Financial advisor jobs in Minneapolis, Minnesota - Page 2Create job alerts

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: Financial planning is the foundation of Mercer Advisors. We believe that offering the correct investment advice requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group, in collaboration with our advisor teams to create customized and comprehensive financial plans for clients. This position is best for a candidate who is advancing towards an advisor role or enjoys supporting efforts around the end client experience. To succeed at this position, you need to be detailed, structured, process-oriented, analytical and have a high degree of follow-through and communication skills. Essential Job Functions for the Senior Financial Planner I will include: • Support advisors through all stages of planning: preparation, updating, delivery, and implementation of financial plans based on the evolution of a clients' financial situation., • This includes preparing comprehensive financial plans in eMoney, portfolio analysis using Orion or Morningstar, tax planning with Holistiplan, and solving other modules using custom analysis tools in excel., • Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future., • Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs., • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client., • Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning., • Dispense financial planning advice in both supervised and unsupervised environments., • Deliver financial planning support that results in increased referrals and high client retention., • Ensuring adherence to company standards of client care, meetings, referrals and retention., • Co- present financial planning concepts and analysis with advisors., • Mentor, coach, and review output of other members of the Financial Planning Group., • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), • Must have a Certified Financial Planner (CFP®) designation or must have a S65 and approved advanced certification or degree, such as Financial Paraplanner Qualified Professional (FPQP®) or Master's Degree in Financial Planning, • Client facing experience with at least 6 years relevant experience preferred, • Excellent verbal, written, analytical and organizational skills, • Fluency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer)., • Technical and analytical training and experience in financial planning, • Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment, • Ability to work independently without close supervision managing and prioritizing deliverables, • Must be highly flexible and confidential with all matters Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Travel assumed up to 20% of the time. #LI-Hybrid Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description At Minnesota Cannabis Services, we're not just building businesses — we're building the people who make them great. Our team partners with leading operators across cultivation, manufacturing, distribution, and retail to deliver world-class expertise in legal, finance, analytics, marketing, HR, and technology. We're looking for professionals who take pride in their work, move with purpose, and thrive in fast-changing environments. The kind of people who hold themselves to high standards, think creatively, and find satisfaction in solving hard problems. When you join our team, you'll work alongside some of the most experienced leaders in the industry — professionals who share their knowledge freely and lead by example. You'll be challenged, supported, and trusted to take ownership of meaningful work that shapes the future of one of the fastest-growing industries in America. Vice President of Human Resources Location: 100% On-Site | Corporate Headquarters in Edina, MN Compensation: $200,000–$300,000 base salary + comprehensive benefits and paid time off Reports to: Chief Executive Officer and Executive Leadership Team About the Company We are a high-growth corporate services firm providing workforce, HR, and operational consulting to over 50 cannabis retail locations and several manufacturing and transportation and delivery companies across multiple states. Our group manages complex organizational scale on behalf of our partners, offering best-in-class staffing solutions, compliance oversight, and performance systems that enable operational excellence at every level. About the Role The Vice President of Human Resources (VPHR) will lead the full spectrum of people strategy for the organization on behalf of our clients — encompassing Talent Acquisition, Human Resources, Workforce Planning, People Analytics, and Learning & Development. This role is designed for a strategic builder and data-driven operator who thrives in an extremely fast-paced, multi-entity environment. You will oversee the infrastructure that powers workforce scalability, cultural alignment, and leadership development across dozens of client organizations. You will work directly with the C-suite to ensure that people operations are tightly integrated with business performance, growth forecasting, and compliance frameworks. Key Responsibilities1. Talent Acquisition & Workforce Planning • Lead all recruiting, workforce forecasting, and staffing pipelines across corporate, retail, and field operations., • Implement advanced analytics and systems integrations within Greenhouse ATS and Wurk HRIS platforms to enable real-time visibility into hiring metrics and capacity planning., • Collaborate with Finance and Operations to forecast hiring needs based on store openings, client expansion, and seasonal trends., • Build scalable recruiting playbooks, interview frameworks, and training for the internal TA team to drive quality and speed of hire. 2. Human Resources & Compliance • Oversee all HR operations — including payroll, benefits, employee relations, and compliance — across multiple states and business units., • Create standardized HR policies, procedures, and reporting to support organizational consistency and risk management., • Lead employee engagement, performance calibration, and total rewards strategy to ensure alignment with company goals and financial health., • Drive operational excellence through automation, accuracy, and policy adherence. 3. People Analytics & Systems • Build a data-driven People Operations infrastructure that connects HRIS, ATS, and finance data into a unified reporting system., • Design and maintain dashboards tracking metrics such as headcount growth, turnover trends, time-to-fill, cost per hire, and engagement indicators., • Use predictive analytics to identify talent risks and inform decision-making across leadership teams., • Introduce KPIs that measure workforce productivity, leadership effectiveness, and organizational health. 4. Learning, Development & Organizational Growth • Develop a scalable, tiered learning system that supports employee onboarding, compliance training, leadership development, and cross-department skill growth., • Partner with operational leaders to embed L&D initiatives into each function's strategic roadmap., • Design programs that identify and develop high-potential talent for future leadership roles., • Oversee implementation of company-wide training platforms and content libraries. 5. Leadership, Culture & Strategy • Serve as a trusted advisor to the C-suite on organizational structure, succession planning, and workforce strategy., • Champion a culture of accountability, growth, and excellence across all levels of the company., • Facilitate communication and collaboration across divisions, ensuring transparency and alignment between field teams and headquarters., • Build a People Operations team known for innovation, responsiveness, and reliability. Ideal Candidate Profile You are a sophisticated, systems-minded people leader who has scaled organizations through operational clarity and human capital excellence. You bring a strong command of analytics, structure, and executive influence. Qualifications: • 10–15+ years of progressive HR and Talent leadership, with at least 5 years in a senior or executive capacity., • Proven success leading TA, HR, and L&D under one cohesive strategy., • Experience with multi-state or multi-entity operations (retail, consumer, hospitality or manufacturing industries preferred)., • Deep familiarity with ATS/HRIS platforms (Greenhouse, Wurk, Sage or comparable systems)., • Strong business acumen — able to tie people strategy directly to growth, profitability, and compliance outcomes., • Exceptional communication and leadership presence. Performance Outcomes • Accelerated hiring velocity with measurable improvement in quality of hire., • Enhanced retention and engagement across client organizations., • Real-time people analytics dashboard deployed within the first three months., • Fully operational training and development framework within the first six months., • Increased organizational efficiency and leadership readiness through scalable people systems. Why Join Us This is a defining executive opportunity to shape the people strategy for a national portfolio of emerging and mature companies. As Vice President of Human Resources, you will design the systems, culture, and leadership architecture that will define the next decade of growth — working alongside a high-performing executive team that values innovation, data, and operational excellence. At Minnesota Cannabis Services, we believe great teams are built on trust, initiative, and follow-through. We invest deeply in our people — providing mentorship, on-the-job training, and opportunities for advancement across multiple sectors of the cannabis industry. Here, you'll be part of a high-performing culture that values precision, reliability, and continuous improvement. Every project is a chance to grow your skills, strengthen your leadership, and contribute to something that matters. If you're driven, resourceful, and ready to make an impact, we want you on our team. Apply today and take the next step in your career with Minnesota Cannabis Services.

