NewFinancial Advisor - West Bend, IN Merit Financial AdvisorsFinancial Advisor - West Bend, INWest Bend, 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.
Financial Representative Trainee (Sales) - Milwaukee, WI Mutual of Omaha Insurance CompanyFinancial Representative Trainee (Sales) - Milwaukee, WIMilwaukee, WI$36,000–$75,000 / yearAs a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramWaukesha, Wisconsin$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Representative - Seeking Growth Wisconsin Region - Modern Woodmen of AmericaFinancial Representative - Seeking GrowthMilwaukee, WI$97,000–$192,000 / yearPossessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.
Bilingual Financial Service Representative Heights Finance CorporationBilingual Financial Service RepresentativeOak Creek, WI$16.75–$23.25 / hourAs a Bilingual Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Financial Aid Representative Waukesha County Technical CollegeFinancial Aid RepresentativeWI$20–$21.36 / hourEmployer Waukesha County Technical College Address: 800 Main Street Pewaukee, Wisconsin, 53072 Phone: 262-691-5223 Website: http://www.wctc.edu . Financial Aid Representative Salary $20.00 - $21.36 Hourly Location: WI 53072, WI Job Type: Full time Job Number: 2026-03-06TW Department: Financial Aid Opening Date: 03/06/2026 Closing Date: 3/31/2026 11:59 PM Central Grade/Level: SA3.
Financial Services Representative - State Farm Agent Team Member Joe Woelfle - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMequon, WIROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options.
Bilingual Financial Service Representative Attain FinanceBilingual Financial Service RepresentativeOak Creek, Wisconsin$16.75–$23.25 / hourFull timeResponsibilities: As a Bilingual Financial Service Representative , you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Bilingual Financial Service Representative CURO Group Holdings CorpBilingual Financial Service RepresentativeOak Creek, WI$16.75–$23.25 / hourAs a Bilingual Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
US-Financial Counseling Representative I R1 RCM IncUS-Financial Counseling Representative IMilwaukee, WI$15.35–$23.13 / hourRequirements: High School Diploma or GED Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration.
Financial Verification Representative Children's WisconsinFinancial Verification RepresentativeWest Allis, WIRemoteWe provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Ensures that all patient accounts flow through the billing cycle without errors caused by lack of insurance verification, incomplete or inaccurate demographic information or other registration-related errors which may cause the receivable to remain unpaid.
Financial Verification Representative Children's Hospital and Health SystemFinancial Verification RepresentativeWest Allis, WisconsinRemoteWe provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Ensures that all patient accounts flow through the billing cycle without errors caused by lack of insurance verification, incomplete or inaccurate demographic information or other registration-related errors which may cause the receivable to remain unpaid.
Financial Advisor Northwestern MutualFinancial AdvisorWaukesha, Wisconsin$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorNew Berlin, 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.
Director of Student Financial Aid Washington Adventist UniversityDirector of Student Financial AidWaukesha, WI$58,000–$68,000 / yearAs a religiously affiliated institution, Washington Adventist University exercises its constitutional and statutory rights to give preference in employment to members of the Seventh-day Adventist Church and reserves the right to claim exemption from certain provisions of Title IX and Title VII where they conflict with the university's religious beliefs and values. Person will have primary responsibility for managing Financial Aid compliance by implementing federally required coordination of institutional funds with federal funds; performs fund management functions for Title IV and state programs and select institutional funds.
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.
Financial 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.
Financial Advisor-Downers Grove, IL and Milwaukee, WI RK PartnersFinancial Advisor-Downers Grove, IL and Milwaukee, WIMilwaukee, WI$100,000–$135,000 / yearAdvisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. As the firm continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.
Financial Advisor DBHW Wealth PartnersFinancial AdvisorSouth Milwaukee, WisconsinThis role involves assessing clients’ financial situations, developing personalized strategies, and offering ongoing advice related to investments, retirement planning, insurance, tax-efficient strategies, and wealth management. With a strong, experienced support staff handling operations and planning support, our advisors can focus on building relationships, growing their practice, and making a meaningful impact for clients.
Financial Advisor - Bank Five Nine LPL Financial Holdings IncFinancial Advisor - Bank Five NineOconomowoc, WI$50,000–$90,000 / yearThis 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.
Financial Advisor – Bank Five Nine LPL FinancialFinancial Advisor – Bank Five NineHartland, 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.
