Financial Planning Assistant
3 weeks ago
At Carlson Capital Management, we are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our wealth advisors in delivering exceptional client experiences.
Key Responsibilities:- Prepare and deliver client correspondence, including letters, emails, and reports.
- Compile and enter client data into our CRM system, ensuring accuracy and timeliness.
- Assist advisors with financial planning, including data collection, net worth statements, and retirement planning.
- Collaborate with advisors to ensure comprehensive financial plans are completed accurately and promptly.
- Support portfolio management by scheduling review meetings and maintaining high-quality internal communication.
- Bachelor's degree in business administration, finance, or a related field.
- Proven experience in client support, portfolio management, or a related field.
- Excellent analytical and problem-solving skills.
- Advanced proficiency in Microsoft Office products and CRM systems.
As a Paraplanner at Carlson Capital Management, you will have the opportunity to work in a collaborative environment, supporting our wealth advisors in delivering exceptional client experiences. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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Financial Planning Expert
3 days ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeJob SummaryWe are seeking a highly skilled Financial Planning Expert to join our team at Ameriprise Financial. As a key member of our Advanced Advice team, you will be responsible for delivering financial planning expertise and assisting advisors in analyzing the financial situations of high-net-worth clients.Key ResponsibilitiesDevelop strategies and make...
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Financial Planning Associate
2 weeks ago
Minneapolis, Minnesota, United States Ameriprise Financial Full timeFinancial Planning AssociateAmeriprise Financial is seeking a highly skilled Financial Planning Associate to join our team. As a key member of our client service team, you will provide dedicated support to high-producing advisors by preparing portfolio materials for client meetings, leveraging your analytical skills to build financial plans, and leading...
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Financial Planning Associate
4 weeks ago
Minneapolis, Minnesota, United States Ascend Financial Group Full time{"title": "Paraplanner Role Overview", "content": "At Ascend Financial Group, we are seeking a highly skilled and detail-oriented Paraplanner to join our team of financial planners. As a Paraplanner, you will play a critical role in supporting our team in addressing key areas of financial planning for our clients, including retirement and estate planning,...
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Senior Financial Planning Specialist
2 days ago
Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full timeJob OverviewStevens Foster Financial Advisors is seeking a highly skilled Financial Wealth Relationship Manager to join our team.The ideal candidate will possess a strong understanding of financial planning, including investing, executive benefits, and retirement planning. They will also have excellent communication and interpersonal skills, with the ability...
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Financial Planning Specialist
3 days ago
Minneapolis, Minnesota, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals achieve their financial goals and live the life they want. As a Financial Advisor, you'll play a critical role in empowering our clients to make informed decisions about their financial futures.What You'll Do:Develop and implement personalized financial...
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Financial Planning Associate
2 weeks ago
Minneapolis, Minnesota, United States Carlson Capital Management Full timeJob DescriptionAt Carlson Capital Management, we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry's highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to individuals and families in a...
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Financial Planning Director
2 weeks ago
Minneapolis, Minnesota, United States ReSource Pro Full timeDirector, Financial PlanningReSource Pro is seeking a seasoned Financial Planning Director to drive strategic growth and financial excellence across our global operations.Key Responsibilities:Develop and execute comprehensive financial plans and forecasts to inform business decisionsLead the Financial Planning and Analysis (FP&A) team to deliver high-quality...
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Financial Planning Manager
4 weeks ago
Minneapolis, Minnesota, United States League of Minnesota Cities Full timeJob Title: Principal Financial AnalystThe Metropolitan Council is the regional planning agency for the Minneapolis/St. Paul metropolitan area, providing essential services to our region. Our team is responsible for:Key Responsibilities:Transportation planning and managementWastewater treatment and managementGrowth and development of local...
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Financial Planning Manager
3 days ago
Minneapolis, Minnesota, United States Truenorth Executive Search, Inc. Full timeFinancial Planning and Analysis Manager - Private EquityJob Summary:Truenorth Executive Search, Inc. is seeking a seasoned Financial Planning and Analysis Manager to partner with a leading residential services business backed by a private equity sponsor. The ideal candidate will have experience in financial planning, budgeting, forecasting, and analysis, as...
