negotiation of complex agreements and providing legal guidance to internal teams. ...SeniorContract work
$66.57k - $91.52k
Sedgwick is looking for a Litigation Specialist in Eden Prairie, Minnesota, to address complex cases involving serious injuries and legal disputes. The role requires the formulation of strategies for resolution and effective communication with legal parties involved. The...Senior- A leading health care company in Eden Prairie, MN is seeking a Mergers & Acquisitions Senior Associate. This role involves evaluating M&A targets and building financial models to support the company's strategic initiatives. Candidates should have a Bachelor's degree in...Senior
- ...challenge the status quo and help clients achieve what matters most.... ..., deliver holistic financial planning, and provide tailored... ...Coachability: Demonstrates a senior learning mindset by seeking input... ...to make a lasting impact. Our Hybrid Work and Flexibility (/hybrid...SeniorWork at office
$88k - $145k
The Senior Product Analyst position requires a strategic thinker who can manage the technical... ...through informed insights. In this hybrid role, you will focus on developing new products... ...customer and agent satisfaction and financial benefits realization. You will report to...SeniorFull timeContract workWork at officeLocal area- ...seeks an experienced Retail Merchandising Manager to develop and manage merchandising strategies for the Gifts and Décor business in a hybrid role. The ideal candidate will have 7-10 years of retail merchandising experience, strong graphic design capabilities, and a proven...Senior
$71.2k - $127.2k
...position must work in the Minnetonka, MN office and will follow a hybrid schedule with at least four in-office days per week. Primary... ...and conclusions Perform quantitative analysis of actuarial, financial, utilization and costs data Analyze forecasts and trends to help...SeniorMinimum wageFull timeWork experience placementWork at officeLocal area$72k - $102k
Boulay Group is seeking an Assurance Senior Associate in Eden Prairie, MN. The role involves performing audits and reviews for clients and requires a Bachelor's Degree in Accounting... ...research technical issues, and prepare financial statements. Boulay offers a competitive...SeniorFlexible hours$72.8k - $130k
UnitedHealthcare is seeking a Senior Business Analyst to improve member experience through data-driven insights. The role requires 3+ years... ...Excel skills, with collaboration across various functions. This hybrid position requires presence in the Minnetonka, MN office at least...SeniorWork at office- UnitedHealth-Grou seeks a Senior Tax Associate in Eden Prairie, MN to manage federal and state tax filings and provisions. Responsibilities... ...1+ years of tax experience are required. The position offers a hybrid work model and benefits such as a comprehensive package and 401(...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Hybrid Senior Financial Planner & Client Strategist. Be the first to apply!
- financial associate Minnetonka, MN
- financial consultant Minnetonka, MN
- financial planning assistant Minnetonka, MN
- financial advisor associate Minnetonka, MN
- estate planning consultant Minnetonka, MN
- jde finance consultant Minnetonka, MN
- financial planning associate Minnetonka, MN
- financial planner Minnetonka, MN
- financial counselor Minnetonka, MN
- finance associate Minnetonka, MN