VP Financial Advisor Wealth Enhancement Group LLCVP Financial AdvisorMilwaukee, WI$164,000–$250,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. OSHA 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.
Financial 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.
Financial 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.
Junior Financial Advisor DBHW Wealth PartnersJunior Financial AdvisorSouth Milwaukee, WisconsinThat’s why we provide opportunities to attend industry conferences, workshops, and continuing education events — keeping you at the forefront of financial strategies, market insights, and client service excellence. We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering comprehensive financial planning and investment services.
Director of Admissions & Financial Aid Wisconsin Association of School Personnel AdministratorsDirector of Admissions & Financial AidRacine, WICommunicate progress regularly to key stakeholders, including senior leadership, faculty/staff, and the Siena Catholic Schools of Racine Board of Directors. This means devising and executing a strategic recruitment approach, assisting principals in implementing their individual admissions plans, and serving as the system's key mouthpiece on related issues (financial aid, the Racine Parental Choice Program, the application process, etc.).
Financial Liaison III - Finance Department UMOSFinancial Liaison III - Finance DepartmentMilwaukee, WisconsinWhether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures. Manage fixed asset accounting system and applicable accounting entries for monthly transactions, asset purchase disposal and inventory; maintain fixed asset system in accordance with required regulations.
Financial 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.
Financial Advisor - Kohler Credit Union LPL Financial Holdings IncFinancial Advisor - Kohler Credit UnionWI$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.
Merrill Advisor Development Program- Financial Advisor: Wisconsin Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Wisconsin MarketMilwaukee, WIOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Financial 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.
Financial Advisor Johnson Financial GroupFinancial AdvisorRacine, WisconsinFull timeBachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years’ client-facing financial industry experience in business development; relevant work experience may substitute for education. This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.
Financial Liaison III - Finance Department United Migrant Opportunity Services (UMOS)Financial Liaison III - Finance DepartmentMilwaukee, WIFull timeWhether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures. Manage fixed asset accounting system and applicable accounting entries for monthly transactions, asset purchase disposal and inventory; maintain fixed asset system in accordance with required regulations.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistMilwaukee, WI$74,900–$147,600 / yearOur 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. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Patient Financial Counselor OUTREACH COMMUNITY HEALTH CENTERS, INC.Patient Financial CounselorMilwaukee, WIPosition Overview: The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers to care while optimizing revenue for the organization. Outreach Community Health Centers requires employees in certain departments to be fully vaccinated against MMR (Measles, Mumps, Rubella), Varicella (Chickenpox), and Influenza.
NewCustomer Service Representative StratAcuity Staffing Partners IncCustomer Service RepresentativeFranklin, WI$14–$16 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. This role focuses on delivering a distinctive client experience by resolving inquiries from Financial Representatives and clients, taking ownership of issues, and serving as a trusted advocate.
NewFINRA (6/63 or 7/63) Customer Service Representative - REMOTE Nationwide Milwaukee SucceedsFINRA (6/63 or 7/63) Customer Service Representative - REMOTE NationwideMilwaukee, WIRemoteQualificationsAssociates degree in business or related field or equivalent combination of education and experienceMinimum of 2 years related customer service experience with proven customer service skillsAdvanced understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)A basic understanding of tax implicationsAdvanced written and verbal communication skillsAbility to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracyStrong organization skills with the ability to prioritize tasks. FINRA Customer Service Representative - REMOTE NationwideDelivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environmentProficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.
Sales Representative TRC Talent SolutionsSales RepresentativeWaukesha, WIAt TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers. This position serves as a dual-function Controller and Customer Service Representative, responsible for managing core accounting operations while also acting as the primary customer contact for order processing and post-sales support.
Independent Sales Representative - Milwaukee, WI Jostens IncIndependent Sales Representative - Milwaukee, WIMilwaukee, WIOur iconic products like yearbooks, letter jackets, class jewelry and championship rings keep meaningful traditions alive and inspire millions of people to celebrate their unique stories, milestone moments and biggest accomplishments every year. Youll grow your territory by signing new business, developing prospects, and leading relationships with schools all while representing the Jostens brand with integrity and impact.
Final Expense Representative InsuraTecFinal Expense RepresentativeMilwaukee, WIRemoteEngage with clients in a client-focused manner, understanding their needs and providing tailored solutions in the realm of final expense planning. Join us in promoting financial security and providing valuable services to our clients, all while enjoying the benefits of remote work and a supportive team environment.
