Top 215 Financial planner Jobs in Wayzata, Mn

Senior Financial Analytics Consultant - Remote
Optum —Plymouth, MN
- $91,700 - $163,700 a year
- Full-time
- Hybrid work
- Pass drug screening
- Mid-level
- Office
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
Quick Apply
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 Advisor
Edward Jones —Deephaven, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Apple Valley, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Thrivent —Eden Prairie, MN
- $45,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Fingerprint clearance
- Associate's degree
- Paid training
- Health savings account
Quick Apply
Financial Advisor
Edward Jones —Osseo, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Minneapolis, MN
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Customer Service Associate Licensed
Wells Fargo —Minneapolis, MN
- $67,000 a year
- Full-time
- Background check
- Research
- Continuous improvement
- Commuter assistance
- Disability insurance
Quick Apply
9d
Investment Advisor
Maridea Wealth Management —Shorewood, MN
- $85,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
8h
Wealth Management Trainee (MN)
Bankers Life —Minneapolis, MN
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Guardian (Full and Part time available)
Lutheran Social Service of MN —Saint Paul, MN
- $21.70 an hour
- Part-time
- Hybrid work
- Mid-level
- Driver's License
- Children
- Wellness program
- 403(b) matching
Quick Apply
VP, Financial Consultant - Wayzata, MN
Charles Schwab —Wayzata, MN
- $75,000 - $85,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
1d
Financial Consultant - Finance Enablement
Optum —Eden Prairie, MN
- $72,800 - $130,000 a year
- Full-time
- Hybrid work
- Computer Science
- Pass drug screening
- Mid-level
Product Solutions Consultant - Consumer Payments- Optum Financial - Remote
UnitedHealth Group —Eden Prairie, MN
- $91,700 - $163,700 a year
- Full-time
- Hybrid work
- Pass drug screening
- Mid-level
- Office
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 Consultant - Hybrid in MN
Optum —Eden Prairie, MN
- $72,800 - $130,000 a year
- Full-time
- Hybrid work
- Pass drug screening
- Mid-level
- Office
Senior Financial Consultant
Optum —Eden Prairie, MN
- $91,700 - $163,700 a year
- Overtime
- Pass drug screening
- Office
- Finance
- On-the-job training
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
Product Solutions Consultant, Commercial Payments- Optum Financial - Remote
UnitedHealth Group —Eden Prairie, MN
- $91,700 - $163,700 a year
- Full-time
- 5 years
- Pass drug screening
- Office

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Senior Financial Analytics Consultant - Remote

Optum -
Plymouth, MN

Apply Now

Job Details

Full-time
$91,700 - $163,700 a year

Qualifications

Incentive plan management
Financial model construction
Presentation software
Financial projection model development
Presentation preparation
Cross-functional collaboration
Project stakeholder communication
Excel data analysis

Full Job Description

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together.

This role will measure financial performance metrics for client partnerships, provide validation and guidance for improvement initiatives, and create internal forecasts for bonuses/incentives earned from clients. Success in this role will be dependent on an ability to successfully navigate and influence change across a matrix environment with some guidance, quickly adapt to changing priorities, and the ability to clearly articulate business issues with recommended solutions - in the context of a fast paced and high-growth environment that has a commitment to making health care better for everyone.

You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.

Primary Responsibilities:

Primary ownership of detailed models to forecast, measure, and validate performance improvements for client partnerships
Support operations teams in understanding how their actions will impact the measured results and financial outcomes
Build solid partnerships with Optum project and operations teams and client's relationship management team through leading monthly performance reviews and ad hoc conversations
Implement process and procedures for the measurement and validation of financial performance metrics
Contribute to project charters by assessing financial performance metrics within the ROI for new projects
Establish and implement financial performance metric audits and testing to ensure results match projections
Providing broader support for other operational and strategic initiatives

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

Undergraduate degree or equivalent experience
4+ years of data/analytic/financial modeling (Intermediate Excel) experience
2+ years of experience present analytics to Internal/External stakeholders
Proven experience driving business performance in a high growth environment
Intermediate proficiency using PowerPoint to concisely communicate ideas
Proven ability to thrive in a fast paced and dynamic working environment with many near term and long-term deliverables (aka strong organizational and time management skills)
Proven ability to work collaboratively and influence across a matrix environment to drive bonus/incentive opportunities
Proven executive presence, communication and influencing skills with internal and external stakeholders

Preferred Qualifications:

MBA
Experience with SQL and/or database management
Experience in revenue cycle operations or directly supporting operations
Healthcare industry knowledge and/or experience

All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy

Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $91,700 - $163,700 annually based on full-time employment. We comply with all minimum wage laws as applicable.

Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.

Apply Now

Refine Your Search

financial planner jobs in wayzata, mn

Senior Financial Analytics Consultant - Remote

Director of Planning Operations – Voyage Financial Advisors

Retirement Plan Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

Customer Service Associate Licensed

Investment Advisor

Wealth Management Trainee (MN)

Guardian (Full and Part time available)

VP, Financial Consultant - Wayzata, MN

Financial Consultant - Finance Enablement

Product Solutions Consultant - Consumer Payments- Optum Financial - Remote

Wealth Planning Associate

Financial Consultant - Hybrid in MN

Senior Financial Consultant

Wealth Management Consultant

Product Solutions Consultant, Commercial Payments- Optum Financial - Remote

I want to receive the latest job alert for financial planner in wayzata, mn

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