Job DescriptionThe Opportunity: Senior Staff AccountantSend resumes to: you ready to take your career to the next level with a prestigious and highly-awarded law firm known for its excellence, integrity, and financial acumen? We are seeking an exceptional Senior Staff Accountant to join our elite Accounting Department. This is a rare opportunity to contribute to the financial stability and strategic vision of a firm that has set the standard in the legal industry. This is more than a job—it is an opportunity to shape the financial future of a renowned law firm that has built its reputation on excellence. You will be part of a dynamic team that values precision, innovation, and strategic financial leadership. In return, we offer: • Top-Tier Medical, Dental, Vision, 401(k), etc., • Competitive Base Salary & Employee Perks, • Stable and Consistent Environment (Strong Retention), • A prestigious and intellectually stimulating work environment, • The opportunity to collaborate with top-tier legal professionals, • Competitive compensation and comprehensive benefits, • A culture of excellence where your financial expertise will be valued and rewardedIn this pivotal role, you will oversee financial operations with the utmost discretion, ensuring the firm’s compliance with all regulations while delivering insightful financial analysis that supports strategic decision-making. As a Senior Staff Accountant, you will be a trusted advisor to firm leadership, responsible for safeguarding and optimizing the firm's financial health through meticulous oversight and strategic foresight. If you thrive in a fast-paced, intellectually stimulating environment and possess the sophistication, precision, and expertise required to manage complex financial operations within a law firm, we invite you to apply. Key Responsibilities, • Overseeing all state and federal tax filings, ensuring full regulatory compliance., • Preparing and filing timely and accurate financial statements., • Managing accounts payable and receivable, maintaining the firm's financial integrity., • Conducting risk analysis to assess operational, compliance, and reputational exposure., • Representing the Accounting Department at board meetings, providing financial insights., • Strengthening and monitoring the firm’s credit, liquidity, and financial integrity., • Preparing and distributing financial reports, productivity statements, and performance evaluations., • Managing and reconciling all IOTA transactions, ensuring strict adherence to legal standards., • Overseeing bank reconciliations, journal entries, payroll processing, and month-end reporting., • Analyzing past financial performance, forecasting future performance, and determining firm equity valuation., • Liaising with external CPA firms and auditors to ensure compliance and accuracy., • Collaborating with attorneys to provide clear and concise financial insights., • Leading annual financial audits, ensuring transparency, accuracy, and adherence to best practices., • Executing and maintaining the firm’s budget, supporting strategic financial planning., • Investigating potential financial violations, enforcing corrective protocols, and upholding regulatory integrity., • Working collaboratively with the Accounting Department in a team-oriented, results-driven environment.Required Qualifications, • Exceptional command of financial regulations, procedures, and policies, particularly within a law firm setting., • Education: Bachelor’s degree in Accounting or Finance required; Master’s degree preferred., • Minimum of three years of IOTA experience in a legal or professional services environment., • Technical Expertise: Advanced proficiency in Microsoft Excel; experience with payroll processing., • Regulatory Mastery: Strong understanding of financial compliance at all levels of government., • Analytical Acumen: Ability to perform financial audits, strategic forecasting, and risk assessments., • CPA certification preferred but not required

Job DescriptionWe are looking for a skilled Tax Manager to join a leading law firm in Minneapolis, Minnesota. This role offers an exciting opportunity to specialize in estate and trust tax matters, while also providing potential career growth paths either in tax leadership or as an attorney if you hold a JD. The position is fully onsite, with support for parking, and is ideal for candidates seeking a dynamic and unique tax-focused role. Responsibilities: • Manage and oversee the preparation of estate and trust tax returns, ensuring accuracy and compliance with regulations., • Collaborate with clients to develop effective estate planning strategies tailored to their needs., • Provide expert guidance on fiduciary and trust tax matters for high-net-worth individuals., • Lead and mentor a team, fostering attention to detail and maintaining high performance standards., • Conduct in-depth analysis of tax issues and propose solutions that align with legal and financial objectives., • Ensure timely filing and reporting of all estate and trust-related tax documents., • Stay updated on changes in tax laws and regulations to provide informed advice to clients., • Work closely with other departments to address complex tax scenarios and deliver comprehensive solutions., • Develop and maintain strong client relationships, serving as a trusted advisor in estate and trust tax matters.• Minimum of 7 years of experience in estate and trust tax, including high-net-worth individual taxation., • Strong knowledge of estate tax laws and fiduciary tax principles., • Proven expertise in estate planning and trust tax strategies., • Ability to manage multiple projects and prioritize tasks effectively., • Excellent communication and interpersonal skills to collaborate with clients and team members., • JD or CPA certification preferred, with a focus on tax-related disciplines., • Demonstrated leadership skills with the ability to mentor and guide a team., • Proficiency in tax preparation software and other relevant tools.

