Financial Planning Specialist

Financial Advisor OpportunityBoutique Recruiting is seeking a skilled Financial Advisor to join their team in New Brighton, MN. As a key member of the team, you will be responsible for managing existing client relationships, developing and presenting investment, tax, risk, education, and estate planning strategies. This role offers the chance to grow within...

Transformative Finance Leadership OpportunityGranicus is seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our Finance Team. As a key member of our leadership team, you will play a critical role in driving business growth and success through strategic financial planning and analysis.Key ResponsibilitiesDevelop and...

Job Summary: We are seeking a highly skilled Financial Transactions Specialist to join our team at Equiniti. As a key member of our operations team, you will be responsible for the day-to-day processing of financial transactions, ensuring accuracy and efficiency in all aspects of your work.Key Responsibilities:Process and reconcile financial transactions in...

Lutheran Social Service of Minnesota is a dynamic social service organization serving vulnerable populations. We offer an ALIVE Workplace and careers that challenge and reward employees.Job Summary:As a Financial Specialist, you will provide bookkeeping functions for Guardianship Options by coordinating with Guardian/Conservators in the management and...

Job SummaryEquiniti is seeking a highly organized and detail-oriented Financial Operations Specialist - Mailroom and Inventory Coordination to join our office services team. As a key member of our team, you will be responsible for managing incoming and outgoing mail, coordinating inventory, and providing exceptional customer service. Key ResponsibilitiesSort...

Job SummaryEquiniti is a leading international provider of shareholder, pension, remediation, and credit technology. As a key member of our office services team, you will be responsible for handling all processing activities associated with incoming and outgoing daily mail. This includes providing coverage for the physical window for mailing vendors and...

Job SummaryThe Thrivent Financial Practice Support Associate plays a vital role in supporting the daily operations of our financial services practice. This position serves as a resource to Financial Professionals and client/members, handling inquiries regarding their accounts and supporting the financial planning/advice service. The successful candidate will...

Job Title: CFONexus Community Partners seeks a highly skilled and experienced Chief Financial Officer to lead the organization's financial management, accounting, and budgeting functions. The ideal candidate will have a strong background in nonprofit accounting, financial planning, and leadership, with a proven track record of success in developing and...

Job SummaryThe Chief Financial Officer (CFO) at Northwestern Mutual is a strategic financial leader responsible for providing operational and programmatic financial support to the organization and its mission. As a key member of the executive leadership team, the CFO oversees the accounting and finance function for multiple network offices and district...

Job Overview:We are seeking a skilled and empathetic Contact Center Senior Representative to join our team at Securian Financial. As a key member of our customer service team, you will be responsible for providing exceptional support to our customers, advisors, channel partners, and distributors through phone, email, and/or chat in an inbound service center....

Chief Financial & Operations OfficerMounds Park Academy, a top-ranked independent PreK-12 private school in Minnesota, seeks a collaborative and accessible Chief Financial & Operations Officer to lead their finance and operations team. The ideal candidate has experience in setting strategic direction and overseeing business, finance, technology, and...

At Catholic United Financial, we're seeking a mission-inspired Account Executive to join our dynamic sales team. As a Member Advisor, you'll embody strong Catholic values and assist our members in making informed financial decisions that align with their faith and financial goals.As a Financial Services Representative, you'll have a robust knowledge of sales...

Job Summary: Minnesota Community Care is seeking a highly skilled Financial Operations Manager to lead our accounting and finance team. As a key member of our organization, you will be responsible for providing strategic financial guidance, overseeing financial operations, and ensuring compliance with relevant laws and regulations.About Us: Minnesota...

Job Description:At U.S. Bank, we're committed to delivering exceptional financial services to our customers and communities. As a Leasing Operations Specialist, you'll play a critical role in ensuring the accuracy and efficiency of our leasing operations.Key Responsibilities:Prepare client and end-user documentation for leasing transactionsClosing and...

Job Type: Full-timeDescription:Become a part of our mission-driven sales team at Catholic United Financial, where you will have the opportunity to build your story while serving the Catholic community. As an Account Executive, you will assist our members in making informed financial decisions that align with their faith and financial...

At U.S. Bank, our goal is to offer exceptional support to our customers and enable them to make informed financial decisions. We value diversity in our team and believe that each member brings unique strengths to the table. A career with U.S. Bank provides a wide range of opportunities to grow and develop skills, allowing you to excel in your role from day...

Job Title: Medical Billing Specialist (Hybrid after 6 months of training)Location: Woodbury, MNIndustry: HealthcareJob Description: As a Billing Specialist, you will play a crucial role in ensuring the financial health of our client's facility. You will be responsible for submitting claims to all insurance carriers, and posting cash payments. The role also...

Overview:This team supports our corporate objectives by streamlining workflows and delivering exceptional customer service that consistently meets or exceeds expectations.We're seeking positive, enthusiastic individuals who thrive in a fast-paced, high-volume environment.This role involves gaining a deep understanding of the employer market and the products...

Job DescriptionWe are seeking a highly motivated and detail-oriented Custody Operations Specialist to join our Money Movement Team at U.S. Bank. As a key member of our team, you will be responsible for ensuring the accurate and timely processing of bill payments for our trustee accounts.Key Responsibilities:Receive and deposit incoming funds from...

SBA Loan Servicing SpecialistOld National Bank is seeking a highly skilled SBA Loan Servicing Specialist to support the entire SBA loan portfolio. The successful candidate will work closely with internal and external partners to ensure seamless post-closing loan lifecycle management.Key Responsibilities:Prepare and review SBA loan servicing requests, ongoing...