Financial Services Careers In minneapolis

within the following five regions: • Mid Atlantic (9 states including: Michigan, Ohio, Pennsylvania and Virginia) • Midwest (12 states including: Illinois, Minnesota, Missouri and Wisconsin) • New England (8 states including: Connecticut, Massachusetts, New Jersey and New York) • South (6 states including: Arizona, Colorado and Texas) • Southeast (9 states including: Florida, Georgia and North Carolina) Applicants must live within the regions for which they apply. Successful candidates will possess strong sales backgrounds and deep knowledge of investment products. We are offering an attractive base salary plus incentive bonus. Major Responsibilities: • Partner with internal sales associate to develop and maintain relationships with independent financial advisors • Conduct branch meetings and client presentations • Participate in broker/dealer conferences Requirements: • 2 years external wholesaling experience within the financial services industry, or • 2 years internal wholesaling experience in the non-traded real estate investment sector • Bachelor's Degree • Series 7 and 63 or 66 licenses or ability to obtain within 30 days of hire • Superior communication and time management skills • Ability and willingness to travel extensively within the region Location: Midwest Compensation: DOQ Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

nancial services industry experience. We are offering an attractive salary plus incentive bonus. Major Responsibilities: • Partnering with an external wholesaler to build and maintain selling relationships with financial advisors within an assigned territory • Calling financial advisors and introducing them to our investments • Responding to calls from financial advisors about our investments • Scheduling meetings, webinars, and conference calls with financial advisors • Using and maintaining an accurate contact management and sales tracking system Requirements: • A bachelor's degree and at least 2 years of work experience in a professional environment (previous internal wholesaling experience a significant plus) • Strong relationship based communication skills • Strong organizational and time management skills • FINRA Series 7 and 63 or 66 securities licenses, or the ability to obtain within 30 days of hire Location: Downtown Minneapolis Compensation: DOQ Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ermission to fill one to two positions at this time. The company provides all contacts through our own proven client base generation. We service new and existing customers with their financial needs offered through their particular organization that is affiliated with our Company. We currently work with over 40,000 different organizations to best serve working families throughout North America. Candidate must have either 2 years minimum experience in the financial services industry or a 4 year college degree. Candidate must also possess excellent communication skills and enjoy working with people face to face/over the telephone. This is a full time position. Generally the positions we are looking to fill involve retail hours to best service our clients. Once success is proven withinŁst year Management Opportunities become available to help train new individuals. Email resume to provided link. Interviews are being conducted over the next two weeks before a hiring decision is made Location: Metro Compensation: $40,000-$60,000 Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

state in your cover letter exactly the days/hours your willing to work and compensation requirements. General Office • Pick up and deliver mail on a daily basis, serve as primary • Drive deposit to bank on a daily basis, serve as primary • Perform company-wide faxing, filing and copying • Collect and remove trash from offices on a daily basis, serve as primary • Assist the Office Administrator with the maintenance of public areas, break room/dishwasher, conference room, etc. • Serve as primary back up for front desk reception duties and answering telephones. • Keeps business calendars for financial advisors and branch officers Marketing • • Call prospective clients to schedule appointments Client Transaction • Contacts current and prospective clients and advisors • Data entry of new account information • Process client account requests and interacts with clients Administration • Process client reports and projections • Complete paperwork for New Accounts, serve as primary • Handle all incoming and outgoing paperwork, error reports, make appropriate copies • Prepare for financial advisors client meetings, on a daily basis or as needed. • Process notifications and error reports Client Relations • Send emails to clients Other Duties as assigned include but are not limited to: • Proactively check in with executives to see what their current support needs are • Assist Branch Manager with delegated mailings and other support needs • Assist Branch Manager with Firm Annual compliance audit Must pass a background check Location: PLYMOUTH Compensation: 10-12 DOQ Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

to bank on a daily basis, serve as primary • Perform company-wide faxing, filing and copying • Collect and remove trash from offices on a daily basis, serve as primary • Assist the Office Administrator with the maintenance of public areas, break room/dishwasher, conference room, etc. • Serve as primary back up for front desk reception duties and answering telephones. • Keeps business calendars for financial advisors and branch officers Marketing • • Call prospective clients to schedule appointments Client Transaction • Contacts current and prospective clients and advisors • Data entry of new account information • Process client account requests and interacts with clients Administration • Process client reports and projections • Complete paperwork for New Accounts, serve as primary • Handle all incoming and outgoing paperwork, error reports, make appropriate copies • Prepare for financial advisors client meetings, on a daily basis or as needed. • Process notifications and error reports Client Relations • Send emails to clients Other Duties as assigned include but are not limited to: • Proactively check in with executives to see what their current support needs are • Assist Branch Manager with delegated mailings and other support needs • Assist Branch Manager with Firm Annual compliance audit Must pass a background check Location: Plymouth Compensation: 10-12 DOQ Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

