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Cross Functional Partnering & Planning: Builds alignment across functions, clarifies dependencies and ownership, and converts shared priorities into coordinated plans. Industry Knowledge: Applies a strong understanding of Northwestern Mutual, the financial services industry, operating environment, and relevant business constraints to shape credible advice.

YEAR

<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

Managing Consultant, Strategic Advisory

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FEED

Sales 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. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Investment Consultant- Milwaukee, WI

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Investment Consultant - Madison, WI

Key responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and collaborate with senior leaders to execute large-scale, complex transformation programs at investment banks, spanning business, operating model, process, people, and technology change. Develop deliverables such as presentations, reports and other documentation to enable delivery of end-to-end client transformation initiatives across the trading lifecycle (Front, Middle, Back Office, and Technology & Operations), including regulatory-driven change, platform modernization, and target operating model design.

Accenture Plc

Investment Banking Consultant

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The Investment Solutions Specialist is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking general information on the solutions available across the platform and will gain valuable first-hand experience in assisting with the day-to-day management of multiple solutions. About The Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the entire managed investment platform necessary for delivering great outcomes for our clients.

Robert W. Baird & Co. Incorporated

Investment Solutions Specialist

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Yes/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.

Veracity Software Inc

Investment Management / Financial Services

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Full FINRA licensing including SIE, Series 6, and Series 63, along with Wisconsin Life Insurance licensing; candidates who are partially licensed may be considered depending on circumstances. Partner with the Service Team, Financial Advisory Team, and Field Member Benefit Consultants on member needs, research, form updates, new rules, and other projects.

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.

Retirement and Investment Services Specialist

Leoforce - Creative Financial Staffing

Openness 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.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

VP, Financial Consultant Madison, WI

Join 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.

WealthBridge Financial Group

Financial Consultant

Workable

The PWM Business Development team, comprised of regional consultants (BDCs), associates (BDAs) and PWM Growth Strategy Consultant is an established group with a mission to grow revenues and improve profitability by acting as an internal ‘management consultant’ and ‘practice management coach’ to Market Director, Branch Leaders, and Financial Advisor Practices. This Business Development group plays a leadership role in our regionally aligned Wealth Center – a team of functional experts that come together to elevate the business outcomes and client experience by partnering with our Financial Advisor Practices.

Baird

Business Development Consultant

You bring 10+ years of experience in employee benefit plans, ideally gained within a law firm, consulting firm, or corporate legal department, as well as demonstrated success communicating complex concepts through both client-facing advisory work and public speaking engagements. You will draft and review plan documents and participant disclosures, advise on nonqualified deferred compensation and health and welfare compliance matters, support clients in resolving compliance issues through IRS and DOL correction programs, and conduct legal and regulatory research to address complex benefits-related questions.

Milliman Inc

Compliance Consultant

Sales 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.

Financial Consultant- Madison, WI

Financial Consultant- Milwaukee, WI

While working under moderate supervision as a specialist in 529 plans, this role involves effectively educating various stakeholders, including prospects, existing consumers, employers, financial advisors, and key influencers about the features and benefits of our 529 plans and identifies new opportunities to expand our education to new audiences The Education Savings Consultant Multi-lingual position delivers a variety of investment services and products that facilitate the college savings process while catering to clients from linguistically diverse backgrounds. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Teachers Insurance and Annuity Association of America (TIAA)

Education Savings Consultant Multi-Lingual

The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the Wisconsin area. American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals.

American Century Investment Services Inc

VP, Regional Wealth Management Consultant -Wisconsin

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. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

VP, Regional Planning Consultant - Milwaukee, WI

Partnering with HRBPs and COEs, the team scales talent and workforce programs, enables managers, coordinates execution, strengthens governance and readiness, and simplifies how HR work gets done to accelerate adoption and create greater capacity for strategic HR work. The consultant translates enterprise priorities into coordinated execution, manager-ready solutions, governance, and insights that accelerate adoption, improve organizational readiness, reduce operational complexity, and increase HR capacity for strategic work.

For over three decades, Oracle has been the center of innovation for business software birthplace of the first commercially available relational database, the first suite of internet-based applications, and the next-generation enterprise-computing platform, Oracle Fusion. Today, Oracle provides the world's most complete, open, and integrated business software and hardware systems, with more than 370,000 customers including - 100 of the Fortune 100 - representing a variety of sizes and industries in more than 145 countries around the globe. And Oracle's 110,000 global employees - including 30,000 developers working full-time on Oracle products -are critical to that success.
Oracle Supports Workforce Diversity

Oracle

Senior HR Consultant, Programs

IRecruitee

Our 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.

Cottingham & Butler

Senior Employee Benefits Client Consultant

The consultant works closely with Human Resources, Employment Practices, Legal, HR Operations/Payroll, Benefits/Leave, Security, and other Centers of Excellence to balance employee experience, operational continuity, and risk management. Independently conduct fact-finding and investigations into medium-to-complex employee relations matters; assess information objectively, document findings, and recommend next steps in partnership with senior ER and Legal as appropriate.

Oracle Corp

Sr Employee Relations Consultant

AXA XL Risk Consulting, relying on its international network of more than 300 risk consultants, located in more than 25 countries, speaking more than 20 languages, today serves globally more than 2,000 clients from various industry sectors. Leveraging quality of our engineering expertise and our long-standing experience across multiple industry sectors, we have an ambition to develop innovative and new risk engineering approaches, dedicated risk modelling tools across multiple risk domains, and proprietary platforms and IT solutions for our clients.

Investment Consultant Jobs in Wisconsin

Managing Consultant, Strategic Advisory Northwestern Mutual

Investment Consultant- Milwaukee, WI Fidelity

Investment Consultant - Madison, WI Fidelity

Investment Banking Consultant Accenture Plc

Investment Solutions Specialist Robert W. Baird & Co. Incorporated

Investment Management / Financial Services Veracity Software Inc

Retirement and Investment Services Specialist CFS

VP, Financial Consultant Madison, WI The Charles Schwab Corp

Financial Consultant WealthBridge Financial Group

Business Development Consultant Baird

Compliance Consultant Milliman Inc

Financial Consultant- Madison, WI Fidelity

Financial Consultant- Milwaukee, WI Fidelity

Education Savings Consultant Multi-Lingual Teachers Insurance and Annuity Association of America (TIAA)

VP, Regional Wealth Management Consultant -Wisconsin American Century Investment Services Inc

VP, Regional Planning Consultant - Milwaukee, WI Fidelity

Senior HR Consultant, Programs Oracle

Senior Employee Benefits Client Consultant Cottingham & Butler

Sr Employee Relations Consultant Oracle Corp

Risk Consultant - Wisconsin (Remote) AXA SA

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