Job DescriptionModifly is a performance-driven marketing agency that partners with enterprise clients to deliver strategic media solutions. Our team of creatives, technologists, and strategists is dedicated to pushing the boundaries of digital marketing to achieve outstanding client results. The Group Director, Integrated Media Strategy at Modifly is a senior leader and practitioner with deep, hands-on expertise across all major digital and traditional paid media channels. This role goes beyond execution: it is about connecting channels into a cohesive, business-driving ecosystem and shaping strategies that deliver measurable results for enterprise clients. The ideal candidate is as comfortable in the weeds of campaign strategy as they are in the boardroom—able to interpret complex data, connect performance to business impact, and craft compelling stories that inspire client confidence. They will bridge media strategy, data analytics, and performance creative to ensure Modifly delivers best-in-class omni-channel solutions. This leader is responsible for the health and growth of client accounts, developing high-impact strategies, and driving thought leadership both internally and externally. They will manage and mentor a team of Associate Directors and Managers, ensuring flawless execution while elevating the department’s capabilities.Responsibilities • Lead, mentor, and inspire a team of media professionals; build an accountable, high-performing culture., • Act as a trusted escalation point for strategy, client, or delivery challenges., • Own staffing and resource planning across assigned accounts, aligning people, workload, and revenue goals., • Champion cross-department collaboration, ensuring seamless integration between media, creative, analytics, and client service., • Drive select departmental initiatives that scale Modifly’s media practice and future-proof capabilities, working closely with Executive Director, Media., • Architect omni-channel paid media strategies across search, social, programmatic, retail, video, display, and emerging platforms., • Stay hands-on in guiding campaign structure, optimizations, and platform best practices to ensure strategies perform., • Bridge media, data, and creative by partnering with analytics and creative teams to test, measure, and scale what works., • Translate complex performance data into clear, compelling stories and actionable strategies for senior-level clients., • Anticipate and adapt to industry shifts (e.g., privacy regulations, new platforms, AI-driven solutions) to keep clients and Modifly ahead., • Develop thought leadership in performance creative effectiveness and its role in driving ROI., • Serve as senior strategic advisor for enterprise clients, linking media strategy directly to business outcomes., • Present strategies, results, and challenges with clarity and executive presence, building trust at the highest levels.Identify opportunities for scope expansion and incremental growth through audits, new service offerings, and innovation.Play a key role in new business pitches and organic growth opportunities., • 12+ years in paid media with demonstrated success in omni-channel campaign leadership (enterprise-level experience strongly preferred)., • 5+ years in people management, with a track record of scaling high-performing teams., • Deep expertise across paid search, paid social, programmatic, video, retail/e-commerce media, and emerging platforms., • Proven ability to connect performance data, creative assets, and media strategy into business-impact storytelling., • Strong financial and strategic acumen: able to manage budgets, forecast impact, and translate numbers into client-ready insights., • Exceptional executive communication and presentation skills—able to simplify complexity and inspire confidence in senior stakeholders., • Adept at managing multiple complex accounts and balancing hands-on detail with strategic oversight.

Job Description Are you a proven sales leader who thrives on building strategic relationships, influencing executive-level decisions, and winning high-value deals? Join our Sales & Marketing Team as a Senior Sales Advisor, where you'll take ownership of the full sales cycle—from strategic prospecting to client onboarding. In this senior-level role, you'll serve as a trusted consultant for multifamily property owners, operators, and marketing leaders, leveraging your deep industry and sales expertise to drive high-value partnerships and scalable revenue growth. You'll have a high-level of influence over our sales processes and GTM strategy, while helping to win new business for RentVision's line of apartment marketing products. Key Responsibilities: • Lead strategic discoveries, demos, and consultative selling efforts: Conduct thorough portfolio analyses and discoveries, tailoring RentVision’s marketing solutions to address prospect pain points and long-term strategic goals., • Own and optimize sales pipeline and reporting: Continuously own, manage, and prioritize sales pipeline and processes using data and strategic insights. Forecast revenue with precision and identify growth opportunities based on industry trends and company goals., • Advise, build trust, and win new, high-value deals: Serve as a helpful, trusted advisor, utilizing advanced sales techniques to guide prospects through complex marketing decisions from initial contact to contract signing. Negotiate terms and manage deal structures to maximize revenue., • Collaborate across teams to refine GTM strategy: Partner closely with marketing, product, client success, and operations teams to help shape positioning, surface prospect insights, and influence product development., • Network and outreach to drive sales growth: Represent RentVision at industry events, networking opportunities, and outbound activities to enhance brand presence, generate leads, and drive sales growth. Team Collaboration: The Senior Sales Advisor will operate from our Lincoln, NE headquarters in an open office setting, actively collaborating across marketing, product, operations, and client success to ensure seamless handoffs and aligned client experiences. Relocation assistance will be provided to candidates needing to relocate to Lincoln, NE. Requirements • 7+ years of consultative B2B sales experience: You’ve led complex sales cycles involving multiple stakeholders and consistently driven high-value outcomes., • Executive communication and influence: Skilled at engaging C-suite stakeholders and facilitating high-level strategic discussions, influencing decision-making, and articulating ROI to key stakeholders., • Strategic thinking and analytical acumen: You interpret data, spot trends, and adjust your sales strategy to maximize results., • Proven record of quota attainment: You don’t just meet expectations—you consistently outperform., • CRM mastery: Highly skilled in using modern CRMs like HubSpot or Salesforce for pipeline hygiene, reporting, and forecasting., • Multifamily industry expertise: Deep understanding of multifamily property owners, operators, and decision-makers., • Digital marketing or SaaS background: Especially in lead generation, advertising, websites, virtual tours, revenue management or analytics., • Position Type: Full-time, exempt Work at a “Best Place to Work” Company RentVision was recently certified as a Great Place to Work, one of Fortune’s Best Workplaces in Advertising & Marketing, one of Lincoln’s Best Places to Work (#2 medium-sized company), one of the Best Places to Work in Multifamily (#6 nationwide), and we recently scored a 4.6/5 on Gallup’s Q12 Engagement Survey. 401(k) Match Planning for your financial future is important. We offer enrollment in our company sponsored 401(k) as well as contribution matching to help you get it done. Health Insurance We care about your health. RentVision offers enrollment in health, vision, dental insurance plans, and also pays a portion of health insurance premiums. Life Insurance You’re important to us and we want you to know that. We offer life insurance to employees at no out-of-pocket cost. Short-Term and Long-Term Disability We’re here to help when the unexpected happens. We provide both short-term and long-term disability insurance to all of our employees. Our short-term disability plan also offers medical leave for pregnancy. Paid Time Off It’s all about that healthy work-life balance—work hard, play hard, right? RentVision provides paid time off and paid holidays, including extra time off around Thanksgiving and Christmas. Paid Parental Leave At the end of the day, family matters most. We know the importance of those precious moments you have with your new little one, so we provide paid parental time off. Fizzy Friday You work hard all week, so why not have a little fun on Friday? At 3:30 PM we celebrate a week’s worth of work with games, snacks, and fizzy beverages. Hope you like competition. Recognition Lunch You’re one in a million, and we want you to know that. Every month we celebrate our employees with a free lunch (yeah, you read that right) and recognition galore. Unlimited Coffee Need a pick-me-up? We’ve got a coffee machine stocked full of cappuccinos, lattes, black coffee, and more. Discounted Gym Membership If you've got the drive, we've got you covered. We partnered with a local gym to provide a total package gym membership for just $10 a month. About RentVision RentVision was founded in 2009, after our Founder and CEO, David Watson, spent multiple weekends hunting for an apartment. After weeks of searching, he signed a lease on a unit he’d never seen. Frustrated by this experience, David believed there had to be a better, easier way to confidently rent an apartment. This sparked the idea for a new innovation—the industry's first Walkthrough Video Tour. RentVision has been innovating, developing, and growing ever since. Today, we operate in the multi-family marketing industry where we create software platforms, build websites, offer strategic advising, deliver media solutions, and travel the country sharing industry knowledge. We are part tech company and part full-service organization, combining the best of both worlds: excellent software solutions with remarkable client service. Learn more about our company at . Our Purpose: To consider others as more important than ourselves. Our Mission: To make renting apartments easy. Our Vision for Our Clients: To deliver a predictive leasing platform that optimizes marketing and revenue management. Our Vision for Prospective Residents: To help people rent an apartment without needing to drive anywhere. Our Core Values: • Be Remarkable - We use our intelligence, personality, and unique skills to deliver amazing results., • Systemize Excellence - We build and do what is excellent, efficient, and repeatable., • Considerate Candor - We seek and give direct feedback that is thoughtful and productive., • Maximize Talent - We know our weaknesses. We live in our strengths., • Team Hustle - We deliver success through hard work and camaraderie.