Financial Services Professional

4 weeks ago


Minneapolis, Minnesota, United States Catalyst Career Group Full time
About the Role

Catalyst 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 clients, providing actionable advice and connecting them to relevant financial products and services.
  • Build a financial practice by leveraging your network and the reputation of Catalyst Career Group.
  • Deliver award-winning financial workshops and marketing your practice to attract new clients.
  • Have the flexibility to control your schedule, allowing for work-life balance.
  • Collaborate with specialists from various departments to support your business growth.

Requirements:

  • Bachelor's degree or equivalent experience.
  • Attainment of FINRA SIE, life and health licenses (licensed role only).
  • Satisfactory background check, fingerprinting, and securities registration and/or insurance licensing verification, if applicable.
  • Self-disciplined, independent, and driven to succeed.
  • Motivated by helping others and seeing them achieve their goals.
  • A natural coach or guide with strong interpersonal skills.
  • Passionate about living a life of generosity by serving others, not just selling products.

What We Offer:

  • Unlimited earning potential through biweekly base commissions, bonus opportunities, and incentive pay structures.
  • Medical, dental, vision insurance.
  • Disability, accidental death, and dismemberment insurance.
  • Pension, 401(k), and retiree medical plans.
  • Well-being programs to help you manage your physical, emotional, and financial health.
  • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

How to Apply:

Pre-register online at https://catalystcareergroup.com/event/minneapolis-nov2024/ to attend the Minneapolis Job Fair on November 18, 2024, and meet with hiring managers.



  • 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...


  • 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...


  • 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...


  • Minneapolis, Minnesota, United States Securian Financial Group Full time

    Financial Reporting and Analysis RoleWe are seeking a highly skilled Financial Reporting and Analysis professional to join our team at Securian Financial Group. As a key member of our finance team, you will play a crucial role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements...

  • Financial Advisor

    4 weeks ago


    Minneapolis, Minnesota, United States Thrivent Financial Full time

    Financial Advisor Career OverviewAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic financial guidance and advice. This role is ideal for individuals who are passionate about helping others achieve their financial goals and live a more purposeful life.Key...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Accounting and Finance Leadership OpportunityCreative Financial Staffing is seeking a highly skilled Accounting and Finance Manager to join their dynamic team. As a key member of the organization, you will be responsible for leading the accounting and finance functions, ensuring accurate and timely financial reporting, and providing strategic financial...


  • Minneapolis, Minnesota, United States Amazon Services Full time

    About the RoleWe are seeking a highly skilled Senior Enterprise Sales Manager to join our Financial Services team. As a key member of our sales organization, you will be responsible for driving revenue growth and expanding our customer base in the financial services industry.Key Responsibilities:Establish and maintain strong relationships with key...


  • Minneapolis, Minnesota, United States Securian Financial Group Full time

    As a highly skilled Accounting Analyst, you will play a crucial role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements and disclosures. You will ensure that all reports and disclosures comply with applicable regulations, professional standards, and organizational...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Accounting and Finance ManagerOur client, a dynamic and growing industry leader, is seeking a highly skilled Accounting and Finance Manager to join their team. As a key member of the finance department, you will be responsible for recording accounting transactions, preparing financial reports, and analyzing financial data to inform business decisions.Key...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Accounting and Financial Reporting ExpertAt Creative Financial Staffing, we are seeking a highly skilled Accounting and Financial Reporting Expert to join our team. As an Accounting and Financial Reporting Expert, you will be responsible for preparing US GAAP Financial Statements, including Balance Sheets, Income Statements, and P&L (Cash Flow)...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Accounting and Finance Manager RoleAt Creative Financial Staffing, we are seeking a highly skilled Accounting and Finance Manager to join our team. As a key member of our organization, you will be responsible for recording accounting transactions, preparing accountant reconciliations, and preparing all financial reports, including monthly, quarterly, and...


  • Minneapolis, Minnesota, United States Amazon Services Full time

    About the RoleWe are seeking an experienced Enterprise Account Executive to join our AWS Financial Services team. As a key member of our sales team, you will be responsible for driving revenue and customer engagements for a leader in the Cloud Computing business.As an Account Executive with AWS, you will have the exciting opportunity to help shape and...


  • Minneapolis, Minnesota, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is a leading independent broker-dealer in the defined contribution and defined benefit business. We are seeking a Financial Professional to join our team in the Minneapolis area to work with plan sponsor relationships in the education market.Key ResponsibilitiesEnroll participants in 403(b) and...


  • Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    Job OpportunityStevens Foster Financial Advisors is seeking a highly skilled Financial Wealth Relationship Manager to join our team.Job SummaryWe are looking for a professional with 3-5 years of experience in financial planning for individuals, strong understanding of investing, executive benefits, and retirement planning, as well as estate planning...


  • Minneapolis, Minnesota, United States Berger Financial Full time

    Job OpportunityBerger Financial Group is seeking a skilled Tax Preparer to support the tax department during the peak season.Work Schedule:Monday to Friday, flexible hoursResponsibilities:Data entry of client information into tax software, UltraTax (NetClient CS)Track workflow using internal systems (SalesForce)Manage client documentation and bookmarking via...

  • Mortgage Loan Officer

    4 weeks ago


    Minneapolis, Minnesota, United States First International Bank & Trust Full time

    Mortgage Loan Officer Job SummaryFirst International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. As a Mortgage Loan Officer, you will play a crucial role in guiding clients through the mortgage process, evaluating loan applications, and ensuring a seamless and positive...


  • Minneapolis, Minnesota, United States Berger Financial Full time

    h3JobDescription/h3JobDescriptionDescription:brbrThegeneralapplicationistobeusedforinternalandexternalcandidatestosubmittheircandidacyforarolenotcurrentlylistedontheBergerFinancialGroupCareerspage.brbrKeyResponsibilities:brbr-SubmitapplicationforarolenotlistedontheBergerFinancialGroupCareerspagebrbrRequirements:brbr-Stronginterestinlearningwhereyoucouldfitat...


  • Minneapolis, Minnesota, United States Ameriprise Financial Full time

    As a key member of our team at Ameriprise Financial, you will play a vital role in ensuring exceptional client service. Your primary responsibility will be to serve as the first point of contact for clients regarding routine service issues, providing timely and effective solutions to their concerns. Additionally, you will be responsible for troubleshooting...


  • Minneapolis, Minnesota, United States Midwest One Bank Full time

    Job SummaryMidWestOne Bank is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a key member of our sales team, you will be responsible for selling financial products and services to clients through our Broker-Dealer, LPL Financial.Key ResponsibilitiesBuild and maintain relationships with clients to...


  • Minneapolis, Minnesota, United States Agate Housing and Services Full time

    Job Title: Chief Financial and Administrative OfficerAgate Housing and Services is seeking a highly skilled and experienced Chief Financial and Administrative Officer to join our team. As a key member of our executive team, you will be responsible for leading our financial management and administrative functions, ensuring the organization's financial...