Top 64 Cfp Jobs in Minnesota

Financial Advisor
Ameriprise Financial —Little Falls, MN
- $75,000 - $90,000 a year
- Full-time
- Marketing
- Computer literacy
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
Trust Administrator
North Shore Bank of Commerce —Duluth, MN
- $60,000 - $80,000 a year
- Full-time
- CPA
- 5 years
- Office
- Profit sharing
- Wellness program
Quick Apply
Financial Advisor
EVEREST FINANCIAL GROUP LLC —Golden Valley, MN
- $100,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
CFP® Planning and Strategy Consultant
Case Central, LLC —Shoreview, MN
- $85,000 - $120,000 a year
- 8 hour shift
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Golden Valley, MN
- Up to $250,000 a year
- Choose your own hours
- Hybrid work
- Background check
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual - Twin Cities —Mendota Heights, MN
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Paid training
- Health insurance
Quick Apply
J.P. Morgan Wealth Management - Private Client Advisor - Richfield, MN (including surrounding area)
JPMorganChase —Richfield, MN
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
21h
J.P. Morgan Wealth Management - Private Client Advisor - Lakeville, MN (including surroun
JPMorganChase —Lakeville, MN
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
2d
J.P. Morgan Wealth Management - Private Client Advisor - Saint Paul, MN (including surrounding areas)
JPMorganChase —Saint Paul, MN
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Staff Financial Planner
Mayo Clinic —Rochester, MN
- $141,024.00 - $204,526.40 a year
- Full-time
- Hybrid work
- 6 years
- CPA
- Research
- Health savings account
- Health insurance
13d
Workplace Financial Consultant - Minneapolis/St. Paul, MN
Fidelity Investments —Minneapolis, MN
- $65,000 - $138,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Loan repayment program
- 401(k)
Wealth Management Advisor - Minneapolis, MN
TIAA —Minneapolis, MN
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
3d
Wealth Management Consultant
Royal Bank of Canada —Minneapolis, MN
- $90,000 - $160,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Planning Strategist
Savant Wealth Management —Saint Paul, MN
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Senior Wealth Advisor - Hybrid
Cetera Financial Group —Edina, MN
- $300,000 a year
- Full-time
- Hybrid work
- Research
- 3 years
- Business development
- Paid parental leave
- Paid holidays
2d
Managing Director & Family Office Fellow
Oxford Financial GRP —Minneapolis, MN
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Service Advisor
BGM Group —Bloomington, MN
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Business development
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Minneapolis-Saint Paul, MN
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Wealth Planning Associate
Royal Bank of Canada —Minneapolis, MN
- $55,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Opportunities for advancement
Lead Advisor - New Market - Minneapolis
Brighton Jones —Minneapolis, MN
- $150,000 - $350,000 a year
- Full-time
- CPA
- Public speaking
- Business development
- Profit sharing
- Paid parental leave

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Financial Advisor

Ameriprise Financial -
Little Falls, MN

Quick Apply

Job Details

Full-time
$75,000 - $90,000 a year

Benefits

Paid holidays
Paid time off
Professional development assistance
Opportunities for advancement
Retirement plan

Qualifications

Teamwork
Bachelor's degree
Client services
Organizational skills
Business Administration

Full Job Description

Are you a bright, organized professional with experience in the financial planning/investment industry? We are looking for a Financial Advisor seeking a long-term career with a rapidly growing firm that provides high-caliber service and puts clients first. This position offers the opportunity to work with an established client base while expanding relationships and attracting new clients to the practice. The ideal candidate is motivated by professional growth, enjoys building long-term client relationships, and is excited by the opportunity to contribute to the continued success and expansion of the firm.

This position will be based in Little Falls with occasional travel required. This is a full-time position with compensation based on experience, skill level, qualifications, and overall contribution to the growth of the practice. As the firm continues to expand, there may be opportunities for increased responsibility, professional advancement, and enhanced earning potential. Benefits include Paid Time Off, paid holidays, and a retirement plan.

Our ideal candidate thrives working independently, demonstrates exceptional attention to detail, communicates effectively with clients and colleagues, and is motivated to build a successful long-term career. The candidate should be proactive, relationship-focused, and continually seek opportunities to deliver additional value to clients while contributing to the growth of the practice.

Duties and Responsibilities:

- Provide exceptional client service

- Professional, friendly and effective communication with clients

- Gather financial planning data, create deliverables, track and follow up on action items for planning clients

- Respond and handle client service requests

- Make investment, insurance, and financial planning recommendations to clients that are aligned with their goals

- Contribute to business development initiatives and support the continued growth of the practice through client referrals, networking, and relationship-building activities

- Assist other advisors in the group as needed

- Identify opportunities to deepen client relationships and provide additional planning, investment, and insurance solutions when appropriate

Education, Experience, Knowledge and Skills

- Bachelor’s Degree or Higher - preferred major in Finance, Accounting, Business Administration, Marketing or relevant experience

- 2+ years of experience as a Financial Advisor working directly with clients preferred

- Series 7 and 66 licenses

- Life & Health Insurance licenses

- CFP® designation preferred

-Strong computer skills

-Exceptional interpersonal and client service skills

-Detail orientated with superior organizational skills

-Work independently with the ability to collaborate with others

-Ability to work in a fast-paced, evolving environment

If you are seeking a role that offers an established client base, a collaborative team environment, and opportunities for continued professional and financial growth, we encourage you to apply.

Pay: $75,000.00 - $90,000.00 per year

Benefits:

Paid time off
Professional development assistance
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

cfp jobs in minnesota

Financial Advisor

Trust Administrator

Financial Advisor

CFP® Planning and Strategy Consultant

Financial Advisor

Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Richfield, MN (including surrounding area)

J.P. Morgan Wealth Management - Private Client Advisor - Lakeville, MN (including surroun

J.P. Morgan Wealth Management - Private Client Advisor - Saint Paul, MN (including surrounding areas)

Staff Financial Planner

Workplace Financial Consultant - Minneapolis/St. Paul, MN

Wealth Management Advisor - Minneapolis, MN

Wealth Management Consultant

Planning Strategist

Senior Wealth Advisor - Hybrid

Managing Director & Family Office Fellow

Service Advisor

Senior Wealth Advisor

Wealth Planning Associate

Lead Advisor - New Market - Minneapolis

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