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills. *Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor. Take our Values in Action Self-Assessment to see how our values align! Your Role - Administrative Responsibilities: • Provide administrative oversight and support the Lead Advisors on strategic needs., • Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance, • Act as a primary point of contact for custodians around all operational and tactical service matters, • Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current, • Assist advisory team members coming out of client and prospective client meetings with any post-meeting action items, • Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers, • Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion, • Assist with calendaring functions and internal meeting preparationYour Role - Client Experience Responsibilities:, • Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team, • Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts, • Oversee quality control to mitigate errors on any client-related paperwork Your Experience:, • 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred., • Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred, • Self-motivated and takes pride in providing exceptional support to clients and the team, • Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus, • Expected to learn other position-related systems on the job, • This role is an in-office, full-time, and non-exempt position. We are a work from office culture with a lot of flexibility. Compensation:, • Pay: $26.60 - $33.80 per hour. This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Job Description Who We Are: We believe a workplace food program is something employees should love and look forward to every day. Powered by technology and a network of over 1,400 restaurants, Fooda feeds hungry people at work through our ongoing food programs located within companies and office buildings. Every day, each Fooda location is served by a different restaurant that comes onsite and serves fresh lunch from their chef’s unique menu. Now with over 30 million meals sold, Fooda operates in over 20 major US cities and plans for continued expansion. Eight out of ten employees consider Fooda their number one perk. Position Overview: The Corporate Event and Catering Manager performs a critical oversight for one of Fooda’s largest Enterprise (Cafeteria Replacement) clients. In this role you will oversee all events for the client ranging in scale and number of attendees (e.g. lunches for 20 employees to corporate meetings for 500+ attendees) This role will be directly responsible for the management of the catering function at a particular Fooda Client Account, including Day to Day Catering , Meeting and Event Planning, and Company wide special events. This role will hold ownership in creating unique dining experiences from start to finish. In addition to working directly with our client, this role will also serve as the main point of contact for all outside vendors. The Corporate Catering and Event Manager will also serve as a Customer Success Advisor to our client to ensure Fooda Best Practices are being met as well as finding potential additional opportunities to enhance the daily operations for employees and customers. What You Will Be Doing: • Serve as the leader and main point of contact while working with our client to plan all catering Events at client location, may include weekend and evening events, • Lead, plan, execute, and closeout for all large meeting and events., • Provide necessary details to relevant stakeholders and manage the flow of events including space requirements, menu development, marketing, design & décor, execution, and post mortem evaluation on event success., • Lead the process in creating and executing day to day catering orders aligning to event specifications and client requests., • Provide leadership and direction to onsite staff, including direct employees and contracted partners, communicate all event details including menu items, catering orders and specific duties for staff members, • Ensure inventory is being properly monitored as well as completing all necessary event administration., • Serve as an internal resource to client to ensure Fooda & Client best practices are being met., • You have at least six years experience in an event or catering capacity with at least two years of management experience (preferred), • You have proficient knowledge of both corporate catering and event operations, • You are customer service orientated and have strong communication skills (both written and verbal), • You have strong project management skills and know how to prioritize tasks aligning to both internal and client needs, • You have a passion for hospitality and are willing to work flexible hours as needed, • You are a self starter who enjoys being in a fast paced environment, • You currently have established relationships with multiple vendors aligning to event specifications of all types, • You enjoy working in both a team environment as well as independently, • Bachelor's degree in business, hotel/restaurant management or a related field, and/or appropriate combination of education and experience to support on the job effectiveness., • 5-7 years of catering sales or sales experience, with at least 3-5 years in a management role., • Prior experience in a similar venue with more than $5M in food and beverage sales., • Demonstrated financial acumen; P&L accountability and/or contract-managed service experience, • Must possess strong knowledge of food and wine for menu development., • Must possess strong knowledge of food and beverage financials, operations procedures, controls and administration, as well as awareness and ability to perform all sales-related functions., • Solid and proven track record for sales and leadership success., • Tech savvy, with high proficiency in all Microsoft Office programs., • Demonstrated success in interfacing with a variety of organizational functions and divisions to accomplish tasks., • Proven ability to work effectively with all levels of staff and management; Ability to promote and participate in team environment concepts., • Self-starter who can work independently and on several tasks/projects simultaneously, and who can contribute to functional areas of the business outside of retail operations., • Ability to communicate effectively both orally and in writing., • Competitive market salary $70k-$80k, • Stock options based on experience, • Comprehensive health, dental and vision insurance plans, • 401k retirement plan with company match, • Paid maternity and parental leave benefits, • Flexible spending accounts, • Company-issued laptop, • Daily subsidized lunch program (ours!) and free food and beverages in the office 7vHYQyKrL4

Job DescriptionSalary: $75,000-$150,000 Base + Uncapped Bonus Potential Who is BGM? BGM is a nationally recognized collective or entrepreneurial-minded advisors, analysts, accountants and auditors who leverage a full suite of financial services to provide present tense impact and future focused growth. We dont just solve problems, we anticipate needs. We dont just provide ideas, we provide insight. And we dont just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion. We are seeking a highly skilledWealth Advisor to join our team! The ideal candidate will play a crucial role in both relationship management and business development within the firm. They will manage a select group of current clients, delivering exceptional service and supporting the financial planning process. The primary goal of these relationships is to transition clients to a Service Advisor, allowing the candidate to focus on driving business development efforts. In this role, the candidate will ensure that meeting preparation and financial planning strategies are executed effectively, while also identifying opportunities to increase client engagement and expand service offerings. Strong interpersonal skills, a deep understanding of financial strategies, and a commitment to consistently delivering high-quality service are essential. Additionally, the candidate will be responsible for actively pursuing business growth through targeted marketing efforts, cross-selling BGM services, and enhancing the firm's brand recognition. This position offers a base salary of $75,000-$150,000 along with unlimited bonus potential based on meeting and exceeding new revenue goals. Responsibilities include but are not limited to: * Identify and engage new qualified clients * Identify and capture share of wallet from existing clients, and request client referrals * Lead projects to enhance marketing and lead generation strategies * Maintain and expand relationships with key business contacts and centers of influence (COIs) * Foster a sales culture that