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The Tax Specialist III is responsible for coordinating various aspects of tax reporting, the preparation of trust, individual and charitable tax returns, interacting with Wealth Advisors on tax related matters, and for the maintenance of the tax preparation systems. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").

YEAR

First Busey Corp

Tax Specialist III

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The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

Robert W Baird & Co Inc

CRT Client Specialist Training Program

Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client. Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").

Financial Planning Specialist II

Bachelor's degree in business, finance, economics or related field preferred (or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and education). WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living, and demand for the role in the applicable market.

Wealth Enhancement Group LLC

Senior Client Service Associate

Wealth Enhancement Group Acquisition

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Our client, a leading professional services firm and certified Great Place to Work , is seeking an experienced Accounting Supervisor to join its growing Small Business Accounting team in Brookfield, with a specialized focus on healthcare organizations including medical practices, dental groups, and veterinary clinics. As a highly visible member of the team, you'll work directly with clients, managers, and firm leadership while gaining valuable experience in healthcare accounting, advisory services, client management, and team development.

Wertz & Associates

Accounting Supervisor

Manatal

Our client, a leading professional services firm and certified Great Place to Work® , is seeking an experienced Accounting Supervisor to join its growing Small Business Accounting team in Brookfield, with a specialized focus on healthcare organizations including medical practices, dental groups, and veterinary clinics. As a highly visible member of the team, you'll work directly with clients, managers, and firm leadership while gaining valuable experience in healthcare accounting, advisory services, client management, and team development.

Accounting Supervisor (Healthcare)

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ADAPTED_NOW

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Osaic

Senior Estate Planning Strategist

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You'll collaborate closely with attorneys, wealth managers, trustees, executors, business owners, and family offices to help clients navigate the complexities of preserving and transferring wealth while minimizing tax exposure. Our client, an award-winning and rapidly growing tax advisory firm, is seeking an experienced Trust & Estates Tax Manager to join its expanding wealth advisory and tax practice.

Trust & Estates Tax Manager, CPA

Provide mutual fund board-facing investment research commentaries and content including written research reports, investment manager write-ups, portfolio attribution summaries, market and economic commentaries. Data Collection & Analysis - Gathers, stores, accesses, and uses information collected via quantitative (e.g., surveys or usage data) or qualitative methods (e.g., interviews, focus groups, document analysis).

<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

MSA Sr Research Analyst

As a member of the client service team, the Senior Client Representative role provides an excellent opportunity for an experienced professional to provide family members, under the supervision of the CFSO, consultative, strategic, and tactical services around personal, family, financial, operational, and/or lifestyle management decisions by advising, overseeing, and delivering a wide range of services and solutions to clients, entities, and trusts. Oversee accounting functions are performed in a timely and accurate manner, including: A/P, A/R, balancing G/L; reconciling bank statements and petty cash accounts; monitoring and balancing family trusts; reconciling investment accounts; processing dividends and distributions; daily managing of cash accounts and funding them as needed.

ECG Resources

Client Service Representative

Crelate

Healthcare Business Banking RM 4. At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage portfolios - they build businesses, shape strategy, and drive growth for healthcare clients navigating today's complex financial landscape. At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage portfolios - they build businesses, shape strategy, and drive growth for healthcare clients navigating today's complex financial landscape.

US Bank

Healthcare Business Banking Relationship Manager

This role supports management reporting and insights on assets under management (AUM) drivers, revenues, expenses and earnings, as well as financial modeling for experienced advisor recruiting deals, by partnering with business leaders and FP&A partners. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Thrivent Financial for Lutherans

Senior FP&A Analyst

Senior Fp&A Analyst

U.S. Bancorp

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

Workable

Associated Bank is seeking an experienced Personal Trust Relationship Manager to serve as a trusted advisor to high net worth clients while overseeing the administration of personal trust accounts. 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.

Associated Banc-Corp

Senior Fiduciary Officer

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline,assistingwith proposal generation, preparing new account paperwork, opening accounts, transitioning new assets toBairdandestablishingan ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.

Baird

Client Specialist

This individual will work closely with Financial Advisors and Service Advisors to coordinate client relationships, deliver an exceptional client experience, and ensure that client needs and follow-up activities are handled accurately and efficiently. The ideal candidate is a relationship-focused financial services professional who enjoys working directly with clients while keeping the many details of a wealth management practice organized and moving forward.

Claire Myers Consulting

Relationship Manager

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Wealth Management Advisor Jobs in Wisconsin

Tax Specialist III First Busey Corp

CRT Client Specialist Training Program Robert W Baird & Co Inc

Financial Planning Specialist II First Busey Corp

Senior Client Service Associate Wealth Enhancement Group LLC

Senior Client Service Associate Wealth Enhancement Group Acquisition

Accounting Supervisor Wertz & Associates

Accounting Supervisor (Healthcare) Wertz & Associates

Senior Estate Planning Strategist Osaic

Trust & Estates Tax Manager, CPA Wertz & Associates

MSA Sr Research Analyst Northwestern Mutual

Client Service Representative ECG Resources

Healthcare Business Banking Relationship Manager US Bank

Senior FP&A Analyst Thrivent Financial for Lutherans

Senior Fp&A Analyst Thrivent Financial for Lutherans

Healthcare Business Banking Relationship Manager U.S. Bancorp

Regional Vice President WealthBridge Financial Group

Senior Fiduciary Officer Associated Banc-Corp

Client Specialist Baird

Relationship Manager Claire Myers Consulting

Senior Manager | Sales Reinvention | Insurance Accenture Plc

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