Financial Advisor
$200kDrake Associates Inc
Job DescriptionJob DescriptionFinancial 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 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 ImpactDevelop, present, and implement tailored financial plansAdvise clients on annuities, life insurance, long-term care, and managed investmentsProvide comprehensive financial planning, including investment, insurance, and retirement strategiesCultivate and maintain strong client relationships What We’re Looking ForActive Life & Health licenseSeries 65 or Series 66 and 7 licensesBachelor’s degree preferredMinimum three years of financial services experience, with an emphasis on salesStrong organizational, analytical, and communication skills (verbal and written)Proficiency with Google Suite; Salesforce experience preferred What Makes You a Great FitInitiative and persistencePositive attitudeEntrepreneurial mindsetEffective local marketing skillsPersuasive communication 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!
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Mequon, WI3 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 their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Mequon, WI5 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...Suggested
Professions Inc
Mequon, WI29 days ago $61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Germantown, WI4 days ago$16.48 - $23.13 per hour
...Financial Counseling Representative Join R1 as a Financial Counselor and help uninsured and underinsured patients understand their coverage and financial assistance options. In this on-site role, you will regularly travel between multiple hospital floors to meet with...SuggestedHourly payLocal area$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Mequon, WI3 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...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Menomonee Falls, WI1 day 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 payAssociated Banc-Corp
Brown Deer, WI1 day ago$41.5k - $65.5k
...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...Contract workPart timeLocal areaImmediate startDay shiftBMO Financial
Cedarburg, 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 payAssociated Banc-Corp
Mequon, WI5 days ago- ...involvement and building local relationships * National Mortgage Licensing System (NMLS) registration required Join a team that values relationships, community involvement, and professional growth while helping customers achieve their financial goals. Apply today!Local area
Port Washington State Bank
Mequon, WI23 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. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Wauwatosa, WI2 days ago$17 - $22.96 per hour
...interaction. In this front-line role, you’ll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payFull timeNight shiftAssociated Banc-Corp
Mequon, WI4 days ago- ...participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Mequon, WI5 days ago - ...by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work...Work experience placementMonday to ThursdayShift workWeekday work
Landmark Credit Union
Mequon, WI2 days ago - ...Job Description Job Description 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...
WealthBridge Financial Group
Wauwatosa, WIa month ago $1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Germantown, WI2 days ago- ...with vendors via phone and email. Support sales activities daily by processing credit card payments and by updating customers’ financial information. Complete customer requests for supplier paperwork, including NDAs. Maintain and organize ISO-related documentation...Full timeCasual workWork at office
Partsbadger-LLC-1
Cedarburg, WI1 day ago - ...empowered with tools to succeed and supported in their careers. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike. Our Values Relationship Based |...Local area
Bank First
Cedarburg, WI17 days ago $41.5k - $65.5k
...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...Contract workPart timeLocal areaImmediate startDay shiftBmo
Menomonee Falls, WI2 days ago$41.25k - $68.75k
...proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue...Temporary workWork experience placementWork at officeP N C Bank NA
Bayside, WI4 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 timeFlexible hours
- Port Washington State Bank, a 16-time Top Workplace winner, is a community-minded bank where people build lasting careers. Whether you're exploring a new path or looking to grow your experience, this role is a great way to step into the banking field. We provide thorough...Part time
Port Washington State Bank
Mequon, WI13 days ago $23.75 - $29.03 per hour
...Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging...Temporary work- ...applications.Conduct credit analysis and assess borrower credit risk.Approve loans within delegated authority limits.Advise borrowers on financial status, loan options, and payment methods.Guide customers through the loan application process.Process applications and verify...
Focus Credit Union
Menomonee Falls, WI5 days ago $17 - $22.96 per hour
...interaction. In this front-line role, you’ll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payPart timeNight shiftAssociated Banc-Corp
Glendale, WI1 day ago$18 per hour
Teller Position 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. What is the teller role... This position is responsible for accurately processing...Part timeWaterStone Bank
River Hills, WI1 day ago$17 - $22.96 per hour
...interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking knowledge while contributing to a team that values...Hourly payPart timeNight shiftAssociated Banc-Corp
River Hills, WI5 days ago- Role Specific Information Job Description About the Role As Information Security Analyst, you will detect, prevent and respond to information threats and security breaches through technical security programs designed to protect the integrity of the organization's networks...Remote work
$90k
...Job Description Job Description High-Energy Service Advisor Wanted Turn Your Drive and Personality Into a Career You Love Are you the type of person who loves staying busy, helping people, and achieving goals? Do you bring energy into a room, enjoy talking with...Temporary workAuto Safety Center
Cedarburg, WI3 days ago
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