Financial Planning Specialist

2 weeks ago


Saint Paul, Minnesota, United States Equitable Holdings Full time
About Equitable Advisors

At Equitable Advisors, we're dedicated to helping our clients achieve their long-term financial goals. Our team of experienced professionals is passionate about delivering exceptional service and providing tailored solutions to meet the unique needs of each client.

Our Mission

We're driven by a mission to empower our clients to secure their financial well-being, giving them the confidence to pursue their passions and live a fulfilling life. Our commitment to excellence and our passion for making a positive impact on the lives of our clients and their communities sets us apart.

Our Values

We value diversity, equity, and inclusion, and we're committed to fostering an inclusive work environment that celebrates the unique perspectives and experiences of our employees. Our DEI initiatives are designed to promote opportunities for growth and development, and we're proud to offer a range of programs and resources to support our employees' personal and professional goals.

Our Culture

We believe in the importance of work-life balance and offer a range of benefits and programs to support our employees' well-being. From flexible work arrangements to opportunities for professional development, we're committed to helping our employees thrive in their careers and beyond.

Join Our Team

We're always looking for talented and motivated individuals to join our team. If you're passionate about delivering exceptional service and making a positive impact on the lives of our clients, we'd love to hear from you.



  • Saint Paul, Minnesota, United States Securian Financial Group Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Consultant to join our Institutional Retirement Solutions team at Securian Financial Group. As a key member of our team, you will be responsible for providing financial analysis and planning support to our business unit and reinsured business.Key ResponsibilitiesPartner with...


  • Saint Paul, Minnesota, United States Securian Financial Group Full time

    About the Role:The Institutional Retirement Solutions division at Securian Financial Group is seeking a highly skilled Financial Planning and Analysis (FP&A) Consultant to support FP&A functions and accounting for the business unit and reinsured business.Key Responsibilities:Partner with Vice President – Institutional Retirement Products and CFO –...


  • Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    Financial Operations SpecialistRole Overview:The Financial Operations Specialist will play a key role in both accounting and financial analysis functions, supporting the organization's financial health and strategic initiatives. The role reports to the CFO and will collaborate closely with a team that includes an Assistant Controller, with further reporting...


  • Saint Peter, Minnesota, United States Ameriprise Financial Full time

    Job OverviewAs an Associate Financial Advisor at Ameriprise Financial, you will play a pivotal role in the smooth operation of our fast-paced and friendly financial planning office. This position offers a unique opportunity to hone your skills and build a base of clients under the guidance of an experienced financial advisor. Your primary responsibility will...


  • Saint Paul, Minnesota, United States Transcend Practice Management Full time

    Job Title: ParaplannerWe are seeking a highly skilled and motivated Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our senior advisors in delivering exceptional client experiences.Key Responsibilities:Provide ongoing support to senior advisors, including preparing for client...


  • Saint Paul, Minnesota, United States Transcend Practice Management Full time

    Job Title: ParaplannerWe are seeking a highly skilled and motivated Paraplanner to join our team at Transcend Practice Management. As a Paraplanner, you will play a critical role in supporting our senior advisors in delivering exceptional client experiences.Key Responsibilities:Provide ongoing support to our senior advisors, preparing for client meetings,...


  • Saint Paul, Minnesota, United States Abbott Laboratories Full time

    About AbbottAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160...

  • Financial Strategist

    1 month ago


    Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    Unlock Your Potential as an FP&A ManagerElevate your career in finance with Creative Financial Staffing as an FP&A Manager. This is a unique opportunity to shape the future of finance with a leading marketing company. As a key member of our team, you will collaborate closely with senior leadership, drive strategic decisions, and propel business growth.Key...

  • Financial Specialist

    1 month ago


    Saint Paul, Minnesota, United States Lutheran Social Service of Minnesota Full time

    Lutheran Social Service of Minnesota is a dynamic social service organization serving vulnerable populations.We value trustworthiness and offer an ALIVE Workplace that is supportive, positive, and fun.Job Summary:As a Financial Specialist, you will provide bookkeeping functions for Guardianship Options by coordinating with Guardian/Conservators to manage and...


