6 financial advisor in training jobs found in Minneapolis

Ameriprise Financial Our team has key responsibilities to support our advisor service model and growth in a fun and flexible environment. The role of Sales Supervision Manager - Specialized Trends and Reports is responsible for reviewing business trends across advisor practices. In addition, you will play a key role in supervising business activities such as heightened supervision plans, non-conventional business practices, and journaling of cash and securities between managed accounts and retail brokerage accounts. You will have an opportunity to tailor work based on interest, skillset, and need on this dynamic, risk-focused team. Success in this role will include analyzing complex data, making sound decisions, and working effectively with advisors, field leaders, and various business partners to mitigate risk. Key Responsibilities Conduct sales practice reviews surrounding products such as general securities, options, annuities, insurance, and managed accounts....

Eaton Vance ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMTERIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core...

Doyon Government Group Overview: Doyon Government Group (DGG) provides design-build and general construction services, including demolition, new construction, renovations, and repairs, for government-owned facilities and military installations nationwide. The Controller is responsible for managing the fiscal functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the regulations of the FAR and other regulatory and advisory organizations and in accordance with financial management techniques and practices appropriate within the federal government contracting and technology industry. ESSENTIAL FUNCTIONS: Manage and perform day-to-day accounting operations, including: Month-end and year-end close processes Journal entries, reconciliations, fixed asset management, and lease accounting Preparation of accurate and timely financial statements Perform comparative analysis to...

Ameriprise Financial Join a dynamic, high performing back office operations team responsible for ensuring the accuracy, integrity, and timely correction of trading activity across all product types. In this role, you'll directly impact client accounts, advisor support, risk mitigation, and overall trade quality. You will process trade corrections driven by business needs and sourced from multiple inputs across the firm. Responsibilities include analyzing and correcting entries for a wide range of products-such as mutual funds, securities, cash, bonds, and managed accounts-using various internal processing systems. You will be a partner with internal and external business partners to research and resolve issues promptly and accurately, ensuring all transactions adhere to industry regulations and internal compliance standards. Key Responsibilities Resolve trade correction cases accurately and within organizational SLAs, analyzing account activity to identify errors and...

Eaton Vance ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions, and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what is important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core...

Eaton Vance ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. We partner with advisors, institutions, and consultants to build portfolios focused on what's important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer systematic alpha and alternative strategies to complement clients' core...