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

Entry-Level Financial Services Representative

WizeHire, Inc

Training Provided Are you a driven, client-focused professional seeking career advancement and amazing income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Milwaukee team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career. Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Why Join Lakeshore Financial Group? Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life. Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed. Professional Development: Gain valuable experience in sales, finance, and client relationship management. Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and retirement plan. Occasional in-office presence is required so candidates must be local to Milwaukee, WI or surrounding cities. #J-18808-Ljbffr WizeHire, Inc

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Entry-Level Financial Services Representative in Milwaukee, WI vacancy
  •  ...the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company...  ...providing holistic financial advisory services to clients on a day-to-day basis. Qualifications...  ...'s degree is preferred Seniority level Entry level Employment type Full-time Job... 
    Entry level
    Full time

    Northwestern Mutual

    Milwaukee, WI
    13 hours ago
  • $128k - $252.5k

     ...comprehensive end-to-end support and advisory services, covering areas such as valuation...  ...them navigate challenges, avoid financial pitfalls, and implement practical solutions...  ...Professional development From entry-level employees to senior leaders, we believe... 
    Entry level
    Local area

    Deloitte

    Milwaukee, WI
    13 hours ago
  • $77k - $202k

     ...Associate, you will specialize in consulting services for various business applications,...  ...in using and managing the Oracle Financials software, an integrated financial management...  ...does not intend to hire experienced or entry level job seekers who will need, now or in the... 
    Entry level
    Full time
    H1b

    PwC

    Milwaukee, WI
    4 days ago
  • $10k - $15k

     ...Associate Financial Representative A registered Associate Financial Representative (AFR) specializes in client service and processing of variable products and other securities and ensuring...  ...and select customization level Verify paperwork is completed correctly... 
    Suggested
    Contract work
    Work at office
    Home office

    Northwestern Mutual

    Milwaukee, WI
    1 day ago
  • $77k - $202k

     ...Associate, you will specialize in using and managing the Oracle Financials software, an integrated financial management system that...  ...protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship... 
    Entry level
    Full time
    H1b

    PwC

    Milwaukee, WI
    2 days ago
  • $75k - $100k

    We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook...  ...their financial goals through a variety of planning services and hone skills related to risk management, estate... 
    Entry level
    Full time
    Part time
    Flexible hours

    Lakeshore Financial Group

    Milwaukee, WI
    13 hours ago
  • $55k

     ...Join to apply for the Sales Service Representative role at F Street F Street Smart Building Products is redefining how people experience water...  ...to think — and how hard you’re willing to work. Seniority level Entry level Employment type Full-time Job function Sales and... 
    Entry level
    Full time
    For contractors

    F Street Corporation

    Milwaukee, WI
    4 days ago
  • $13 - $16 per hour

    Circle K Cashiers provide fast and friendly service to customers by operating the register, handling cash transactions, restocking shelves...  ...with fuel transactions and customer questions. This role is entry-level and offers flexible scheduling. Average pay: $13 - $16 per... 
    Entry level
    Hourly pay
    Flexible hours

    Circle K

    Greenfield, WI
    13 hours ago
  • $116.2k - $229.1k

     ...will help insurance carriers strengthen financial planning, forecasting, and analytics...  ...insurance finance and global business services leaders navigate an increasingly challenging...  ...Professional development From entry-level employees to senior leaders, we believe... 
    Entry level
    Local area
    Visa sponsorship

    Deloitte

    Milwaukee, WI
    3 days ago
  • $124k - $280k

     ...will interact with clients at a strategic level, leveraging your skills and professional...  ...- Utilizing advanced knowledge of Oracle Financials and Hyperion Financial Management to enhance...  ...does not intend to hire experienced or entry level job seekers who will need, now or... 
    Entry level
    Full time
    H1b

    PwC

    Milwaukee, WI
    2 days ago
  • $45 per hour

     ...are engaged and to achieve the representative sample needed. Participation...  ...their upcoming products and services in the American market. Main...  ...recordings, videos, product journal entries, etc.) Take care of the...  ...for those looking for an entry-level opportunity, flexible or... 
    Entry level
    Hourly pay
    Weekly pay
    Extra income
    Temporary work
    Part time
    For contractors
    Seasonal work
    Remote work
    Work from home
    Flexible hours

