Top 23 Financial planner Jobs in Mankato, Mn

Guardian
Lutheran Social Service of MN —Mankato, MN
- $21.70 an hour
- Hybrid work
- Mid-level
- Driver's License
- Bachelor's degree
- Wellness program
- 403(b) matching
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2d
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Senior Trust Officer
Security Bank & Trust —Glencoe, MN
Education: Bachelor’s degree in Finance, Accounting, Banking, Business, or a related field. This individual will play a crucial role in managing high-net-worth…
$125,000 - $160,000 a year

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. Receive extensive mentorship and training to develop into a financial planner.
$50,000 - $100,000 a year
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
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Guardian

Lutheran Social Service of MN -
Mankato, MN

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Job Details

$21.70 an hour
2 days ago

Benefits

Wellness program
403(b) matching
Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
403(b)

Qualifications

Care documentation
Driver's License

Full Job Description

Lutheran Social Service of Minnesota is a dynamic social service organization serving children, youth and families, people with disabilities, older adults, and military veterans. Trustworthiness is a value and strength shared by our employees and recognized by the communities we serve. We offer an ALIVE Workplace (Supportive, Positive and Fun) and careers that challenge, energize, and reward employees. Consider joining us!

Job Summary:

As a Guardian Conservator, you will carry out the duties of a court appointed Guardian/Conservator as set forth in MN statutes, provide financial management, and/or ensure care for vulnerable adults in the Guardianship Options Program. A Guardian Conservator will carry a caseload of 35-42 individuals that typically covers a geographic region of the state.

Responsibilities Include:

Advocate for individuals for least restrictive life choices that enable them to live full and abundant lives.
Work with individuals and families in the development and service delivery of supported decision-making.
Work closely with courts, including annual reports.
Supervise and monitor client personal and health care. This can include authorizing medical, therapy, treatment, support, vocational, and other services.
Sign legal documents - such as consents, admissions, and lease agreements.
Work as a member of a support team to ensure appropriate living environment and services.
Travel to visit clients at least monthly.
Provide substitute decision-making regarding medical emergencies and other sudden changes in client's situation.
Be responsible for the financial management and oversight of individuals assigned to them.
Work with financial team to oversee financial assets.
Be a member of an on-call schedule for client emergencies.

As a Guardian Conservator, We Offer You:

Annual salary of $43,888, based on experience.
An excellent benefits package that includes medical, dental, life, vision, 403(b) plan with a match, wellness program, and other ancillary plans.
Generous PTO plan, paid holidays, and three float days.
Opportunities to continue professional development.
An ALIVE Workplace that is Supportive, Positive, Healthy, and Fun!
A diverse workplace.
An outstanding reputation.
Access to a statewide support network.
Employer-sponsored accreditation through the Center for Guardianship Certification (CGC) - must be obtained after one year of employment.

Qualifications and Requirements:

Two years of experience with similar client populations and needs.
Valid driver's license.
Previous lived experience in making clear and unbiased thinking and decision-making skills.
Ability to exercise sound judgement regarding best interest of client, major financial transactions, and life & death situations.
Extreme detail attention to communications, accurate and timely documentation, and billings.
Must be cleared by a Bureau of Criminal Affairs (BCA) background study, have a driver's license, and complete a Motor Vehicle Check (MVR).

Education

Required

Technical/other training or better in Cultural Studies or related field
Associates or better in Human Development and Learning or related field
Technical/other training or better in Human Services or related field
Bachelors or better in Social Work or related field

Licenses & Certifications

Preferred

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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