NewSenior Director of Product, Wealth Management Northwestern MutualSenior Director of Product, Wealth ManagementMilwaukee, WIWith a 165-year legacy and the urgency of a company investing boldly in its future, we are executing an ambitious multi-year transformation in our Field and Wealth area — reimagining the advisor and large teams experience, modernizing our technology platform, and building next-generation Data and AI capabilities spanning across client onboarding, financial planning, Investment management and advisor enablement. The director will possess and apply their wealth business domain expertise while working in close partnership with wealth business leaders to co-develop innovative technology strategies and ensure technology initiatives closely align with business goals.
Senior Director-Advisor Equity Partnerships Northwestern MutualSenior Director-Advisor Equity PartnershipsMilwaukee, WI$176,000–$264,000 / yearBusiness Influence (NM) - Advanced, Industry Knowledge (NM) - Advanced, Program Management (NM) - Advanced, Analytical Thinking (NM) - Expert, Accountability (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Expert, Customer, Market & Ecosystem Knowledge (NM) - Expert, Vision Setting (NM) - Advanced. In addition, this role will lead external research to access benchmarks, build valuation models, coordinate cross-departmental team activities, and work collaboratively with senior leaders of business areas, legal, finance, communications and other areas of the organization.
Managing Director, Investment Banking - Capital Advisors bdo consultingManaging Director, Investment Banking - Capital AdvisorsMilwaukee, WI$250,000–$350,000 / yearAnalyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.
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.
NewPrincipal Enterprise Architect Northwestern MutualPrincipal Enterprise ArchitectMilwaukee, WI$193,600–$290,400 / yearThe ideal candidate combines deep experience in enterprise technology architecture with a pragmatic, value‑driven approach to business architecture—supporting a complex financial services organization focused on insurance, investment, and wealth management solutions. Northwestern Mutual is seeking an Enterprise Architect with strong Business Architecture capabilities to help shape and evolve the firm’s enterprise-wide strategy, capabilities, and technology landscape.
Wealth Management Advisor-Mequon, WI U.S. BancorpWealth Management Advisor-Mequon, WIMequon, WI$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorWI$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor U.S. BankWealth Management AdvisorOconomowoc, WisconsinWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WIGermantown, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WIMilwaukee, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WIDelafield, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Bristol, Kenosha, and Racine, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Bristol, Kenosha, and Racine, WIRacine, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Fox Point, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Fox Point, WIFox Point, WIFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Racine, WIRacine, WIThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Germantown, WIGermantown, WIUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Wealth Advisor - Financial Planning Center - Various Locations CliftonLarsonAllen LLPAssociate Wealth Advisor - Financial Planning Center - Various LocationsMilwaukee, WICLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings.
NewLead Wealth Advisor SikichLead Wealth AdvisorBrookfield, WisconsinSikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC’s performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services. Wealth Advisors coordinate well-developed investment plans and followadvanced planning processes to address client goals, financial planning issues, income tax considerations, and estate planning.
NewLead Wealth Advisor Sikich LLPLead Wealth AdvisorBrookfield, WISikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services. Wealth Advisors coordinate well-developed investment plans and follow advanced planning processes to address client goals, financial planning issues, income tax considerations, and estate planning.
Vice President - Wealth Advisor Brookfield, Wisconsin First Business Financial Services, Inc.Vice President - Wealth Advisor Brookfield, WisconsinBrookfield, WIOverview: We're seeking a Vice President - Wealth Advisor to serve as the primary point of contact for high-net-worth clients, delivering personalized wealth management strategies and exceptional client experiences. In this role, you'll partner with a team of specialists to provide holistic wealth advice, investment guidance, banking solutions, and strategic planning tailored to each client's unique needs.
Vice President - Wealth Advisor First Business Financial Services IncVice President - Wealth AdvisorBrookfield, WIOverview: We're seeking a Vice President - Wealth Advisor to serve as the primary point of contact for high-net-worth clients, delivering personalized wealth management strategies and exceptional client experiences. In this role, you'll partner with a team of specialists to provide holistic wealth advice, investment guidance, banking solutions, and strategic planning tailored to each client's unique needs.
Wealth Advisor UMB Financial CorpWealth AdvisorMilwaukee, WI$63,830–$136,580 / yearWealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software.
Wealth Advisor II Bank of MontrealWealth Advisor IIMilwaukee, WI$91,800–$171,000 / yearServes 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.
NewSenior Wealth Advisor HNW Relationship Leader Bank of MontrealSenior Wealth Advisor HNW Relationship LeaderMilwaukee, WIBank of Montreal in Milwaukee, WI is looking for a Relationship Manager to provide comprehensive wealth management for high-net-worth clients. The role involves delivering integrated banking solutions, leading multi-disciplinary teams, and driving growth through strategic initiatives.
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.
Global Wealth Management UBS Group AGGlobal Wealth ManagementWISpecifically, you'll be working with "The Burish Group", a team of 35+ professionals who help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. We're looking for a [job title] to: ,plan, organize and coordinate meetings and travel (including making reservations, managing participant schedules, preparing online/hybrid events, obtaining needed information, etc.).
Senior Corporate Counsel - Wealth Management - Personal Trust and Investments Attorney U.S. BancorpSenior Corporate Counsel - Wealth Management - Personal Trust and Investments AttorneyMilwaukee, WI$133,365–$156,900 / yearThis posting is for an in-house attorney who will serve as a trusted advisor, providing legal support related to fiduciary administration and investment management services offered by a national bank, sitting at the intersection of fiduciary law, banking regulation, and business strategy. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role.