  • Saint Paul, Minnesota, United States Evolent Health Full time

    Lead Financial Planning and Analysis for Evolent HealthEvolent Health is seeking a Senior Director of Financial Planning and Analysis to join our team of finance professionals working to advance Evolent's mission. As a key member of the Finance organization, this role will partner with cross-functional teams to drive strategic decision-making and business...


  • Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    Why Choose This Role?Creative Financial Staffing is seeking an experienced Accounts Payable Specialist to join our team. As an Accounts Payable Specialist, you will play a critical role in ensuring the smooth operation of our financial processes.Responsibilities:Verify and approve all vouchers for payment.Prepare invoice deduction notices as...


  • Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    Regional Financial LeaderDrive financial excellence across multiple manufacturing facilities as a Regional Financial Leader. Partner with plant operations to improve operational efficiency and profitability.Key Responsibilities:Lead financial operations across multiple manufacturing facilities.Serve as a financial business partner to plant operations...


  • Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    At Creative Financial Staffing, we're seeking an experienced Accounts Payable Specialist to join our team. As an Accounts Payable Specialist, you will play a crucial role in ensuring the smooth operation of our company's financial processes.Key Responsibilities:Verify and approve all invoices for payment.Prepare and send invoice deduction notices as...


  • Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    Regional Controller / ManufacturingCompany:A mid-sized, high-growth global manufacturing companyPosition:Regional ControllerAbout Us:We are a dynamic and fast-growing manufacturing company with multiple facilities across the region. Our mission is to drive operational excellence through innovation and teamwork. We are seeking an experienced and hands-on...


  • Saint Paul, Minnesota, United States Oracle Full time

    Role OverviewAs a Cloud Financials Delivery Specialist at Oracle, you will be responsible for supporting Oracle University's Fusion Applications Technology training content. This role requires a strong understanding of Oracle Fusion Finance Modules and the ability to deliver high-quality training assets.Key ResponsibilitiesParticipate in the recording,...


  • Saint Paul, Minnesota, United States Securian Financial Group Full time

    Job Overview:Securian Financial Group is seeking an accomplished Financial Planning & Analysis (FP&A) Consultant to support FP&A functions and accounting for the business unit and reinsured business. This role requires a highly skilled professional with expertise in financial analysis, budgeting, and forecasting to drive business growth and strategy.Key...


  • Saint Paul, Minnesota, United States Equiniti Full time

    At Equiniti, we are seeking a skilled Financial Transactions Specialist to join our team. This role will be responsible for the day-to-day operational support of our financial transactions, including transaction processing, resolving complex customer issues, and balancing accounts.The ideal candidate will have 3+ years of experience in a similar role, with a...


  • Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    Accounts Payable Specialist OpportunityCreative Financial Staffing is seeking an experienced Accounts Payable Specialist to join our team. As an Accounts Payable Specialist, you will be responsible for managing the company's accounts payable process, ensuring timely and accurate payment of invoices, and maintaining a high level of customer satisfaction.Key...

  • Financial Director

    2 weeks ago


    Saint Paul, Minnesota, United States Stride Full time

    Job SummaryThe Finance Director will be a proactive and highly visible member of the Finance team, reporting directly to the SVP Finance. This role requires a proven individual who can support both high-level complex financial responsibilities and dive into the details on a daily basis.Key ResponsibilitiesLead annual operating and capital budgeting and...

  • Payroll Specialist

    4 weeks ago


    Saint Paul, Minnesota, United States Creative Financial Staffing Full time

    Payroll Specialist Job DescriptionWe are seeking a skilled Payroll Specialist to join our team at Creative Financial Staffing. The successful candidate will be responsible for processing payroll transactions, ensuring compliance with regulations, and providing exceptional support to our clients.Key Responsibilities:Process payroll transactions, including...