Top 309 High note wealth Jobs in Deephaven Mn

Associate Wealth Advisor
Winter & Associates, Inc. —Saint Paul, MN
- $60,000 - $80,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Free parking
- Paid holidays
Quick Apply
10d
Private Wealth Advisor
Lead Advisor, LLC —Minneapolis, MN
- $60,000 - $80,000 a year
- Full-time
- 5 years
- Office
- Finance
- Paid time off
Quick Apply
CT Technologist Mobile - $7,500 Sign On Bonus
Allina Health System —Minneapolis, MN
- $40.08 - $54.93 an hour
- Full-time
- Patient monitoring
- Hospital
- BLS Certification
- Disability insurance
- Health insurance
Transportation Security Officer
US Transportation Security Administration —Minneapolis, MN
- $50,264 - $61,972 a year
- Overtime
- Background check
- 18 years or older
- Ability to walk for extended periods
- Travel reimbursement
- Paid holidays
Customer Service Associate I
Dollar Tree —Shorewood, MN
- Part-time
- High school diploma or GED
- Ability to lift 50 pounds
- Grocery store
- Health insurance
- Dental insurance
Customer Service Associate II
Dollar Tree —Plymouth, MN
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Server
The Capital Grille —Minneapolis, MN
- $16.37 an hour
- Serving
- Customer service
- Entry level
- Health insurance
- Dental insurance
Laboratory Assistant
Hennepin Healthcare —Minneapolis, MN
- $21.77 - $25.78 an hour
- Part-time
- Psychiatry
- High school diploma or GED
- Home Health
- Disability insurance
- Health insurance
7d
Medical Lab Technician
Allina Health System —Plymouth, MN
- $27.65 - $37.90 an hour
- 8 hour shift
- OSHA
- HIPAA
- Mid-level
- Disability insurance
- Health insurance
14d
Clinical Team Aide
Allina Health System —Edina, MN
- $18.49 - $25.19 an hour
- 8 hour shift
- 18 years or older
- BLS Certification
- High school diploma or GED
- Disability insurance
- Health insurance
8d
Dishwasher
The Capital Grille —Minneapolis, MN
- $16.37 - $21.75 an hour
- Hospitality
- Restaurant
- Entry level
- Health insurance
- Dental insurance
Assistant Manager I
Dollar Tree —Plymouth, MN
- $17.00 - $17.50 an hour
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Material Services Associate I
Hennepin Healthcare —Minneapolis, MN
- $21.35 - $24.91 an hour
- Part-time
- Psychiatry
- High school
- Basic math
- Disability insurance
- Health insurance
Rehab Aide
Hennepin Healthcare —Minneapolis, MN
- $21.35 - $24.50 an hour
- Full-time
- Acute care
- Psychiatry
- Physical & Rehabilitation Medicine
- Disability insurance
- Health insurance
11d
Material Services Associate I (Dock)
Hennepin Healthcare —Minneapolis, MN
- $21.35 - $24.91 an hour
- Part-time
- Psychiatry
- High school
- Basic math
- Disability insurance
- Health insurance
9d
Operations Specialist I - Trade Support
Royal Bank of Canada —Minneapolis, MN
- $50,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Access
- Microsoft Outlook
- Disability insurance
- Health insurance
7d
Host
The Capital Grille —Minneapolis, MN
- $16.37 - $21.50 an hour
- Cleaning
- Restaurant
- Entry level
- Health insurance
- Dental insurance
Phlebotomy EKG Technician
Hennepin Healthcare —Minneapolis, MN
- $21.77 - $28.39 an hour
- Overtime
- Acute care
- Psychiatry
- Inpatient
- Disability insurance
- Health insurance
4d
Operator I
Jabil Circuit —Maple Grove, MN
- $16.01 - $28.08 an hour
- Overtime
- Computer literacy
- English
- Computer skills
- Paid parental leave
- Employee stock purchase plan
Merchandising Assistant Manager
Dollar Tree —Eden Prairie, MN
- $19.50 - $20.25 an hour
- Full-time
- Merchandising
- Mid-level
- Ability to lift 50 pounds
- Employee stock purchase plan
- Health insurance
8h

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high note wealth jobs near deephaven mn

Associate Wealth Advisor

Winter & Associates, Inc.
Saint Paul, MN

Quick Apply

Job Details

Permanent | Full-time
$60,000 - $80,000 a year
10 days ago

Benefits

Free parking
Paid holidays
401(k)
Paid time off
401(k) matching
Professional development assistance
Flexible schedule

Qualifications

Customer communication
Teamwork
Filing
Research
Bachelor's degree
Attention to detail

Full Job Description

If you're looking for a career - not just a job - with a growth-oriented wealth management firm, we'd love to meet you.

