Financial Advisor
2 weeks ago
We are seeking a highly motivated and ambitious Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will have the opportunity to build a successful career in a dynamic and supportive environment.
Key Responsibilities- Build relationships with clients to understand their financial goals and develop personalized investment strategies.
- Oversee branch processes and ensure a high-quality client experience.
- Engage with the branch team to create and implement business plans.
- Create a positive and inclusive work environment.
- A comprehensive training program to help you develop the skills and knowledge you need to succeed.
- A competitive compensation package, including bonus potential, 401K, and comprehensive health benefits.
- The flexibility to balance your personal and professional life.
- A culture of continuous improvement and professional development.
- A bachelor's degree or equivalent work-related experience in the securities/financial services industry.
- Financial services and/or sales experience.
- Financial services registration, licensing, or certification.
- Professional and/or military career progression.
Edward Jones is a Fortune 500 company where people come first. We are proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.
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Financial Advisor
2 days ago
Cottage Grove, Minnesota, United States Summit Credit Union Full timeUnlock Your Potential as a Financial AdvisorAre you passionate about helping individuals and families achieve financial security and wealth? Do you have a knack for creating personalized solutions to complex financial challenges? We're seeking a talented Financial Advisor to join our team at Summit Credit Union.About the RoleAs a Financial Advisor, you'll...
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Financial Services Professional
1 month ago
Inver Grove Heights, Minnesota, United States Gpac Full timeUnlock Your Potential as a Wealth AdvisorWe are partnering with a renowned wealth management firm to find an experienced Wealth Advisor to join their dynamic team. This esteemed organization has cultivated a culture of excellence, fostering lasting relationships with clients and providing a supportive environment for professionals to thrive.Key...
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Financial Services Professional
3 weeks ago
Inver Grove Heights, Minnesota, United States Gpac Full timeWealth Advisor OpportunityGpac is partnering with a reputable wealth management firm to find an experienced Wealth Advisor to join their team. This firm has cultivated a strong team culture that prioritizes building lasting relationships with clients.Key Qualifications:At least 5 years of experience in the fieldBachelor's Degree in Accounting or Finance...
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Financial Services Professional
2 days ago
Inver Grove Heights, Minnesota, United States Plante Moran Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Advisor. As a key member of our wealth management team, you will be responsible for providing comprehensive financial solutions to individuals and families.Key ResponsibilitiesAssess clients' financial situations and develop personalized investment...
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Customer Service Representative
1 day ago
Inver Grove Heights, Minnesota, United States Securian Financial Group Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Contact Center Senior Representative. As a key member of our customer service team, you will be responsible for providing exceptional support to our customers, advisors, and channel partners through phone, email, and/or chat interactions.Key...
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Tax Law Specialist
4 weeks ago
Inver Grove Heights, Minnesota, United States Stellar Enterprises Full timeAbout the RoleWe are seeking a highly skilled Tax Law Specialist to join our team at Stellar Enterprises. As a Tax Law Specialist, you will play a key role in providing expert advice to our clients on inheritance tax law and succession planning.Key ResponsibilitiesDevelop recommendations for tax optimization and advise on inheritance tax law and succession...
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Financial Planning Specialist
3 weeks ago
Maple Grove, Minnesota, United States Manifest Full timeJob OpportunityWe are seeking a skilled Financial Planning Specialist to join our team at Manifest, a private wealth management group. Our mission is to provide comprehensive financial planning services to individuals and small businesses, making complex issues easy to understand and manage. As a Financial Planning Specialist, you will work closely with...
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Investment Support Specialist
1 day ago
Cottage Grove, Minnesota, United States Thrivent Financial Full timeInvestment Support AnalystJoin Thrivent Financial as an Investment Support Analyst and contribute to the success of our asset management business. As a key member of our team, you will provide analytic and operational support, working closely with our chief investment officer and advisors to deliver exceptional client service.Key Responsibilities:Conduct...
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Business Development Advisor
4 weeks ago
Spring Grove, Minnesota, United States Sapphire Technologies Full time{"title": "Commercial Customer Advisor", "content": "About UsSapphire Technologies is a leading provider of innovative solutions in the financial services industry. We are seeking a highly skilled Commercial Customer Advisor to join our team.Job SummaryWe are looking for a talented individual to provide advisory and support services to our corporate clients....
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Investment Support Specialist
4 weeks ago
Cottage Grove, Minnesota, United States Thrivent Financial Full timeInvestment Support AnalystJoin Thrivent Financial as an Investment Support Analyst and contribute to the success of our asset management business. As a key member of our team, you will provide analytical and operational support, working closely with our chief investment officer and advisors to deliver exceptional client experiences.Key...
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Investment Support Specialist
4 weeks ago
Cottage Grove, Minnesota, United States Thrivent Financial Full timeInvestment Support AnalystJoin Thrivent Financial, a Fortune 500 company, in our mission to empower clients to live exceptional lives through uncompromising integrity, genuine trust, and personalized advice.Key Responsibilities:Provide analytic and operational support for our asset management business, including investment proposals, application and service...
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Investment Support Specialist
3 weeks ago
Cottage Grove, Minnesota, United States Thrivent Financial Full timeInvestment Support Analyst Job DescriptionAt Thrivent Financial, we're seeking a highly skilled Investment Support Analyst to join our team. As a key member of our investment operations team, you'll play a critical role in supporting our asset management business.Key Responsibilities:Provide analytical and operational support for investment proposals,...
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Investment Support Specialist
1 month ago
Cottage Grove, Minnesota, United States Thrivent Financial Full timeInvestment Support AnalystJoin Thrivent Financial as an Investment Support Analyst and contribute to the success of our clients by providing exceptional support to our asset management business.Key Responsibilities:Conduct comparative analysis of prospect's portfolio against proprietary model allocationsWork with advisors and staff to tailor investment...
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Investment Support Specialist
4 weeks ago
Cottage Grove, Minnesota, United States Thrivent Financial Full timeInvestment Support AnalystJoin Thrivent Financial as an Investment Support Analyst and contribute to the success of our asset management business. As a key member of our team, you will provide analytical and operational support, working closely with our chief investment officer and other staff members.Key Responsibilities:Conduct comparative analysis of...
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Customer Service Representative
3 weeks ago
Spring Grove, Minnesota, United States Nebula Ventures Full timeJoin Our Team as an Individual Customer AdvisorWe are seeking highly motivated and customer-focused individuals to join our team as Individual Customer Advisors. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our clients.About UsNebula Ventures is a leading financial...
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Branch Office Coordinator
8 hours ago
Cottage Grove, Minnesota, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting the financial advisor in achieving their goals.Key ResponsibilitiesDeepen and broaden client relationships through...
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Branch Office Support Professional
2 days ago
Cottage Grove, Minnesota, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled and motivated Branch Office Administrator to join our team at Edward Jones. As a key member of our branch team, you will play a critical role in delivering exceptional client service and supporting our financial advisors in achieving their goals.Key ResponsibilitiesProvide personalized service to clients,...
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Accounting Specialist
3 weeks ago
Mendota Heights, Minnesota, United States North Risk Partners Full timeAccounting SpecialistNorth Risk Partners is a dynamic and growing firm dedicated to serving the insurance and risk management needs of businesses and individuals.Our team consists of over 450 employees working across five stations, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.We are seeking a detail-oriented and experienced Accounting...
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Accounting Specialist
2 weeks ago
Mendota Heights, Minnesota, United States North Risk Partners Full timeAccounting Specialist Job DescriptionNorth Risk Partners is a dynamic and growing firm dedicated to serving the insurance and risk management needs of businesses and individuals.Our team consists of over 450 employees working across five stations, including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska.We are seeking a detail-oriented and...
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Financial Advisor
2 days ago
Downers Grove, Illinois, United States Thrivent Financial Full timeAbout the RoleWe are seeking a skilled Financial Advisor to join our team at Thrivent Financial. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing holistic, purpose-based financial advice.Key ResponsibilitiesBuild a financial practice guiding Christians on their journeys to financial...
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Financial Advisor
3 weeks ago
colonial heights, United States First Command Financial Services, Inc. Full timeJob Description4 out of 5 of our Advisors are veterans or military spousesWho We AreFirst Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What Our Advisors...
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Financial Advisor
1 week ago
Colonial Heights, United States First Command Financial Services, Inc. Full timeJob Description4 out of 5 of our Advisors are veterans or military spousesWho We AreFirst Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What Our Advisors...
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Financial Advisor
2 weeks ago
Downers Grove, United States Polaris Wealth Group, a private practice of Ameriprise Financial Full timePosition Title: Associate Financial Advisor (AFA)Polaris Wealth Group, an Ameriprise Private Wealth Advisory Practice in the Downers Grove, Illinois office location, is looking for an Associate Financial Advisor to help clients achieve their financial goals through in-depth financial planning with an emphasis on delivering an exceptional client...
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Financial Advisor
3 weeks ago
downers grove, United States Thrivent Full timeMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your...
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Financial Advisor
3 weeks ago
Downers Grove, United States Thrivent Full timeMeaningful work. Rewarding career.Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissions and incentives based on your...
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Financial Solutions Advisor
23 hours ago
Arlington Heights, Illinois, United States Bank of America Full timeJoin Our Team as a Financial Solutions AdvisorWe are seeking a highly motivated and customer-focused Financial Solutions Advisor to join our team at Bank of America. As a Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals and live their best financial lives.About the RoleThis is an exciting...
