Top 52 Cfp Jobs in Minnesota

Trust Administrator
North Shore Bank of Commerce —Duluth, MN
- $60,000 - $80,000 a year
- Full-time
- CPA
- 5 years
- Office
- Profit sharing
- Wellness program
Quick Apply
Financial Advisor
Ameriprise Financial —Little Falls, MN
- $75,000 - $90,000 a year
- Full-time
- Marketing
- Computer literacy
- Mid-level
- Paid holidays
- Paid time off
Quick Apply
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
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
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
Investment Advisory Sales Representative
Gradient Investments, LLC —Arden Hills, MN
- $50,000 - $150,000 a year
- 8 hour shift
- Hybrid work
- Mid-level
- Office
- Business development
- 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
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
Staff Financial Planner
Mayo Clinic —Rochester, MN
- $141,024.00 - $204,526.40 a year
- Full-time
- Hybrid work
- 6 years
- CPA
- Research
- Health savings account
- Health insurance
13d
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)
Wealth Management Advisor - Minneapolis, MN
TIAA —Minneapolis, MN
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
3d
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
Senior Wealth Advisor - Hybrid
Cetera Financial Group —Edina, MN
- $300,000 a year
- Full-time
- Hybrid work
- Research
- 3 years
- Business development
- Paid parental leave
- Paid holidays
2d
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
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
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
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
Advisor - Minneapolis
Brighton Jones —Minneapolis, MN
- $80,000 - $130,000 a year
- Full-time
- CPA
- Office
- Windows
- Profit sharing
- Paid parental leave

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Trust Administrator

North Shore Bank of Commerce
Duluth, MN

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year

Benefits

Profit sharing
Wellness program
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Bereavement leave
Life insurance
Pet insurance

Qualifications

Law
Account development
Bachelor's degree
Financial services
Technical Proficiency

Full Job Description

North Shore Bank is a locally owned and operated community bank that has proudly been serving the Twin Ports area and beyond with integrity for over 100 years. We specialize in providing personalized financial solutions and fostering long-term relationships with our customers.

We’re currently seeking a full-time Trust Administrator to join our team. If you’re a seasoned professional who’s passionate about developing, expanding and maintaining relationships, this is a great opportunity for you! This role will be met with opportunities for growth and options to obtain applicable accreditations to support our diverse business lines.

At North Shore Bank, we offer:

Competitive pay
Comprehensive benefits package
A positive, collaborative workplace culture
Career development opportunities within our organization
Equal opportunity employer

What You Will Do:

Provides comprehensive, strategic advice to clients, including; asset management, estate planning, taxes, dispute resolution and risk management.
Will work closely with the VP, Trust Administration to establish and maintain a business development plan.
Initiates regular, proactive client communications via telephone, e-mail, in writing, and in person. Exercises independent judgment in resolving client inquiries and responds to client requests in a timely and professional manner.
Professional account management consistent with governing documents, applicable laws, regulations, policies and procedures.
Works closely with department employees on administrative, operational and investment issues to ensure the quality of the client experience.
Attend corporate events, social gatherings, and other events necessary to support client retention and cultivate prospective client relationships.
Performs other job-related duties as assigned.

What We’re Looking For:

We’re seeking someone who is connected to, passionate about and lives in the Twin Ports area!

5+ years of successful experience in trust administration or wealth management, servicing and managing fiduciary relationships.
Technically proficient in fiduciary law, tax, investments and administration.
Bachelor’s degree in a business-related field and/or equivalent experience and/or training.
Professional designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA and / or Graduate of National Trust School.

Benefits:

Medical, Vision and Dental, Employer paid Life and Disability, Flexible Spending Accounts, HSA, EAP, Wellness Program, Pet Insurance.
401(k) with Employer Match and Profit Sharing
Vacation time
Bereavement leave
Paid Holidays
Employee Perks
Fun and friendly family-owned work environment
$60,000-$80,000. Salary, incentive plan and title all depending on experience.

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

cfp jobs in minnesota

Trust Administrator

Financial Advisor

Financial Advisor

CFP® Planning and Strategy Consultant

Financial Advisor

Investment Advisory Sales Representative

Wealth Management Associate - Entry Level (Minneapolis, MN)

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

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

Staff Financial Planner

Workplace Financial Consultant - Minneapolis/St. Paul, MN

Wealth Management Advisor - Minneapolis, MN

Planning Strategist

Senior Wealth Advisor - Hybrid

Wealth Management Consultant

Senior Wealth Advisor

Lead Advisor - New Market - Minneapolis

Service Advisor

Wealth Planning Associate

Advisor - Minneapolis

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