other not-for-profit organizations. Our financial representatives have access to an existing book of business within established markets with the opportunity to provide retirement planning and financial services to a defined client base. Do you currently : Have on-site access to your clients within a specific territory? Enjoy working with established books of business with the opportunity to ask for referrals? Sell proprietary and non-proprietary products to meet the financial goals of your clients? Receive both warm and electronic client leads on a regular basis? Look forward to cold calling and having minimum net worth requirements? Have the option to work independently from a detached home office? Have you answered no to ANY of the above? Do you have two years of field financial sales experience and a Series 6 or 7? If so, why not apply? We're waiting to hear from you! L0411176459[exp0512][All States][DC,GU,MP,PR,V Location: Minneapolis, MN Compensation: DOE Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

financial service products. Job Positions: Insurance and Financial Services Position -State Farm Agent Team Member This position is with a State Farm agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. Job Purpose: To assist in the marketing of State Farm auto, fire, life, health, banking products and other financial services products as an employee of a State Farm agent. EXPERIENCE AND KNOWLEDGE o Experience in a variety of computer applications, particularly Windows applications, desirable o Demonstrated leadership skills preferred o Experience in marketing and customer service desirable o Knowledge of the following is desirable:propoerty, casualty, life, health, bank. o Two or four year college degree is desirable Job Duties May Include But Are Not Limited To o Maintain licenses and/or registrations to market State Farm products, as requested o Create and facilitate auto product presentations to potential and existing clients o Develop qualified leads and set appointments for insurance and financial services products o Assist in developing an insurance and financial services marketing plan for the agency o Utilize agency and State Farm computer applications, as required and available o Accurately prepare forms, policies, endorsements when required o Follow up with customers and keep the agent informed o Provide prompt, professional customer service o Perform other related duties as assigned by the agent Hiring: Insurance and Financial Services Position Training: Training and Licensing is provided Location: Baldwin, WI Compensation: Salary + Commission Send Resume and Contact Info to Posting Location: Baldwin, WI Compensation: Salary + Commission Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

might have. We offer a wide variety of the following: • Mutual Funds • Life Insurance (Whole Life, Term Life & Variable Life) • Annuities • Retirement Vehicles • Education Plans Our philosophy is that we connect "Main Street to Wall Street" through a network of registered representatives located in offices coast-to-coast. We are different from others in the industry because our registered representatives meet with our clients face-to-face, in the client's home or place of business, in order to take the time to learn about his or her current financial situation, risk tolerance and future goals. One of the most rewarding aspects of working for us is the fact that we strive to make a significant amount of difference in the lives of others --both for our clients and our representatives. With regional offices dotted all over the country, we have the ability to reach out to clients in countless geographic areas as well as offer opportunities to representatives all over the country. We service billions of dollars in assets on behalf our clients - including hundreds of thousands of individual households and institutions. Our core of representatives is among the largest in the financial services industry. First Investors is a member of: • FINRA • ICI (Investment Company Institute) • ASBO (Association of School Business Officials) • NTSAA (National Tax Shelter Account Association) • ASPPA (American Society for Pension Professionals and Actuaries) • SIPC (Securities Investor Protection Corporation) Career Position: This opportunity a starting point. As representatives progress in their careers there are several paths they can take -- such as becoming senior financial services representatives or choosing to pursue a career in sales management. Our goal, as a company, is to prepare our representatives for the field and to give them the tools and education they need to be successful. We specialize in training people who have had no experience in the financial services industry. Our extensive training program is designed to prepare candidates for the rewarding opportunities of working with clients. We don't just provide our representatives with the means to succeed. We also give them motivation. In addition to our exceptional training, we proudly offer our representatives advancement opportunities, competitive compensation, and exciting incentives. Requirements: This is a great career option for individuals who are looking for a position in the financial services industry with a lot of potential. Our registered representatives come from many different kinds of educational backgrounds. And that's okay! We offer the training that is necessary for individuals who want to become successful financial services representatives. We are looking for a candidate with the following qualifications and characteristics: • 4-Year college degree or equivalent with experience (all majors considered, including fields in finance, economics, business, accounting, communications, liberal arts etc.) • Strong communication and marketing skills with the ability to work on a one-on-one basis • The ability to create goals and to create an organized path to achieve them • The ability to grasp new concepts quickly • An entrepreneurial work ethic and a deep desire to achieve financial success • You must be legally authorized to work in the U.S. Location: Edina, MN Compensation: Competitive compensation and exciting incentives Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

