Top 102 Wealth manager Jobs in Minneapolis, Mn

Financial Consultant
Charles Schwab & Co., Inc. —Eden Prairie, MN
- $85,000 - $225,000 a year
- Full-time
- Background check
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Senior Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Edina, MN
- $154,000 - $209,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
9d
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Edina, MN
- $88,000 - $121,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
5d
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
5d
Wealth Management Trainee (MN)
Bankers Life —Minneapolis, MN
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
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
3d
Investment Consultant -Minnetonka, MN
Fidelity Investments —Minnetonka, MN
- $59,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- Communication skills
- Loan repayment program
- Tuition reimbursement
Financial Consultant
WealthBridge Financial Group —Maple Grove, MN
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Senior Director, Wealth Management - Minneapolis, MN
TIAA —Minneapolis, MN
- $155,000 - $180,000 a year
- Online Application
- Office
- 8 years
- Continuous improvement
Wealth Advisor
Aprio —Minneapolis, MN
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
Vice President, Financial Advisor (Partner Programs)
Wealth Enhancement Group —Minneapolis, MN
- $200,000 - $250,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- Travel
- Profit sharing
- Paid parental leave
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
5d
Advisor - Minneapolis
Brighton Jones —Minneapolis, MN
- $80,000 - $130,000 a year
- Full-time
- CPA
- Office
- Windows
- Profit sharing
- Paid parental leave
8d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Minneapolis-Saint Paul, MN
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Associate Financial Advisor
Foster Klima —Minneapolis, MN
- $80,000 - $105,000 a year
- Full-time
- Hybrid work
- Google Workspace
- Microsoft Excel
- Finance
- Paid training
- Health insurance
Quick Apply
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
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 Planning Specialist
Claire Myers Consulting —Hudson, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Quick Apply
11d
Wealth Management Advisor (Training Provided)
Northwestern Mutual —Minneapolis, MN
- $120,000 - $200,000 a year
- Full-time
- Sales
- Bachelor's degree
- Banking
- Health savings account
- Health insurance
Quick Apply
Associate Financial Representative
Northwestern Mutual - Minnetonka —Minnetonka, MN
- $50,000 - $58,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
3d

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wealth manager jobs near minneapolis, mn

Financial Consultant

Charles Schwab & Co., Inc. -
Eden Prairie, MN

Quick Apply

Job Details

Full-time
$85,000 - $225,000 a year
11 days ago

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Financial planning software
Customer communication
Wealth management
Customer relationship building
English
Series 66
Microsoft Office
Estate planning advisory services
Managing clients in a customer support role
Series 7
Salesforce Cloud
Business development
Attention to detail
Sales management systems proficiency
Financial goal setting advisory services
Developing investment risk management strategies
Financial services
CRM system proficiency
Productivity software
Developing strategic partnerships with major clients in a financial advisory role
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

The Charles Schwab Eden Prairie Branch is led by Benjamin Wels (the Franchise Branch Owner) and staffed by employees of the franchise. The branch helps individuals and families with their financial needs including, wealth management, retirement planning, investing, asset protection planning, charitable giving, estate planning, and active trading solutions. To learn more about Schwab’s client offerings visit: http://www.aboutschwab.com/about

The Schwab Branch in Eden Prairie, MN is looking for a Registered Financial Consultant with a passion for serving clients. Financial Consultants are not employees of Charles Schwab & Co., Inc.; they are employees of the Franchise Branch Owner (Schwab franchisee) and are Associated Persons of Charles Schwab & Co., Inc.

ROLE DESCRIPTION

FCs help grow the profile and business of the Schwab Branch by supporting Benjamin Wels and other Financial Consultants (FCs) through a variety of activities
Help deepen relationships with existing Schwab client by providing outstanding service, as well as appropriate investment guidance and advice based on client needs
Building strong, personal relationships with clients
Deliver outstanding service and provide all clients with an exceptional experience
Facilitate Strong Financial Planning Conversations

The Schwab Branch in Eden Prairie, MN values integrity, open communication, perseverance and relentless service to our Schwab clients. If you want to work with a business that is dynamic, client centric, and values your contributions, consider a career as an Independent Branch Financial Consultant.

KEY RESPONSIBILITIES

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage a team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help client’s progress toward achieving their goals
Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management

SKILLS & QUALIFICATIONS

We place a premium on high performance, quality service and the ability to execute the Schwab Branch strategy. Essential skills include:

Minimum of 2 to 3 years in the financial services industry in a registered position where you were responsible managing a client base
Experience and success managing a pipeline
Proficient Discovery Skills
Retirement Income Planning Expertise
High level of curiosity to understand client’s goals, aspirations, and fears
Willingness to be coached and receive feedback
Financial services business development experience preferred
Series 7 and 63 (or 66) licenses required
Strong written and oral communication skills
Client first mentality
Demonstrated experience handling client concerns and issues with tact and diplomacy
Ability to manage multiple client situations, needs, and inquiries simultaneously
Ability to work independently and as part of a team
Strong attention to detail
Able to develop and maintain good cross-enterprise working relationships
Must be proficient with Microsoft Office suite, MoneyGuidePro/Financial Planning Software, and Salesforce/CRM
Pass required background check

This is a summary only-duties and responsibilities may be revised over time.

Job Type: Full-time

Pay: $85,000.00 - $225,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities

Language:

English (Required)

License/Certification:

Series 7 (Required)
Series 66 (Required)

Ability to Commute:

Eden Prairie, MN 55344 (Required)

Ability to Relocate:

Eden Prairie, MN 55344: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in minneapolis, mn

Financial Consultant

Senior Manager, Wealth Advisor - Schwab Wealth Advisory

Associate Wealth Advisor, Schwab Wealth Advisory

Wealth Management Associate - Entry Level (Minneapolis, MN)

Wealth Management Trainee (MN)

Wealth Planning Associate

Investment Consultant -Minnetonka, MN

Financial Consultant

Senior Director, Wealth Management - Minneapolis, MN

Wealth Advisor

Vice President, Financial Advisor (Partner Programs)

Service Advisor

Advisor - Minneapolis

Senior Wealth Advisor

Associate Financial Advisor

Lead Advisor - New Market - Minneapolis

Retirement Plan Advisor

Financial Planning Specialist

Wealth Management Advisor (Training Provided)

Associate Financial Representative

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