- US Bank (St. Paul, MN)
- …skills and discover what you excel at-all from Day One. **Job Description** The Investment Consultant role provides advanced investment education and advice ... to, $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a… more
- US Bank (St. Paul, MN)
- …the securities industry and markets, analyzes and interprets customer/prospect's investment objectives considering various factors, and provides customized and ... individualized investment advice suited to those objectives while complying with all pertinent laws, regulations, and corporate policies. Basic Qualifications -… more
- US Bank (Bloomington, MN)
- …FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made ... must actively maintain FINRA registrations to meet defined referral client and wealth management introductions. Position requires the FINRA SIE, Series 6… more
- Nuveen Investments (MN)
- …(set by geography and/or Advisor segmentation), performing external sales functions. The Advisor Consultant will work within US Wealth Advisory Services team to ... Collaborate and share best practices across the regional teams. + Support US Wealth Advisory Services broader campaigns and initiatives as needed on the entire… more
- HUB International (Eden Prairie, MN)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... as a VP, Complex Property:** + Works as the primary insurance program consultant in the client relationship. + Leads strategic planning and implementation for… more
- HUB International (Eden Prairie, MN)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... Manager II,** you will act as a trusted **insurance consultant ** to personal lines clients. You will focus on...opportunities, and maintaining updated client information in the agency management system. **What makes us different than all the… more
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