As a Financial Consultant at Fidelity Investments, you will be responsible for nurturing relationships with an existing client base to provide appropriate investment solutions and help expand the acquisition of new customers. This role involves engaging in personal interactions to mentor and support customers in reaching their retirement goals, with a focus on delivering comprehensive investment solutions and retirement plans. The position offers extensive training, a supportive team, and a range of benefits to support your career growth.

Financial Consultant - Minnetonka, MN

Financial Consultant

As a Financial Consultant at Empower, you will be part of the Empower Personal Wealth sales team, providing assistance on retirement savings goals such as 401k and IRA products. This role involves over the phone assistance at key life moments for customers, discussing account options to align with their retirement savings goals, and educating them on retirement plan information. The position offers a base salary plus incentive compensation, with the opportunity for promotion to Senior Financial Consultant.

The Wealth Management Planning Consultant at Fidelity Investments plays a crucial role in nurturing client relationships through frequent communication and teamwork. This position involves providing high-level customer service to Fidelity's most sophisticated and valued clients, supporting the Advisor's efforts to increase and develop their business, and ensuring portfolios remain in compliance. The role requires a blend of financial services experience, interpersonal communication skills, and subject matter expertise.

Wealth Management Planning Consultant - Greater Minneapolis Area

Wealth Management Planning Consultant

Financial Consultant - Edina, MN

The Financial Planning & Analysis Manager at Robert Half will be responsible for managing General & Administrative expenses, salary and headcount planning, and balance sheet planning. This role involves leading the Corporate allocations process and partnering with Accounting and business units to refine the corporate allocations approach. It's a high-visibility role that requires collaboration with leadership across the organization to support the mission of helping Americans live a better financial life.

Financial Planning and Analysis Manager

As a Principal Financial Functional Consultant at Workday, you will be part of the Workday Success Plans team, focusing on the post-Go-Live journey of customers. This role involves delivering a variety of programs and services to customers, including feature demonstrations, full feature deployments, and consulting engagements to solve business needs using Workday applications. You will act as a trusted Workday advisor, sharing your expertise in Workday Financials applications, particularly in Workday Strategic Sourcing, Intake Forms, Pipeline, Sourcing, Contracts Management, Supplier Relationship Management, Procurement, Requisitions/Purchase Orders, RFX, Receipts/Receipt Accruals, Supplier Portal, Procurement Cards, EDI Transactions, Supplier Accounts, Supplier Invoices, Matching, 1099 Processing, Inventory, Stock Requests/Fulfillment Processing, Par Management, Cycle Counts, Replenishment, Expenses, Spend Authorizations, Expense Report Processing and Repayments, Credit Card Processing, Travel Booking Records, and Major Responsibilities Include: Conducting research to ensure understanding of customer questions and related Workday concepts. Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & tricks. Troubleshooting product configuration to resolve or provide optimal product configuration to meet customer business requirements. Clearly and effectively communicating responses and value to customers. Creating and delivering customer presentations on how to use Workday features to achieve business goals (Accelerator Webinars). Providing one-on-one consulting guidance to accelerate customer feature adoption (Feature Accelerator). Reviewing customer tenants to identify adoption opportunities (Feature Adoption Tenant Reviews). Completing and maintaining product expertise and Workday Certification(s) along with familiarity with Workday roadmap. Keeping up to date with industry practices and the ability to engage with customers on those topics. Helping drive the creation of new programs to drive customer feature adoption.

PRINCIPAL FINANCIAL FUNCTIONAL CONSULTANT - WORKDAY SUCCESS PLANS - SPEND MANAGEMENT

Principal Financial Functional Consultant

The Financial Planning & Analysis Senior Analyst at CookUnity will be a key leader in the Finance team, serving as a financial business partner to the Operations organization. This role involves providing financial insights, developing forecasts, and supporting strategic decision-making. The analyst will lead key work streams such as the performance review process and capital investment analysis, and will be responsible for setting ambitious goals, analyzing performance, and leading decision-making to ensure success.

FP&A Sr Analyst

Financial Planning & Analysis Senior Analyst

As a Financial Advisor at Edward Jones, you will partner with clients to help them achieve their long-term financial goals, including retirement, wealth building, estate strategies, and more. You will develop and grow your own practice, supported by a branch team, a home-office team, and other regional financial advisors. This role involves building relationships, understanding clients' needs, and creating personalized financial strategies. You will be supported by the firm's top training program, receive a salary for the first four years, and benefit from a culture of continuous improvement and professional development.

