UNKNOWN

FEED

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.

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

VP, Regional Planning Consultant - Milwaukee, WI

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Contribute to the sales teams goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce. At least 5 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm.

Altruist Corp

Sales Executive, Great Lakes Territory

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The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel Financial Corp

Client Service Associate NR

Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity. As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions.

Northern Trust Corp

Sr Account Mgr, WM Advisory

FULL_TIME

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Stifel

Client Service Associate - NR

[AW]-iCims

The Work: Program Delivery Leadership - Lead end-to-end delivery of Salesforce transformation programs, ensuring successful outcomes across scope, schedule, budget, quality, and client expectations. You are comfortable leading complex Financial Services Salesforce programs and serving as the trusted advisor to senior client stakeholders while directing high-performing delivery teams.

Accenture Plc

Salesforce Delivery Lead - Financial Services

A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

YEAR

PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

Tax Senior Manager - Private Companies

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Private Partnership Solutions (Pps) - Tax Senior Manager

As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

Private Partnership Solutions (Pps) - Tax Manager

Korean Business Network - Private Tax Manager

Private Partnership Solutions (Pps) - Tax Senior Associate

Serve as the executive business owner for the evolution of the Bank's lending capabilities, including lending technology, CRM utilization, workflow automation, data and analytics, digital client experience, artificial intelligence applications, and emerging tools that improve decision quality, speed, scalability, lender productivity, and client experience. The CLO partners closely with the EVP Chief Operating Officer, Chief Credit Officer, President, CEO, and executive leadership team to drive sustainable loan and deposit growth, deepen client relationships, enhance relationship profitability, and strengthen the Bank's market presence.

Lake Ridge Bancorp, Inc.

Chief Lending Officer

Development and execution of an individual business plan to achieve new Target Market client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth. Proactive engage assigned portfolio and match prospect or client needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship.

Johnson Financial Group

Private Banking Relationship Manager

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.

Associated Banc-Corp

Trust Sales Relationship Manager

The Technology Solutions Team is an established group within Baird’s Private Wealth Management, Technology Best Practices department with a mission to help Financial Advisor Teams and Clients utilize Baird’s technology offerings effectively and efficiently. This position offers significant exposure within the firm and our client base, and the Specialist will be expected to build and maintain relationships with our Financial Advisors, Client Specialists, Sales Management, and various corporate resource groups.

Baird

Baird Online Support Specialist

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

CSA’s also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. The Client Service Associate (CSA) is responsible for playing a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency.

Nicolet National Bank

Client Service Associate

The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.

WealthBridge Financial Group

Regional Vice President

Working under direct supervision, this role assists with successful batch processing, mainframe platform execution, LPAR IPLs, file deliverables, system monitoring, routine maintenance, troubleshooting, deployments, and documentation. The associate follows established procedures, escalates issues appropriately, and partners with team members to help maintain reliable operations, minimize disruptions, and support high system and service availability for customers.

BetaNXT Inc

Associate, Technology Infrastructure

A Senior Client Service Associate plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team. As a Senior Client Service Associate, you will: Client Relationship Management: Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance, and administrative needs.

Wealth Advisor Jobs in Wisconsin

VP, Regional Planning Consultant - Milwaukee, WI Fidelity

Sales Executive, Great Lakes Territory Altruist Corp

Client Service Associate NR Stifel Financial Corp

Sr Account Mgr, WM Advisory Northern Trust Corp

Client Service Associate - NR Stifel

Salesforce Delivery Lead - Financial Services Accenture Plc

Tax Senior Manager - Private Companies PwC

Private Partnership Solutions (Pps) - Tax Senior Manager PwC

Private Partnership Solutions (Pps) - Tax Manager PwC

Korean Business Network - Private Tax Manager PwC

Private Partnership Solutions (Pps) - Tax Senior Associate PwC

Chief Lending Officer Lake Ridge Bancorp, Inc.

Private Banking Relationship Manager Johnson Financial Group

Trust Sales Relationship Manager Associated Banc-Corp

Baird Online Support Specialist Baird

Personal Trust Manager - Fox Valley Associated Banc-Corp

Client Service Associate Nicolet National Bank

Regional Vice President WealthBridge Financial Group

Associate, Technology Infrastructure BetaNXT Inc

Senior Client Service Associate Nicolet National Bank

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