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Financial Planner
2 weeks ago
Downers Grove, United States Capstone Financial Advisors Inc. Full timeSummary/ObjectiveCapstone Financial Advisors has an immediate opening for a Financial Planner with two plus years of relevant experience. We are a fee-only, independent Registered Investment Advisor (RIA), providing high-net-worth clients wealth management services tailored to their unique circumstances. We are also 100% employee owned. When you’re at...
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Financial Planner
2 weeks ago
Downers Grove, United States Capstone Financial Advisors Inc. Full timeSummary/ObjectiveCapstone Financial Advisors has an immediate opening for a Financial Planner with two plus years of relevant experience. We are a fee-only, independent Registered Investment Advisor (RIA), providing high-net-worth clients wealth management services tailored to their unique circumstances. We are also 100% employee owned. When you’re at...
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Financial Planning Specialist
24 hours ago
Downers Grove, Illinois, United States Capstone Financial Advisors Inc. Full timeJoin Our Team as a Financial PlannerCapstone Financial Advisors Inc. is a fee-only, independent Registered Investment Advisor (RIA) seeking a highly motivated and experienced Financial Planner to join our team.We offer a dynamic and supportive work environment, with a focus on professional and personal growth. Our team is dedicated to providing exceptional...
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Financial Planner
3 weeks ago
Colonial Heights, Virginia, United States First Command Financial Services, Inc. Full timeAbout the RoleWe are seeking a skilled Financial Advisor to join our team at First Command Financial Services, Inc. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military organizations, military units,...
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Financial Aid Advisor
3 weeks ago
Garden Grove, United States Concorde Career Colleges Full timeOverview Financial Aid Advisor - Concorde Career College THIS POSITION WILL PAY UPTO 25.50 AN HOUR DEPENDING ON EXPERIENCE Are you a passionate advocate for students' success, a community builder, and a leader with a strong commitment to making a difference? Concorde Career College is seeking a Financial Aid Advisor to join our team and help us impact lives,...
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Financial Aid Advisor
1 month ago
Garden Grove, United States Concorde Career Colleges, Inc. Full timeOverview Financial Aid Advisor - Concorde Career CollegeTHIS POSITION WILL PAY UPTO 25.50 AN HOUR DEPENDING ON EXPERIENCE Are you a passionate advocate for students' success, a community builder, and a leader with a strong commitment to making a difference? Concorde Career College is seeking a Financial Aid Advisor to join our team and help us...
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Financial Services Professional
1 hour ago
Cottage Grove, Wisconsin, United States LPL Financial Holdings, Inc. Full timeUnlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you achieve your career goals. As a Financial Advisor, you'll have the opportunity to work with a diverse range of clients, helping them achieve their financial objectives and build a secure financial future.This exciting role will allow you to leverage...
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Financial Advisor for Small Business
4 weeks ago
Preston Heights, Illinois, United States Velocity Innovations Full timeAbout the RoleWe are seeking a highly skilled Financial Advisor to join our team at Velocity Innovations. As a Financial Advisor, you will play a crucial role in supporting our small business customers and providing expert financial guidance.Key ResponsibilitiesSupport small business customers with their financial needsAdvise assigned business customers on...
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Senior Financial Advisor
2 weeks ago
Sterling Heights, Michigan, United States First Merchant's Bank Full timeSenior Financial AdvisorFirst Merchants Bank is seeking a highly skilled Senior Financial Advisor to join our team. This role will involve facilitating the sale and service of securities, annuities, and registered investment advisory products to qualified clients.Key Responsibilities:Expand client relationships by emphasizing the origination of new business,...
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Financial Advisor
1 day ago
Citrus Heights, California, United States New York Life Full timeAbout New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals.What We're Looking ForWe're looking for people who want to make a lasting impact on the financial well-being of individuals,...
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Chief Financial Officer
2 weeks ago
Downers Grove, Illinois, United States Principal Financial Group Full timeAbout the RoleThis is a senior leadership position that will lead and consult with financial professionals to help them build their skills and grow their practice. The ideal candidate will have a strong background in financial services and be able to attract and develop top-tier talent to our team.Key ResponsibilitiesDevelop a profitable business center by...
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Financial Planner
2 weeks ago
Elm Grove, Wisconsin, United States Liberty Financial Group, Inc. Full timeAbout Liberty Financial Group, Inc.Liberty Financial Group, Inc. is a Woman Owned Boutique fee-only Registered Investment Advisory firm, established in 1981 and based in Elm Grove, WI. We operate under the fiduciary standard, providing pure financial planning and investment recommendations in the best interest of our clients.Job DescriptionWe are seeking a...
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Financial Advisor
3 weeks ago
Citrus Heights, California, United States New York Life Full timeAbout New York LifeNew York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the...