ZipRecruiter

Log In

1

Financial Case Manager Jobs in Minnesota (NOW HIRING)

Kestra Holdings

Life Case Manager

Shakopee, MN · On-site

$60K - $65K/yr

CBS offers enhanced services to meet the insurance needs of independent financial professionals and ... As a Brokerage Case Manager, you will be the backbone of our new business operations. You'll ...

Acrisure

Case Manager

Saint Louis Park, MN

$65K - $75K/yr

Case Managers excel in complex problem-solving and the development of interpersonal relations ... Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible ...

Simpson Housing Services

Case Manager

Minneapolis, MN

$20.75 - $27/hr

Case Managers must be knowledgeable about and able to respond effectively to the complexities of ... Partner with program participants to increase financial stability: * Partner with participants ...

Simpson Housing Services

Case Manager

Minneapolis, MN · On-site

Case Managers must be knowledgeable about and able to respond effectively to the complexities of ... Partner with program participants to increase financial stability: * Partner with participants ...

Kestra Holdings

Life Case Manager

Shakopee, MN · On-site

$55K - $60K/yr

CBS offers enhanced services to meet the insurance needs of independent financial professionals and ... As a Case Manager, you will be the backbone of our new business operations. You'll oversee Annuity ...

Simpson Housing Services

Case Manager

Minneapolis, MN · On-site

The position will provide case management to residents at Aeons OHP properties. OHP is a set of ... Partner with program participants to increase financial stability: * Partner with participants to ...

EOSIS

Access Case Manager

New Brighton, MN

$58K - $62K/yr

Determine client financial responsibility and monitor any changes. * Work with key stakeholders and ... in case management. * Prior experience or knowledge of substance use and co-occurring disorders ...

Simpson Housing Services

Case Manager

Minneapolis, MN · On-site

$23 - $25/hr

The position will provide case management to residents at Aeon's OHP properties. OHP is a set of ... Partner with program participants to increase financial stability: * Partner with participants to ...

Simpson Housing Services

Case Manager

Minneapolis, MN · On-site

$23 - $25/hr

The position will provide case management to residents at Aeon's OHP properties. OHP is a set of ... Partner with program participants to increase financial stability: * Partner with participants to ...

Eosis

Access Case Manager

New Brighton, MN · On-site

$58K - $62K/yr

Determine client financial responsibility and monitor any changes. * Work with key stakeholders and ... in case management. * Prior experience or knowledge of substance use and co-occurring disorders ...

Simpson Housing Services

Case Manager

Saint Paul, MN · On-site

Responsibilities Provide effective case management to program: * Maintain a caseload of7 ... Partner with program participants to increase financial stability: * Partnerwith participants ...

Simpson Housing Services

Case Manager

Saint Paul, MN · On-site

$23 - $25/hr

Responsibilities Provide effective case management to program: * Maintain a caseload of7 ... Partner with program participants to increase financial stability: * Partnerwith participants ...

Simpson Housing Services

Case Manager

Saint Paul, MN · On-site

$23 - $25/hr

Responsibilities Provide effective case management to program: * Maintain a caseload of 7-10 ... Partner with program participants to increase financial stability: * Partner with participants to ...

next page

Showing results 1-20

All JobsFinancial Case JobsFinancial Case Manager JobsFinancial Case Manager Jobs in Minnesota

Financial Case Manager information

See Minnesota salary details

$13

$22

$32

How much do financial case manager jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for financial case manager in Minnesota is $22.48, according to ZipRecruiter salary data. Most workers in this role earn between $18.85 and $24.23 per hour, depending on experience, location, and employer.

Is being a case manager a good career?

A career as a financial case manager offers opportunities to work in healthcare, social services, or insurance sectors, focusing on coordinating resources and support for clients. It typically requires strong communication, organizational skills, and sometimes certifications, with job stability and growth potential depending on the industry and location.

What is the highest paid case manager?

The highest paid case managers are often those with advanced certifications, specialized skills, or experience in high-demand sectors such as healthcare or legal services. Salaries can reach over $80,000 annually, especially for senior or managerial roles in large organizations or with extensive expertise. Geographic location and industry also significantly influence compensation levels for case managers.

What does a financial case manager do?

A financial case manager assesses clients' financial situations, develops plans to improve their financial stability, and coordinates resources such as benefits or debt management. They often work with social services, use case management software, and require strong communication and organizational skills.

What are the key skills and qualifications needed to thrive as a Financial Case Manager, and why are they important?

