Top 306 Benefits advisor Jobs in Bloomington, Mn

Client Services Associate / Financial Advisor Assistant
EFS Advisors - Minnetonka Branch Office —Minnetonka, MN
- $45,000 - $60,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Employee Experience (EX) Advisor - Healthcare
Press Ganey —Saint Paul, MN
- $81,000 - $115,000 a year
- Full-time
- Remote
- Microsoft Excel
- Bachelor's degree
- Travel
Quick Apply
Connection Advisor Intermediate (Call Center/Healthcare Scheduler), Remote
Hennepin Healthcare —Minneapolis, MN
- $21.92 - $28.36 an hour
- 8 hour shift
- Remote
- Microsoft Outlook
- Psychiatry
- Mid-level
- Disability insurance
- Health insurance
Revenue Cycle Advisor
HHAeXchange —Minneapolis-Saint Paul, MN
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Quick Apply
Connection Advisor Associate (Call Center/Healthcare Scheduler), Remote
Hennepin Healthcare —Minneapolis, MN
- $21.35 - $24.82 an hour
- 8 hour shift
- Remote
- Spanish
- Microsoft Outlook
- Psychiatry
- Disability insurance
- Health insurance
7d
MnSCU Academic Professional 1 - TRIO Upward Bound Advisor
Minnesota State —Rosemount, MN
- $24.40 - $35.30 an hour
- Weekends as needed
- School experience
- Public speaking
- Mid-level
- Paid parental leave
- Paid holidays
12d
Service Advisor, 70-80, Full Benefits Package
CarHop —Minneapolis, MN
- $70,000 - $80,000 a year
- Full-time
- ASE Certification
- Mid-level
- Computer skills
- Paid holidays
- Health insurance
Quick Apply
Senior Talent Acquisition Advisor
CliftonLarsonAllen —Minneapolis, MN
- $81,000 - $139,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
- Paid parental leave
- Health insurance
Service Advisor
Richfield Bloomington Honda —Richfield, MN
- $71,114 - $176,101 a year
- Weekends as needed
- Background check
- Clean driving record
- Dealership
- Paid jury duty
- Health insurance
Quick Apply
Connection Advisor Outreach (Call Center/Healthcare Scheduler), Remote
Hennepin Healthcare —Minneapolis, MN
- $23.47 - $31.33 an hour
- 8 hour shift
- Remote
- Microsoft Outlook
- Psychiatry
- High school diploma or GED
- Disability insurance
- Health insurance
Wellness Advisor
Lunds & Byerlys —Saint Louis Park, MN
- $61,000 - $83,000 a year
- Online Application
- Hospitality
- Computer literacy
- Merchandising
- Health insurance
- Dental insurance
16h
Full-Time Beauty Lead Advisor - Sephora
KOHLS —Bloomington, MN
- $17.50 - $24.55 an hour
- Weekends as needed
- Mid-level
- Communication skills
- Disability insurance
- Dental 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
7d
Service Advisor - Southdale Center
Aritzia —Edina, MN
- Part-time
- Mid-level
Senior Employee Relations Advisor (PS Field Senior)
CliftonLarsonAllen —Minneapolis, MN
- $74,000 - $125,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Advisor Support Representative
Osaic —Oakdale, MN
- $53,000 - $55,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Research
- Office
- Health insurance
- Dental insurance
2026 Donna Voce Singers Interim Advisor
Minnetonka Public Schools —Minnetonka, MN
- Online Application
- High school
- Mid-level
- Public school
- Health insurance
- Dental insurance
Style Advisor - Southdale Center
Aritzia —Edina, MN
- Part-time
- Entry level
- Retail sales
Service Advisor
Motorwerks BMW —Bloomington, MN
- $75,000 - $120,000 a year
- Full-time
- Background check
- Clean driving record
- Dealership
- Health insurance
- Dental insurance
12d
Client Solution Advisor
PNC Financial Services Group —Saint Paul, MN
- $52,500 - $87,500 a year
- Full-time
- Remote
- Mid-level
- Bachelor's degree
- Training & development
- Wellness program
- Health savings account
1d

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Client Services Associate / Financial Advisor Assistant

EFS Advisors - Minnetonka Branch Office
Minnetonka, MN

Quick Apply

Job Details

Full-time
$45,000 - $60,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Customer service
Filing
Administrative experience
Attention to detail
Organizational skills
Office experience

Full Job Description

EFS Advisors was established in 1989 and is a full-service financial advisory firm with 40+ licensed advisors throughout Minnesota who work with clients to provide financial, investment, and retirement planning advice and services.

