Financial Advisor
$200kDrake & Associates Ltd
Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Mequon, WI. Why You’ll Love This Role Built-in clients — no prospecting and no cold calling required Consistent schedule with 7 guaranteed appointments weekly $200K+ with uncapped earning potential About This Opportunity The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships. How You’ll Make an Impact Develop, present, and implement tailored financial plans Advise clients on annuities, life insurance, long-term care, and managed investments Provide comprehensive financial planning, including investment, insurance, and retirement strategies Cultivate and maintain strong client relationships What We’re Looking For Active Life & Health license Series 65 or Series 66 and 7 licenses Minimum three years of financial services experience, with an emphasis on sales Strong organizational, analytical, and communication skills (verbal and written) Proficiency with Google Suite; Salesforce experience preferred What Makes You a Great Fit Initiative and persistence Effective local marketing skills Ready to make an impact? If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates! #J-18808-Ljbffr
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Mequon, WI5 days ago$200k
...Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...SuggestedLocal areaDrake and Associates
Mequon, WI4 days ago- ...Client Account Specialist in Mequon, Wisconsin. In this role, you will assist clients who have requested information about life and financial protection coverage. You will guide them through their options and help them on their pathway to understanding benefits. The ideal...SuggestedRemote work
Unlock Potential 360
Mequon, WI12 hours ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Mequon, WI2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Mequon, WI4 days ago$1,000 per month
...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. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Mequon, WI2 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Mequon, WI5 days ago- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based in Pewaukee, WI. Financial Advisors are based within a bank...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Menomonee Falls, WI2 days ago $41.71k - $65k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Local areaImmediate startDay shiftHispanic Alliance for Career Enhancement
Mequon, WI11 hours ago$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payFull timeImmediate start- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
WealthBridge Financial Group
Wauwatosa, WI3 days ago $1,210 per month
...Office Job Type Local Offering Non-Clinical Profession Finance Specialty Patient Financial Counselor Job ID 18854084 Job Title Patient Financial Counselor Weekly Pay $1210.0 Shift...Weekly payWork at officeLocal areaShift workOU Health (Parent)
Menomonee Falls, WI2 days ago- ...the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment revenue of our placed candidates over the past 8...
- ...Northwestern Mutual is seeking College Financial Representatives for its internship program in Wauwatosa, Wisconsin. Interns receive guidance to build a financial planning practice while engaging with experts and financial products. This opportunity allows you to gain...Full timeInternshipFlexible hours
Northwestern Mutual
Wauwatosa, WI4 days ago $100k - $125k
...Senior Financial Analyst (FP&A) Reporting to the VP of Finance & Accounting, the Senior Financial Analyst (FP&A) holds a critical role in capturing and reporting all financial reporting. This individual has a focus on financial planning, both short-term and long-term...Temporary workWork at officeRemote workDGI Supply
Menomonee Falls, WI5 days ago- ...finance organization. Rather than a traditional accounting profile, we are looking for a commercially curious thinker who can turn financial data into insights and actions. The ideal candidate is hands-on, thrives in a dynamic environment, and can drive process...Local areaWorldwideRelocation1 day per week
Castolin Eutectic
Menomonee Falls, WI3 days ago - ...together and celebrate together. If you want to advance the world of fintech, we’d like to ask you: Are you FIS? About the role: As a Financial Analyst, you’ll have your finger on the financial pulse of the entire organization. Working with a diverse team, you’ll be...Full timeWork at officeFlexible hours2 days per week
DEV INC
Brown Deer, WI5 days ago $25 - $27.88 per hour
...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Hourly payWork at officeShift workWeekend workDay shiftDormont Manufacturing Company
Bayside, WI2 days ago- ...A leading fintech company is seeking a Financial Analyst to take a pivotal role in financial planning and analysis. Responsibilities include performing technical analysis, preparing budget projections, and tracking financial performance. Candidates should have a Bachelor...Flexible hours
DEV INC
Brown Deer, WI3 days ago $17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands‑on experience,...Hourly payImmediate startAssociated Banc-Corp
Whitefish Bay, WI5 days ago$17 - $28.96 per hour
...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,...Hourly payImmediate startAssociated Banc-Corp
River Hills, WI4 days ago- ...for coordinating bank resources to assist clients in achieving financial goals while providing products and services which produce a profit... ...implications of financial decisions and refers customer to tax advisor when appropriate. Operations Opens and closes the branch. Opens...Temporary workBank staffWork at officeLocal areaDay shift
North Shore Bank
Grafton, WI11 hours ago $95.06k - $162.96k
...Role Summary As a Private Banker, you will expand and deepen relationships with high-net-worth clients by identifying their financial needs and connecting them with tailored lending, deposit, fee income, asset growth, and financial planning solutions. You will serve...Associated Banc-Corp
River Hills, WI3 days ago- ...Financial Specialist UW Credit Union is growing and hiring a group of Financial Specialists to provide remarkable service and support our members in the Milwaukee area. Join our team and be part of a rewarding journey at UW Credit Union! Why This Job Is Right for You You...H1bWork at officeFlexible hoursDay shift
UW Credit Union
River Hills, WI11 hours ago - ...Hours: Monday-Friday 9:00am to 5:00pm CST SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility...Work at officeMonday to FridayNight shift
First Horizon
Germantown, WI1 day ago $18 per hour
Overview Starting salary for Teller position is $18.00 an hour and up, depending on experience. Part-time position is approximately 25 hours a week and work most Saturdays. Responsibilities This position is responsible for accurately processing deposit account and loan...Part timeWaterStone Bank
Fox Point, WI1 day ago- ...Bank in Menomonee Falls, Wisconsin is actively seeking a productive full‑time Universal Teller. Are you passionate about providing financial services to our community? Do you want to work for a successful company that is continuously growing? If yes, please continue...Full timeLocal areaMonday to FridayFlexible hoursNight shift
Horicon Bank
Menomonee Falls, WI2 days ago $86.36k - $101.6k
...Analyst At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workSeasonal workWork at officeLocal areaU.S. Bank
Butler, WI1 day ago- ...where and when you are needed Ability to work in an autonomous environment Working at UW Credit Union Join one of Wisconsin's premier financial institutions, a nationally recognized Top Workplace, and a multi-year recipient of Madison Magazine's Best Places to Work,...16 hoursPart timeH1b
UW Credit Union
River Hills, WI2 days ago - Landmark Credit Union in Glendale, WI is seeking a part-time Teller to serve members with accuracy and professionalism. This 28-hour/week role involves cash handling, basic product explanations, and friendly, dependable service. You will work varied weekday shifts and Saturdays...Part timeShift workWeekday work
Landmark Credit Union
Glendale, WI11 hours ago
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