NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantMadison, WIOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
Practice Management Consultant Northwestern MutualPractice Management ConsultantMilwaukee, WIMinimum 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.
NewEmployment Consultant Best Buddies InternationalEmployment ConsultantWauwatosa, WI$40,000–$44,000 / yearBest Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD). Guide participants, guardians and family members in navigating Social Security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation.
NewEnterprise Compliance Differentiated Solutions Consultant Northwestern MutualEnterprise Compliance Differentiated Solutions ConsultantMilwaukee, WI$89,440–$134,160 / yearGather, organize, and communicate information needed to support a consistent cross-network office experience, including workflow improvements related to cross-territory challenges. About the Job: The Enterprise Compliance Differentiated Solutions Consultant is an individual contributor role responsible for supporting compliance strategies and practical business solutions for complex field practices.
Property Risk Consultant Northwestern MutualProperty Risk ConsultantMilwaukee, WIEvaluates Real Estate investments to ensure compliance with architectural, construction and environmental risk policies for the Real Estate Investment Department within the mortgage loan portfolio and select equity investments within the equity portfolio as directed by the Director of Environmental and Architectural Services. Reviews and approves requested documentation including drawings/specifications, surveys, soils reports, consultants reports, and other documents to provide analysis as necessary to close new investments per established schedules.
Advisory Platform Consultant Northwestern MutualAdvisory Platform ConsultantMilwaukee, WISummary: The primary responsibility of this role is to lead the growth, enhancement, and maintenance of all aspects of NMWMC’s advisory platform, including trading capabilities, proposal workflow, billing capabilities, investment policy violations, reporting, and integrated solutions. A key component of the role includes designing and implementing new platform features and configurations in support of product enhancements and additions that advance usability, scalability, and advisor satisfaction.
Sls Consultant, Public Sector Key Account MSCSls Consultant, Public Sector Key AccountWaukesha, WI$45,177–$70,993 / yearWorking knowledge of compliance requirements and continuous education to be up to date on industry and market events • Proficient in Microsoft Word, Excel and PowerPoint, Salesforce.com experience Bonus Points If You Have: • Capable of driving up to several hours per day to customer location(s) within an assigned territory or region is required • The ability to lift up to 50 lbs. BRIEF POSITION SUMMARY: Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential).
NewFinancial Advisor - Sheboygan Falls Merit Financial AdvisorsFinancial Advisor - Sheboygan FallsSheboygan Falls, WIBest Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Associate Financial Consultant - Johnson Financial Group LPL FinancialAssociate Financial Consultant - Johnson Financial GroupKenosha, WisconsinThis employment opportunity at Johnson Financial Group in Kenosha would allow you to join the Investment Program at Johnson Financial Group 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 Johnson Financial Group for financial solutions.
Financial Consultant I UW Credit UnionFinancial Consultant IMadison, WIJoin one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: Paid time for vacation, holidays, and volunteering. Develop and maintain an active sales pipeline built with referrals from the Credit Union, existing clients, and through conducting outreach to lead lists and other prospecting activities.
Financial Consultant Brown & Brown IncFinancial ConsultantWIEvaluates proposed pricing and negotiating with vendors to ensure fair and competitive costs for our clients; Makes complex and accurate claim picks, developing reserves, and calculating expense factors and components; Prices self-insured products using complex data extracts; Supports the Account teams with ad-hoc financial analysis; Provides ROI analysis and exhibits; Creates client-ready reports and presentations; Develops new reports and tools; Participates in client meetings and conference calls as needed to provide underwriting and financial expertise; Monitors the SNS book of business, identifying trends by product, industry, account team, and vendor; Develops client-specific statutory feasibility analysis. Serves as the primary financial expert and contact for the account teams and is responsible all financial aspects of SNS' clients' programs, including RFP, renewal negotiations, statutory feasibility, ad-hoc analysis and providing experience analysis on a regular cadence.
