Paralegal, Advice and Wealth Management
1 month ago
We have an exciting opportunity to provide legal support to Group Counsel and associated Advice and Wealth Management business partners. Assist in completing legal transactions, including executing franchise registration, government filing and business processes, and responding to related questions; researching laws related to business; supporting resolution of advisor-related client and compensation issues, supervision and discipline, dispute resolution, and recruiting; and drafting related correspondence and identifying solutions to business requests. Collaborate across the General Counsel's Organization (GCO) and business to perform various tasks. Come join this opportunity and apply today Key Responsibilities: Support Legal Department by preparing initial drafts of correspondence, information requests, presentation materials and other legal documents Provide consultation to business partners on legal matters under attorney supervision Gather, organize, summarize, and index documents for various sources for upcoming, pending, or potential legal issues Management of legal document execution, delivery, tracking, and filing Coordination and maintenance of legal billing matters in Legal Tracker system Research law sources by identifying applicable statutes, judicial decisions, and codes Work on special projects and project teams, as assigned Required Qualifications: Bachelors Degree or equivalent 5-7 years relevant experience Microsoft Suite proficiency: Intermediate level in Excel, Intermediate in Word, Advanced in Outlook Adobe Professional proficiency: Intermediate level Strong verbal communication skills, internal and external professional communications Ability to multi-task, think ahead and meet deadlines Excellent writing and proofreading skills Solid calendaring and organizational skills Conflict resolution skills
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Paralegal, Advice and Wealth Management Expert
2 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeWe are seeking a skilled Paralegal to provide legal support to Group Counsel and associated Advice and Wealth Management business partners at Ameriprise Financial.Key Responsibilities:Support the Legal Department by preparing initial drafts of correspondence, information requests, presentation materials, and other legal documents.Provide consultation to...
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Legal Support Specialist
2 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeWe are seeking a skilled Paralegal to provide legal support to our Group Counsel and Advice and Wealth Management business partners.The ideal candidate will assist in completing legal transactions, including executing franchise registration, government filing, and business processes, and responding to related questions. They will also research laws related...
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Minneapolis, United States Ameriprise Financial Full timeAre you looking for a company that values diversity, collaboration, and growth? The Ameriprise Financial Leadership Development Program (LDP) offers meaningful work experience for emerging talent in a FORTUNE 500 company within the Financial Services industry. The Advice and Wealth Management Sales LDP is a 18-month experiential commitment crafted to...
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Paralegal - Legal Support Specialist
3 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeJob SummaryWe are seeking a highly skilled Paralegal to provide legal support to our Group Counsel and business partners in the Advice and Wealth Management division.Key Responsibilities:Prepare initial drafts of correspondence, information requests, and other legal documents under attorney supervision.Provide consultation to business partners on legal...
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Senior Wealth Manager
3 weeks ago
Minneapolis, Minnesota, United States Leah Yosef International Full timeOpportunity OverviewLeah Yosef International, a top 25 firm in the WAS custodial referral program channel, is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.Key HighlightsOpportunity for overrides while assisting Financial Advisors nationwide to close business.Above market payout in perpetuity on all...
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Wealth Management Professional
3 weeks ago
Minneapolis, Minnesota, United States CX Institutional LLC Full timeJob OverviewCX Institutional LLC is seeking a highly skilled Wealth Manager to join our team. As a key member of our client experience team, you will be responsible for building and maintaining trusting relationships with our high net worth clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including risk audits and...
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Senior Wealth Advisor
1 week ago
Minneapolis, United States Kestra Holdings Full timeVector Wealth Management, a BlueSpring Partner, was founded in 1993. We are a nationally Registered Investment Advisory firm in Minneapolis, MN managing over a billion dollars in assets. We are passionate about providing exceptional service to high-net-worth clients through comprehensive and objective financial wealth management. We are looking to grow our...
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Wealth Management Specialist
3 weeks ago
Minneapolis, Minnesota, United States BGM Group Full timeJob Title: Wealth AdvisorJob DescriptionWe are seeking a highly skilled and experienced Wealth Advisor to join our team at BGM Group. The ideal candidate will play a crucial role in both relationship management and business development within the firm.The Wealth Advisor will manage a select group of current clients, delivering exceptional service and...