engages all employees in the sales process, while maintaining a service-oriented approach. * Ensure all client interactions and financial recommendations adhere to regulatory requirements * Stay informed about market trends, economic conditions, and regulatory changes to provide up-to-date advice * Contributes to the leadership of the group by mentoring Service Advisors and Paraplanners * Identifies opportunities during client conversations to generate business development opportunities Client Responsibilities: * Manage client relationships proactively, acting as the first point of contact * Answer routine client questions and service requests independently * Develop client strategy or advice independently, with decision-making authority * Consistently find opportunities to build deeper rapport with clients * Confidently discuss firm value proposition, service offerings, and deliverables * Competently discuss investment strategies Team Responsibilities: * Conduct meetings with clients, being sure to incorporate the Paraplanner or Service Advisor into the meeting when appropriate * Develop client strategy * Maintain strong working relationships with team members from all divisions * Take the lead on teaching topics of interest internally * Mentor Service Advisors and Paraplanners on their career trajectory * Grow business lines and work with prospects. Drive revenue to the firm Preferred Qualifications and Skills: * Bachelors Degree or equivalent work experience in lieu of degree * Experience in either a lead advisor role or business development role, with a demonstrated track record of or desire to step into a position where successfully acquiring new clients and driving significant revenue growth is paramount * Demonstrated understanding of financial planning concepts, investment products, financial regulations, and compliance standards * Certified Financial Planning (CFP) certification * Experience with industry-related programs such as Charles Schwab, Salesforce, MoneyGuidePro, Tamarac, and Holistiplan is considered a plus * Strong analytical skills and attention to detail * Exceptional written, verbal, and interpersonal communication skills, with the ability to explain complex financial concepts * Highly motivated, takes initiative, and works independently while also collaborating effectively in a team-oriented environment * Excellent organizational and time management skills, capable of prioritizing multiple tasks and anticipating potential problems * Excellent follow-up and follow-through capabilities * Ethical and professional conduct in all client interactions. * Proficient in Microsoft Office Suite (Outlook, Excel, Teams) * Continuously expand knowledge of financial planning strategies, investment products, and industry trends. * Knowledge of financial advice-related compliance and the financial planning industry * Uphold the core values of the organization: Own It, Take Pride, Seek Solutions, Care, Evolve & Grow What You'll Love About Us • Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position., • Rest and Relaxation. 18 days paid time off, 8 paid holidays,, • HealthBenefits. Medical with HSA and FSA options, dental, and vision., • Prepare for the Future. 401(k) with a generous company contribution, access to a personal finance professionals, and both legal and life insurance., • Give back. Get paid to give your time to the community:ask us about this!, • Educational Benefits.Whether you are studying for job specific certification, or currently enrolled in higher education, we can help cover some of those expenses., • Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location. Not sure if you qualify? Think about applying anyway: We understand that not everyone brings 100% of the skills and experience for the role. At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and backgrounds. We are excited to learn more about you and encourage you to apply! BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.

Job Description This role is built for professionals seeking meaningful work and a compensation structure tied directly to performance. You’ll gain access to in-depth training, daily coaching opportunities, and systems designed to help career changers succeed. You work remotely and develop skills in financial strategy, communication, and leadership. Income is uncapped and grows with your expertise. Advancement into leadership is available. Great for driven individuals looking to move into a long term, rewarding profession. Who Thrives Here People who are: * Coachable and willing to follow a proven process. * Self-driven and goal-oriented. * Good communicators who care about helping others. * Looking for long-term stability and income growth, not another short-term job. No financial or sales experience is needed — our training covers everything. Licensing can be completed online in 1–2 weeks, and we’ll guide you through it. Why Apply Now Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both — backed by real mentorship and an award-winning company culture. If you’ve been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance. No scripts. No hype. Just a real opportunity to grow — on your terms. Apply today, and we’ll set up a short conversation to see if it’s the right fit. Requirements18+ and authorized to work in the U.S. 100% Uncapped Commission 1099 Able to pass a background check and complete licensing (3-7 days, we’ll guide you through it every step of the way). Prior experience in sales, customer service, leadership, or training is a plus—but not required. Comfortable working remotely and independently. BenefitsAll-Expenses-Paid Vacations – Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more—fully paid based on performance. Work-from-Anywhere Flexibility – 100% remote with control over your schedule and income. Earn Time & Money – System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership – Build your own business with real contractual ownership. Legacy Business Transfer – Pass your agency to a loved one and create generational wealth. Free Life Insurance – One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage – Access large term coverage (up to 30 years) as a benefit. Health Benefits Access – Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture – Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000. • • Mentorship & Training – Plug into proven systems and real-time coaching to level up fast.

Job DescriptionJob Title: Client Experience Advisor Company: LHH Location: New Brighton, MN Employment Type: Permanent Schedule: Hybrid (Onsite with 1 remote day per week after 90 days) Salary Range: $60,000–$78,000 annually About the Role LHH is seeking a Client Experience Advisor (CEA) to join our team in New Brighton. This role is central to delivering exceptional service and personalized support to clients outside of in-person meetings. As a licensed advisor, you will provide proactive guidance, manage client inquiries, and ensure a seamless experience through clear communication and attention to detail. Responsibilities * Serve as the primary point of contact for client communication outside of formal meetings. * Deliver timely and proactive financial advice via phone and email. * Coordinate client planning needs across internal teams and manage timelines for action items. * Utilize service platforms such as Salesforce, Orion, MoneyGuide, and Holistiplan to track and update client information. * Foster strong client relationships through prompt, personalized responses. * Share industry insights and internal research to keep clients informed. Requirements * Series 65 license (or Series 7 and Series 66). * Life & Health Insurance license. * Excellent verbal and written communication skills. * Strong organizational skills and ability to manage multiple priorities. Compensation & Benefits * Salary: $60,000–$78,000 annually. * 401(k) plan with employer match. * Medical, Dental, and Vision insurance. * 10 paid company holidays, PTO, and annual wellness stipend. * Eligible for discretionary annual bonus based on performance. Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Pay Details: $60,000.00 to $78,000.00 per year Search managed by: Breanna Hall Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description We are looking for an experienced Associate Wealth Advisor to join our client's team in the Twin Cities. This role is ideal for an individual with a strong background in financial planning and client services, who is detail-oriented and creative in their approach. We seek someone passionate about building lasting relationships and contributing to the firm's long-term success. Responsibilities: • Develop customized financial plans tailored to individual client needs and goals., • Provide expert guidance on wealth management strategies and investment solutions., • Communicate effectively with clients to ensure clarity and understanding of financial recommendations., • Monitor and analyze client portfolios, making proactive adjustments as needed., • Collaborate with the team to deliver exceptional service and maintain high client satisfaction., • Conduct regular reviews to assess financial progress and update plans accordingly., • Stay informed about industry trends and regulations to provide accurate and up-to-date advice., • Support the firm’s growth by building strong client relationships and fostering trust., • Minimum of 2 years of experience in financial planning or a related field., • A CFP or pursuing a CFP highly desired, • Exceptional communication skills for engaging with clients and team members., • Strong attention to detail and organizational abilities., • Creativity in developing financial strategies and solutions., • Knowledge of registered investment practices and wealth management., • Ability to work collaboratively while maintaining a proactive and independent approach., • Commitment to long-term career growth and the potential for firm ownership.

