Financial Consultant Jobs in Minnesota
Financial Consultant jobs in Minnesota are concentrated in Minneapolis and Saint Paul, with a secondary cluster in Rochester, where employers like Wells Fargo, Ameriprise Financial, and U.S. Bancorp maintain large advisory and wealth management operations. Demand is strongest for consultants who specialize in retirement planning, investment management, and corporate financial planning, with openings at every level from associate consultant to senior wealth advisor. Minnesota's dense concentration of Fortune 500 headquarters and major health systems keeps the market among the most active in the Midwest. See the openings below and apply to the ones that match your experience.
Find Financial Consultant JobsOverview
Showing 4 of 11+ Financial Consultant jobs
INTRODUCTION
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 care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us in making healthcare work better for everyone through people-led, responsible AI while Caring. Connecting. Growing together.
We don't just aspire to help people live healthier lives, we have the know-how to help make it a reality for millions. As a Financial Consultant, you'll work with an elite team of accounting and finance professionals who are writing the history of our organization and guiding our success as a global industry leader. That's a lot of responsibility, but you will have the support and resources of a Fortune 5 industry leader behind you every step of the way.
You'll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.
PRIMARY RESPONSIBILITIES:
- Develop, perform and manage the analyses of business and financial metrics as well as performance measures
- Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget
- Develop, perform and manage all aspects of financial planning, budgeting and forecasting
- Work closely with the business to develop, recommend and establish strategies, plans, and processes to improve profitability and cost efficiencies
You'll have access to the most comprehensive data in the world. You'll need every bit of your knowledge and skill to sift through it and find the trends that tell the story.
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
REQUIRED QUALIFICATIONS:
- 5+ years of financial and operational management experience
- Experience working collaboratively and influence across a matrix environment to drive revenue enhancement and expense management initiatives
- Proven experience driving business performance in a high growth environment
- Work experience anticipating accounting, financial reporting, forecasting and operational issues, assessing their implications and developing and implementing an appropriate action plan
PREFERRED QUALIFICATION:
- Bachelor's degree in accounting
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
APPLICATION DEADLINE: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and help make the health system work better for everyone. Together, we are shaping the future of healthcare by harnessing technology and innovation to make care simpler to navigate, more affordable and more connected for the people we serve. We are committed to creating an inclusive workplace where everyone feels welcomed, valued, heard and respected, empowering people to bring their authentic selves to work and strengthening our collective impact through diverse talents, backgrounds, experiences and perspectives.
UnitedHealth Group and its affiliated brands are an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group and its affiliated brands are a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
INTRODUCTION
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 care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us in making healthcare work better for everyone through people-led, responsible AI while Caring. Connecting. Growing together.
We don't just aspire to help people live healthier lives, we have the know-how to help make it a reality for millions. As a Financial Consultant, you'll work with an elite team of accounting and finance professionals who are writing the history of our organization and guiding our success as a global industry leader. That's a lot of responsibility, but you will have the support and resources of a Fortune 5 industry leader behind you every step of the way.
You'll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges. For all hires in the Minneapolis or Washington, D.C. area, you will be required to work in the office a minimum of four days per week.
PRIMARY RESPONSIBILITIES:
- Develop, perform and manage the analyses of business and financial metrics as well as performance measures
- Develop and maintain financial reports to clearly communicate actual results, forecasted performance, and variances to plan, forecast and budget
- Develop, perform and manage all aspects of financial planning, budgeting and forecasting
- Work closely with the business to develop, recommend and establish strategies, plans, and processes to improve profitability and cost efficiencies
You'll have access to the most comprehensive data in the world. You'll need every bit of your knowledge and skill to sift through it and find the trends that tell the story.
You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.
REQUIRED QUALIFICATIONS:
- 5+ years of financial and operational management experience
- Experience working collaboratively and influence across a matrix environment to drive revenue enhancement and expense management initiatives
- Proven experience driving business performance in a high growth environment
- Work experience anticipating accounting, financial reporting, forecasting and operational issues, assessing their implications and developing and implementing an appropriate action plan
PREFERRED QUALIFICATION:
- Bachelor's degree in accounting
All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy.
Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary for this role will range from $72,800 - $130,000 annually based on full-time employment. We comply with all minimum wage laws as applicable.
APPLICATION DEADLINE: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants.
At UnitedHealth Group, our mission is to help people live healthier lives and help make the health system work better for everyone. Together, we are shaping the future of healthcare by harnessing technology and innovation to make care simpler to navigate, more affordable and more connected for the people we serve. We are committed to creating an inclusive workplace where everyone feels welcomed, valued, heard and respected, empowering people to bring their authentic selves to work and strengthening our collective impact through diverse talents, backgrounds, experiences and perspectives.
UnitedHealth Group and its affiliated brands are an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
UnitedHealth Group and its affiliated brands are a drug-free workplace. Candidates are required to pass a drug test before beginning employment.
See All 11 Financial Consultant Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in Minnesota
Where Minnesota roles are concentrated, by current openings.
Financial Consultant Job Market in Minnesota
A snapshot from current Minnesota openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
What Minnesota Employers Look For
The qualifications that appear most often in financial consultant jobs across Minnesota.
- Active FINRA Series 65 or Series 66 registration required or must obtain within 90 days
- Bachelor's degree in finance, accounting, economics, or a closely related field
- Two or more years of experience in financial planning, advisory, or wealth management
- Certified Financial Planner (CFP) designation preferred or actively in progress
- Demonstrated ability to build and manage a client book and deliver financial plans
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
Financial Consultant Jobs in Minnesota: Frequently Asked Questions
How do you become a financial consultant in Minnesota?
Most financial consultant roles in Minnesota require passing the FINRA Series 65 exam to register as an Investment Adviser Representative, which is administered through FINRA and recognized by the Minnesota Department of Commerce. A bachelor's degree in finance, economics, accounting, or business is the standard education baseline. Many Minnesota employers also expect candidates to pursue or already hold the Certified Financial Planner designation. Roles tied to securities sales additionally require the Series 7 license.
Which companies hire financial consultants in Minnesota?
Employers hiring financial consultants in Minnesota right now include Optum, Cargill, and Accenture, based on current listings on Migrate Mate as of November 2026. Minnesota's deep base of financial services headquarters, insurance carriers, and large regional banks means hiring is consistent across both independent advisory firms and major institutions.
Which Minnesota cities have the most financial consultant jobs?
The cities with the most financial consultant openings in Minnesota are Eden Prairie, Wayzata, and Minneapolis. Minneapolis drives the bulk of listings because it anchors the headquarters of Ameriprise Financial, U.S. Bancorp, and Securian Financial, while Saint Paul adds public-sector and nonprofit advisory demand, and Rochester's growth in health system finance and medical industry wealth management explains its presence on the list.
Are there remote financial consultant jobs in Minnesota?
Yes, and more than many client-facing roles. About 86% of financial consultant openings tied to Minnesota are remote or hybrid as of November 2026, reflecting how much of the analytical and planning work travels well over video and digital platforms. Financial planning, investment analysis, and corporate advisory functions are the sub-areas most consistently listed as remote or hybrid in Minnesota postings.
How can I get hired as a financial consultant in Minnesota with little or no experience?
The most realistic entry path is through a financial advisor associate or client associate program at one of Minnesota's large wealth management firms such as Ameriprise Financial or U.S. Bancorp Investments, both of which run structured new-advisor development tracks in the Twin Cities. Lateral moves from bank teller, loan officer, or insurance agent roles are common because those positions build the client-facing and product knowledge that hiring managers look for. Passing the Series 65 exam before applying gives candidates a concrete edge, and pursuing even the first CFP coursework module signals commitment in a competitive entry-level pool.
Where can I find and apply to financial consultant jobs in Minnesota?
You can find and apply to financial consultant jobs in Minnesota on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the listings to find roles that match your experience level and specialization, then apply directly to the ones that fit.
See All 11 Financial Consultant Jobs in Minnesota
Find roles in Minnesota that match your experience and apply in just a few clicks.
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