Are you an emerging financial planning professional who wants to become a lead advisor? At Winter & Associates, you'll work directly with clients, build financial plans, participate in investment decisions, and follow a defined path toward becoming a senior Wealth Advisor. This is a salaried position designed as a development role for future lead advisors with dedicated mentorship from experienced advisors. You'll participate in client meetings, develop planning recommendations, and progressively take on greater responsibility with the goal of advancing into a senior Wealth Advisor position and long-term opportunity of pursuing and managing your own book of business.

Winter & Associates, Inc. was founded in 1908 and is a nationally registered investment advisory firm managing over $185 million in assets. We are passionate about providing exceptional service to our clients through meaningful interaction, financial planning, and comprehensive financial wealth management. Winter & Associates unites more than seven decades of financial problem-solving and client relations expertise.

Compensation and Benefits:

Salary range: $60,000–$85,000 plus bonus opportunity, based on experience, licensing, and qualifications.
Traditional 401(k) and Roth(k) with 3% Employer match
Flexible hours, paid holidays, and PTO
CFP® education, examination, and continuing education support available. Costs of licensing and approved CE sponsored by Firm
Free parking

Qualifications:

Work experience: 2-3 years financial industry experience
Bachelor’s Degree required; finance related field preferred
Industry licenses (Series 65 or equivalent) preferred, or ability to obtain them within 6 months required
High level of interpersonal skills utilizing excellent written and verbal communication
Ability to prioritize and multitask, completing tasks efficiently and effectively with strong attention to detail
Commitment to delivering exceptional client service and maintaining high standards of accuracy and professionalism
Comfortable working independently, but also have strong team collaboration skills
Ability to problem solve in a timely manner
Comfortable learning and leveraging technology, including financial planning software, CRM systems, and Microsoft Office applications.
Candidate chosen is required to pass a background check and is subject to a credit check

Key Responsibilities:

Build relationships with clients
Lead new or existing client meetings alongside lead Advisor; help prepare agendas, take excellent notes, compose follow-up summaries and emails to clients; ensure timely execution of follow-up tasks
Build financial plans using Right Capital – co-present with lead Advisor working towards presenting on own
Prepare investment portfolio analysis and proposals
Research economic trends and markets
Execute, log, and monitor trades
Ensure daily activities fall within industry compliance and due diligence standards
Track client information and communication in CRM database in a timely and detailed manner
Maintain current knowledge of organizational policies and procedures, federal/state laws and directives
Assist with client-focused events, seminars, and other marketing activities (may require you to work outside normal business hours on occasion, typically 1-3 times per year)
Participate in compliance tasks such as licensing inquiries, audit preparation, electronic document filing, processing and tracking checks, etc.

Become an essential member of our client-centric, high performing team to make a difference. If you're looking for an opportunity to grow your career in financial planning, work directly with clients, and join a firm with a long-standing commitment to service and excellence, we'd welcome the opportunity to speak with you.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance

Work Location: In person

Quick Apply

Refine Your Search

high note wealth jobs in deephaven mn

Associate Wealth Advisor

Private Wealth Advisor

CT Technologist Mobile - $7,500 Sign On Bonus

Transportation Security Officer

Customer Service Associate I

Customer Service Associate II

Server

Laboratory Assistant

Medical Lab Technician

Clinical Team Aide

Dishwasher

Assistant Manager I

Material Services Associate I

Rehab Aide

Material Services Associate I (Dock)

Operations Specialist I - Trade Support

Host

Phlebotomy EKG Technician

Operator I

Merchandising Assistant Manager

I want to receive the latest job alert for high note wealth in deephaven mn

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