Hybrid Financial Case Manager | CFP-Driven Advisory
Job in
Shoreview, Ramsey County, Minnesota, USA
Listed on 2026-02-04
Listing for:
Gradient Financial Group
Full Time
position Listed on 2026-02-04
Job specializations:
-
Finance & Banking
Financial Manager, Financial Consultant, Regulatory Compliance Specialist
Job Description & How to Apply Below
A leading financial services company in Shoreview, Minnesota, is seeking a Financial Case Manager to work with certified financial planners. Candidates must have a CFP designation, a Bachelor’s degree, and over three years of relevant experience. Responsibilities include analyzing financial information, creating reports, and training financial service professionals. The company promotes a positive culture with activities like food days and volunteering.
This position offers health benefits, flexible schedules, and hybrid remote options. Join us for a rewarding career journey.
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