o bank on a daily basis, serve as primary • Perform company-wide faxing, filing and copying • Collect and remove trash from offices on a daily basis, serve as primary • Assist the Office Administrator with the maintenance of public areas, break room/dishwasher, conference room, etc. • Serve as primary back up for front desk reception duties and answering telephones. • Keeps business calendars for financial advisors and branch officers Marketing • • Call prospective clients to schedule appointments Client Transaction • Contacts current and prospective clients and advisors • Data entry of new account information • Process client account requests and interacts with clients Administration • Process client reports and projections • Complete paperwork for New Accounts, serve as primary • Handle all incoming and outgoing paperwork, error reports, make appropriate copies • Prepare for financial advisors client meetings, on a daily basis or as needed. • Process notifications and error reports Client Relations • Send emails to clients Other Duties as assigned include but are not limited to: • Proactively check in with executives to see what their current support needs are • Assist Branch Manager with delegated mailings and other support needs • Assist Branch Manager with Firm Annual compliance audit Must pass a background check Location: TCOP Plymouth 55 and Vicksburg Compensation: 10-12 per hour Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Location: Plymouth 55- Vicksburg Compensation: 10-12 DOQ Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

o bank on a daily basis, serve as primary • Perform company-wide faxing, filing and copying • Collect and remove trash from offices on a daily basis, serve as primary • Assist the Office Administrator with the maintenance of public areas, break room/dishwasher, conference room, etc. • Serve as primary back up for front desk reception duties and answering telephones. • Keeps business calendars for financial advisors and branch officers Marketing • • Call prospective clients to schedule appointments Client Transaction • Contacts current and prospective clients and advisors • Data entry of new account information • Process client account requests and interacts with clients Administration • Process client reports and projections • Complete paperwork for New Accounts, serve as primary • Handle all incoming and outgoing paperwork, error reports, make appropriate copies • Prepare for financial advisors client meetings, on a daily basis or as needed. • Process notifications and error reports Client Relations • Send emails to clients Other Duties as assigned include but are not limited to: • Proactively check in with executives to see what their current support needs are • Assist Branch Manager with delegated mailings and other support needs • Assist Branch Manager with Firm Annual compliance audit Must pass a background check Location: TCOP Plymouth 55 and Vicksburg Compensation: 10-12 per hour Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests. Location: Plymouth 55-Vicksburg Compensation: 10-12 per hour depending on Qualifications. Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

t at a start-up, yet, we offer all the resources and strength of a well established, publicly traded company. How strong are we? From locations across the United States, Canada and Ireland, we serve nearly 4,000ꯠ small businesses, more than 6,400 financial services companies, and 9,000,000 individual consumers. As we move forward to our new future, we're launching new products, offering new services, and creating new ways to help small businesses and financial institutions succeed. We provide an environment that is dynamic, not bureaucratic and a structure that is rewarding, not routine, now we need you to provide the passion and expertise! At Deluxe, your ideas are applauded. Your commitment, valued. Your efforts, recognized. Put simply, Deluxe is the place for you to actively build your future. Lead and manage product development industrial design engineering team. Responsible for managing perfect product quality and delivering excellence through fulfillment and supply chain. Manage the talent development of the team, with direct responsibilities in hiring, coaching, and performance managing those within the team. Champion for product development excellence in planning, testing, analysis, technical capability maximization, product launch management, performance metrics, compliance, product costing and related financial budgetary plans. Reporting to the Director of IDE, responsible for delivering on strategies for our Financial Services product portfolios. Accountabilities: - Lead and coach team development in growth and performance management. - Manage commitments and engineering responsibilities, projects, ensuring lean product development excellence. - Strategic partner with Vice President, Executive Directors in product marketing and fulfillment. Responsible for the effective implementation of product introductions and aftermarket product success. - Develop, track, and communicate engineering outcomes to executive management in the delivery of business, financial, and quality objectives of Fulfillment. - Lead product development engineering executive management reviews. Manage the product development engineering roadmap, initiatives, and financial milestone reviews. - Strategic business partner with executive leadership, site leaders, and fulfillment operations ensuring successful product development results. - Prepare budgets, plan resources and projects to meet fulfillment and business partner objectives. - Set clear and concise expectations for the team, measure performance to those expectations, and hold individuals accountable to performance. - When necessary, will be required to be directly involved in project deliverables as well as delegating and leading those same responsibilities through their team - Drive for a culture of compliance to the Lean Product Development Quality System. Interface with senior leaders in product marketing, sales, account management - partnering to deliver excellence in speed to market. - Ownership for continuous improvement in product development quality system. Risk analysis and validation of product launch effectiveness is a priority. - Drive engineering innovation in product solutions with year over year cost savings improvements Required: - Bachelors of equivalent - 7 years of experience in an Engineering or scientific discipline - Demonstrated engineering success in the areas of industrial, product development or test engineering - Direct experience managing within a product development, engineering or technical environment - Strong background in one or more disciplines: product engineering, product development, process engineering, lean manufacturing/six sigma continual improvement techniques - Specialized printing experience in financial services, business products, and related printing technology and processes - Lead a focused team to successfully achieve business commitments with high morale. - Translate industry and technical trends into best practices towards engineering excellence - Deep understanding in the application of test methods for proven product design and manufacturability - Ability to apply/translate statistical methods for experiment design and problem solving - Define and operate consistent planning and execution processes - Ability to effectively manage multiple programs/projects and meet business requirements for successful implementation - Proven track record of complex problem solving and delivering business results - Excellent interpersonal skills, writing and presentation skills, in small and large group settings Preferred: ** Please visit our Facebook and Blog to ask questions, get updates, and to better understand our culture. http://www.facebook.com/deluxecareers http://www.deluxetalentcommunity.com Pre-Employment Screening: Drug screen and background check required. EOE/M/F/D/V. Location: Shoreview, MN, US Compensation: based on experience Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

