CFP Financial Case Strategist - Hybrid Role
CaseCentral
Case Central, LLC in Shoreview, Minnesota is looking for a CFP® professional to join their team. This role involves integrating technical expertise with business strategies, providing case design recommendations, and promoting Case Central solutions to Financial Services Professionals. Candidates should have a strong sales acumen and technical proficiency, with a focus on developing collaborative partnerships. The position offers competitive compensation, comprehensive benefits, and opportunities for ongoing training and professional development. #J-18808-Ljbffr
- ...Are you a CFP® professional with a strong background in financial planning and a consultative, sales-driven mindset? If you enjoy partnering with advisors, designing... ..., this could be a great fit within Gradient’s Case Central team. Case Central works with Financial Services...FinancialWork at officeRemote work
$152.7k - $294k
...includes developing business cases for new investments or... ...years of experience in roles involving strategy... ...Global Information Security Strategist will join a high‑... ...led and leader‑enabled hybrid model. Our expectation... ...support your physical, financial, and emotional well‑being...FinancialSummer holidayFlexible hoursShift work$79.2k - $110.9k
...seek to perfect our craft of personalized financial planning with our team‑based Roundtable... ...commitments. The Financial Analyst will play a key role in driving data‑driven decisions,... ...to senior management. This is a Hybrid position (Working 2 days in‑office at our...FinancialFull timeTemporary workWork at officeRemote workFlexible hours- ...Roseville, MN is seeking an Assistant Controller. This role includes managing corporate-wide accounting and financial services, overseeing audits, and leading a team.... ...in a managerial capacity. The position offers a hybrid work environment and comprehensive benefits. #J-18...Financial
- ...is seeking a full-time Budget Officer to join the Department of Labor and Industry. This role involves preparing budgets, overseeing accounting functions, and maintaining financial accounts. Candidates should possess at least two years of accounting experience and demonstrate...FinancialFull timeRemote work
- ...Implementation Project Manager in Minneapolis, MN. In this role, you will lead client implementations, ensuring timely... ...project management experience and familiarity with financial services. The role offers a hybrid work environment, as well as comprehensive benefits including...Financial
- ...stewardship, trust, and 100+ years of financial excellence. At Trust Point... ...shapes legacies. As a Wealth Strategist on our Family Office team, you... ...Office division. Why This Role Matters You will sit at the... ...~ Credentials (JD, CPA, CFP, CTFA) - or pathway/commitment...FinancialWork at office
$88.56k - $118.08k
...connectivity, join us today. The Role The Retention Strategist is a critical member of the Large Enterprise... ...your physical, mental, emotional and financial wellbeing. We're able to answer any... ...results will be evaluated on a case-by-case basis. Pursuant to the San...FinancialContract workTemporary workImmediate start$93k - $139k
...Day to Day As a Senior Strategist on the Global Product Commercialization... ..., Product, Legal, Finance, Financial Systems, Operations, and... ...market solutions. In this role, you will operate as a subject... .... Build business cases, test hypotheses, and define...FinancialWork experience placementLocal area$170.26k - $200.3k
...businesses we serve to make better and smarter financial decisions and enabling the communities we... ...preferred Total compensation for this role is highly competitive and substantially... ...in the job posting. This role is hybrid. Team members who are in a hybrid role typically...FinancialTemporary work3 days per week$170.26k - $200.3k
...businesses we serve to make better and smarter financial decisions and enabling the communities we... ...preferred Total compensation for this role is highly competitive and substantially... ...in the job posting. This role is hybrid. Team members who are in a hybrid role typically...FinancialTemporary workLocal area3 days per week$88.56k - $118.08k
...connectivity, join us today. The Role The Retention Strategist is a critical member of the Large Enterprise... ...your physical, mental, emotional and financial wellbeing. We're able to answer any... ...results will be evaluated on a case-by-case basis. Pursuant to the San...FinancialFull timeContract workTemporary workImmediate start$90k - $160k
...purpose of the Wealth Strategist – Cross Border opportunity... ...planning focused on financial planning as part of the... ...advisors on complex planning cases, provides estate,... ...JD and/or CPA MBA CFP, CPWA, CLU and/or ChFC... ...workforce and plays a critical role in attracting, engaging...FinancialFull timeTemporary workFlexible hours- ...to expand their accounting team in Minneapolis. This role focuses on revenue recognition, financial reporting, and process improvement, providing a robust... ...accounting. With mentorship, exposure to leadership, and a hybrid model (three in-office days per month), this position...FinancialWork at office