Job Description Team-Based Financial Advisor Enjoy the rewards of working as part of a team helping clients make financial choices guided by values. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’ll have a stable income and the ability to focus on learning and development and the opportunity to serve clients with mentorship. Licensing and Training Over your first 2 to 3 months, you will study for and obtain necessary licenses, including: • State Life, Health and Annuity, • Securities Industry Essentials (SIE) What you can expect After licensing and training, you’ll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role within three months to three years. During this period, typical activities include: • Meeting with potential clients to build genuine, long-term relationships based on shared values and goals., • Educating and empowering clients to make knowledgeable financial decisions about investments, insurance, retirement and generosity., • Building a strong personal network through local nonprofits, churches and businesses for future growth., • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills. Compensation and Benefits You will receive stable income that includes individual and team sales commissions and incentive pay structures. You will also be eligible for Thrivent’s industry-leading benefits: • Medical, dental and vision insurance., • Disability, accidental death and dismemberment insurance., • 401(k) and pension opportunities., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Job DescriptionSalary: $80,000 to $90,000 + Bonus Stevens Foster Financial Advisorsserving Twin Cities clients since 1988is seeking an experienced Client Account Manager to serve as the primary advisor for high-net-worth households. This relationship-centered role guides clients through financial decisions while coordinating planning, tax, and investment strategies within our integrated advisory model. If you enjoy long-term client relationships, clear communication, and helping families make confident financial decisions, this role offers meaningful work in a well-established, collaborative firm. What Youll Do Serve as primary advisor and trusted point of contact for assigned households Build long-term relationships through proactive communication and empathy Lead client meetings and present planning recommendations clearly and confidently Coordinate with Planning, Tax, and Investments teams to deliver integrated strategies Document meetings, decisions, and action items in CRM (AdvisorEngine/Junxure) Manage pacing of work during seasonal peaks (tax season, year-end, annual reviews) Partner with CSAs, Planners, and Operations to ensure timely follow-through What You Bring 35 years of experience in financial planning, wealth management, or a similar advisory role Strong knowledge of investments, retirement planning, and executive benefits Experience with tax-aware planning and basic estate planning concepts Professional certifications (CFP, CPA, Series 65) strongly preferred Excellent communication skillsable to simplify complex financial topics High emotional intelligence, strong judgment, and commitment to confidentiality Compensation & Schedule Salary: $80,000$90,000 based on experience Bonus: Annual performance-based opportunity Schedule: MondayFriday; additional hours during peak planning cycles Hybrid: Available under firm policy Stevens Foster offers a comprehensive benefits package designed for long-term wellbeing, including: Robust medical, dental, and vision coverage with high employer contributions Company-paid life insurance and disability coverage 401(k) plan with immediate eligibility and up to 5% employer match after one year Health Savings Account contributions for HDHP participants Flexible Spending Accounts (health and dependent care) Paid time off, paid holidays, and hybrid flexibility Coverage available for spouses, domestic partners, and families Our total rewards are built to provide stability, flexibility, and long-term support at every career stage. About Stevens Foster Founded in 1988, Stevens Foster Financial Advisors is a long-standing, Bloomington-based RIA serving executives and high-net-worth families across the Twin Cities. For more than 35 years, weve delivered an integrated approach to planning, tax strategy, and investment management. Our reputation is built on clarity, consistency, and enduring client relationshipsand we continue to grow with intention and care. Apply Today Submit your resume through this posting. Qualified applicants will be contacted for next steps. Stevens Foster Financial Advisors is an equal opportunity employer.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary The primary focus of a Client Service Specialist is to provide excellent follow-through and operational support to the Wealth Management team in servicing and delivering on the needs of high-net-worth clients. As a Client Service Specialist, you will have a direct impact on the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills. Essential Job Functions include: • Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes, • Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements, • Coordinating with internal operation departments to ensure client requests are fulfilled, • Managing client deposits, • Maintaining data integrity across all systems and updating as necessary, • Researching client issues in cooperation with back office operation partners, • Some duties can include if appropriate - onboarding new clients, processing transfer paperwork, setting up new accounts while coordinating with the wealth management team, custodians and Envestnet, • High School diploma or equivalent. Bachelors degree preferred., • Five years of job related experience, • Financial services industry required, • Prior experience working in an office environment with a customer service focus helpful, • Notary designation a plus, • Eligible to pursue a CFP designation, • Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail, • Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors, • Excellent verbal and written communications skills a must, • Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus Monday through Friday, 8:00AM – 5:00PM Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station. Salary: Average annual salary range for this position across our locations is: $40,000 to $80,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Title Wealth Advisor Location Chicago/ Denver/ Michigan/ Minnesota/ Oakbrook Terrace/ Raleigh/ Washington D.C./ Milwaukee/ Lake Forest / Jackson Hole Strong preference of working 3 days in the office Compensation Salary + Target Bonus - $115,000 to $325,000+ About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture. The Role We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key Responsibilities: • Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:, • Financial planning and budgeting, • Holistic balance sheet advisement (including cash and debt), • Asset allocation and investments, • Estate and tax planning, • Insurance analysis and review, • Charitable Strategy, • Responsible for growing business through business development and referral generation from clients, • Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients, • Demonstrate a genuine involvement in the local community, • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships Key Skills: • Team-oriented, relationship-driven advisor, • High integrity, honest, respectful individual, • Curious and coachable disposition, • Passionate about serving clients, • Strong ability to foster relationships both externally and internally, • Demonstrated strong work ethic, • Good communicator with superior written and oral communication skills, • High attention to detail and well organized, • Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives., • High standards of professionalism while working with clients and team members Key Qualifications: • Certified Financial Planner (CFP) designation - required, • Five years of relevant experience managing all facets of wealth management - required, • Bachelor’s degree - required, • Experience serving physicians is preferred but not required, • Demonstrate strong, established client relationships, • Experience with financial planning software (MoneyGuide or eMoney) Benefits: Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.

