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Parttime Financial Planner Jobs in Minnesota (NOW HIRING)

Genisys Credit Union

Teller - Part Time

Lakeville, MN · On-site

$16.50 - $20.75/hr

We are currently seeking motivated candidates for a Limited Part Time Financial Services ... Free Financial Planning Assistance * 401k up to 3% match and 5% Profit Share EOE M/F/Disability ...

All In One Accounting

CFO - Nonprofit

Saint Paul, MN · On-site

$60 - $90/hr

Guide exit strategy planning and execution Team & Relationship Management * Build and maintain ... part-time with a mix of client interaction and internal team comradery. We strive to meet team ...

Remmele

Senior Manufacturing Planner

Big Lake, MN · On-site

$90K - $110K/yr

... backlog/ financial shipping projections are accurate. This position will manage the day-to-day ... Full-time and Part-time employees receive Paid Time Off (PTO) based on years of service, as well as ...

Tom Kadlec Honda

Service Porter (Part-time)

Rochester, MN · On-site

$17 - $20/hr

Service Porter (Part-time) Rochester, MN Tom Kadlec Honda has had the privilege of serving the ... Financial planning resources * On-going training opportunities * Opportunity for advancement and ...

All In One Accounting

CFO - Manufacturing

Saint Paul, MN · On-site

$125K - $165K/yr

... Planning & Analysis • Create sophisticated financial models to evaluate business decisions ... part-time with a mix of client interaction and internal team comradery. We strive to meet team ...

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Parttime Financial Planner information

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly used term for client-facing financial guidance

Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.

What are popular job titles related to Parttime Financial Planner jobs in Minnesota? For Parttime Financial Planner jobs in Minnesota, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Minnesota look for? The top searched job categories for Parttime Financial Planner jobs in Minnesota are:
What cities in Minnesota are hiring for Parttime Financial Planner jobs? Cities in Minnesota with the most Parttime Financial Planner job openings:
Parttime Financial Planner jobs near you
Teller - Part Time

Teller - Part Time

Genisys Credit Union

Lakeville, MN • On-site

$16.50 - $20.75/hr

Part-time

Retirement, PTO

Posted 26 days ago

Genisys Credit Union rating

6.9

Company rating: 6.9 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

At Genisys Credit Union, we value our employees who are essential to our ongoing growth and success as a financial institution of choice. Our locations are constantly recognized for providing excellent customer service to our members. We are currently seeking motivated candidates for a Limited Part Time Financial Services Representative at our Lakeville, Minnesota branch. This position will work up to 19.50 hours per week. This position has the opportunity to earn incentive pay.

Position Purpose:

Ensures that members are promptly and professionally served by performing teller functions, performing a broad variety of member services functions or promoting/cross selling credit union products and services.

Job Duties (include but not limited to):

  • Performing financial transactions such as cash withdrawals, deposits, transfers, loan payments and more per credit union practices and policies.
  • Cross selling credit union products and services to provide high quality member service and reach credit union goals and objectives
  • Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.
  • Ensures that members' requests and questions are promptly resolved whether in person, over the phone, or via other communication methods.
  • Ensures that the Credit Union's quality reputation is maintained and projected.

Qualifications:

  • High School Graduate or equivalent required
  • Customer service experience preferred
  • Sales experience preferred
  • Cash handling experience helpful

Skills/Abilities:

  • Good communication skills
  • Professional appearance, dress, and attitude
  • Good math skills
  • Able to operate related computer applications and basic business equipment
  • Good typing skills

Benefits:

  • Paid Time Off
  • Paid Tuition to $2500 per year
  • Free Financial Planning Assistance
  • 401k up to 3% match and 5% Profit Share

EOE M/F/Disability/Veteran


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