Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized p…
Director Actuarial Services - Remote (Fort Washington, PA Preferred)
Minnetonka, Minnesota, United States · Remote OK
$135k–$231k/yr
Senior+$7.6B raised
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come b…
LOCATION: Our office is located in Minnetonka, MN. Candidates must reside in the Twin Cities area and will be required to be in-office five days per week. We do offer a flexible work environment, but this role is not hyb…
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come b…
Skills: Data Analysis, Relational Databases, Excel, PowerPoint, Office 365
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come b…
Skills: Actuarial Analysis, Trend Forecasting, SQL, Excel, AI Implementation
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the ca…
Product Operations and Payment Cards, Product Manager - Remote
Minnetonka, Minnesota, United States · Hybrid
$92k–$164k/yr
Senior$7.6B raised
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come b…
Associate Director - Rewards Strategy - MN Market - Remote
Minnetonka, Minnesota, United States · Hybrid
$113k–$193k/yr
Senior$7.6B raised
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come b…
Skills: Product Strategy, Program Management, Executive Communication, Data Analysis, Financial Analysis
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come b…
Associate Healthcare Economics Director - Remote - Minnetonka, MN preferred
Minnetonka, Minnesota, United States · Hybrid
$113k–$193k/yr
Senior$7.6B raised
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come b…
Skills: Data Analysis, Python, SQL, AI Tools, Snowflake
Associate Director Actuarial Services - Remote - Minnetonka, MN preferred
Minnetonka, Minnesota, United States · Remote OK
$113k–$193k/yr
Senior$7.6B raised
At UnitedHealthcare, we’re simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come b…
Skills: Actuarial Modeling, Data Analysis, Medicare Advantage Bidding, MS Excel, Pricing Methodologies
Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportun…
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Personal Lines Licensed Customer Service Representati…
Skills: Customer Service, Personal Lines Insurance, Cross-selling, Policy Processing, Communication Skills
Northern Tier BU - Region 01 - Market 04: 17601 Minnetonka Blvd., Wayzata, Minnesota 55391 Shift Availability Days (Weekdays + Weekend Availability Required) Time Type Full time Minimum Qualifications The minimum qualifi…
At a Glance Legrand has an exciting opportunity for a Commercial Finance Manager to join the Audio Video Division in Minnetonka, MN. As the Manager of Commercial Finance, you’ll own the brand-level P&L and be the go-to p…
Vice President, PBM Strategic Partnerships , Regional Health Plan - Remote
Minnetonka, Minnesota, United States · Remote OK
$159k–$273k/yr
Senior+$7.6B raised
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the ca…
Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the ca…
Skills: Pharmacy Audit, Data Mining, Claims Analysis, Microsoft Excel, Fraud Detection
Job Description: Summary: Process payroll transactions. Perform data entry and accounting services. 5-7 years payroll processing experience required. Extensive payroll experience in a fast-paced, multi-state, demanding e…
Skills: Payroll Processing, Multi-state Payroll, Wage and Hour Laws, Garnishment Laws, Taxability of Wages
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with…
Skills: Quantitative Analysis, Statistical Analysis, Predictive Modeling, Data Visualization, Excel
Description Summary: Manages the daily activities of a high-volume, fast-paced Accounts Payable team comprised of direct reports and team leads, including both exempt and non-exempt employees. The team supports multiple …
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$60k–$75k/yr
Full-time
bachelor degree, professional certificate
Health care coverage, Emotional well-being support, Retirement plan, Paid time off, Parental leave, Charitable giving employee match program
Posted 1d ago
~40 hrs/week
Responsibilities
Engage face-to-face with clients to provide personalized financial planning and mentorship. Focus on nurturing existing client relationships and expanding the firm's brand reach through client-centered discussions.
Requirements
Candidates must be FINRA Series 7 & 66 licensed or able to acquire the Series 66 upon hire. Proven success in building client relationships and extensive knowledge of investment solutions are required.
Full job description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
Proven success in building relationships, uncovering needs, and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Coachable, collaborative, and curious are key attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, takes initiative and exceeds customer expectations
Extensive knowledge of investment solutions
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Related keywords
Financial ConsultantFINRA Series 7FINRA Series 66CFPCertified Financial PlannerInvestment SolutionsFinancial PlanningWealth ManagementSecurities Exchange Act of 1934Investment Advisers Act of 1940ERISAClient AcquisitionPortfolio Management
Here to help you grow your savings and invest in the life you want.
Industry
Financial Services
Company size
10,001+ employees
Founded
1946
Headquarters
Boston, MA
LinkedIn followers
1,405,342
Total funding
$2.0B
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India.
For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
How many Finance & Accounting jobs are open in Minnetonka, MN right now?
There are currently 66 open finance & accounting positions in Minnetonka, MN listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Minnetonka, MN?
Companies currently hiring include UnitedHealth Group, Medica, Huntington National Bank, Northwestern Mutual, beBright, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Minnetonka, MN?
Yes — 33 of the 66 open finance & accounting positions offer remote or hybrid work (7 remote, 26 hybrid).
How do I apply for Finance & Accounting jobs in Minnetonka, MN?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.