Job Description Who They Are Looking For The client is seeking a highly motivated, client-focused administrative professional to partner with and provide robust support to their senior investment professionals within the Private Wealth Management division. The ideal candidate must exhibit exceptional communication skills, ambition, and a proven ability to build strong professional relationships to help propel the growth and efficiency of the client's platform. Key Responsibilities and Impact Areas The successful candidate will collaborate directly with multiple Financial Advisors to significantly enhance their productivity and efficiency through comprehensive service and support functions: • Executive Support & Preparation:, • Ensure senior advisors are fully prepared for all client and prospect meetings by creating, preparing, and organizing high-quality presentations, complex reports, and essential meeting materials., • Demonstrate a hospitality mindset by expertly setting up and arranging professional on-site client meetings and ensuring all logistical needs are met., • Complex Calendar Management & Communication:, • Effectively manage and maintain complex executive calendars, scheduling meetings while proactively considering advisor preferences, needs, and competing priorities., • Serve as the primary administrative point of contact and escalation for external client inquiries and administrative requests, ensuring timely resolution., • Proactively maintain communication with advisors to understand shifting priorities and deliver updates on practice- or client-impacting developments., • Client Relationship Management:, • Cultivate strong professional relationships with high-net-worth clients and their professional partners, responding to needs with urgency and a commitment to service excellence., • Build and maintain internal partnerships with administrative teams, managers, and cross-functional business partners to facilitate task completion and achieve business goals., • Project & Event Coordination:, • Actively participate in coordinating office-wide and client-facing events, including strategy attendance, attendee outreach, detailed logistics planning, and execution., • Manage data entry, tracking, and coordination for critical team-facing initiatives, with opportunities to take on expanded projects focused on business development and client servicing., • General Administrative & Office Operations:, • Perform general administrative duties, including drafting professional correspondence, managing database maintenance, overseeing expense reporting, and organizing domestic/international travel plans., • Take ownership of tasks related to general office maintenance, including inventory management (supplies) and facilities coordination., • Manage high-volume internal and external telephone calls for the team and provide coverage for the reception desk as needed. Qualifications and Experience • Experience: 1+ year of professional administrative or executive support experience, ideally gained within a corporate, finance, or professional services setting. Skills: • Proven ability to independently prioritize and execute multiple complex tasks and projects in a fast-paced, demanding, and deadline-oriented environment., • Outstanding verbal and written communication skills necessary for delivering distinctive client service., • Strong time management, organizational skills, and a meticulous attention to detail., • A high degree of client-focus and commitment to teamwork., • Strong proficiency in Microsoft Office Suite is required; working experience with CRM systems (e.g., Salesforce) is highly preferred. The Firm and The Opportunity The recruiting client is a global investment management firm distinguished by their holistic approach, innovative research, and cutting-edge investment solutions. Their Private Wealth Management division specializes in advising high-net-worth clients on the complexities that accompany wealth. This is an exciting opportunity to join a highly collaborative culture where employees are supported by teams of specialists aligned with a shared sense of purpose. The firm is committed to fostering an environment where their talent can grow professionally while working on innovative ideas and outcomes. Compensation and Benefits Overview • Base Salary Range: Competitive and commensurate with experience ($65,000 - $68,000 annually)., • Total Compensation: Comprised of a competitive base salary plus overtime compensation for hours worked beyond the standard workweek., • Standard Hours: Approximately 8:00 AM – 5:00 PM EST, with flexibility to work overtime as workload demands change., • Investment in You: The client offers a comprehensive benefits package that includes competitive retirement plans with employer match, a holistic health and wellness program, flexible time off, and professional mentoring programs. They operate on a hybrid work model.

Job Description Executive Personal Assistant to Athlete (JLR) ️ Scheduling & Calendar Management • Structure and maintain the athlete’s daily, weekly, and monthly calendar., • Update schedules in real time to reflect practices, meetings, events, and appearances., • Schedule appointments (training, medical, business, personal) and send reminders., • Coordinate travel, lodging, and transportation logistics for games and off-season trips., • Ensure time blocks for recovery, media, and personal commitments are balanced efficiently. Communication & Administrative Support • Clean, organize, and manage the athlete’s email inbox, voicemails, and text communications., • Answer and return calls from agents, coaches, and brand representatives in a professional manner., • Draft, proofread, and send correspondence on the athlete’s behalf., • Maintain confidentiality and professionalism across all communications. • Track and follow up on NIL contracts, sponsorships, and partnership deliverables. Agent & Business Coordination • Serve as the primary liaison between the athlete, agents, and management teams., • Schedule and confirm calls or meetings with agents, sponsors, and media contacts., • Keep records of conversations, decisions, and key follow-up items., • Assist with contract document organization and renewal reminders. Financial & Record Management • Assist with expense logging and receipt tracking for reimbursements and tax purposes., • Help organize financial statements, NIL deal invoices, and monthly budgets., • Coordinate with accountant or financial advisor as needed. ️‍♂️ Personal Errands & Lifestyle Support • Run errands that the athlete is unable to do due to training or travel., • Coordinate deliveries, appointments, and home maintenance services., • Manage personal shopping, wardrobe, and travel essentials., • Ensure all day-to-day needs are handled efficiently to support peak performance and focus. Organization & Efficiency • Create efficient systems for scheduling, document filing, and communication tracking., • Proactively anticipate upcoming needs and prepare accordingly., • Support a smooth daily routine to allow the athlete to focus on performance and recovery.

