Top 157 Insurance advisor Jobs in Bloomington Mn

Wealth Management Client Service Associate
The MOHR Enterprises LLC —Bloomington, MN
- $60,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- 2 years
Quick Apply
9d
Commercial Insurance Advisor
Bell Insurance —Bloomington, MN
- $150,000 a year
- Writing skills
- Mid-level
- Office
- Profit sharing
- Health insurance
J.P. Morgan Wealth Management - Private Client Advisor - Bloomington and Chaska, MN (including surrounding area)
JPMorganChase —Bloomington, MN
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Customer Success Manager (Legal AI Solutions)
Thomson Reuters —Eagan, MN
- $93,100 - $172,900 a year
- Full-time
- Remote
- 5 years
- Travel
- Senior level
- Commuter assistance
- Health savings account
Ostomy Care Consumer Advisor
Coloplast —Minneapolis, MN
- $52,244 - $78,366 a year
- Monday to Friday
- Hybrid work
- Sales
- Mid-level
- Office
- Paid parental leave
- Dental insurance
Client Service Specialist
Ameriprise Financial - Caringstone Wealth —Edina, MN
- $50,000 - $75,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Mid-level
- Office
- Free parking
- Health insurance
Quick Apply
13d
Director of Planning Operations – Voyage Financial Advisors
Thrivent —Minneapolis, MN
- $90,000 - $135,000 a year
- Full-time
- Background check
- Customer service
- Office
- Profit sharing
- Disability insurance
Quick Apply
13d
Restaurant Partner Implementation & Success Manager
INGAGE LLC —Burnsville, MN
- $50,000 - $65,000 a year
- Weekends as needed
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
3h
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
Director of Insurance Sales
The MOHR Enterprises LLC —Bloomington, MN
- $140,000 - $160,000 a year
- Office
- Travel
- Mentoring
- Life insurance
Quick Apply
10d
Retirement Plan Advisor
NFP Corp —Plymouth, MN
- $70,000 - $115,000 a year
- Full-time
- Hybrid work
- 5 years
- Senior level
- Communication skills
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor
Thrivent —Eden Prairie, MN
- $45,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Fingerprint clearance
- Associate's degree
- Paid training
- Health savings account
Quick Apply
Regional Insurance Sales Director
The MOHR Enterprises LLC —Minneapolis, MN
- $140,000 - $160,000 a year
- Office
- Travel
- Mentoring
- Life insurance
Quick Apply
10d
Head of Insurance Growth & Advisor Strategy
The MOHR Enterprises LLC —Savage, MN
- $140,000 - $150,000 a year
- 5 years
- Office
- Travel
Quick Apply
13d
Financial Advisor
Edward Jones —Apple Valley, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
13d
Financial Advisor
Edward Jones —Shakopee, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Edina, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Minneapolis, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Outside Sales Advisor
National Cremation Society —Minneapolis, MN
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Sales
- In-person
- Entry level
- Paid training
- Health insurance
Quick Apply
5d
Head of Insurance Growth & Advisor Strategy
The MOHR Enterprises LLC —Eden Prairie, MN
- $140,000 - $150,000 a year
- Monday to Friday
- 5 years
- Office
- Travel
Quick Apply
5d

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insurance advisor jobs near bloomington mn

Wealth Management Client Service Associate

The MOHR Enterprises LLC
Bloomington, MN

Quick Apply

Job Details

Full-time
$60,000 - $65,000 a year
9 days ago

Qualifications

Opening bank accounts
Account maintenance
Money transfers
Client file management
Records management
Deposits

Full Job Description

Wealth Management Client Service Associate
Bloomington, MN 55431 | $60,000–$65,000 annually | Schedule: Full-time, 100% in-office

POSITION OVERVIEW
An independent wealth management firm is seeking a Wealth Management Client Service Associate to support its Advisors and clients with account administration, client onboarding, service requests, and day-to-day operational needs.

This position is intended for someone who already has direct experience supporting Financial Advisors or Wealth Advisors. General banking, insurance, customer service, or administrative experience alone will not qualify.

RESPONSIBILITIES

Support Financial Advisors with daily client service and account administration.
Open and maintain brokerage, advisory, retirement, and trust accounts.
Process account transfers, distributions, deposits, money movement, and beneficiary changes.
Collect, review, and submit required client documentation.
Assist with client onboarding and account-opening paperwork.
Prepare meeting materials, reports, and investment-review packages.
Communicate with clients regarding routine account needs and outstanding documentation.
Coordinate with custodians and internal partners to resolve account issues.
Maintain accurate client records in CRM and portfolio-management systems.
Track open service requests through completion.

MUST HAVES

2+ years of direct wealth management experience.
Experience supporting Financial Advisors, Wealth Advisors, or Private Wealth teams.
Experience must come from an RIA, broker-dealer, private wealth firm, investment advisory firm, or wealth management division of a bank.
Hands-on experience with account opening and maintenance, account transfers, distributions, money movement, beneficiary updates, and client documentation.
Willing and able to work 100% in-office in Bloomington, Minnesota.
Able to obtain the FINRA Series 7 and Series 66 within nine months of hire.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [email protected]

#LI-KB1

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Refine Your Search

insurance advisor jobs in bloomington mn

Wealth Management Client Service Associate

Commercial Insurance Advisor

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

Customer Success Manager (Legal AI Solutions)

Ostomy Care Consumer Advisor

Client Service Specialist

Director of Planning Operations – Voyage Financial Advisors

Restaurant Partner Implementation & Success Manager

Financial Advisor

Director of Insurance Sales

Retirement Plan Advisor

Financial Advisor

Regional Insurance Sales Director

Head of Insurance Growth & Advisor Strategy

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Outside Sales Advisor

Head of Insurance Growth & Advisor Strategy

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Wealth Management Client Service Associate
Bloomington, MN 55431 | $60,000–$65,000 annually | Schedule: Full-time, 100% in-office

POSITION OVERVIEW
An independent wealth management firm is seeking a Wealth Management Client Service Associate to support its Advisors and clients with account administration, client onboarding, service requests, and day-to-day operational needs.

RESPONSIBILITIES

MUST HAVES

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insurance advisor jobs in bloomington mn

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Wealth Management Client Service Associate Bloomington, MN 55431 | $60,000–$65,000 annually | Schedule: Full-time, 100% in-office

POSITION OVERVIEW An independent wealth management firm is seeking a Wealth Management Client Service Associate to support its Advisors and clients with account administration, client onboarding, service requests, and day-to-day operational needs.

RESPONSIBILITIES

MUST HAVES

Wealth Management Client Service Associate
Bloomington, MN 55431 | $60,000–$65,000 annually | Schedule: Full-time, 100% in-office

POSITION OVERVIEW
An independent wealth management firm is seeking a Wealth Management Client Service Associate to support its Advisors and clients with account administration, client onboarding, service requests, and day-to-day operational needs.