Current jobs related to Financial Services Professional - Minneapolis - Associate Staffing

  • Financial Services Professional

    4 weeks ago

    Minneapolis, Minnesota, United States LPL Financial Holdings, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you grow your career and business as a Financial Advisor. Our partnership with Magnifi Financial Credit Union offers a unique opportunity to join a team dedicated to supporting the local community with a complete menu of financial services.Key...

  • Financial Services Representative

    4 weeks ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Financial Advisor in TrainingThe Financial Advisor in Training role is designed for individuals who aspire to become financial advisors in a collaborative environment.As a Financial Advisor in Training, you will receive comprehensive support to obtain the necessary licenses, including Series 7 and 66, and life insurance licenses. You will also gain hands-on...

  • Senior Financial Professional

    4 weeks ago

    Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    **Senior Accountant Opportunity**Creative Financial Staffing is seeking a highly skilled Senior Accountant to join their finance team. This is an exceptional opportunity for an experienced professional to contribute to the company's ongoing success.**Key Responsibilities:**Manage financial tasks, including accounts payable, accounts receivable, payroll, and...

  • Financial Services Representative

    3 weeks ago

    Minneapolis, Minnesota, United States Trustone Financial Full time

    About the Role:We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Trustone Financial. As a key member of our branch team, you will be responsible for providing exceptional service to our members, promoting financial well-being, and consistently setting a positive example.Key Responsibilities:Welcome...

  • Financial Services Professional

    3 weeks ago

    Minneapolis, Minnesota, United States MidWestOne Bank Full time

    Unlock Your Potential as a Financial Services ProfessionalAt MidWestOne Bank, we're committed to helping our clients achieve their financial goals. As a Financial Services Professional, you'll play a key role in providing expert guidance and support to our customers, helping them navigate the complex world of investments and financial...

  • Financial Services Professional

    4 weeks ago

    Minneapolis, Minnesota, United States Alerus Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at Alerus Financial. As a key member of our team, you will be responsible for delivering comprehensive financial advice to our clients, enhancing existing relationships, and developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients,...

  • Customer Service Professional

    4 weeks ago

    Minneapolis, United States Ameriprise Financial Full time

    Maintain an appropriate study schedule and discipline in preparation for the FINRA SIE, Series 7 and Series 63 licensing exams. - Serves as first customer point of contact regarding routine service issues, assist in troubleshooting issues, and enter Customer Service, Professional, Service, Asset Manager, Financial Planning, Retail

  • Financial Services Professional

    4 weeks ago

    Minneapolis, Minnesota, United States gpac Full time

    Wealth Advisor Opportunitygpac, a leading recruitment company, is partnering with a well-established company in the financial services industry to find a talented Wealth Advisor.This is a unique opportunity to make a significant impact on people's lives by providing professional investment advice and building long-lasting relationships with high net-worth...

  • Financial Services Professional

    3 weeks ago

    Minneapolis, Minnesota, United States Catalyst Career Group Full time

    About the RoleCatalyst Career Group is seeking a skilled Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for providing personalized financial guidance to clients, helping them achieve their financial goals and live more generous lives.Key Responsibilities:Develop and maintain long-term relationships with...

  • Financial Services Representative

    3 weeks ago

    Minneapolis, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full time

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional customer service and sales of deposit products, loan products, and convenient services to our members.Key...

  • Financial Services Professional

    4 weeks ago

    Minneapolis, Minnesota, United States North Star Resource Group Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account...

  • Financial Services Professional

    4 weeks ago

    Minneapolis, Minnesota, United States gpac Full time

    Job Title: Jr Financial AdvisorThis is a full-time, on-site, salaried position located in Minneapolis, MN. The Jr Financial Advisor role offers the opportunity to learn comprehensive wealth management practices from financial planning experts.Key Responsibilities:Support senior advisors by preparing for and participating in client meetingsRespond to client...

  • Financial Services Professional

    4 weeks ago

    Minneapolis, Minnesota, United States gpac Full time

    Job Opportunity: Associate Financial AdvisorThis role offers the chance to learn comprehensive wealth management practices from experienced financial planning experts. As an Associate Financial Advisor, you will support senior advisors in client meetings, respond to client calls, and complete forms and data entry.Key Responsibilities:Prepare for and...

  • Financial Services Professional

    4 weeks ago

    Minneapolis, Minnesota, United States Bank of Montreal Full time

    Job Summary: We are seeking a highly skilled Associate Banker to join our team at the Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for delivering exceptional service to our customers and prospects.Key Responsibilities:Identify customer needs and provide advice and guidance on financial products and...

  • Financial Services Professional

    3 weeks ago

    minneapolis, United States Associate Staffing Full time

    Summary:Our client operates as one of the largest financial services entities in the United States, offering a wide range of financial products and services, including personal and commercial banking, investment management, and mortgage lending to name a few. Our client has a continued focus on innovation and sustainable growth.Financial Securities...

  • Financial Services Professional

    2 months ago

    Minneapolis, United States Associate Staffing Full time

    Summary:Our client operates as one of the largest financial services entities in the United States, offering a wide range of financial products and services, including personal and commercial banking, investment management, and mortgage lending to name a few. Our client has a continued focus on innovation and sustainable growth.Financial Securities...

  • Financial Services Professional

    4 weeks ago

    Minneapolis, Minnesota, United States Associate Staffing Full time

    Job Summary:Associate Staffing is seeking a highly skilled Financial Securities Operations Representative to join our team. As a key member of our operations team, you will be responsible for performing a variety of complex tasks related to securities processing and insurance operations.Key Responsibilities:• Process and analyze complex securities...

  • Financial Services Representative

    3 weeks ago

    Minneapolis, Minnesota, United States Wings Financial Credit Union Full time

    Job SummaryThis role is responsible for fostering strong relationships with members by providing exceptional service, educating them on our products and services, and identifying opportunities to expand their financial capabilities.Key Responsibilities:Assist members with account opening, service requests, and credit applications.Proactively educate members...

  • Financial Services Professional

    2 weeks ago

    Minneapolis, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Minneapolis, MN, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial...

  • Financial Planning Expert

    4 weeks ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Expert to join our team at Ameriprise Financial. As a key member of our Advanced Advice team, you will be responsible for delivering financial planning expertise and assisting advisors in analyzing the financial situations of high-net-worth clients.Key ResponsibilitiesDevelop strategies and make...

Financial Services Professional

2 months ago

Minneapolis, United States Associate Staffing Full time

Summary:

Our client operates as one of the largest financial services entities in the United States, offering a wide range of financial products and services, including personal and commercial banking, investment management, and mortgage lending to name a few. Our client has a continued focus on innovation and sustainable growth.


Financial Securities Operations Representative - Property/Casualty Insurance


Responsibilities

• Perform a variety of operational tasks for complex securities or process extensive knowledge of systems

• Perform moderately complex duties such as processing, researching inquires and reconciling transactions

• Review time sensitive documents

• Address compliance and corporate governance issues for the department

• Interact with internal customers

• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements


Qualifications

• 2+ years of property and/or casualty insurance-related experience

• Demonstrated experience analyzing external insurance policies and contacting agents

• Thorough understanding of residential and commercial property insurance coverages and policies


Equal Opportunity Employer:

Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.