- JPMorgan Chase (Richfield, MN)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- PNC (Minneapolis, MN)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Treasury Management organization, you will ... challenges regarding implementation and production support issues raised by staff or client . Identifies and drives development of necessary solutions . Ensures… more
- Bank of America (Stillwater, MN)
- … Focus + Issue Management + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative ... client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include... client materials and follows up on all client and Financial Advisor (FA) requests +… more
- Oracle (St. Paul, MN)
- …by aligning client needs with integrated research, consulting, and data solutions . The successful candidate will serve as a trusted strategic partner to clients, ... objectives, evidence gaps, and decision-making timelines to propose tailored, multi-disciplinary solutions . ** Client Leadership** + Lead the development of… more
- First National Bank of Omaha (Minneapolis, MN)
- …into our organization's success.** **Summary of the Job:** The Junior Financial Advisor supports senior advisors in delivering high-quality client service, ... designed for a developing professional who is working toward becoming a full advisor and is comfortable balancing client engagement, operational accuracy, and… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- Description We are looking for an experienced Associate Wealth Advisor to join our client 's team in the Twin Cities. This role is ideal for an individual with a ... strong background in financial planning and client services, who is detail-oriented and creative in their...Provide expert guidance on wealth management strategies and investment solutions . * Communicate effectively with clients to ensure clarity… more
- Publicis Groupe (Minneapolis, MN)
- …for timely, strategic solutions . **Responsibilities** ** Client ** + Acts as a client advisor for strategic marketing issues; partners with client to ... where branding and buying are part of a total solution . We can do this because like any good...'s business + Contributes ideas for innovative, comprehensive marketing solutions that build the client 's brand with… more
- Bank of America (West Saint Paul, MN)
- Financial Solutions Advisor Registration Candidate - West Saint Paul Financial Center West Saint Paul, Minnesota **To proceed with your application, you must be ... and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your...of financial services industry or sales experience **Skills** + Client Experience Branding + Client Solutions… more
- IBM (Minneapolis, MN)
- …* Working closely with client teams to understand their needs and offer solutions and design * Build up best practices within the Oracle Cloud ERP Financials ... Director and Sales Team, design and propose realistic, implementable solutions that incorporate client requirements, software capability...practices and share with team. * Act as senior client -facing advisor on designs and best practices.… more
- Bank of America (St. Paul, MN)
- Financial Solutions Advisor - Minnesota Market Brooklyn Center, Minnesota;Saint Paul, Minnesota **To proceed with your application, you must be at least 18 years ... Focus + Oral Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management + Pipeline Management + Causation Analysis… more
- Raymond James Financial, Inc. (St. Paul, MN)
- …Provide a high level of customer service, and address and resolve escalated advisor and client issues.* Use appropriate interpersonal styles and communicate ... for developing, coordinating, and executing initiatives to provide high-touch, face-to-face advisor support to consistent users, dabblers, and new or non-users in… more
- Edward Jones (Vadnais Heights, MN)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- Public Consulting Group (St. Paul, MN)
- …team with experience in grant and/or proposal writing in terms of visioning solutions and responding to client requests, either through requirements gathering ... Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human… more
- Edward Jones (Minneapolis, MN)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- Thrivent Financial (St. Paul, MN)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor… more
- Thrivent Financial (Minneapolis, MN)
- …and start to build a book of business. With access to a large existing client base and supported by Thrivent's unique focus on community engagement, the work you'll ... this position . Role Description As a Virtual Financial Advisor at Thrivent, you'll : + Guide Christians and...and programs + Have access to a large existing client base , and have the ability to help… more
- Thrivent Financial (St. Paul, MN)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...to serve clients in your chosen community. + Make client appointments by leveraging your network and Thrivent's reputation,… more
- PNC (Minneapolis, MN)
- …have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC's Planned Giving group of the Institutional Asset Management ... based within the PNC footprint. The Planned Giving Investment Advisor (PGIA) will manage a book of business comprised...PG team, the wealth of data maintained for each client 's program is used to develop tailored recommendations for… more
- Oracle (St. Paul, MN)
- …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... objectives. Comfortable evaluating buy vs build decisions and vendor solutions . 3. Chief of Staff Skills Acts as a...planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers… more
- Oracle (St. Paul, MN)
- …and creativity to help us continuously innovate how we deliver extraordinary client experiences on cloud applications projects. Solution Architects are ... we sell. To succeed in this role, you are able to gain client confidence, shape end-to-end cloud solutions , and estimate the consulting projects properly,… more