Vaco LLCLead Financial Advisor Vaco LLCLead Financial AdvisorWaukesha, WI$80,000–$85,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Vaco LLCRelationship Advisor Vaco LLCRelationship AdvisorWaukesha, WI$75,000–$100,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Northwestern MutualSenior Director-Advisor Equity Partnerships Northwestern MutualSenior Director-Advisor Equity PartnershipsMilwaukee, WI$176,000–$264,000 / yearBusiness Influence (NM) - Advanced, Industry Knowledge (NM) - Advanced, Program Management (NM) - Advanced, Analytical Thinking (NM) - Expert, Accountability (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Expert, Customer, Market & Ecosystem Knowledge (NM) - Expert, Vision Setting (NM) - Advanced. In addition, this role will lead external research to access benchmarks, build valuation models, coordinate cross-departmental team activities, and work collaboratively with senior leaders of business areas, legal, finance, communications and other areas of the organization.
bdo consultingManaging Director, Investment Banking - Capital Advisors bdo consultingManaging Director, Investment Banking - Capital AdvisorsMilwaukee, WI$225,000–$300,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
Northwestern MutualNewPractice Management Consultant Northwestern MutualPractice Management ConsultantMilwaukee, WI$98,320–$147,480 / yearMinimum five years of progressively responsible experience in financial services or other business administration functions, to include a minimum of 2 years organizational and project management skills with ability to prioritize, lead, manage, and collaborate in multiple projects. As an integral consulting partner between the Home Office, Field Supervision and Financial Advisors, you will lead challenging, complex compensation conversations and provide direct consultation and guidance to align the interests of the employing Financial Advisor and the Enterprise.
Northwestern MutualNewSenior Manager of Enterprise Insights - Field Research Northwestern MutualSenior Manager of Enterprise Insights - Field ResearchMilwaukee, WIRemotePerform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners. Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.
Northwestern MutualNewLife Underwriting Sr Specialist - Remote Northwestern MutualLife Underwriting Sr Specialist - RemoteFranklin, WIRemoteActively utilizes the most effective means to obtain the necessary information, including digital health data, Internet searches, direct contact with the insured, and communication with third party advisors (Accountants, Attorneys, etc.) with limited guidance. Develops the skills necessary to successfully underwrite Life, Disability, and/or Long-term Care insurance policies in an inclusive and fast-paced environment ensuring all quality, service and production goals are met.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorElm Grove, Wisconsin$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
World Insurance Associates, LLC.Junior Financial Advisor World Insurance Associates, LLC.Junior Financial AdvisorNew Berlin, WIFull timeAs part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. 1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services.
Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Wisconsin Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Wisconsin MarketMilwaukee, WIEffectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial AdvisorPort Washington, WI$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Wealth Enhancement Group LLCVP Financial Advisor Wealth Enhancement Group LLCVP Financial AdvisorBrookfield, WIOSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.
Thrivent Financial for LutheransVirtual Financial Advisor - Milwaukee Thrivent Financial for LutheransVirtual Financial Advisor - MilwaukeeMilwaukee, WI$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Thrivent Financial for LutheransVirtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteWIRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Thrivent Financial for LutheransFinancial Advisor - Milwaukee, WI and Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Milwaukee, WI and Surrounding Areasmilwaukee, WIThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Professions IncFinancial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerMequon, WIConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Huntington Bancshares IncHFA Financial Advisor Senior - Branch Huntington Bancshares IncHFA Financial Advisor Senior - Branchelm grove, WIBasic Qualifications: High School Diploma Minimum of 1 year of investment sales experience Series 7, 63, 65/66 and Life and Health Licenses Preferred Qualifications: Bachelor's Degree At least 2-3 years of experience in an investments area Experience coaching, influencing and developing individuals in a team environment Track record of exceeding expectations as well as assigned goals and targets Ability to effectively communicate with a wide range of prospects and clients, attention to detail in paperwork and commitment to excellence in service and follow up Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.
Robert W Baird & Co IncAssociate Financial Advisor Robert W Baird & Co IncAssociate Financial AdvisorMilwaukee, WIAbout the Role: The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction and analysis, and investment research. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e, CFP, CPWA, CFA, CPA) within one year of assuming the Associate Financial Advisor role or demonstrate high-level education equivalent (i.e, JD).
LPL Financial Holdings IncFinancial Advisor - Bank Five Nine LPL Financial Holdings IncFinancial Advisor - Bank Five NineOconomowoc, WIThis position will offer: • The ability to build a strong client base with the Banks exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
LPL FinancialFinancial Advisor – Bank Five Nine LPL FinancialFinancial Advisor – Bank Five NineOconomowoc, WisconsinThis exciting position will allow you to grow your career and business, helping the people and families that look to Bank Five Nine for financial solutions. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
Johnson Financial GroupFinancial Advisor Johnson Financial GroupFinancial AdvisorKenosha, WIDevelopment and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth. Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education.
LPL Financial Holdings IncFinancial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankMilwaukee, WI$80,000–$120,000 / yearThis employment opportunity at BMO Bank in Milwaukee, WI would allow you to partner with a current Financial Advisor and join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - WI, Milwaukee (5109) Equitable Financial Life Insurance CompanyEntry Level - Financial Advisor - WI, Milwaukee (5109)Milwaukee, WI387173true387173falseSubmission for the position Entry Level - Financial Advisor - WI Milwaukee 5109 - Job Number 240000A9false387173falsetrueEntry Level - Financial Advisor - WI Milwaukee 5109240000A9UNITED STATES-WI-MilwaukeeUNITED STATES-WI-MilwaukeeEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Johnson Financial GroupFinancial Advisor Sales Assistant Johnson Financial GroupFinancial Advisor Sales AssistantKenosha, WIThis position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts. Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance.