VP, Financial Consultant Madison, WI The Charles Schwab CorpVP, Financial Consultant Madison, WIMiddleton, WIOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
VP, Financial Consultant Appleton, WI The Charles Schwab CorpVP, Financial Consultant Appleton, WIAppleton, WIOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Workplace Financial Consultant - Milwaukee/Madison, WI FidelityWorkplace Financial Consultant - Milwaukee/Madison, WIMilwaukee, WisconsinRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. As a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantMadison, WisconsinJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Benefits & Financial Consultant Alliant Insurance Services, Inc.Benefits & Financial ConsultantMadison, WISells renewal business to existing clients and where applicable, sells additional lines of coverage. Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities.
Financial Consultant- Madison, WI FidelityFinancial Consultant- Madison, WIMiddleton, WisconsinRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesMilwaukee, WIRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)Green Bay, WIRemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this role Real estate sales Mortgage / lending Auto sales Telecom / wireless sales B2B / SaaS sales Timeshare / vacation sales Solar / home services Any commission-based role What you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Financial Institution Senior Consultant (SOX and FDICIA focus) Baker Tilly Advisory Group, LPFinancial Institution Senior Consultant (SOX and FDICIA focus)Milwaukee, WisconsinBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantMilwaukee, WILead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesMilwaukee, WIDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Team Based Financial Advisor - Apex Financial Group Thrivent Financial for LutheransTeam Based Financial Advisor - Apex Financial GroupAppleton, WIA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Team-Based Financial Advisor - Apex Financial Group Thrivent Financial for LutheransTeam-Based Financial Advisor - Apex Financial GroupFond du Lac, WIA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Financial Advisor Operations Specialist Johnson Financial GroupFinancial Advisor Operations SpecialistMadison, WISupport advisors without dedicated assistants by handling critical tasks such as client account openings, trade execution, funds processing, and client service requests with accuracy and compliance. Serve as a primary internal resource for Financial Advisors, Financial Advisor Assistants, and management, providing timely, accurate, and proactive assistance.
Insurance Solutions Consultant Robert W Baird & Co IncInsurance Solutions ConsultantMilwaukee, WIThe candidate that fills this role will work alongside the Insurance Solutions Manager and will also be responsible for partnering across the Wealth Solutions Group (WSG), other teams within PWM, and Corporate Resource Groups (CRGs) that support the organic and acquisitive growth strategies of the business, as effective collaboration is key to driving progress across IS&C's strategic priorities: Clients - Deliver solutions aligned with Baird's Wealth Management Experience. About The Role: The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, retirement plans, and insurance platforms necessary for delivering great outcomes for our clients.
Personal Financial Counselor - Wausau, WI Magellan Health IncPersonal Financial Counselor - Wausau, WIWausau, WIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Chippewa Falls, WI Magellan Health IncPersonal Financial Counselor; Chippewa Falls, WIChippewa Falls, WIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Wisconsin Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, WisconsinWIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor- Truax Field, WI Magellan Health IncPersonal Financial Counselor- Truax Field, WIMadison, WIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Madison, WI Magellan Health IncPersonal Financial Counselor; Madison, WIMadison, WIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WI Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WIAppleton, WIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WI Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WIGreen Bay, WIServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Madison, WI Merrill Office Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Madison, WI Merrill OfficeMadison, WIThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorWI$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.
Senior ERP Analyst/Developer Financial Suite Veracity Software IncSenior ERP Analyst/Developer Financial SuiteMilwaukee, WIThe ideal candidate will possess advanced ERP development expertise, deep knowledge of ERP financial processes, strong analytical capabilities, and hands-on experience with ERP development tools including PeopleTools, SQR/SQL, Application Engine, PeopleCode, COBOL, Application Messaging, and Workflow technologies. The selected consultant will serve as a senior technical and functional resource responsible for supporting critical ERP Financial Suite modules including General Ledger, Accounts Payable, Accounts Receivable, Purchasing, Inventory, Billing, and Asset Management.