person for this job will have experience working with Financial services, excel working in a distributed development model and Agile methodology as well as understand and thrive in a startup environment. Responsibilities Lead remote development team using Agile processes Create RESTful web service client Java API Work directly with Jingit vendors, partners and JFS team to develop requirements Execute development tasks that follow the development processes and meets requirements Writing robust unit, integration and acceptance test suites Manage multiple priorities effectively Required Qualifications 7 or more years of software development experience 2 or more years leading a development team 3 - 5 years experience building Java applications 2 or more years experience building relational database applications Experience with Agile development practices Desired experience with RESTful Web services Desired experience with Spring framework Location: Minneapolis Compensation: Based on Experience Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

ition and skills--now's your time to achieve something more with us! We are currently looking for Customer Service Representatives looking to advance their careers in professional and growing contact center environment. The representatives in this role will be responsible for handling customer telephone inquiries regarding Retirement plans by providing account information, educating callers of investment options, and processing transactions. ****To be considered for these positions you must be available to work Monday thru Friday and work anytime between the hours of 7:00AM and 10:00PM. No Exceptions***** There will be 5 weeks of training starting on January 23rd. The first three weeks of training will be Monday --Friday 8:00AM to 5:00PM and then the 4th and 5th week of training will be on a rotating schedule. Pay for this position will be $13.75/hr. Location is not located on any public transportation route so one must have reliable transportation for this opportunity. If selected for this position you must be comfortable with a Fingerprinting required for clients background check. Essential Duties and Responsibilities: Receive calls from customers to resolve customer's needs/issues, including but not limited to account activity. Recommend and contribute to workflow, system, process, and procedure improvements within position, team, and department. Utilize call-reporting system by recording customer calls for trend analysis. Proactively recognize and report on trends leading to recurring account issues. Further develop technical aptitude and customer service knowledge, skills, and abilities. Take ownership of all customer interactions and utilize appropriate follow-through. Provide timely feedback to external and internal customers via phone, e-mail, or other form of communication. Perform related tasks as needed or assigned. Knowledge, Skills and Abilities: Experience: At least 1 year experience in a customer service-related position; or equivalent combination of education and experience. Professional Telephone Etiquette skills Excellent Communication Skills, both oral and written Basic Knowledge of MS office applications and data entry skills Excellent follow though and decision making skills Education: High school diploma or GED required. Interested candidates please submit your resume today! Thanks! Location: Roseville, MN Compensation: 13.75/hr Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