NewVP, UHNW Wealth Management & Planning Wealth EnhancementVP, UHNW Wealth Management & PlanningMilwaukee, WIThe role centers on managing UHNW client relationships, delivering comprehensive planning, and exceeding client expectations. Wealth Enhancement Group invites a VP Financial Advisor to join our Milwaukee advisory team.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerMilwaukee, WI$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax 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 Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Audit Manager, US Banking Wealth Management Bank of MontrealAudit Manager, US Banking Wealth ManagementMilwaukee, WI$74,000–$138,000 / yearConducts audit engagements for US Banking Wealth Management group to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Provides independent assurance on the quality and effectiveness of internal control, risk management, and governance systems and processes to support senior management and the Board in protecting BMO and its reputation.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior AssociateMilwaukee, WI$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerMilwaukee, WI$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerMilwaukee, WI$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
J.P. Morgan Wealth Management - Private Client Investment Associate - Delafield, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Delafield, WIWIAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Wealth Portfolio Manager Johnson Financial GroupWealth Portfolio ManagerMilwaukee, WIThis role manages moderately complex client relationships with increasing independence and accountability, emphasizing investment strategy development, disciplined portfolio construction, proactive client engagement, and integration with broader financial planning. The Wealth Portfolio Manager is responsible for delivering high-quality investment advice and portfolio management for high-net-worth (HNW) client relationships, in close partnership with a Wealth Advisor.
Client Services Coordinator - Wealth Advisory - Shared Services Center CliftonLarsonAllen LLPClient Services Coordinator - Wealth Advisory - Shared Services CenterMilwaukee, WI$25–$32 / hourStrong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Wealth Associate Relationship Manager Johnson Financial GroupWealth Associate Relationship ManagerMilwaukee, WisconsinFull timeSupport financial planning work, including reviewing, preparing and updating client-based plans, financial and estate planning primers, estate planning attorney searches, goal reviews and planning-related follow-up. At JFG, you’ll be part of a privately owned, Wisconsin-based financial services company with a long-term mindset, strong community roots and a culture that values relationships, development and doing what is right for clients.
Wealth Intern (Fall 2026) DBHW Wealth PartnersWealth Intern (Fall 2026)South Milwaukee, WisconsinWhat You’ll Do: As a Wealth Management Summer Intern, you will: Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions. Who You Are: We are seeking motivated and detail-oriented students who are: Pursuing a bachelor’s degree in Finance, Economics, Business, or a related field.
Private Wealth Specialist Team Lead First Business Financial Services IncPrivate Wealth Specialist Team LeadBrookfield, WIIn this role, you will serve as the central point of leadership for relationship support, client onboarding coordination, trust administration support, workflow management, and service execution. As a player-coach, you will help ensure our clients receive a seamless, high-touch experience while empowering your team to deliver exceptional service and operational excellence.
Senior Wealth Strategist Bank of MontrealSenior Wealth StrategistMilwaukee, WI$91,800–$171,000 / yearLeverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues.
Account Manager II, Client Success (Wealth) Fidelity National Information Services IncAccount Manager II, Client Success (Wealth)WInWhat you will be doing:\n\n Accountable for driving full post-sale client value and operational excellence, acting as liaison between client and product, support, professional services, and sales teams when required\n \n\n Assist in client issue resolution, taking a portfolio-specific lens\n \n\n Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn\n \n\n Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption\n \n\n Build strong relationships with clients, develop success plans, proactively engage across the lifecycle, and enable value realization\n \n\n Responsible for driving product adoption of their specific product "major"\n \n\n Act as a strategic advisor, bringing forward expansion opportunities and insights to EAM and sellers, and influencing product roadmaps based on client feedback\n \n\n Sources and hands off upsell/cross-sell opportunities to sellers\n \n\n Participate in the renewal process and articulate the renewal value story to clients\n \n\n \nWhat you bring:\n\n Experience focused on Wealth\n \n\n 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles\n \n\n Bachelor's degree; relevant previous experience in financial technology services\n \n\n Ability to clearly articulate business value (written/verbal) to various stakeholders within clients' organizations\n \n\n Knowledge of financial technology industry and products, including market trends, challenges, and opportunities\n \n\n Strong analytical skills, including experience with Tableau or similar software, and turning data into insights\n \n\n Strong communication/presentation skills and confidence in all levels of customer engagement/situations\n \n\n Strong leadership and ability to collaborate with cross-functional teams incl. Our benefits include: \n\n Flexible and creative work environment \n \n\n Diverse and collaborative atmosphere \n \n\n Professional and personal development resources \n \n\n* Opportunities to volunteer and support charities \n \n\n \nPrivacy Statement\n \nFIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients.
Associate Wealth Market Leader U.S. BancorpAssociate Wealth Market LeaderMilwaukee, WI$111,605–$131,300 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
Financial Advisor Northwestern MutualFinancial AdvisorMilwaukee, 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.
Merrill Advisor Development Program- Financial Advisor: Wisconsin Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: Wisconsin MarketMilwaukee, WisconsinEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our 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.
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 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-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 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.
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.
Service Advisor DBHW Wealth PartnersService AdvisorSouth Milwaukee, WisconsinDevelops asset allocation strategies and works independently or with the Investment Group to implement (in firms without an Investment Department, may be responsible for all or most of the initial portfolio creation). Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems.