Financial Advisor Associate
2 weeks ago
We are seeking a highly motivated and experienced Associate Financial Advisor to join our team at Ameriprise Financial. As a key member of our team, you will play a crucial role in driving the growth and success of our practice.
Key Responsibilities:- Build and maintain strong relationships with existing clients, providing exceptional service and support to help them achieve their financial goals.
- Actively engage in new client acquisition, identifying opportunities to grow our practice and expand our client base.
- Collaborate with our seasoned advisor to ensure optimal portfolio performance and growth, providing in-depth analysis and tailored financial plans to clients.
- Attend client meetings, take notes, and document action items, ensuring seamless communication and collaboration with the team.
- Perform market research and assist in portfolio management, staying up-to-date on industry trends and best practices.
- Minimum undergraduate degree or higher.
- Over 10 years of experience in the financial planning industry (preferred).
- Series 7, Series 66, and Minnesota State Life & Health licenses (or commitment to obtaining within the first 3 months of hire).
- CFP designation (preferred) or willingness to obtain over time.
- Competitive base salary ($85k-$150k, commensurate with experience).
- Bonus schedule.
- 401k with 3% match and 2% profit sharing.
- Life insurance ($50,000 company paid).
- Short-term and long-term disability insurance.
- Competitive paid time off schedule.
- Potential succession opportunity.
We are committed to providing a dynamic and supportive work environment that fosters growth and development. If you are a driven and results-oriented professional with a passion for financial planning, we encourage you to apply for this exciting opportunity.
-
Financial Services Representative
3 weeks ago
Edina, Minnesota, United States Birchwood Financial Partners Full timeAbout the RoleWe are seeking a highly motivated and proactive individual to join our team as a Client Service Specialist. As a key member of our Financial Services team, you will play a critical role in delivering exceptional client experiences and supporting our Financial Advisors and Investment Management team.Key ResponsibilitiesMeet with clients to...
-
Wealth Strategies Advisor
4 weeks ago
Edina, Minnesota, United States Punch & Associates Investment Management, Inc. Full timeJob Title: Wealth Strategies AdvisorPunch & Associates Investment Management, Inc. is a Minneapolis-based, independent wealth and investment management firm serving a select number of institutions and families of substantial wealth.Our MissionWe aim to enable families and institutions to steward resources with clarity and purpose.ResponsibilitiesOrganize,...
-
Wealth Strategies Advisor
1 month ago
Edina, Minnesota, United States Punch & Associates Investment Management, Inc. Full timeUnlock Your Financial PotentialPunch & Associates Investment Management, Inc. is seeking a skilled professional to join our team as a Wealth Strategies Advisor. As a key member of our team, you will have the opportunity to work with high net worth individuals and institutions, guiding them through our financial planning process and helping them achieve their...
-
Wealth Management Advisor
2 weeks ago
Edina, Minnesota, United States Fidelity TalentSource LLC Full timeJob Description:The Wealth Management Advisor plays a critical role in driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies. This position focuses on planning for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.The Expertise We're Looking ForSeries 7,...
-
Wealth Management Associate
1 month ago
Edina, Minnesota, United States Punch & Associates Investment Management, Inc. Full timeWealth Management Opportunities at Punch & Associates Investment Management, Inc.Punch & Associates Investment Management, Inc. is a renowned independent wealth and investment management firm based in Minneapolis. Our dedicated team serves a select group of institutions and high-net-worth families, assisting them in managing their resources with clarity and...
-
Senior Wealth Management Advisor
4 weeks ago
Edina, Minnesota, United States Fidelity TalentSource LLC Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team. As a key member of our Private Wealth Management group, you will be responsible for developing and implementing comprehensive financial plans and wealth strategies for our clients.Key ResponsibilitiesDevelop and implement financial plans and wealth...
-
Financial Services Accountant
3 weeks ago
Edina, Minnesota, United States SS&C Full timeJob Title: Associate Manager, Hedge Fund AccountingSS&C is a global leader in investment and financial services, providing software and services to the financial services and healthcare industries. As an Associate Manager, Hedge Fund Accounting, you will play a critical role in supporting the financial services team in delivering high-quality accounting...
-
Wealth Management Planning Consultant
4 weeks ago
Edina, Minnesota, United States Fidelity TalentSource LLC Full timeJob Summary:We are seeking a highly skilled Wealth Management Planning Consultant to join our team. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service to our most sophisticated and valued clients.Key Responsibilities:Provide high-touch relationship management to clients, including...
