Top 78 Finance associate Jobs in Maple Grove, Mn

Financial Advisor Associate, Full-time
Life Map Wealth Advisors —Plymouth, MN
- $70,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
- Paid time off
Quick Apply
Wealth Management Associate - Entry Level (Minneapolis, MN)
Equitable Advisors —Minneapolis, MN
- $33,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
17h
Part Time (20 Hours) Associate Banker, Maple Grove Branch, Maple Grove, MN
JPMorganChase —Maple Grove, MN
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
4d
Part Time (30 Hours) Associate Banker, Minnetonka Branch, Minnetonka, MN
JPMorganChase —Minnetonka, MN
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Associate Banker
BMO Financial Group —Plymouth, MN
- $41,714 - $50,500 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
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
Services Associate, Finance Services (Pricing)
Deloitte —Minneapolis, MN
- $54,500 - $100,300 a year
- Full-time
- Mid-level
- Finance
- Analysis skills
Research Associate, U.S. Oil & Gas E&P
Royal Bank of Canada —Minneapolis, MN
- $100,000 - $160,000 a year
- Full-time
- Customer service
- Writing skills
- Mid-level
- Disability insurance
- Health insurance
Finance Leader Development Program Associate
Legrand Group —Minnetonka, MN
- Full-time
- Residential
- Finance
- Analysis skills
- Paid parental leave
- Paid holidays
Quick Apply
Part Time (30 Hours) Associate Banker, Chaska Branch, Chaska, MN
JPMorganChase —Chaska, MN
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
4d
Associate Manager, Finance Innovation, Technology & Transformation
Best Buy —Minneapolis, MN
- $71,800 - $128,150 a year
- Part-time
- CPA
- Mid-level
- Finance
- Paid time off
- Employee discount
3d
Operations Associate (Financial Services)
The Bahnsen Group LLC —Minnetonka, MN
- $70,000 - $90,000 a year
- Full-time
- Office
- 3 years
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Associate Director of Finance - Remote
Optum —Eden Prairie, MN
- $112,700 - $193,200 a year
- Full-time
- Hybrid work
- Oracle
- Pass drug screening
- Office
9d
Part Time (20 Hours) Associate Banker, Edina Branch, Edina, MN
JPMorganChase —Edina, MN
- $22.50 - $27.60 an hour
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
4d
Corporate Associate - Finance
Faegre Drinker Biddle & Reath —Minneapolis, MN
- $180,000 - $315,000 a year
- Online Application
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Disability insurance
- 401(k)
Investment Banking Associate
Wipfli —Minneapolis, MN
- $88,000 - $118,000 a year
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- AD&D insurance
Part Time (30 Hours) Associate Banker, Longfellow Branch, Minneapolis, MN
JPMorganChase —Minneapolis, MN
- $22.50 - $27.60 an hour
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
Associate Investment Engineer - Parametric
Morgan Stanley —Minneapolis, MN
- $70,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Master's degree
- Health savings account
- Paid holidays
4d
TripleTree - Investment Banking Associate
Capital One —Bloomington, MN
- Email
- Military
- Mid-level
- Office
- Health insurance
Finance & Restructuring Associate (#1035) - Minneapolis
Dorsey & Whitney LLP —Minneapolis, MN
- $210,000 - $265,000 a year
- Hybrid work
- Writing skills
- Mid-level
- 2 years
- Travel reimbursement
- Paid parental leave

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finance associate jobs near maple grove, mn

Financial Advisor Associate, Full-time

Life Map Wealth Advisors
Plymouth, MN

Quick Apply

Job Details

Permanent | Full-time
$70,000 - $120,000 a year

Benefits

401(k)
Paid time off
401(k) matching
Flexible schedule
Retirement plan

Qualifications

Professional networking
Funding management
Customer communication
Managing investments
Wealth management
Tax planning
Investment management advisory services
Estate planning advisory services
Series 7
Analysis skills
Portfolio management advisory services
Attention to detail
Managing clients in a business operations role
Financial goal setting advisory services
Insurance planning
Life & Health Insurance License
Experience practicing in the securities industry
Financial education

Full Job Description

Job Summary
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. The ideal candidate will possess a strong understanding of financial services, wealth management, and investment management. This role involves building and maintaining client relationships while providing expert advice on financial planning, investment strategies, and account management. The Financial Advisor will play a crucial role in helping clients achieve their financial goals through tailored solutions and comprehensive support.

