Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Licensed Financial Advisor

Lakeshore Financial Group

Licensed Financial AdvisorJoin Lakeshore Financial Group as a licensed financial advisor and become part of a team dedicated to empowering clients with personalized financial strategies. Here, you'll cultivate strong connections with a diverse clientele, ensuring their financial well-being is prioritized through our unique, comprehensive approach. Our inclusive environment fosters collaboration and innovation, supporting your professional growth and enabling you to make a tangible impact on clients' lives. You'll take the lead in evaluating and developing customized financial plans, all while enjoying flexible working arrangements that suit your lifestyle. We offer a dynamic work culture where your career advancement is a priority, along with heavily subsidized health benefits, including dental and vision insurance, as well as life and disability insurance. Our 401(k) plan and commitment to your growth further underscore our dedication to your success. If you're ready to embark on a transformative journey, let's work together to help clients achieve their financial goals with confidence and clarity.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Advisor in Milwaukee, WI vacancy
  • Join Lakeshore Financial Group as a Licensed Financial Advisor, where you'll be part of a forward-thinking team committed to empowering clients with tailored financial strategies. We pride ourselves on fostering strong, meaningful connections with a diverse range of clients... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Lakeshore Financial Group

    Milwaukee, WI
    6 days ago
  •  ...but not sure how to get started? A new Advisor is typically a career changer who has hit...  ...goals and visions to develop a holistic financial roadmap using tools such as retirement planning...  ...OpportunitiesFully paid sponsorship of Licensing/CredentialingRobust development bonuses... 
    Suggested
    Work at office

    Northwestern Mutual

    Milwaukee, WI
    4 days ago
  • $45k - $100k

     ...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where...  ...of the way, providing:Paid training – Get registered and licensed and learn how to be a financial advisor with the industry's... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Elm Grove, WI
    2 days 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...  ...representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Unavailable

    Elm Grove, WI
    4 days ago
  •  ...career. Make an impact providing expert financial advice with heart. Thrivent is a...  ...coaching as you obtain your state insurance licenses (life, health & variable contracts), Series...  ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding,... 
    Suggested
    Local area

    Thrivent Financial

    Milwaukee, WI
    4 days ago
  • $115k - $125k

    Financial Advisor / Financial Planner (CFP® Preferred) Elm Grove, WI (Hybrid: 4 Days In Office) $115,000-$125,000 Base + Incentive Plan ⏰...  ...Qualifications Required: ~ Series 65 or 66 ~ Wisconsin Life & Health License ~ FINRA registration ~3+ years of client-facing advisory... 
    Summer work
    Work at office
    Work from home
    Flexible hours

    Liberty Financial Group Inc

    Elm Grove, WI
    7 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the... 
    Work at office

    Northwestern Mutual

    Elm Grove, WI
    5 days ago
  •  ...Financial AdvisorDBHW Wealth Partners is a leading investment management, financial, and...  ...exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands...  ...mentorshipEducation, Experience, and Licensing:Associate's degree preferred.Series 63,... 
    Full time
    Temporary work
    Work at office

    DBHW Wealth Partners

    Brookfield, WI
    1 day ago
  •  ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies...  ...receive: Practice management coaching Training and licensing support Professional development opportunities Marketing... 
    Full time
    Contract work
    For contractors
    Work at office
    Remote work

    Eagle Strategies

    Milwaukee, WI
    2 days ago
  • $45k - $100k

     ...Financial Advisor PositionJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where...  ...step of the way, providing:Paid training – Get registered and licensed and learn how to be a financial advisor with the industry's... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Milwaukee, WI
    6 days ago
  • $150k

     ...Position: Financial Advisor Locations: Phoenix, AZ | Denver, CO | Remote​ About AQI Gallacher Capital (GC) dba Forward Wealth...  ...(e.g., CFP, CFA) are preferred Series 65 or 66 licensing is required​ What We Offer Independence to build... 
    Work at office
    Remote work

    AQI Services LLC

    Milwaukee, WI
    1 day ago
  • $20.54 - $24.16 per hour

     ...This role will be on-site at one of the following Midwest Region Campuses in Wisconsin: Kenosha, Brookfield, Madison. The Financial Aid Advisor supports Herzing University’s mission through administration of financial aid funding for the University’s students. This... 
    Hourly pay
    Work at office
    Monday to Friday
    Afternoon shift

    Herzing Brand

    Brookfield, WI
    2 days ago
  •  ...Lead Advisor is a wealth management recruiting and consulting firm. This role is for one...  ...Associate Advisor is to deliver comprehensive financial planning services and an exceptional...  ...and CRM systems ~ Series 7 and 66 licenses required ~ LAH insurance license preferred... 