EFS Advisors | Full-Time | $45,000 – $60,000

EFS Advisors is seeking a Client Services Associate to support a busy financial advisory practice. This role works closely with the lead advisor to ensure clients receive exceptional service while helping keep daily operations organized and running smoothly.

The ideal candidate is organized, detail-oriented, and enjoys interacting with clients. This position plays an important role in maintaining strong client relationships and serving as a key point of contact within the practice.

For candidates interested in building a long-term career in financial services, this role offers growth opportunities through additional responsibility, professional development, and industry licensing.

Key Responsibilities

Responsibilities include, but are not limited to:

Preparing materials for client meetings and account reviews
Maintaining the advisor’s CRM system
Assisting with onboarding new clients and opening new accounts
Preparing, sending, and processing client paperwork
Following up on account transfers to ensure timely completion
Filing and retrieving digital documents, records, and reports
Regularly contacting and engaging with clients regarding account needs, paperwork, and follow-up items
Serving as a primary point of contact for clients and helping coordinate communication between the advisor and clients
Answering and directing incoming calls as needed
Providing administrative and operational support to help the practice operate efficiently

Qualifications

Two-year college degree or higher preferred
Intermediate proficiency with Microsoft Office (Word, Excel, Outlook)
Previous administrative or office support experience required
Strong attention to detail and organizational skills
Positive attitude, reliability, and strong work ethic
Ability to meet deadlines and manage multiple priorities
Demonstrates independence in managing tasks once direction is provided, with good judgment in knowing when to ask questions
Strong communication and customer service skills

Career Growth Opportunity

This role is designed for someone interested in building a career in the financial services industry.

Individuals in this position will work toward obtaining industry licensing (such as the Series 65 or similar credentials) as part of their professional growth within the practice. As skills, experience, and licensing progress, opportunities may include:

Increased responsibility within the practice
Greater involvement in client service and planning support
Expanded career opportunities and higher compensation

Compensation & Benefits

Salary: $45,000 – $60,000 depending on experience, higher end of range for an individual with partial or completed licensing
Schedule: Typical hours are 8:00 AM – 4:00 PM
Benefits: 401k with match, Medical, Dental, Life Insurance, and paid time off
Flexible work environment that can accommodate family schedules
Support for professional development and licensing

What Makes Someone Successful in This Role

The ideal candidate enjoys organization, problem-solving, and helping clients. This position requires someone who is proactive, detail-oriented, and comfortable communicating regularly with clients.

We are looking for someone who takes pride in their work, enjoys learning new skills, and wants to grow professionally within the financial services industry.

Candidates who are interested in building a long-term career and expanding their knowledge of the financial services profession will find strong opportunities for growth within this role.

Application Instructions

To help us identify candidates who pay close attention to detail, please text the phrase “Client Service Matters” and add then add your name to 612-220-1003.

Additional Information

A background check and fingerprinting are required for all employees in accordance with financial industry regulations.

Job Type: Full-Time
Location: Minnetonka, MN

If you are looking for a role where you can build meaningful client relationships, stay organized, and grow within the financial services profession, we would love to hear from you.

EFS Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Retirement plan
Vision insurance

Physical Setting:

Office

Education:

Associate (Preferred)

Experience:

Administrative/Office Support: 1 year (Preferred)

Work Location: In person

Pay: $45,000.00 - $60,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance

Experience:

Customer service: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

benefits advisor jobs in bloomington, mn

Client Services Associate / Financial Advisor Assistant

Employee Experience (EX) Advisor - Healthcare

Connection Advisor Intermediate (Call Center/Healthcare Scheduler), Remote

Revenue Cycle Advisor

Connection Advisor Associate (Call Center/Healthcare Scheduler), Remote

MnSCU Academic Professional 1 - TRIO Upward Bound Advisor

Service Advisor, 70-80, Full Benefits Package

Senior Talent Acquisition Advisor

Service Advisor

Connection Advisor Outreach (Call Center/Healthcare Scheduler), Remote

Wellness Advisor

Full-Time Beauty Lead Advisor - Sephora

Senior Wealth Advisor - Hybrid

Service Advisor - Southdale Center

Senior Employee Relations Advisor (PS Field Senior)

Advisor Support Representative

2026 Donna Voce Singers Interim Advisor

Style Advisor - Southdale Center

Service Advisor

Client Solution Advisor

I want to receive the latest job alert for benefits advisor in bloomington, mn

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