Wealth Management Specialist

1 week ago


Maple Grove, Minnesota, United States Manifest Full time

We are seeking a skilled professional to join our team as a Junior Financial Advisor. This role offers the opportunity to work closely with senior advisors and partners to develop skills and knowledge in finance.

Job Responsibilities

As a Junior Financial Advisor, you will be responsible for conducting financial assessments of clients, determining their financial status, goals, and risk tolerance. You will also work with the planning department to build customized financial plans addressing clients' needs, including investments, insurance, retirement, and tax strategies.

  • Estimated Annual Salary: $65,000 - $85,000
  • Conduct financial assessments of clients
  • Work with the planning department to build customized financial plans
  • Assist and educate clients with the implementation of their financial plans
  • Maintain long-term client relationships through exceptional service and regular communication
Requirements

To be successful in this role, you should have a Bachelor's Degree in Finance, Economics, Business, or a related field. Relevant certifications, such as Series 7 and Series 66, are also required. Self-starter, motivated, and works well in a team environment are essential qualities.

  • Bachelor's Degree in Finance, Economics, Business, or related field
  • Relevant certifications (Series 7, Series 66)
  • Self-starter, motivated, and team player

Our company offers a comprehensive benefits package, including medical and retirement benefits.



  • Maple Grove, Minnesota, United States Manifest Full time

    Join Our TeamWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team. As a key member of our operations team, you will play a critical role in assisting the investment committee and operations managers by running regular reports, consolidating investment research, and participating in weekly manager meetings. Key...


  • Maple Grove, Minnesota, United States Manifest Full time

    Company OverviewWe are a dynamic private wealth management group dedicated to delivering exceptional financial services to our clients. Our team of experts works tirelessly to provide personalized solutions, ensuring our clients achieve their financial goals.With a strong focus on building long-term relationships, we strive to create a positive impact on our...


  • Maple Grove, Minnesota, United States Manifest Full time

    Investment and Risk Management SpecialistWe are seeking a highly skilled Investment and Risk Management Specialist to join our team at Manifest. As a key member of our private wealth management group, you will be responsible for helping our clients manage their investments and mitigate risks.Responsibilities:Conduct thorough financial assessments of clients...


  • Maple Grove, Minnesota, United States Manifest Full time

    Job SummaryWe are seeking an experienced Financial Planning Specialist to join our team. As a key member of our wealth management group, you will work closely with clients to develop and implement personalized financial plans, ensuring their financial well-being and achieving their goals.This is an exciting opportunity to work with a dynamic team of...


  • Maple Grove, Minnesota, United States Manifest Full time

    ResponsibilitiesAs a Portfolio Management Associate, you will be responsible for:Developing expert working knowledge of available technology and investment research platformsProviding investment research and analysis to support portfolio decisionsRunning and consolidating regular reports to assist investment committees and operations managersCompleting...


  • Maple Grove, Minnesota, United States Manifest Full time

    Job DescriptionWe are a private wealth management group that specializes in comprehensive financial planning. Our mission is to guide our clients and make complex issues easy for them, allowing them to focus on their passions.Responsibilities:Develop expert knowledge of available technology, the Trading Platform, and various investment research...


  • Maple Grove, Minnesota, United States Manifest Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Professional to join our team at Manifest. As a key member of our private wealth management group, you will be responsible for providing comprehensive financial planning services to individuals and small businesses.The ideal candidate will have a strong understanding of finance, economics, and...


  • Maple Grove, Minnesota, United States beBee Professionals Full time $25,000 - $35,000

    At beBee Professionals in Maple Grove, we are looking for a highly skilled Kitchen Hygiene Specialist to maintain the cleanliness and organization of our kitchen area.We offer a competitive salary range of $45,000 - $55,000 per year, depending on experience.Key Responsibilities:Maintain high standards of hygiene and cleanliness in the kitchen, including...


  • Maple Grove, Minnesota, United States Lancesoft INC Full time

    We are seeking a highly skilled Medical Assistant Specialist to join our team in Maple Grove, MN. As a Medical Assistant Specialist, you will be responsible for providing top-notch patient care and administrative support in a clinical setting.About the RoleThis is a full-time permanent position with a competitive salary range of $41,600 - $54,080 per year....


