Senior Accountancy Advisor - Minnesota

Position Summary · The Advisor Services Associate plays a key role in supporting financial advisors, administrators and their clients for Elevation Point. This position is responsible for preparing and processing account documents and service requests for Elevation Point institut ...

Client Service Associate (CSA) · Stevens Foster Financial Advisors – Bloomington, MN · Full-Time | In-Office (Hybrid eligible after training period) · Hiring 2–3 Team Members · Salary Range: $60,000 – $80,000 annually · About Stevens Foster · Stevens Foster Financial Advisors ser ...

Client Service Associate (CSA) · Stevens Foster Financial Advisors – Bloomington, MN · Full-Time | In-Office (Hybrid eligible after training period) · Hiring 2–3 Team Members · Salary Range: $60,000 – $80,000 annually · About Stevens Foster · Stevens Foster Financial Advisors ser ...

Position Summary · The Associate, Fund Billing, is responsible for supporting the accurate and timely processing of client advisory fees across multiple custodians. This role partners closely with Operations, Client Service, Compliance, and Finance to ensure billing accuracy, res ...

We are seeking a Client Experience Associate to become the operational backbone of our firm and the first impression our clients feel every time they interact with us. This role is critical to the growth and professionalism of our firm. You will directly impact client satisfactio ...

Job Title: Firm Operations Administrator // Finance · Location: Onsite at Bloomington, IL · Essential Functions: · • Identify, research, and resolve regulatory and compliance issues on various accounts (IRAs, SEPs, SIMPLEs, HSAs, and retail accounts). · • Review compliance issues ...

This role involves providing service and operational support to Financial Advisors in the Wealth and Investment Management division of Wells Fargo Advisors. · ...

Wells Fargo is seeking a Client Associate in Wealth and Investment Management. · Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. · Facilita ...

Wealth and Investment Management is seeking a Client Associate in Wells Fargo Advisors. · Assist Financial Advisor(s) colleagues with service and operational related activities. · Facilitate Financial Advisor and client requests for account related information. · ...

Paraplanner / Associate Wealth Relationship Manager · Stevens Foster Financial Advisors – Bloomington, MN · Full-Time | Hybrid Eligible · Salary Range: $72,000 – $85,000 annually · About Stevens Foster · Stevens Foster Financial Advisors is a Bloomington-based, SEC-registered wea ...

Wealth Advisors must have a clean U4 with no disclosures. We welcome your interest in being a part of our firm.We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a divers ...

We are recruiting an entry-level Marketing Sales Representative. The role includes exposure to marketing initiatives and focuses on sales, client outreach, and business development. · The ideal candidate has drive to learn professional sales skills and grow in a client-facing rol ...

Financial planning is the foundation of Mercer Advisors.  The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. · ...

This isn't just an internship – It's a chance to grow your skills and make an impact in a friendly, innovative environment. · ...

We are seeking an accounting student interested in gaining hands-on experience during the 2026 tax season. This internship provides exposure to individual income tax return preparation and real client engagement under the supervision of experienced tax professionals. ...

Client Service Associate · Location: Minneapolis, MN (In-Office) · Total Compensation: ~$80,000 – $90,000+ potential · Base Salary: $62,000 · 15% Firm Profit Sharing · Annual Company Bonus (firm profitability-based) · Individual Performance Bonuses · 100% Employer-Paid Health Ins ...

We are currently recruiting an Entry-Level Account Executive to join a nationally leading software and technology services company.With explosive sales coming in through channel partners and increased marketing initiatives this company is experiencing rapid growth and needs stron ...

We are seeking a highly experienced U.S.-based Certified Public Accountant (CPA) to serve as a long-term tax strategist and advisor, · This role is designed for a seasoned CPA who operates beyond basic compliance and brings a strategic mindset to accounting and tax advisory work. ...

Want to learn more about this role and Jobot? Click our Jobot logo and follow · our LinkedIn page · Job details: · Remote Role - Focused on a variety of industries, 401K audits and working for a innovative, cutting edge and growing CPA Firm Amazing Benefits and Work/Life Balance ...

We're looking for an experienced insurance professional to manage an established and active book of business. · This book is positioned for continued growth across the full line of COUNTRY Financial products and services. · ...