Top 102 Salesforce consultant 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
BCS Business Card Consultant - Minneapolis
U.S. Bank National Association —Minnesota
- $105,400 - $136,400 a year
- Full-time
- 7 years
- Business development experience
- Bachelor's degree
- Paid holidays
- Disability insurance
Sales Consultant
Acculevel Inc. —Saint Paul, MN
- $79,000 - $139,000 a year
- Full-time
- Background check
- Customer service
- Pass drug screening
- Fuel card
- Health insurance
Quick Apply
1d
Senior Consultant - Application Development (Food)
Cargill —Wayzata, MN
- $100,000 - $140,000 a year
- Senior level
- 4 years
- Commercial
- Health insurance
Salesforce Consultant
Digital Mass Inc —Minneapolis, MN
- Management
- 5 years
- Office
- Paid holidays
- Health insurance
Quick Apply
8d
Functional Consultant -Salesforce
Tata Consultancy Services —Eagan, MN
- $100,000 - $120,000 a year
- Computer Science
- Bachelor's degree
- Training & development
1d
Salesforce Certinia Senior Consultant
Deloitte —Minneapolis, MN
- Full-time
- Computer Science
- Up to 50% travel
- Mid-level
Operations Consultant – Logistics/Freight Forwarding/Customs
Magaya Corporation —Minneapolis, MN
- $70,000 - $100,000 a year
- Full-time
- Remote
- Mid-level
- JavaScript
- Travel
- Paid holidays
- Disability insurance
Quick Apply
14d
Salesforce Senior Consultant, Functional Transformation
Deloitte —Minneapolis, MN
- $119,000 - $198,900 a year
- Full-time
- Computer science
- 6 years
- Computer Science
8d
Consultant, Patient Services Salesforce Associate Architect
Deloitte —Minneapolis, MN
- $86,700 - $170,900 a year
- Full-time
- Computer science
- Computer Science
- Up to 50% travel
Salesforce Consulting Senior
Baker Tilly Advisory Group, LP —Saint Paul, MN
- $85,910 - $162,890 a year
- Full-time
- Microsoft Outlook
- System design
- Bachelor's degree
Quick Apply
7d
Salesforce CPQ Senior Consultant, Functional Transformation
Deloitte —Minneapolis, MN
- $110,700 - $218,300 a year
- Full-time
- Up to 50% travel
- 3 years
- Master's degree
Senior Salesforce Developer
Demand Chain —Minneapolis, MN
- $0 a year
- Full-time
- Remote
- Software troubleshooting
- 5 years
- Mentoring
Quick Apply
Oracle CPQ Consultant
ValueBase Consulting —Minneapolis, MN
- Remote
- Team management
- JavaScript
- Senior level
Business Development Consultant (BDC)
Lockton, Inc. —Minneapolis, MN
- $150,000 - $200,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Health insurance
Product Analyst - Hybrid in MN
Optum —Eden Prairie, MN
- $60,200 - $107,400 a year
- Full-time
- Hybrid work
- Pass drug screening
- Mid-level
- Office
10d
Account Manager
Blue Cross and Blue Shield of Minnesota —Eagan, MN
- $95,000 - $105,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Retirement Plans Sales Consultant (Internal Wholesaler) - Upper Midwest (AFG)
Ameriprise Financial —Minneapolis, MN
- $87,400 - $120,200 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Dental insurance
- 401(k)
Design Consultant
The Shade Store —Wayzata, MN
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- Merchandising
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
3d
Senior Consultant
Allianz —Minneapolis, MN
- $85,000 - $115,000 a year
- Full-time
- Hybrid work
- Salesforce
- Writing skills
- Mid-level
- Paid parental leave
- Paid holidays

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salesforce consultant 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

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 experience
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

salesforce consultant jobs in minneapolis mn

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