  • Maple Grove, Minnesota, United States City Wide Facility Solutions Full time

    About the JobThis is a fantastic opportunity for an experienced professional to join our team as a Night Manager. As a Night Manager, you will play a critical role in ensuring the success of our clients' building maintenance needs. You will be responsible for managing contract compliance, maintaining relationships with Independent Contractors, and executing...


  • Maple Grove, Minnesota, United States Kare Healthcare Staffing LLC Full time

    Job OverviewKare Healthcare Staffing LLC is seeking a highly skilled Diagnostic Imaging Specialist to join our team.Key Responsibilities:Utilize sonographic equipment to identify and observe the area(s) of concern, ensuring accurate diagnoses and patient care.Prepare the exam room for examinations, collaborating with radiologists on vascular ultrasound...


  • Maple Grove, Minnesota, United States ACR Homes Full time

    Job DescriptionAbout Our Team:At ACR Homes, we prioritize creating meaningful relationships with our clients and their families.Your Role:You will provide essential care and support to individuals with disabilities in their homes.Responsibilities:Administer medications according to client needs.Assist with daily living tasks, including meal preparation and...


  • Maple Grove, Minnesota, United States iDIGITAL Full time

    We are seeking a skilled Outdoor Advertising Specialist to join our team in St. Cloud, MN. This role offers a competitive salary of $80K - $120K per year, plus uncapped commission potential.Job Responsibilities:This position is responsible for managing client relationships, developing new business opportunities, and delivering high-quality customer service...

  • Medical Assistant

    1 week ago


    Maple Grove, Minnesota, United States PRIDE Healthcare Full time

    Job SummaryPride Health is a leading minority-owned healthcare recruitment & staffing firm offering customized business process solutions at cost-effective prices. As a Medical Assistant - Cardiology Specialist, you will be part of a dynamic Cardiology Team managing customer flow and providing exceptional care to patients from diverse age groups. Collaborate...


  • Maple Grove, Minnesota, United States beBee Professionals Full time $95,000 - $110,000

    OverviewAt beBee Professionals, we are seeking an Advanced Clinical Health Care Specialist to join our team in Maple Grove. As a clinical healthcare professional, you will provide comprehensive patient care, including diagnosis, treatment, and health education.Key Responsibilities:Conducting thorough physical exams and assessing patient health to inform...


  • Maple Grove, Minnesota, United States Pharmavise Corporation Full time

    Overview: At Pharmavise Corporation, we are seeking a skilled Regulatory Compliance Specialist to join our team. This is an exciting opportunity for individuals passionate about ensuring the safety and efficacy of medical devices.Salary: The estimated salary for this position is $120,000 per year, depending on experience and qualifications.Job...


  • Maple Grove, Minnesota, United States Pharmavise Corporation Full time

    Job OverviewThis is a challenging and rewarding opportunity for individuals passionate about ensuring the safety, efficacy, and quality of medical devices. As a Senior Medical Device Compliance Specialist or Regulatory Affairs Manager - Medical Devices, you will be responsible for leading and overseeing quality management system (QMS) activities for medical...


  • Maple Grove, Minnesota, United States BRIAN PACKARD Full time

    About the RoleWe are seeking an experienced Manufacturing Planning Specialist to join our team at Brian Packard.This is a challenging role that requires strong planning and organizational skills to ensure the efficient production of our products.The successful candidate will have a strong background in manufacturing and experience in production...


  • Maple Grove, Minnesota, United States Veterinary Emergency Group (VEG) Full time

    Job OverviewAs a Veterinary Imaging Specialist with the Veterinary Emergency Group (VEG), you will play a critical role in providing high-quality ultrasound support to our emergency hospitals and training facilities. This exciting opportunity allows you to work closely with experienced emergency doctors, utilizing your expertise to deliver same-day...


  • Maple Grove, Minnesota, United States Boston Scientific Full time

    We are seeking a highly motivated and analytical professional to join our Commercial Operations and Sales Strategy team in the growing Peripheral Interventions and Interventional Oncology markets. As a Senior Commercial Data Specialist, PI, you will work to develop, build and maintain critical sales enablement platforms that service a high-impact, fast-paced...