Cottage Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Cottage Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Cottage Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Cottage Grove • 50 milesRemote · Hybrid · Onsite · Field · All Environments
83 client advisor jobs at 33 companies in Cottage Grove, MN
1mo
Save
Mark Applied
Hide
Digital Experience Client Advisor
Minneapolis or Gresham or Cincinnati or Brookfield
$86k-$105k/yr HybridFull Time
4+ YOEBachelor's degree or equivalent experience; 4–7 years client management experience; strong relationship building, account/project management, presentation, and problem-solving skills.
3w
Save
Mark Applied
Hide
GUCCI | Client Advisor - Minneapolis Southdale
Edina or Minneapolis
$17-$18/hr OnsiteFull Time
2+ YOE2+ years luxury sales experience, proven sales track record, strong communication, flexibility for evenings/weekends/holidays, client relationship and product knowledge.
2mo
Save
Mark Applied
Hide
Senior Private Client Advisor
Minneapolis, Minnesota, United States
$66k-$123k/yr HybridFull Time
3+ YOE3+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service and negotiation skills, ability to travel for client meetings; bachelor’s degree and professional designations are a plus.
3w
Save
Mark Applied
Hide
GUCCI | Client Advisor - Minneapolis Southdale
Edina, Minnesota, United States
$17-$18/hr OnsiteFull Time
2+ YOE2+ years luxury fashion sales experience, strong commercial awareness, excellent communication, ability to work evenings/weekends/holidays, product knowledge and client relationship building skills.
1mo
Save
Mark Applied
Hide
Work From Home - Client Benefits Advisor
Andover, Minnesota, United States
RemoteFull Time
Remote advisor role working warm leads; requires self-motivation, coachability, strong communication, and a performance-driven mindset. No cold outreach; interviews via Zoom.
Zoom
1mo
Save
Mark Applied
Hide
Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
4w
Save
Mark Applied
Hide
Private Client Insurance Advisor
Eden Prairie, Minnesota, United States
$80k-$100k/yr OnsiteFull Time
6+ YOE6+ years personal lines experience, active property & casualty insurance license, strong client service and communication skills, Microsoft/Excel proficiency, knowledge of high-net-worth products; CIC/CISR and Epic experience preferred.
Microsoft, Microsoft Excel, Epic
1mo
Save
Mark Applied
Hide
Private Client Care Advisor
Woodbury, Minnesota, United States
$80k/yr FieldFull Time
3+ YOEAssociate degree required, 3+ years sales/marketing experience, medical intake experience, EMR and CRM proficiency, insurance verification, strong communication and relationship-building skills.
Electronic Medical Record (EMR), CRM
1mo
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Community Private Client Advisor - Minneapolis, MN
Minneapolis, Minnesota, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or obtain within 60 days); life, health and long-term care insurance license (or obtain within 60 days); strong client acquisition and relationship skills.
3w
Save
Mark Applied
Hide
Client Advisor (Full-time), A|X Armani Exchange
Bloomington, Minnesota, United States
$16/hr OnsiteFull Time
Retail experience preferred, high school diploma/GED preferred, strong verbal and written communication, CRM/WeChat proficiency preferred, flexible schedule including nights, weekends and holidays.
CRM, WeChat
1w
Save
Mark Applied
Hide
Wealth Management Client Associate
Bloomington, Minnesota, United States
OnsiteFull Time
Client-focused associate supporting financial advisors by delivering client service, preparing materials, following policies, and using Microsoft and CRM tools; high school diploma required; SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
Save
Mark Applied
Hide
Financial Advisor - St. Paul, MN
Minneapolis, Minnesota, United States
RemoteFull Time
2+ YOEMeet with clients to plan retirement and finances; 2+ years as a Financial Advisor; active FINRA Series 7; Series 63/65/66; state life and health license.
1mo
Save
Mark Applied
Hide
Personal Risk- Client Exec./Sales Advisor (MN or remote)
St. Paul or Plymouth
$55k-$75k/yr HybridFull Time
3+ YOERequires P&C broker license, 3+ years licensed personal lines sales/service experience, HS diploma (bachelor's preferred), MS Office and CRM-EPIC proficiency, strong communication and negotiation skills, regional P&C market knowledge.
Microsoft Office, CRM- EPIC, Microsoft Teams
1mo
Save
Mark Applied
Hide
Personal Risk- Client Exec./Sales Advisor (MN or remote)
St. Paul or Plymouth or Minneapolis
$55k-$75k/yr HybridFull Time
3+ YOEP&C licensed personal lines sales professional with 3+ years of licensed Personal Lines sales/service experience, strong regional P&C market knowledge, carrier relationships, MS Office/CRM proficiency, and excellent communication and presentation skills.
Microsoft Office, CRM- EPIC, Microsoft Teams
1mo
Save
Mark Applied
Hide
Business Advisor
Edina, Minnesota, United States
$75k-$500k/yr OnsiteFull Time
3+ YOE3+ years B2B professional services sales experience, bachelor's degree or equivalent, proven sales track record, ability to develop proposals and manage client relationships.
1w
Save
Mark Applied
Hide
Financial Advisor
Woodbury, Minnesota, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, client-facing or relationship-building success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
proprietary planning software
1w
Save
Mark Applied
Hide
Service Advisor
Bloomington, Minnesota, United States
$120k-$150k/yr HybridFull Time
5+ YOECFP designation, 5+ years wealth/financial planning experience, bachelor\u0002s degree or equivalent, strong communication, analytical and client relationship skills, familiarity with Schwab, Salesforce, MoneyGuidePro, Tamarac, or Holistiplan.
Schwab, Salesforce, MoneyGuidePro, Tamarac, Holistiplan
3d
Save
Mark Applied
Hide
Associate Advisor
Woodbury, Minnesota, United States
OnsiteFull Time
2+ YOERequires 2–5+ years in planning-centric wealth management or financial planning, CFP designation or active pursuit, bachelor’s degree or equivalent, client meeting experience, and strong communication and organizational skills.
CRM, eMoney, SIE, Series 7, Series 65/66
3w
Save
Mark Applied
Hide
Business Advisor
Minneapolis, Minnesota, United States
$65k-$72k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent, 3+ years working with diverse clients, knowledge of accounting/financial reporting, QuickBooks/Square/TurboTax and Salesforce proficiency, strong communication and training skills, valid driver’s license and reliable transportation.
QuickBooks, Square, TurboTax, Salesforce
1mo
Save
Mark Applied
Hide
Financial Advisor
Elk River, Minnesota, United States
$60k-$80k/yr OnsiteFull Time
3+ YOEProvide financial planning and investment advice; knowledge of mutual funds, retirement plans, annuities, life insurance; strong client relationship and business development skills; 3-5 years related experience preferred; Bachelor's degree preferred.
Explore Jobs