Top 1056 Client advisor Jobs in Saint Paul Mn

Director of Planning Operations – Voyage Financial Advisors
Thrivent —Minneapolis, MN
- $90,000 - $135,000 a year
- Full-time
- Background check
- Customer service
- Office
- Profit sharing
- Disability insurance
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Audit Manager
TDHCD, Inc. —Minneapolis, MN
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- 3 years
- Paid time off
- Opportunities for advancement
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3d
Licensed Massage Therapist
Spavia Day Spa —Maple Grove, MN
- $65,000 - $85,000 a year
- Part-time
- Background check
- Sanitation
- Communication skills
- Paid training
- Continuing education credits
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Tax Manager (Private Wealth Management)
The Bahnsen Group LLC —Minnetonka, MN
- $120,000 - $160,000 a year
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Health insurance
- Dental insurance
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Enterprise Financial Consultant - Inside Sales
Element Squared LLC —Minneapolis, MN
- $60,000 - $110,000 a year
- Full-time
- Sales
- Customer service
- Office
- 401(k)
- Paid time off
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2d
Director of Tax Central
Gradient Financial Group —Arden Hills, MN
- $75,000 - $150,000 a year
- 8 hour shift
- CPA
- Office
- 3 years
- Paid holidays
- Health insurance
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Tax Manager, Advisor Support
Orion Placement —Arden Hills, MN
- $95,000 - $150,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- 3 years
- Dental insurance
- Vision insurance
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Medicare Insurance Advisor
Benafica, LLC —Saint Paul, MN
- $60,000 a year
- Full-time
- Mid-level
- Office
- Organizational skills
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11h
Tax Expert - Expert Center (Midwest)
Intuit —Minneapolis, MN
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
2d
Tax Expert - Expert Center (Midwest)
Intuit —White Bear Lake, MN
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
2d
Treasury Management Consultant
Alerus Financial —Minnetonka, MN
- $100,000 - $135,000 a year
- Office
- Bachelor's degree
- Ability to sit for extended periods
- Paid holidays
- Disability insurance
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13d
Registered Branch Associate
Edward Jones —Woodbury, MN
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Automotive Technician - B Level Up to $35hr - 2496
Promotive —Minneapolis, MN
- $25 - $35 an hour
- Full-time
- ASE Certification
- Background check
- Mid-level
- Paid training
- Paid holidays
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12d
Sr. Tax Consultant
Compeer Financial —Lakeville, MN
- $84,400 - $127,700 a year
- Hybrid work
- CPA
- Bachelor's degree
- US work authorization
- Wellness program
- Health savings account
Tax Senior Accountant I
Boyum Barenscheer —Minneapolis-Saint Paul, MN
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- Microsoft Excel
- Management
- Paid training
- Continuing education credits
Quick Apply
Financial Advisor
EVEREST FINANCIAL GROUP LLC —Golden Valley, MN
- $100,000 - $150,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
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Automotive Service Advisor
Honest-1 Auto Care —Saint Paul, MN
- $55,000 - $75,000 a year
- Weekends as needed
- Bilingual
- Sales
- Customer service
- Health insurance
- Dental insurance
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Insurance VIP Account Advisor
HomeServices Insurance, Inc. —New Brighton, MN
- $25.00 - $31.25 an hour
- Full-time
- Hybrid work
- Background check
- 5 years
- Writing skills
- Health savings account
- Health insurance
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Client Service Associate
Foster Klima & Company —Minnetonka, MN
- $90,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- In-person
- Health savings account
- Health insurance
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1d
Chief Financial Officer (Senior Living)
Health Dimensions Group —Hopkins, MN
- $200,000 - $265,000 a year
- Full-time
- Finance
- Master's degree
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply

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client advisor jobs near saint paul mn

Director of Planning Operations – Voyage Financial Advisors

Thrivent -
Minneapolis, MN

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Job Details

Full-time
$90,000 - $135,000 a year

Benefits

Profit sharing
Disability insurance
Dental insurance
Paid time off
Vision insurance
Retirement plan

Qualifications

Financial planning software
Serving clients
Customer service
Team leadership
Series 7
Leading team collaboration initiatives
Managing projects
Financial services
CRM system proficiency
Productivity software
Life & Health Insurance License

Full Job Description

Meaningful work. Rewarding career.

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Voyage Financial Advisors is an independent financial services practice of Thrivent in Wisconsin and Michigan. We are growing and adding a Director of Planning Operations to our team, which serves clients mainly in Wisconsin, Michigan, and Minnesota with a focus on complete financial planning. Voyage’s team values are Faith, Family, Trust, Collaboration, Communication, and Community. We are looking for a values aligned team member. This is a full-time role that is required to be in the office 1 day per month or 3 days per week depending upon location of residence..

Job Description

As the Director of Planning Operations, you’ll be a resource for our financial advisors and provide support to the clients of Voyage Financial Advisors, including:

Actively prepare financial analysis and develop financial plans, serving as a hands-on planner day to day, in a fast-paced high-producing environment.
Integrate Microsoft Co-Pilot and other AI tools into process and operations.
Lead, coach, and develop members of the financial planning team.
Oversee preparation, review, and delivery of comprehensive financial plans and ensure accuracy and process efficiency.
Assist not only in the creation of financial plans but help assist the advisory team by creating straightforward implementation steps for the advisors to help drive revenue growth through implementation.
Partner with advisors to support client planning strategy, meeting preparation and preparing advisor meeting guides.
Control and form processes for, RMDs, internal payment of policies, death claims and opportunities.
Ensure accuracy and consistency of client data within planning and CRM systems.
Improve and scale planning and meeting prep workflows, tasking, and opportunities to enhance efficiency and service quality.
Ability to directly prepare meetings for 20-40 appointments per week.
Serve as a senior planning resource on complex client cases.
Maintain confidentiality of sensitive client and firm information.
Ensure adherence to Thrivent policies, compliance standards, and regulatory requirements.

You will be employed/contracted by Daniel Demers Holding LLC, dba Voyage Financial Advisors

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Our ideal candidate is:

Innovative
Analytical and Process thinking
Customer Focused
Focused on teamwork and collaboration
Adaptable and Flexible

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or related field preferred.
Project and Process management experience.
3–5+ years of experience in financial planning or related financial services roles.
CFP® designation preferred or ability to obtain within 2 years of start date.
Exceptional people, leadership, organizational, and communication skills.
Ability to manage multiple priorities while maintaining attention to detail.
Proficiency with financial planning tools, CRM systems, and Microsoft Office.

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

Full compensation range of $90,000-$135,000 based on experience.
Retirement Plan
Paid Time Off
Company Profit Sharing Plan
Access to Health, Dental, and Vision Insurance
Employer Paid Life and Disability Insurance

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

#CAMPG

Work Location: In person

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Refine Your Search

client advisor jobs in saint paul mn

Director of Planning Operations – Voyage Financial Advisors

Audit Manager

Licensed Massage Therapist

Tax Manager (Private Wealth Management)

Enterprise Financial Consultant - Inside Sales

Director of Tax Central

Tax Manager, Advisor Support

Medicare Insurance Advisor

Tax Expert - Expert Center (Midwest)

Tax Expert - Expert Center (Midwest)

Treasury Management Consultant

Registered Branch Associate

Automotive Technician - B Level Up to $35hr - 2496

Sr. Tax Consultant

Tax Senior Accountant I

Financial Advisor

Automotive Service Advisor

Insurance VIP Account Advisor

Client Service Associate

Chief Financial Officer (Senior Living)

I want to receive the latest job alert for client advisor in saint paul mn

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