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Financial Reporting Specialist
3 weeks ago
Minneapolis, Minnesota, United States Securian Financial Group Full timeFinancial Reporting AnalystSecurian Financial Group is seeking a highly skilled Financial Reporting Analyst to join our team. As a key member of our financial reporting team, you will play a critical role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements and...
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Financial Reporting Analyst
4 weeks ago
Minneapolis, Minnesota, United States Securian Financial Group Full timeFinancial Reporting AnalystSecurian Financial Group is seeking a highly skilled Financial Reporting Analyst to join our team. As a key member of our financial reporting team, you will play a critical role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements and disclosures.Key...
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Financial Planning Specialist
4 weeks ago
Minneapolis, Minnesota, United States ReSource Pro Full timeJob OverviewWe are seeking a highly skilled Financial Planning and Analysis (FP&A) professional to join our global team at ReSource Pro. As a Lead Analyst, FP&A, you will play a key role in supporting the budgeting, forecasting, and financial reporting for our onshore revenue-generating and corporate overhead departments.Your primary responsibilities will...
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Financial Reporting Specialist
3 weeks ago
Minneapolis, Minnesota, United States Securian Financial Group Full timeFinancial Reporting AnalystSecurian Financial Group is seeking a highly skilled Financial Reporting Analyst to join our team. As a key member of our financial reporting team, you will play a critical role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements and disclosures.Your...
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Financial Reporting Analyst
4 weeks ago
Minneapolis, Minnesota, United States Securian Financial Group Full timeFinancial Reporting AnalystSecurian Financial Group is seeking a highly skilled Financial Reporting Analyst to join our team. As a key member of our financial reporting team, you will play a critical role in preparing and distributing internal financial statements, regulatory accounting filings, and external audited financial statements and disclosures.Your...
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Financial Planning
2 months ago
Minneapolis, Minnesota, United States Detector Electronics LLC Full timeJob OverviewCompany: Detector Electronics LLCDetector Electronics LLC is a prominent player in the field of fire detection and suppression solutions, catering to high-risk environments across various sectors, including critical infrastructure and clean energy. Our organization prides itself on delivering innovative lifecycle solutions through a dedicated...
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Financial Planning and Analysis Lead
3 weeks ago
Minneapolis, Minnesota, United States Duke Cannon Supply Co Full timeFinancial Planning and Analysis DirectorDuke Cannon Supply Co. is a growth-oriented CPG company that operates with an entrepreneurial mindset. We're seeking a highly skilled Financial Planning and Analysis Director to join our team in Minneapolis. As a key member of our leadership team, you will be responsible for driving business and organizational growth...
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Financial Planning Associate
2 days ago
Minneapolis, Minnesota, United States Northwestern Mutual Full timeJob OverviewThe Financial Planning Associate is a key member of the Planning Department at Northwestern Mutual, supporting subscribing advisors and their staff through behind-the-scenes service work. The primary responsibilities of this role are focused on investment paperwork, creating comprehensive financial plans, running investment reports, and creating...
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Financial Planning and Analysis Manager
2 weeks ago
Minneapolis, Minnesota, United States Abbott Full timeAbout the RoleAbbott 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...
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Director of Financial Planning and Analysis
3 days ago
Minneapolis, Minnesota, United States Ryan Companies US Full timeJob Title: Director of Financial Planning and AnalysisRyan Companies US, Inc. is seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team in Minneapolis. This individual will play a key role in the ongoing development and leadership of the Corporate FP&A team.Key Responsibilities:Develop and maintain a...
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Financial Planning and Analysis Manager
2 weeks ago
Minneapolis, Minnesota, United States Abbott Laboratories Full timeAbout Abbott LaboratoriesAbbott 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.Job SummaryWe are seeking an experienced Assistant...