Job DescriptionSalary: $90,000 - $130,000 At Gardner, we believe commercial construction should feel as welcoming as it is professional. Thats why wedontjust build and remodel we build relationships,rooted in hospitality. Our mission is to set the platinum standard for our clients, partners, and team members by delivering exceptional results while embodying our core values:passion, humility, excellence, empathy, and nimbleness.We bring ahospitality-drivenapproach to every project, ensuring that every interaction is thoughtful, responsive, and human-centered. As Project Manager, you may work across any of our market focuses, includingHealthcare, Commercial Interiors, Industrial, Higher Education, Historical/Repositioning, Mission-Critical, and/or Life Sciences. Who You Are Youre anatural leaderwho thrives on collaboration, communication, and solving complex challenges. Youre not just managing construction projectsyoure fostering relationships, keeping people connected, and ensuring that every detail reflects care and intention.Relationships are the core of your work.You serve as the trusted advisor and liaison for our clients, providing hospitality at every step of the process. Youre known for staying calm under pressure, making informed decisions, and bringing out the best in your team. Most importantly, you believe that how the work gets done matters just as much as the outcome. How Youll Contribute As a Project Manager, youll guide commercial construction projects from start to finish, ensuring everything runs smoothly, safely, and on budget. Youll be the bridge between clients, designers, trade partners, and your own internal teambuilding trust, resolving conflicts, and ensuring everyone is aligned. Some of your key responsibilities include: • Lead the project team in planning and execution from preconstruction through closeout., • Oversee schedules, budgets, contracts, and trade partner coordination to ensure successful delivery., • Manager all financial aspects of the project: bidding, estimating, change orders, pay applications, trade partner and material invoices., • Maintain transparent communication with clients and internal stakeholders., • Support and mentoring project engineers and superintendents., • Manage project risk through proactive issue resolution and consistent follow-through., • Champion a culture of safety, quality, and continuous improvement., • Maintain consistent and effective communication with all team members, including leading weekly OAC project meetings and procurement meetings., • Generate project leads through ongoing professional relationships with owner and design communities., • Participate in proposal presentations, representing Gardners vision, mission, and experience. What Success Looks Like Youll know youre succeeding when: • Your projects consistently hit deadlines, budget goals, and quality standards., • Clients feel heard, supported, and eager to work with Gardner Builders again., • Your team trusts your leadership and grows under your mentorship., • Youve built a reputation for integrity, clear communication, and results. What Youll Bring • 3+ years of construction experience as a project manager or similar role., • Bachelors degree with major coursework in construction management, engineering, or a related field. Bachelors degree in construction management preferred., • Solid understanding of general contracting and the life cycle of a project., • Strong financial acumen and ability to manage cost forecasting and reporting., • Expertise in scheduling, trade partner management, and field operations., • Excellent estimating and technical writing skills., • Ability to effectively present information in oral, written, and graphic form., • A collaborative, humble, and solutions-oriented mindset., • Proficiency with construction management software (e.g., Procore, Microsoft Project, Bluebeam)., • Ability to manage several tasks at once and exercise independent judgment related to the daily administration of projects., • Motivated and self-directed mindset with the ability to anticipate needs, proactively find solutions, and adapt to changing priorities., • Excellent interpersonal skills, with the ability to work in a collaborative team environment., • Proficiency in spreadsheets, project scheduling applications, construction management software (Procore preferred), Microsoft Office, Microsoft Project, and Apple devices., • Ability to maintain a satisfactory Motor Vehicle Record. What Will Set You Apart • Knowledge of sustainable building practices (ex: LEED, WELL, Living Building Challenge). Why Join Gardner Builders? We are proud to be recognized as: • 7-TimeBest Places to Workby Minneapolis/St. Paul Business Journal, • 6-TimeTop 150 Workplaces by Minneapolis Star Tribune, • #1 Top Workplace in Constructionby Star Tribune (2023), • 4-Time Best Workplaceby Inc Magazine, • Best Places to Work by Milwaukee Business Journal Ourculture-first approachencourages personal and professional growth, an EOS-led structure, and acommitmentto building a workplace where everyone feels valued, challenged and loves coming to work. Compensation & Benefits • Annual Salary:$90,000 - $130,000 annual salary (paid weekly) + discretionary bonus., • Comprehensive Benefits: Health, dental, vision, HSA with employer contribution, and 401k plan with employer contribution., • Ancillary Benefits: Company paid basic life & AD&D insurance, company paid long term disability, company paid employee assistance program, accident insurance, and critical illness insurance., • Perks:Monthlyauto allowance, paid parking or public transportation costs, company-provided phone and laptop., • Work-Life Balance: Generous paid time off, paid sabbatical leave, paid bereavement leave, paid parental leave, free onsite fitness facility, and regular company and team outings. Interview Process Our process typically includes three conversations (phone and in-person) to ensure a mutual fit. Pre-Employment Screening Drug screen and background check required. Other Items to Note • Gardner reserves the right to hire any individual without legal or financial obligation on unwanted solicitations. No agency emails, calls, or solicitations are accepted without a valid agreement., • Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.).We are unable to sponsor or take over sponsorship of an employment Visa at this time., • We are only considering local candidates at this time.We are unable to provide relocation assistance at this time. Physical Demands & Work Environment This role is primarily office-based but may occasionally require visits to active construction sites. Candidates should be comfortable sitting for extended periods during computer work, meetings, and travel by car or plane. The ability to lift up to 20 pounds is needed to move materials or equipment as required. Regular use of hands for typing, writing, and using a mouse is expected, along with clear communication skills and the ability to read color-coded charts and graphs. When visiting jobsites, team members may encounter dust, uneven terrain, changing weather conditions, and temperature extremes. Reasonable accommodations can be made to support individuals with disabilities.

Job Description Geronimo Power develops, owns and operates large-scale power assets throughout America’s Heartland, including solar, wind and energy storage. As a farmer-founded and community-focused business, Geronimo Power equips landowners and rural communities with sustainable revenue to ignite local economic growth. Geronimo Power is a portfolio company managed by Brookfield Asset Management. To learn more about Geronimo Power, visit geronimopower.com or follow the company on LinkedIn. SUMMARY OF THE POSITION As a Project Controller at Geronimo Power, you will play a pivotal role in supporting multiple projects with budgets ranging from $1 million to $4 billion, focusing on accounting and finance-related functions. This position is particularly critical as Project Controllers are often assigned to significant projects, typically those exceeding $200 million. In this capacity, you will act as the Chief Financial Officer (CFO) and trusted advisor to Project Delivery Team and Executive Management, providing them with meaningful insights and accurate analyses to facilitate informed decision-making. Your primary responsibilities will include managing and developing the careers of business team members, establishing trust and credibility with upper-level management, and ensuring effective communication across various departments. The role demands strong leadership skills, a relentless ambition for continuous improvement, and polished technical and soft skills. WHAT YOU WILL BE DOING Analyzes and effectively communicates financial results of the project to upper-level management Earns trust, credibility, and buy-in of processes from project delivery team to create better cohesion and clear communication within the organization Understands financial reporting, including the upstream effects of reporting to other areas of the organization Drives continuous improvement throughout the organization and is a proponent for positive change Effectively utilizes the right data, reports, and tools for risk analysis and benchmarking Reviews all project and estimate cash flows, contract terms, and change orders in detail for financial risks and opportunities Recognizes when and who to escalate specific conversations/issues Understands, substantiates, and reconciles all financial reports monthly and annually Creates an inviting workplace that motivates and challenges each team member to achieve career goals and strives for opportunities Understands the needs of the organization, aims to bring in high quality talent, and continually develops team members through critical conversations and performance reviews Monitors results of new processes, troubleshoots, failures and issues, and presents solutions to unsolicited problems WHAT YOU BRING TO THIS ROLE 5-10 years of financial/data analysis or public accounting experience Bachelor's degree in Accounting, Finance, and/or an equivalent degree is required Advanced skills in Microsoft Excel Effective communication (both oral and written), organization, and interpersonal skills Strong organizational, problem-solving and analytical skills Ability to balance multiple tasks and responsibilities High level of professionalism and standards Managerial experience Must be able to freely access all parts of a construction site in wide-ranging climates and environments Ability to work in the United States without sponsorship, both now and in the future Pay Range for the posted level: Minimum of $140,000 – 160,000.00 We offer a comprehensive benefit package, including Medical, Dental, 401(k) and disability benefits.