To excel as a Financial Case Manager, you need a solid understanding of financial analysis, case management, and relevant regulations, often supported by a degree in finance, social work, or a related field. Familiarity with case management software, financial planning tools, and knowledge of government assistance programs is typically required. Strong interpersonal skills, attention to detail, and effective problem-solving abilities help you build trust and tailor solutions for clients. These skills are vital for accurately assessing client needs, managing complex cases, and ensuring positive financial outcomes.

What is the difference between Financial Case Manager vs Financial Counselor?

AspectFinancial Case ManagerFinancial Counselor
CredentialsOften requires certifications like Certified Financial Counselor or related credentialsTypically requires certification or training in financial counseling or related fields
Work EnvironmentWorks in healthcare, social services, or insurance settings, managing complex financial casesWorks in hospitals, clinics, or community agencies providing financial guidance to patients
Employer & IndustryHealthcare providers, social service agencies, insurance companies

Both roles involve financial guidance, but Financial Case Managers focus on managing complex financial cases within healthcare or social services, often requiring specialized certifications. Financial Counselors primarily provide financial advice and support to individuals in healthcare or community settings. While their work environments overlap, their specific responsibilities and certifications differ slightly.

What are some common challenges Financial Case Managers face when working with clients, and how are they typically addressed?

Financial Case Managers often encounter challenges such as clients' reluctance to share sensitive financial information, managing complex financial histories, and navigating limited resources for assistance programs. To address these, they build trust through clear communication and empathy, maintain confidentiality, and stay current with available aid options. Collaborating closely with social workers and other support staff also helps develop holistic solutions tailored to each client's needs.

What is a Financial Case Manager?

A Financial Case Manager is a professional who assists individuals and families in managing their financial situations, especially when they are facing hardships or complex financial needs. They work with clients to assess their financial status, develop budgets, provide guidance on debt management, and connect them to relevant resources or programs. Financial Case Managers often work in social service agencies, healthcare organizations, or non-profits, helping clients achieve financial stability and independence. Their role may also include advocating for clients and ensuring they receive appropriate financial assistance or benefits.

What job makes $1,000,000 a year?

Financial Case Managers typically do not earn $1,000,000 annually; such high earnings are usually associated with top executives, successful entrepreneurs, or highly specialized roles in finance, investment banking, or hedge funds. Achieving this level of income often requires extensive experience, advanced certifications, and a high-performance environment.
What are popular job titles related to Financial Case Manager jobs in Minnesota? For Financial Case Manager jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Financial Case Manager jobs in Minnesota look for? The top searched job categories for Financial Case Manager jobs in Minnesota are:
What cities in Minnesota are hiring for Financial Case Manager jobs? Cities in Minnesota with the most Financial Case Manager job openings:
Financial Case Manager jobs near you
Infographic showing various Financial Case Manager job openings in Minnesota as of July 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $46,760 per year, or $22.5 per hour.
Life Case Manager

Life Case Manager

Kestra Holdings

Shakopee, MN • On-site

$60K - $65K/yr

Full-time

Medical, Retirement

Posted yesterday

Job description

Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. CBS offers enhanced services to meet the insurance needs of independent financial professionals and their clients. CBS is owned by Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Comprehensive Brokerage Services (CBS) is a Brokerage General Agency (BGA) specializing in life insurance and related financial products. CBS offers enhanced services to meet the insurance needs of independent financial professionals and their clients. CBS is owned by Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
Lead with Purpose. Partner with Impact. We are a dynamic brokerage general agency specializing in life insurance solutions. Our mission is to support independent advisors and clients by delivering exceptional case management and service. We thrive on teamwork, efficiency, and building lasting relationships with carriers and agents.
As a Brokerage Case Manager, you will be the backbone of our new business operations. You'll oversee life insurance applications from submission to policy issue, ensuring smooth communication between advisors, carriers, and clients. This role is ideal for someone who enjoys organization, problem-solving, and being the trusted point of contact in the insurance process.
What you'll Do:
  • Manage life insurance applications and track case progress
  • Communicate with carriers, underwriters, and advisors to resolve requirements
  • Provide proactive updates to agents and clients
  • Ensure compliance with industry regulations and company standards
  • Deliver outstanding customer service and support

What You Bring:
  • 2+ years of experience in life case management and/or 1+ year in brokerage operations
  • Associate's degree preferred not required
  • Prior experience in life insurance, financial services, or case management preferred
  • Strong organizational skills and attention to detail
  • Excellent communication and relationship-building abilities
  • Ability to thrive in a fast-paced, deadline-driven environment

Compensation: Salary range for new hires is generally $60,000.00 - $65,000.00 for Shakopee, MN. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus.
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Explore Life at Kestra
Kestra Holdings Website: https://www.kestrafinancial.com/
Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
LinkedIn: https://www.linkedin.com/company/kestra-financial
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Apply