-
Sales Tax Compliance Specialist
3 weeks ago
Edina, Minnesota, United States Creative Financial Staffing Full timeSales Tax Analyst Job DescriptionWe are seeking a highly skilled Sales Tax Analyst to join our team at Creative Financial Staffing. As a Sales Tax Analyst, you will play a critical role in ensuring sales tax compliance for all locations.Key Responsibilities:Prepare sales tax compliance analyses and returns, meeting remittance deadlines.Research and maintain...
-
Accounting and Claims Process Specialist
2 weeks ago
Edina, Minnesota, United States Howden Group Holdings Full timeAbout the RoleHowden Tiger is a global reinsurance broker and risk advisor that leverages innovation and analytics to deliver exceptional client service.Key ResponsibilitiesWork under the direction of Accounting and Claims Analysts to deliver fast and accurate transaction processing services.Enter claim data, including initial loss notices and loss status...
-
Accounting and Claims Process Specialist
2 weeks ago
Edina, Minnesota, United States Howden Group Holdings Full timeAbout the RoleHowden Tiger is a global reinsurance broker and risk advisor dedicated to innovation and superior analytics for top client service.We are seeking a highly organized and detail-oriented Accounting and Claims Process Associate to join our team.Key ResponsibilitiesEnter claim data, including initial loss notices, loss status updates, and proofs of...
-
Clinical Operations Associate
2 weeks ago
Edina, Minnesota, United States Allina Health Full timeJob SummaryAllina Health is a not-for-profit health system that prioritizes patient-centered care. We are seeking a skilled Clinical Operations Associate to join our team.This role is responsible for providing exceptional patient experience through efficient registration processes, accurate data collection, and effective communication. The ideal candidate...
-
Senior Tax Associate
1 month ago
Edina, Minnesota, United States ABDO Full timeSenior Associate Tax PositionAbdo LLP is seeking a highly skilled Senior Associate to join our Tax group. As a key member of our team, you will be responsible for preparing federal and state tax returns, financial data, and records for assigned clients.Key Responsibilities:Prepare tax returns for individuals, corporations, partnerships, and non-profit...
-
Sales Associate
2 weeks ago
Edina, Minnesota, United States Express Full timeAbout ExpressExpress is a leading fashion brand that offers a wide range of stylish and high-quality clothing for men and women. Our mission is to provide a unique shopping experience that inspires self-expression and confidence.Job SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will...
-
Sales Associate
2 weeks ago
Edina, Minnesota, United States Cole Haan Full timeJob SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Cole Haan. As a Sales Associate, you will play a key role in delivering exceptional customer service, driving sales growth, and maintaining a positive store environment.Key ResponsibilitiesDeliver Financial Results: Achieve personal sales and key performance...
-
Clinical Representative Associate
4 days ago
Edina, Minnesota, United States Allina Health Full timeJob Summary:Allina Health is a not-for-profit health system that cares for individuals, families and communities throughout Minnesota and western Wisconsin. Our mission is to provide exceptional care as we prevent illness, restore health and provide comfort to all who entrust us with their care.This includes you and your loved ones. We are committed to...
-
Clinical Business Associate
2 weeks ago
Edina, Minnesota, United States Allina Health Full timeJob Summary:Allina Health is a not-for-profit health system that cares for individuals, families, and communities throughout Minnesota and western Wisconsin. Our mission is to provide exceptional care as we prevent illness, restore health, and provide comfort to all who entrust us with their care.This includes you and your loved ones. We are committed to...
-
Reinsurance Broker Specialist
2 weeks ago
Edina, Minnesota, United States Howden Group Holdings Full timeAbout the RoleHowden Tiger is a global reinsurance broker and risk advisor that leverages innovation and analytics to deliver exceptional client service.Job DescriptionWe are seeking a skilled Reinsurance Broker to join our team. The successful candidate will be responsible for analyzing insurance and reinsurance portfolios, evaluating potential losses, and...
-
Seasonal Sales Associate
3 days ago
Edina, Minnesota, United States Cole Haan Full timeAs a Seasonal Sales Associate at Cole Haan, you will play a vital role in delivering exceptional customer experiences and driving sales growth. Key responsibilities include:Key Accountabilities:Meet or exceed personal sales targets and contribute to the store's overall revenue goals.Provide world-class customer service by engaging with customers,...
-
Clinical Business Representative Associate
4 weeks ago
Edina, Minnesota, United States Allina Health Full timeJob Summary:Allina Health is a not-for-profit health system that cares for individuals, families, and communities throughout Minnesota and western Wisconsin. If you value putting patients first, consider a career at Allina Health. Our mission is to provide exceptional care as we prevent illness, restore health, and provide comfort to all who entrust us with...