ERP Trainer Financial Suite Veracity Software IncERP Trainer Financial SuiteMilwaukee, WIThe selected consultant will be responsible for delivering instructor-led training sessions, demonstrating ERP Financial Suite functionality, explaining business processes, responding to user questions, and supporting user adoption initiatives. Client is seeking an experienced ERP Trainer – Financial Suite to provide end-user training and knowledge transfer for enterprise Financial ERP applications used across City departments.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerMilwaukee, WI$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Investment Management / Financial Services Veracity Software IncInvestment Management / Financial ServicesMadison, WIYes/No – Details): Motivation / Reason for interest in this position: Contact Number: Email ID: LinkedIn Profile URL: Full Address (Street, City, State, Zip Code): Notice Period: Current Work Authorization Status: Expected Salary / Hourly Rates on W2: Are you able to relocate on your own expenses and work in Madison, Wisconsin (100% Onsite)?. The ideal candidate will understand both business and technology, possess excellent stakeholder communication skills, and have hands-on experience supporting investment management applications, trading platforms, portfolio management systems, or investment accounting solutions.
SAP Product Costing Consultant Expert Yantran LLCSAP Product Costing Consultant ExpertNeenah, WIwith ability to explain complex costing concepts to non-finance stakeholders at all organizational levels. Cross-Functional Partnership: Strengthens collaboration between Finance and Operations to drive better business outcomes.
Business Services Consultant Wisconsin Association of School Personnel AdministratorsBusiness Services ConsultantWIThe Business Services Consultant serves as a trusted advisor to school district administrators and business offices, assisting with budgeting, financial planning, school finance, operational analysis, compliance reporting, and business office operations. CESA 11''s Business Services division is experiencing continued growth and has become a trusted resource for school districts seeking financial leadership, operational support, and business office expertise.
Senior Employee Benefits Client Consultant Cottingham & ButlerSenior Employee Benefits Client ConsultantMadison, WisconsinOur ability to grow as a company, fuels investments in new resources to better serve our clients and provide the amazing career opportunities our employees want and deserve. • Team Collaboration: Work within a cross-functional team to address client needs in analytics, compliance, communications, technology, marketing, and non-medical benefits.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorWIFull-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Virtual 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.
NewSenior Solution Consultant (Planning) Workday IncSenior Solution Consultant (Planning)WI$126,000–$189,000 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This is a highly visible, senior presales role requiring outstanding executive presence, storytelling, and selling skills, with a strong bias toward energy, curiosity, and innovation-especially around the role of AI in modern planning and finance.
Military OneSource Field Consultant, Madison WI area (BG26051645) The Bowen Group Inc.Military OneSource Field Consultant, Madison WI area (BG26051645)Madison, WIFull timeThis role is responsible for assessing regional community needs, identifying service gaps and engagement opportunities, and developing outreach strategies designed to improve awareness and utilization of Military OneSource services among Service members and their families. The Bowen Group, a values-led, industry leader in telehealth, strategic communications, and wellness services and staffing, has an outstanding opportunity for a Personal Financial Counselor to join our team supporting the military community.
Treasury Consultant, Healthcare and Core CRE Bank of MontrealTreasury Consultant, Healthcare and Core CREMilwaukee, WI$74,000–$138,000 / yearQualifications: 5+ years of Treasury Management Sales experience, with a focus on commercial real estate related to senior living and skilled nursing facilities and core commercial real estate is preferred. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Director of Planning Operations - Voyage Financial Advisors Thrivent Financial for LutheransDirector of Planning Operations - Voyage Financial AdvisorsWausau, WI$85,000–$120,000 / yearAs the Director of Planning Operations, you'll be a resource for our financial advisors and provide support to the clients of Voyage Financial Advisors, including: Actively prepare financial analysis and develop financial plans, serving as a hands-on planner day to day, in a fast-paced high-producing environment. 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.
Associate Financial Advisor - Wisconsin Heartland Associates Thrivent Financial for LutheransAssociate Financial Advisor - Wisconsin Heartland AssociatesWIAs an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Wisconsin Heartland Associates including: Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction. 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.
Virtual 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.