- ...an Accounting Specialist for its Finance Division. This role involves processing various financial transactions such as accounts payable, receivable,... ...years of bookkeeping experience. This position offers a hybrid work environment at the Minnesota Judicial Center in St...Financial
- ...enhance decision-making through insightful analysis. The role demands solid financial acumen and operational understanding. Qualified candidates... ...experience, particularly in the consumer goods industry. This hybrid position supports work-life balance while offering...Financial
$30 - $34 per hour
...Saint Paul, MN to support daily accounting operations and financial reporting. This role requires a strong background in Accounts Receivable, Accounts... ...in a fast-paced environment. The position offers a hybrid work model with a competitive rate of $30.00 to $34.00/hr...Financial- ...Consulting & Search is seeking a Senior Accountant in Minneapolis, MN, offering a hybrid work model with on-site requirements. In this role, you will support corporate accounting operations and financial reporting, primarily focused on ASC 606 revenue recognition. The ideal...Financial
- ...A leading financial services company is seeking a Senior Project Manager in Golden Valley, MN (Hybrid). The role involves managing the Statement Program across diverse product lines, ensuring timely deliverables, and leading cross-functional teams. The ideal candidate...Financial
$75.2k - $165.5k
...broad range of industries. This role offers hands-on exposure to... ...Prepare detailed credit memos and financial models that clearly summarize... ...Financial believes in hybrid work as an integral part of our... ...available under these plans. In all cases, the plan document dictates...FinancialWork experience placementInternshipWork at officeHome officeFlexible hours3 days per week- ...P) & Record to Report (R2R) Finance Lead to manage end-to-end financial operations across the organization. The ideal candidate should... ...and will act as the main contact for finance operations. This hybrid role emphasizes leadership, stakeholder engagement, and ensuring robust...Financial
$116.6k - $217.3k
...full third-party lifecycle. This role serves as a central leader... ...operational, cybersecurity, privacy, financial, and regulatory domains ~... ...., CRMP, CISA, CISSP) #LI-Hybrid **This position will have a... ...under these plans. In all cases, the plan document dictates coverage...FinancialWork at officeFlexible hours3 days per week$160k - $175k
...seeks a Senior Director of Finance to lead core financial functions, including budgeting, reporting, and... ...minimum of ten years’ relevant experience. The role offers a salary range of $160,000 to $175,000 annually and hybrid work options, alongside comprehensive health and...Financial- ...Minnesota, is seeking a Controller to oversee financial operations and compliance. The selected... ...and effective internal controls. The role requires strong financial analysis skills... ...organization's ABIDE commitments and offers a hybrid work environment. #J-18808-Ljbffr...Financial
- ...Merchology, LLC in Plymouth is seeking a Controller to oversee financial reporting and accounting operations. Responsibilities include... ...degree in accounting or finance, and proficiency with GAAP. This hybrid role allows for three days onsite and two days remote. #J-18808-...FinancialRemote work
- ...Partners is seeking a talented Business Analyst to support a financial services client. This role is not traditional; it requires someone to act as a... ...across HR, finance, and enterprise systems. The position is hybrid, requiring 3 days a week onsite in Minneapolis. Ideal...Financial3 days per week
$150k - $180k
...Time-tested life insurance company on solid financial footing seeks an ASA or FSA with 6 to 8... ...with. The key responsibilities in this role are conducting new product analysis, implementing... ...A salary range of $150- $180K. Location Minneapolis, MN - Hybrid #J-18808-Ljbffr...Financial$240k - $281k
...Location: Plymouth, MN (Hybrid) Job Summary We currently have an opportunity for a Director... ...based in our Plymouth, MN office. This role is responsible for leading the maintenance... ...in a management role. Experience in financial modeling, budgeting, and forecasting. Strong...FinancialWork at office- ...experience in employee benefits, excellent analytical skills, and proficiency in Microsoft Excel. This role requires independent advisory capabilities on compliance and financial strategies. Successful candidates will thrive in a collaborative environment that values...Financial
- ...Controller responsible for overseeing all accounting and financial operations. This role ensures accurate reporting, compliance, and effective internal... ...such as an MBA or CPA. The position offers a hybrid work environment, requiring three days on-site. #J-18808-...Financial
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