FULL_TIME

FEED

UNKNOWN

Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in Wisconsin, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC) or Certified Investment Management Analyst (CIMA) certification varies by jurisdiction.

YEAR

Trajan Wealth LLC

Fiduciary Advisor - Wisconsin

Talent Acquisition

Our Financial Services professionals serve clients across banking, securities, and related sectors, bringing together tax subject-matter expertise, industry knowledge, and multidisciplinary capabilities to address complex business challenges. You'll build and maintain trusted client relationships while advising on accounting for income taxes, federal tax planning involving periods, methods, and credits, tax provisions, tax compliance, business restructuring, and tax controversy.

Deloitte

Tax Manager - Banking & Capital Markets

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NTAG assists companies with all aspects of their financial reporting of income taxes including tax provision assistance and tax accounting guidance and consulting related to planning initiatives and strategic transactions (e.g., acquisition accounting, discontinued operations and carve-out financial statements). At Deloitte Tax LLP, our Business Tax Services (BTS) team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.

Tax Manager - National Tax Accounting Group (Ntag) - Asc740

Under limited supervision, responsible for servicing assigned Trust Department related accounts including, but not limited to, investment agency, various types As a Senior Sales Relationship Manager - Personal Trust, you will manage and grow relationships with high-net-worth clients by delivering sophisticated trust, wealth planning, and fiduciary solutions. This role combines relationship management, business development, and financial planning expertise to support clients'' long-term financial goals while driving asset and revenue growth.

Associated Banc-Corp

Senior Sales Relationship Manager - Personal Trust

In this role, you will serve high-net-worth clients by providing guidance on wealth planning strategies, trust administration, and financial solutions while driving business development and relationship growth. You'll collaborate with experienced professionals across the organization, expand your professional network, and play a key role in growing client relationships and business success.

Trust Sales Relationship Manager

Associated Bank is seeking a Personal Trust Manager to lead and grow the Personal Trust business in the Fox Valley by driving client relationships, team performance, and strategic initiatives. We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

Personal Trust Manager - Fox Valley

This role evolves existing capabilities into an integrated talent ecosystem that accelerates proficiency, strengthens judgment, improves quality, and prepares supervision professionals for the future of the work, while leading teams and partnering with supervisors, managing partners, senior leaders, and subject matter experts to align development priorities with business needs, regulatory developments, emerging risks, and the changing nature of supervision. The Senior Director, Supervision Talent & Development is a leadership role within Northwestern Mutual’s Enterprise Compliance Department responsible for leading the strategy for supervision onboarding, training, development, and quality across the Home Office and Field.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Senior Director, Supervision Talent & Development

In this role, you'll take on a broader leadership footprint by training, mentoring, and supervising Tax Consultants and Tax Seniors; serving as a key client contact on engagements; and contributing to billing, profitability, and engagement management activities. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

Tax Manager - Private Wealth

Serves 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.

BMO Financial Group

Wealth Advisor, Director

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The position also coordinates selected tax compliance information requests, supports the quarterly review and annual audit processes, and partners with accounting and operational teams to promote accurate and consistent financial reporting. With guidance from external tax accountants, prepare or coordinate assigned tax schedules, including state apportionment, 162(m), deferred revenue, R&D tax credits, and others as necessary.

Badger Meter Inc

Senior Technical Accountant

Deloitte Touche Tohmatsu Ltd

Tax Manager - National Tax Accounting Group (NTAG) - ASC740

In this role, you'll support critical accounting functions including direct bill commission reconciliations, carrier download activity, bank reconciliations, deposits, and month-end close processes. Successful candidates possess the following core competencies: Attention to Detail: You have a strong commitment to accuracy and can confidently work through complex financial information and reconciliations.

TRICOR Insurance

Accounting Specialist (82977)

Tricor Inc

Putnam delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. The Client Advisor/CFP® will be directly responsible for managing new client relationships as part of a team approach consisting of a client advisor, an investment advisor, and a client account administrator.

FL Putnam Investment Management

Private Client Advisor - Milwaukee

Working closely with production and engineering teams, you'll help identify issues, improve processes, and ensure products leave our facility ready for success. Document inspection results and maintain accurate quality records, including inspection reports, damage reports, return reports, and rework orders.

Badger Meter

Quality Inspector 3rd Shift

This role focuses on the design, development, testing, validation, deployment, and ongoing tuning of machine learning pipelines and models that support product performance, installation quality, and outage detection, as well as fleet-wide health monitoring of the deployed population of millions of meters, sensors, radios, connectivity equipment, and other IoT devices in support of the Systems Integration team, and also encompasses the data infrastructure, integration, and monitoring systems that keep those models reliable at scale. The Senior Engineer is expected to contribute quickly to the team's portfolio of algorithms, ML models, and AI tools, creating predictive models, classifiers, time series data mining, and anomaly detection algorithms, and will work closely with developers, data engineers, data scientists, and reliability, quality, and design engineering to identify and address product weaknesses.

Senior Engineer- Machine Learning

Experience working with test instruments such as oscilloscopes, power supplies, data acquisition systems, and environmental chambers for troubleshooting PCBs and electronic products. The Engineer I assists projects involving new product development and maintaining existing products in the production environment while gaining product knowledge.

Engineer I- Firmware

Duties include, but are not limited to, helping design warehouse layout, inventory audits, inventory control, receiving product, assigning or reassigning locations, pulling and shipping orders as well as getting freight quotes from multiple different vendors and coordinating freight shipments. Perform daily cycle counts and investigating any discrepancies with quantities or bin locations - work with branch manager to help plan for inventory getting low on specific products.

Warehouse Coordinator

Maintain a strong working understanding of assigned product lines and the total and available market, sufficient to support product life cycle management activities. The Associate Product Manager partners closely with engineering, sales, and marketing communications teams to keep the product line competitive and aligned with customer needs.

Financial Planner Jobs in Wisconsin

Fiduciary Advisor - Wisconsin Trajan Wealth LLC

Tax Manager - Banking & Capital Markets Deloitte

Tax Manager - National Tax Accounting Group (Ntag) - Asc740 Deloitte

Senior Sales Relationship Manager - Personal Trust Associated Banc-Corp

Trust Sales Relationship Manager Associated Banc-Corp

Personal Trust Manager - Fox Valley Associated Banc-Corp

Senior Director, Supervision Talent & Development Northwestern Mutual

Tax Manager - Private Wealth Deloitte

Wealth Advisor, Director BMO Financial Group

Wealth Advisor, Director BMO

Senior Technical Accountant Badger Meter Inc

Tax Manager - National Tax Accounting Group (NTAG) - ASC740 Deloitte Touche Tohmatsu Ltd

Accounting Specialist (82977) TRICOR Insurance

Accounting Specialist (82977) Tricor Inc

Private Client Advisor - Milwaukee FL Putnam Investment Management

Quality Inspector 3rd Shift Badger Meter

Senior Engineer- Machine Learning Badger Meter

Engineer I- Firmware Badger Meter

Warehouse Coordinator Badger Meter Inc

Associate Product Manager Badger Meter Inc

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