Markel Group IncClaims Examiner II, Lawyers and Financial Advisors Markel Group IncClaims Examiner II, Lawyers and Financial AdvisorsMilwaukee, WIThis includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law. Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.
LPL Financial Holdings IncFinancial Advisor - Kohler Credit Union LPL Financial Holdings IncFinancial Advisor - Kohler Credit UnionSaukville, WI$60,000–$80,000 / yearThis employment opportunity at TruStage located at KOHLER CREDIT UNION in Saukville, WI would allow you to join KOHLER CREDIT UNION as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at KOHLER CREDIT UNION supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
LPL Financial Holdings IncFinancial Advisor - Old National Bank LPL Financial Holdings IncFinancial Advisor - Old National BankMilwaukee, WIThis position will offer: • The ability to build a strong client base with the Banks exceptional referral system • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.
LPL Financial Holdings IncFinancial Advisor - Summit Credit Union LPL Financial Holdings IncFinancial Advisor - Summit Credit UnionWaukesha, WI$50,000–$75,000 / yearThis employment opportunity at TruStage located at Summit Credit Union in Waukesha, WI would allow you to join Summit Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Summit Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Summit Credit UnionFinancial Advisor Summit Credit UnionFinancial AdvisorWaukesha, WIThis employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Summit Credit Union for financial solutions.
The PNC Financial Services Group IncFinancial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementPewaukee, WIIn addition, PNC generally provides the following paid time off, depending on your eligibility: • Maternity and/or parental leave • Up to 11 paid holidays each year • 8 occasional absence days each year, unless otherwise required by law • Between 15 to 25 vacation days each year, depending on career level • And years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Bank of MontrealFinancial Advisor Bank of MontrealFinancial AdvisorMilwaukee, WI$51,800–$95,900 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
WaterStone Bank, SSBFinancial Advisor WaterStone Bank, SSBFinancial Advisorgermantown, WIFocused on growing and protecting client assets including but not limited to; tax planning, retirement planning, estate planning and other financial matters, growth and protection of assets. Working Conditions: Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance.
Herzing UniversityFinancial Aid Advisor Herzing UniversityFinancial Aid AdvisorKenosha, WI$20.53–$29.41 / hourResponsibilities: Meet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds. Provide gap funding options to students and support students in determining the best option to meet their financial needs and support their educational goals.
CliftonLarsonAllen LLPAssociate Wealth Advisor - Financial Planning Center - Various Locations CliftonLarsonAllen LLPAssociate Wealth Advisor - Financial Planning Center - Various LocationsMilwaukee, WICLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings.
Cardinal Health IncAdvisor, Financial Systems - SAP FI/CO Cardinal Health IncAdvisor, Financial Systems - SAP FI/COWisconsin, WIRemote$80,900–$115,500 / yearFinance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Ensures data integrity, manages system interfaces, completes the chart of accounts, maintains access/controls, owns the financial data warehouse application and creates report building mechanisms and interfaces with IT.
Johnson Financial GroupAssociate Financial Consultant Johnson Financial GroupAssociate Financial ConsultantKenosha, WIKey Responsibilities Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business Meets or exceeds client retention goals.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Fox Point, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Fox Point, WIFox Point, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WIDelafield, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WIGermantown, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WIMilwaukee, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bristol, Kenosha, and Racine, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bristol, Kenosha, and Racine, WIRacine, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Delafield, WIDelafield, WIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Racine, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Racine, WIRacine, WIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WIMilwaukee, WIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Thrivent Financial for LutheransBilingual Financial Services Professional - Milwaukee, WI Thrivent Financial for LutheransBilingual Financial Services Professional - Milwaukee, WImilwaukee, WIThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Huron Consulting Group IncFinancial Advisory Senior Director, Office of the CFO Huron Consulting Group IncFinancial Advisory Senior Director, Office of the CFOMilwaukee, WIRemote$250,000–$325,000 / yearThis leader will serve as a trusted advisor to CFOs and executive leadership teams, helping clients transform finance organizations, improve operational performance, modernize technology and data capabilities, and drive enterprise value creation. Why Join Us: You will have the opportunity to shape and grow a market-leading Office of the CFO consulting practice, partner directly with executive clients on high-impact transformations and influence the future direction of finance organizations across various industries.
Alerus Financial Corp.Wealth Advisor Alerus Financial Corp.Wealth Advisorpewaukee, WI$30,000–$60,000 / yearCORE VALUES: Passion for Excellence : Success is Never Final : Do the Right Thing : One Alerus ABOUT THE ROLE: The Financial Advisors are enhancing existing relationships and developing new business opportunities. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals.
Bank of MontrealWealth Advisor II Bank of MontrealWealth Advisor IIMilwaukee, WI$91,800–$171,000 / yearServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
UMB Financial CorpWealth Advisor UMB Financial CorpWealth AdvisorMilwaukee, WI$63,830–$136,580 / yearWealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software.
Group Financier SignatureNewLife Insurance Advisor - Remote (Commission-based) Group Financier SignatureLife Insurance Advisor - Remote (Commission-based)Milwaukee, WIRemoteGroupe Financier Signature is an independent Managing General Agency that supports financial advisors. This is a 1099 independent contractor opportunity offering access to top insurance carriers, structured support, and a flexible work model.