Top 67 Cfp Jobs in Minneapolis, Mn

CFP® Planning and Strategy Consultant
Case Central, LLC —Shoreview, MN
- $85,000 - $120,000 a year
- 8 hour shift
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
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
J.P. Morgan Wealth Management - Private Client Advisor - Saint Paul, MN (including surrounding areas)
JPMorganChase —Saint Paul, MN
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Workplace Financial Consultant - Minneapolis/St. Paul, MN
Fidelity Investments —Minneapolis, MN
- $65,000 - $138,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Loan repayment program
- 401(k)
J.P. Morgan Wealth Management - Private Client Advisor - Lakeville, MN (including surroun
JPMorganChase —Lakeville, MN
- $47,520 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
2d
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
Financial Advisor
EVEREST FINANCIAL GROUP LLC —Golden Valley, MN
- $100,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Golden Valley, MN
- Up to $250,000 a year
- Choose your own hours
- Hybrid work
- Background check
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Senior Wealth Advisor
The MOHR Enterprises LLC —Minneapolis, MN
- $125,000 - $155,000 a year
- Office
- Finance
- Business development
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Wealth Management Advisor - Minneapolis, MN
TIAA —Minneapolis, MN
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
3d
Managing Director & Family Office Fellow
Oxford Financial GRP —Minneapolis, MN
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Advisor - Minneapolis
Brighton Jones —Minneapolis, MN
- $80,000 - $130,000 a year
- Full-time
- CPA
- Office
- Windows
- Profit sharing
- Paid parental leave
Planning Strategist
Savant Wealth Management —Saint Paul, MN
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Wealth Management Consultant
Royal Bank of Canada —Minneapolis, MN
- $90,000 - $160,000 a year
- Full-time
- 7 years
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Retirement Client Advisor
UMB Financial Corporation —Minneapolis, MN
- $110,250 - $189,000 a year
- Email
- 3 years
- Finance
- Business development
- Paid holidays
- Health insurance
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Minneapolis-Saint Paul, MN
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Lead Advisor - New Market - Minneapolis
Brighton Jones —Minneapolis, MN
- $150,000 - $350,000 a year
- Full-time
- CPA
- Public speaking
- Business development
- Profit sharing
- Paid parental leave
WM Trust Officer 3
U.S. Bank National Association —Minneapolis, MN
- $86,310 - $105,490 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
6d
Senior National Retirement Plan Consultant
Ameriprise Financial —Minneapolis, MN
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Dental insurance
- 401(k)
Service Advisor
BGM Group —Bloomington, MN
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- 5 years
- Business development
- Bachelor's degree
- Health savings account
- Paid holidays
Quick Apply

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cfp jobs near minneapolis, mn

CFP® Planning and Strategy Consultant

Case Central, LLC -
Shoreview, MN

Quick Apply

Job Details

$85,000 - $120,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Volunteer time off
Life insurance

Qualifications

CFP
Research

Full Job Description

Are you a CFP® professional with a strong background in financial planning and a consultative, sales-driven mindset? If you enjoy partnering with advisors, designing impactful strategies, and leveraging technology to enhance client outcomes, this could be a great fit within Gradient’s Case Central team.

Case Central works with Financial Services Professionals to offer comprehensive financial analysis, retirement planning reports, and product illustrations.

What You’ll Do

Integrate technical expertise with business strategy to support effective case development
Apply a sales-oriented mindset to clearly communicate and promote the value of Case Central solutions
Provide case design and redesign recommendations aligned with the progression of client engagements
Serve as a trusted resource for Financial Services Professionals on Case Central software, product offerings, and core financial planning concepts
Meet defined performance metrics by maintaining targeted workload distribution across report types
Partner with cross-functional leaders to ensure all Gradient employees understand the Case Central business model and how it supports Financial Service Professionals and internal stakeholders
Promote and implement technology enhancements

What you Bring

Series 65 or 7/66 licenses preferred
Certified Financial Planner (CFP®) designation required
Demonstrated sales acumen with the ability to influence and educate
Strong technical proficiency and ability to quickly learn new systems
Solid understanding of business and management principles, including strategic planning, resource allocation, and team coordination
Deep expertise in annuities, insurance, securities, and investment advisory solutions
Proven ability to assess performance and implement improvements
Experience in training, coaching, and facilitating learning
Excellent research, analytical, and problem-solving skills

Our Benefits

Competitive compensation and comprehensive benefits
4 weeks of accrued PTO, plus 9 paid holidays
Medical, dental, vision, life insurance, and 401(k)
8 hours of paid volunteer time off (VTO)
Ability to work in-office four days per week with one remote workday
Ongoing professional development and training
A collaborative team that values expertise, initiative, and growth

Why You’ll Love Working Here

At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you’re positive, driven, and enjoy working alongside motivated teammates, you’ll feel right at home. Check out more amazing opportunities here: https://www.careers.gradientfinancialgroup.com/

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Refine Your Search

cfp jobs in minneapolis, mn

CFP® Planning and Strategy Consultant

Wealth Management Associate - Entry Level (Minneapolis, MN)

J.P. Morgan Wealth Management - Private Client Advisor - Saint Paul, MN (including surrounding areas)

Workplace Financial Consultant - Minneapolis/St. Paul, MN

J.P. Morgan Wealth Management - Private Client Advisor - Lakeville, MN (including surroun

Wealth Planning Associate

Financial Advisor

Financial Advisor

Senior Wealth Advisor

Wealth Management Advisor - Minneapolis, MN

Managing Director & Family Office Fellow

Advisor - Minneapolis

Planning Strategist

Wealth Management Consultant

Retirement Client Advisor

Senior Wealth Advisor

Lead Advisor - New Market - Minneapolis

WM Trust Officer 3

Senior National Retirement Plan Consultant

Service Advisor

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