re than 750,000 individuals. We were founded in 1883 to care for widows and orphans and while many things have changed over the years our strong values and unique culture remain the same. Today we continue to help serve the financial security needs of our members and their families as one of America's leading fraternal financial services providers through life insurance, annuity, investment and banking products. As a fraternal, we offer financial security with a plus.  Fraternal benefits for members, such as college scholarship opportunities, orphan benefits, prescription drug discounts and financial assistance in times of need.  Social, educational and volunteer opportunities for members and children.  Community support through member sponsored-fundraisers and volunteer opportunities. That's a difference you can be proud to share. Put yourself on the fast track to success Modern Woodmen's mission is to improve members' quality of life while continuing to grow in size and strength. Our financial services representatives fulfill this mission by:  Playing a vital role in helping families realize their financial dreams.  Having the tools, financial resources and local and home office support to serve the family and small-business market.  Offering a diverse portfolio of financial products to help meet individuals' short and long-term needs.  Positively impacting families and communities through our volunteer and member involvement programs. Earn what you're worth At Modern Woodmen of America you'll earn what you're worth. Our Financial Representatives consistently enjoy incomes at high levels. Plus, there's no limit to how much you can earn. New Representative Compensation** $74,525 Average first-year income of a successful new Modern Woodmen Financial Representative (Career Development Award qualifier) is $74,525 **Based on 2008 hires As a Modern Woodmen of America Financial Representative you'll earn these valuable benefits:  Medical and dental insurance coverage  Matching 401(k) plan  Noncontributory retirement plan  Group term life insurance Are you ready to be part of an elite team? Modern Woodmen of America presents a great opportunity for the right person. No experience is required. Our ongoing comprehensive training program prepares you for a meaningful and rewarding future designed for your long-term success. We're looking for individuals with the following values:  Is honest and has integrity  Has leadership skills  Is success driven, results focused  Can or has overcome adversity  Is competitive  Wants to grow themselves by helping others  Shows a volunteer spirit  Is looking for continuous self improvement  Enjoys building long-term relationships  Wants to build a business for themselves, not by themselves Location: Minnetonka Compensation: Commission with Benefits Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

might have. We offer a wide variety of the following: • Mutual funds • Life Insurance (Whole Life, Term Life & Variable Life) • Annuities • Retirement Funding • Education Funding Our philosophy is that we connect "Main Street to Wall Street" through a network of registered representatives located in offices coast-to-coast. We are different from others in the industry because our registered representatives meet with our clients face-to-face, largely in the client's home, in order to take the time to learn about his or her current financial situation, risk tolerance and future goals. One of the most rewarding aspects of working for us is the fact that we strive to make a significant amount of difference in the lives of others --both for our clients and our representatives. With regional offices dotted all over the country, we have the ability to reach out to clients in countless geographic areas as well as offer opportunities to representatives all over the country. We service billions of dollars in assets on behalf our clients - including hundreds of thousands of individual households and institutions. Our core of representatives is among the largest in the financial services industry. First Investors is a member of: • FINRA • ICI (Investment Company Institute • ASBO (Association of School Business Officials) • NTSAA (National Tax Shelter Account Association) • ASPPA (American Society for Pension Professionals and Actuaries) • SIPC (Securities Investors Protection Corporation) Career Position This opportunity is entry-level; however, as representatives progress in their careers there are several career paths they can take - such as a career in management or a career as a senior financial services representative. Our goal, as a company, is to prepare our representatives for the field and to give them the tools and education they need to be successful. We specialize in training people who have had no experience in the financial services industry. Our extensive training program is offered both pre-license and post-license. This training program is designed to prepare candidates for the rewarding opportunities of working with clients. We don't just provide our representatives with the means to succeed. We also give them motivation. In addition to our exceptional training, we proudly offer our representatives advancement opportunities, competitive compensation, and exciting incentives. Requirements: This is a great career option for individuals who are looking for a position in the financial services industry with a lot of opportunity. Our registered representatives come from many different kinds of educational backgrounds. And that's okay! We offer the training that is necessary for individuals who want to become successful financial services representatives. We are looking for a candidate with the following qualifications and characteristics: • 4-Year college degree or equivalent with experience (all majors considered, including fields in finance, economics, business, accounting, communications, liberal arts, etc.) • Strong communication and marketing skills with the ability to work on a one-on-one basis • The ability to create goals and to create an organized path to achieve them • The ability to grasp new concepts quickly • An entrepreneurial work ethic and a deep desire to achieve financial success • You must be qualified to work in the U.S. without sponsorship on a long-term basis. Location: Edina, MN Compensation: Competitive compensation and exciting incentives Principals only. Recruiters, please don't contact this job poster. Please, no phone calls about this job! Please do not contact job poster about other services, products or commercial interests.

25 financial services careers in minneapolis