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Wealth Management Professional
2 weeks ago
Minneapolis, Minnesota, United States BGM Group Full timeJob DescriptionAt BGM Group, we are seeking a highly skilled and experienced Wealth Advisor to join our team. The ideal candidate will play a crucial role in both relationship management and business development within the firm.The Wealth Advisor will manage a select group of current clients, delivering exceptional service and supporting the financial...
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Senior Wealth Management Associate
3 weeks ago
Minneapolis, Minnesota, United States Carlson Capital Management Full timeJob OverviewAt Carlson Capital Management, we deliver a comprehensive wealth management experience that sets the standard for excellence. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a collaborative environment.Key ResponsibilitiesSupports a wide range of...
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Senior Paralegal
4 weeks ago
Minneapolis, Minnesota, United States U.S. Bank Full timeJob Title: Senior ParalegalU.S. Bank is seeking an experienced paralegal to join the Capital Markets Legal Team. The successful candidate will support the Global Capital Markets group within U.S. Bank's Wealth, Corporate, Commercial and Institutional Banking business line.Key Responsibilities:Assist in supporting the Credit Fixed Income (CFI) unit, which...
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Senior Paralegal
4 weeks ago
Minneapolis, Minnesota, United States U.S. Bank Full timeJob Title: Senior ParalegalU.S. Bank is seeking an experienced paralegal to join the Capital Markets Legal Team. The successful candidate will support the Global Capital Markets group within U.S. Bank's Wealth, Corporate, Commercial and Institutional Banking business line.Key Responsibilities:Assist in reviewing underwriting agreements, offering documents,...
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Minneapolis, Minnesota, United States Medtronic Full timeAbout the RoleWe are seeking a highly skilled Paralegal to join our Litigation and Labor team at Medtronic. As a Paralegal, you will play a critical role in supporting our attorneys and senior paralegals with various litigation matters, including product liability litigation, general/commercial litigation, and labor and employment litigation.Key...
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Senior Counsel
3 weeks ago
Minneapolis, Minnesota, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. Our team-based approach, combined with our UniFi process, sets us apart from the standard approach. We proudly serve over 61,000...
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Financial Planning Specialist
2 weeks ago
Minneapolis, Minnesota, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. With over 100 offices nationwide, we proudly serve over 61,000 households, providing unique financial plans and investment management...
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Paralegal/Senior Paralegal
1 month ago
Minneapolis, Minnesota, United States Hennepin County Full timeAbout the RoleThe Adult Representation Services (ARS) department at Hennepin County is seeking highly skilled Paralegals and/or Senior Paralegals to join our team. As a Paralegal, you will play a critical role in assisting attorneys with a variety of civil proceedings, including child protection cases, evictions, and civil commitment proceedings.Key...
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Paralegal/Senior Paralegal
3 weeks ago
Minneapolis, Minnesota, United States Hennepin County Full timeAbout the RoleThe Adult Representation Services (ARS) department at Hennepin County is seeking highly skilled Paralegals and/or Senior Paralegals to support attorneys in various civil proceedings.Key ResponsibilitiesAssist attorneys in identifying, collecting, and evaluating information to determine the appropriateness of legal action and prepare...
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Senior Counsel
3 weeks ago
Minneapolis, Minnesota, United States Wealth Enhancement Group Full timeJob SummaryWe are seeking a highly skilled Senior Counsel to join our team at Wealth Enhancement Group. As a key member of our Legal department, you will play a critical role in supporting our commitment to being an Employer of Choice. This position demands a highly skilled attorney to provide strategic advice and counsel related to compliance with...
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Senior Counsel
4 weeks ago
Minneapolis, Minnesota, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experts is passionate about helping individuals and families achieve their financial goals and secure their financial futures.Job SummaryWe...
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Wealth Management Professional
2 weeks ago
Minneapolis, Minnesota, United States CX Institutional LLC Full timeJob SummaryCX Institutional LLC is seeking a highly motivated and experienced Wealth Advisor to join our Wealth Management Team. As a key member of our team, you will be responsible for driving business development growth, client experience, and retention.Key Responsibilities:Lead the adherence of the New Client and Wealth Management Core Processes by all...