Customer Service Representative QCHI/ LendNation Open CareerCustomer Service RepresentativeWest Allis, WisconsinWith more than 30-years of experience, QCHI has grown to become a trusted leader in the Alternative Financial Services marketplace, primarily providing credit options for consumers under-served by traditional banking institutions. The specialty finance consumer loan industry is rapidly evolving as customers search for greater convenience through online transaction capabilities and a broader spectrum of loan products.
Sales Development Representative Fiserv IncSales Development RepresentativeMilwaukee, WIWe're Fiserv, a global leader in Fintech and payments enabling innovative financial services experiences that are in step with the way people live and work today. The company's approximately 44,000 associates proudly serve clients in more than 100 countries, so their customers, members and consumers can move money when and where they need it, at the point of thought.
Claims Representative - Commercial Trucking Sedgwick Claims Management Services, Inc.Claims Representative - Commercial TruckingWISkills: familiarity with personal and commercial lines policies and endorsements, ability to review and assess Property Damage estimates, total loss evaluations, and related expenses to effectively negotiate first and third party claims, knowledge of total loss processing, state salvage forms and title requirements, excellent oral and written communication, including presentation skills, and PC literate, including Microsoft Office products. Processes auto property damage and lower level injury claims; assesses damage, makes payments, and ensures claim files are properly documented and correctly coded based on the policy.
Customer Service Representative - State Farm Agent Team Member Brian Brecklin - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberBrookfield, WIAs a Customer Service Representative - State Farm Agent Team Member with Brian Brecklin - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003.
Account Representative - State Farm Agent Team Member Brian Brecklin - State Farm AgentAccount Representative - State Farm Agent Team MemberBrookfield, WIROLE DESCRIPTION: As Account Representative - State Farm Agent Team Member for Brian Brecklin - State Farm Agent, you are vital to our daily business operations and customers’ success. Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003.
Customer Relations Representative - State Farm Agent Team Member Brian Brecklin - State Farm AgentCustomer Relations Representative - State Farm Agent Team MemberWest Allis, WIAs a Customer Relations Representative - State Farm Agent Team Member with Brian Brecklin - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Brian, our agency leader, is a long-time resident of Southeastern Wisconsin, and has served the Brookfield, WI area and neighboring communities as a trusted State Farm Agent since 2003.
Virtual Phone Sales Representative InsuraTecVirtual Phone Sales RepresentativeMilwaukee, WIRemote$75,000–$120,000 / yearKeywords: Virtual Sales, Remote Phone Sales, Licensed Insurance Agent, Remote Closer, Inbound Sales, Work From Home Jobs, Telesales Agent, Final Expense, Life Insurance Sales, High-Ticket Closing, Commission Sales, Insurance Telesales, Appointment Closer. We’re hiring motivated Virtual Phone Sales Representatives who want to plug into a high-converting, fully scripted sales process—with zero cold calling and 100% remote flexibility.
Contact Center - Member Service Representative Kohler Credit UnionContact Center - Member Service RepresentativeMequon, WI$17.45–$19.50 / hourFull timeIf you're looking to build a rewarding career in customer service and financial services, this role provides the training, support, and growth opportunities to help you succeed while making a meaningful impact on our members' financial well-being. You will also identify opportunities to recommend products and services that meet members' needs, collaborate with team members to achieve service goals, and participate in ongoing training and development to enhance the overall member experience.
Sr. Specialty Representative - Cardiovascular - Madison, WI Amgen IncSr. Specialty Representative - Cardiovascular - Madison, WIMilwaukee, WI$109,631–$148,325 / yearIn addition to the base salary, Amgen offers a Total Rewards Plan, based on eligibility, comprising of health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities that may include: A comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts. Preferred Qualifications: Three or more years of sales experience within pharmaceutical, biotech or medical device industry Product or hospital sales experience in the areas of oncology, nephrology, dermatology, rheumatology, inflammation, cardiology, neurology, endocrinology, hepatology, gastroenterology or infectious diseases; and the diseases and treatments involved with these specialties.
Customer Service Representative QCHICustomer Service RepresentativeWest Allis, WIWith more than 30-years of experience, QCHI has grown to become a trusted leader in the Alternative Financial Services marketplace, primarily providing credit options for consumers under-served by traditional banking institutions. The specialty finance consumer loan industry is rapidly evolving as customers search for greater convenience through online transaction capabilities and a broader spectrum of loan products.