Responsibilities

You will be an integral part of our team by supporting the lead advisor/owner in servicing existing clients, growing his practice and by focusing upon new client acquisition and enhancing direct client relationships.

Be directly responsible for the book of business (Prefer to have $10MM -$25MM of existing business) that he/she brings
Work directly with clients, in collaboration with the lead advisor
Develop personalized financial plans for clients based on their individual needs and objectives.
Find new prospects and schedule new appointments
Support lead advisor in marketing initiatives to grow the business
Generating additional sales and new clients
Will focus on new client acquisition into the practice especially for financial planning
Help bring new assets for being managed in to the practice
Find life insurance/long-term care leads into the practice and work on helping clients get life/long-term care insurance.
Manage client accounts by providing ongoing advice and adjustments to investment strategies as necessary.
Build and maintain strong customer relationships through effective communication and trust-building practices.
Ensure compliance with securities law and regulations while advising clients on various investment options.
Provide insights into tax implications related to investments and financial decisions.
Collaborate with other financial professionals to enhance service offerings and deliver comprehensive solutions to clients.
Continuously seek opportunities for professional development to enhance knowledge in technical accounting, wealth management, and customer relationship management.

Qualifications

Undergraduate degree
Series 7 and 66 Licenses (or equivalent) and Life & Health License required
2-5 years of experience in the financial services industry (familiarity with account types, mutual funds, stocks, financial planning etc.) preferred
Proven experience in financial advisory roles or related fields within the financial services industry.
Exceptional interpersonal skills with a focus on customer relationship management.
Strong analytical thinking and problem-solving abilities to provide effective financial solutions.

Desired Personality/Attributes

Excellent communication and people skills
Attention to detail and accuracy while balancing multiple tasks and projects
Personable, Positive Attitude, Patient
Self-Motivated, Diligent, Hard Working, Accountable
Organized
Desire to be part of a very flexible, team oriented environment and contribute to the aggressive growth of a small business

Schedule, Status & Compensation

Full-time
Status: Salaried
Compensation: $70,000 to $120,000 depending upon experience and ability
Bonus: Based on contribution to growth of business and annual revenue goals reached for the practice

Benefits offered:

Paid time off
Retirement benefits
Licensing reimbursement

Join us in making a positive impact on our clients' financial futures while advancing your career in the dynamic field of finance!

Job Types: Full-time, Permanent

Pay: $70,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Flexible schedule
Paid time off
Retirement plan

Compensation Package:

Bonus opportunities

Ability to Commute:

Plymouth, MN 55447 (Preferred)

Ability to Relocate:

Plymouth, MN 55447: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in maple grove, mn

Financial Advisor Associate, Full-time

Wealth Management Associate - Entry Level (Minneapolis, MN)

Part Time (20 Hours) Associate Banker, Maple Grove Branch, Maple Grove, MN

Part Time (30 Hours) Associate Banker, Minnetonka Branch, Minnetonka, MN

Associate Banker

Wealth Planning Associate

Services Associate, Finance Services (Pricing)

Research Associate, U.S. Oil & Gas E&P

Finance Leader Development Program Associate

Part Time (30 Hours) Associate Banker, Chaska Branch, Chaska, MN

Associate Manager, Finance Innovation, Technology & Transformation

Operations Associate (Financial Services)

Associate Director of Finance - Remote

Part Time (20 Hours) Associate Banker, Edina Branch, Edina, MN

Corporate Associate - Finance

Investment Banking Associate

Part Time (30 Hours) Associate Banker, Longfellow Branch, Minneapolis, MN

Associate Investment Engineer - Parametric

TripleTree - Investment Banking Associate

Finance & Restructuring Associate (#1035) - Minneapolis

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