    Lead Advisor

    Milwaukee, WI
    2 days ago
  •  ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and...  ...or company you sell \n The look and feel of an independent advisor—with the benefits of being an employee \n Three retirement programs... 

    Tri-State Wealth Advisors of Prudential Advisors

    Milwaukee, WI
    6 days ago
  • $61k - $119k

     ...Job Description Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your...  ...financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Brookfield, WI
    6 days ago
  • $73.5k - $120k

     ...Job Description Financial Advisor – Hybrid \n Milwaukee, Wisconsin \n \n Bring your skills to a deeply purposeful, financially...  ...and coaching as you obtain the state insurance and securities licenses necessary for this position. \n \n Role Description \... 
    Full time
    Work at office
    Local area
    Remote work
    3 days per week

    Thrivent

    Milwaukee, WI
    25 days ago
  • Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment... 
    Full time

    Northwestern Mutual

    Milwaukee, WI
    2 days 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...  ...representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the... 
    Work at office

    Unavailable

    Wauwatosa, WI
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual...  ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build...  ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Whitefish Bay, WI
    2 days ago
  •  ...Senior Financial Analyst Job Description – Manufacturing Position Summary We are seeking a highly analytical and detail-oriented Senior Financial Analyst to join our finance team in a manufacturing environment. This individual will be responsible for financial planning... 

    CPS

    Brookfield, WI
    2 days ago
  • $185k - $280k

    The Milwaukee, WI opening for a Digital-Asset Quantitative Trader is fully remote and restricted to applicants in that area. Its mandate is to build a controlled institutional process for liquid digital-asset markets while providing Central Time coverage that connects ...
    Remote work
    Work from home
    Home office
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Day shift

    AP Terminal

    Milwaukee, WI
    3 days ago
  • $190k - $285k

    From Milwaukee, WI, the fully remote Quantitative Trader — Multi-Asset will trade and evaluate systematic strategies across liquid equities, exchange-traded funds, futures, and foreign exchange. This opening is limited to applicants based in the Milwaukee, WI area and ...
    Remote work
    Work from home
    Home office
    Flexible hours
    Day shift

    Anemoi Predictive Technology LLC.

    Milwaukee, WI
    5 days ago
  •  ...Job Description Job Description Job Summary: A Wealth Advisor/Financial Planning Specialist will work with Portfolio Managers and Relationship Managers in ensuring each client has received detailed financial planning.  This role involves accumulating information... 
    Full time
    Work at office
    Remote work

    Spano Pratt

    Milwaukee, WI
    28 days ago
  • $97k - $192k

     ...of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued...  ...currently holds the appropriate state licensing, or is willing to obtain it quickly and...  ...where he focuses on helping members and advisors create lasting impact through financial... 
    Work at office
    Local area
    Work from home
    Flexible hours

    Wisconsin Region Modern Woodmen of America

    Milwaukee, WI
    3 days ago
  • $61k - $119k

     ...your clients achieve their goals through financial planning.Increase your chances of...  ...sophisticated team, or becoming an advanced advisor.Compensation & BenefitsPerformance-based...  ...expense allowancesSupport for insurance licensing, Securities Industry Essentials, Series... 
    Work at office

    Northwestern Mutual

    Milwaukee, WI
    1 day ago
  •  ...Financial Aid CounselorReports To: Director of Financial Aid & Veterans ServicesDepartment: Financial Aid & Veterans ServicesEmployment Status: Full-timePay Months: July-JunePosition Summary: The position of Financial Aid Counselor is an integral part of Mount Mary University... 
    Work at office
    Afternoon shift

    Mount Mary College

    Milwaukee, WI
    2 days ago
  •  ...Junior Financial AdvisorDBHW Wealth Partners is a leading investment management, financial...  ...motivated and detail-oriented Junior Financial Advisor to support our advisory team in...  ...Accounting, Business, or related field required.Licensing & Certifications (Industry Standard... 

    DBHW Wealth Partners

    South Milwaukee, WI
    1 day ago
  •  ...Overview At Johnson Financial Group, our Wealth Advisors are more than financial professionals - they are trusted local partners who help clients, families, and businesses make confident decisions for the future. If you are relationship-driven, community-minded,... 
    Local area

    Johnson Financial Group LLC

    Milwaukee, WI
    5 days ago
  • Job Description Job Description Company Description At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact...
    Work at office
    Local area

    Equus

    Milwaukee, WI
    29 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives...  ...meetingsReceive Risk Product State Licensing: Life, Accident, and HealthBuild life...  ...a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Elm Grove, WI
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Licensed Financial Advisor. Be the first to apply!