Financial Advisor

Duke Cannon Supply Co. is seeking a Financial Planning and Analysis (FP&A) Director to oversee and manage the financial planning and analysis function, providing strategic financial guidance to the leadership team and collaborating with team members across the company. This role is based in Minneapolis and reports to the CFO, focusing on annual budgets, financial analysis, reporting, and process improvement.

Financial Planning and Analysis (FP&A) Director

Financial Planning and Analysis Director

The Director of Financial Planning & Analysis at Saluda Medical will lead the global FP&A function, partnering with senior leaders to develop and execute the corporate strategy. This role involves extensive expertise in leading a global FP&A function, developing strategies, championing enterprise-wide initiatives, and building high-performing teams. The position reports to the VP Finance and works closely with the global finance team and US leadership teams, focusing on continuous improvement, budgeting, forecasting, and financial performance management.

Director, FP&A

Director, Financial Planning & Analysis

MP RPO is seeking a Financial Advisor to join their team in New York City. The role involves developing new business, offering fiduciary guidance to the private client group, and supporting all aspects of financial planning including investment strategy, insurance, and aligning with clients' short- and long-term goals. The ideal candidate will have a proven track record in the financial industry, the ability to lead and motivate peers and clients, and a commitment to building personal relationships with participants.

This position involves working with a well-established Fortune 500 company and its A-rated partners in North America as a financial professional. The role includes acquiring state licensing, connecting with people to identify goals, educating, planning, and designing solutions for individuals, families, and business owners. The position offers a 100% commission-based compensation, with no ceilings or quotas, and includes opportunities for residual and passive income, as well as performance-based bonuses. The role is flexible, allowing for 100% remote work, and offers a high-income trajectory with career growth, mentorship from industry experts, and the option to build your agency.

Flexible Remote Career Opportunity

Financial Professional

The Actuarial Consultant role at EY focuses on providing innovative and creative thinking to clients worldwide in the financial services industry, specifically in the Life & Health area. This position involves leading engagement teams, working directly with clients, mentoring junior consultants, and building a personal brand as a leader in the field. The role is remote and requires a passion for solving complex challenges in the financial services industry.

ACTUARIAL CONSULTANT - FINANCIAL SERVICES - ADVISORY - LIFE & HEALTH - MANAGER

Actuarial Consultant - Financial Services - Advisory - Life & Health - Manager

We are seeking a Financial Planning & Analysis Manager to join our team in Eden Prairie, Minnesota. This role involves a combination of financial planning, analysis, and management tasks, encouraging cross-functionality and collaboration. The successful candidate will have a significant impact on the business and its financial strategies.

Financial Planning &  Analysis Manager

Financial Planning & Analysis Manager

As a Senior Associate in Financial Planning and Analysis at Fannie Mae, you will be responsible for collecting, analyzing, and interpreting financial or operational information. This includes trend analysis, identifying gaps and opportunities, valuing assets, recommending debt structures, and performing budgeting, forecasting, variance analysis, and financial reporting. You will work closely with senior leadership and your team to support financial decision-making processes.

CIO CFO - Financial Planning and Analysis - Senior Associate (Open to Remote)

Senior Associate, Financial Planning and Analysis

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Financial Planning Consultant Jobs in Minnetonka, MN Hiring Now

Financial Consultant - Minnetonka, MN

Financial Consultant

Wealth Management Planning Consultant - Greater Minneapolis Area

Financial Consultant - Edina, MN

Financial Planning and Analysis Manager

PRINCIPAL FINANCIAL FUNCTIONAL CONSULTANT - WORKDAY SUCCESS PLANS - SPEND MANAGEMENT

FP&A Sr Analyst

Financial Advisor

Financial Planning and Analysis (FP&A) Director

Director, FP&A

Financial Advisor

Flexible Remote Career Opportunity

ACTUARIAL CONSULTANT - FINANCIAL SERVICES - ADVISORY - LIFE & HEALTH - MANAGER

Financial Planning & Analysis Manager

CIO CFO - Financial Planning and Analysis - Senior Associate (Open to Remote)