    GL1

    Milwaukee, WI
    3 days ago
  • $93k - $171.3k

     ...independence considerations impacting personal financial relationships and employment...  ...Deloitte as the clear leader in professional services, making us the first choice for clients...  ...Professional development From entry-level employees to senior leaders, we believe... 
    Entry level
    Work at office
    Visa sponsorship

    Deloitte

    Milwaukee, WI
    1 day ago
  •  ...Remote Customer Service Representative | Work From Home | Weekly Pay | No Experience Required Company: AO | Globe Life Location: 1...  ...development. Career Advancement Many of our leaders began in entry-level roles and advanced through performance and mentorship. ❤... 
    Entry level
    Weekly pay
    Full time
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Globe Life AIL - Lisa Russel

    Milwaukee, WI
    29 days ago
  •  ...through a variety of proactive sales and service activities. Manages the customer experience...  ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem...  ...Customer Needs Work Experience Roles at this level typically require an Associates or... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Whitefish Bay, WI
    4 days ago
  • $65k - $85k

     ...DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial...  ...forefront of financial strategies, market insights, and client service excellence. Ambitious about earning your CFP?, CFA?, or other... 
    Entry level

    DBHW Wealth Partners

    South Milwaukee, WI
    13 hours ago
  •  ...through a variety of proactive sales and service activities. Manages the customer experience...  ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem...  ...Needs Work Experience Roles at this level typically require an Associates or... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Brookfield, WI
    13 hours ago
  • $23.75 - $29.03 per hour

     ...available deposit and loan products and services, and recommending solutions based on each...  ...questions and learning about their financial needs, and banking channel preferences....  ...first mindset Demonstrated advanced level of proficiency in making appropriate recommendations... 
    Temporary work
    Local area

    US Bank

    Milwaukee, WI
    13 hours ago
  •  ...00/yr Location: Milwaukee, WI Seniority level: Entry level Job function: General Business, Administrative, and Customer Service Responsibilities Process a variety of complex...  ...accuracy. Analyze and process advanced financial and non-financial specialized trades.... 
    Entry level
    Contract work
    Work experience placement

    Russell Tobin

    Milwaukee, WI
    3 days ago
  •  ...Partners is a leading investment management, financial, and tax planning firm dedicated to...  ...the adoption of new technology by client service teams and trains others as necessary Frequently supervises and trains entry-level positions and the Operations Group Advises... 
    Entry level
    Full time
    Temporary work
    Work at office

    DBHW Wealth Partners

    South Milwaukee, WI
    13 hours ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...financial strength and access to the best products and services for our clients. Our Financial Representatives and... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Elm Grove, WI
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

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

     ...anticipated to remain open for 30 days, from 04-Sep-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Elm Grove, WI
    1 day ago
  •  ...Financial Aid Counselor Position Title: Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of... 
    Full time
    Work at office
    Afternoon shift

    Mount Mary College

    Milwaukee, WI
    3 days ago
  •  ...Oarsman is seeking a Wealth Advisor/Financial Planning Specialist to work with Portfolio Managers and Relationship Managers to ensure clients receive detailed financial planning and superior service. The role involves gathering information, preparing plans, coordinating... 

    Spano Pratt

    Milwaukee, WI
    3 days ago
  • $81.86k - $120.41k

     .... As a fiduciary, we deliver financial outcomes for our clients through...  ...Manager, Trust Advisor and Service Administrator to build the...  ...presentation skills. You have a high level of emotional intelligence...  ...range on this listing represents UMB’s good faith and reasonable... 
    Full time
    Work at office
    Local area
    Flexible hours

    UMB Bank

    Milwaukee, WI
    3 days ago
  • $42k - $63k

     ...With Purpose, focusing on the highest level of customer service and operational excellence for its...  ...critical role in maintaining accurate financial records, producing timely reports, analysis...  ...Do General Ledger Management: Post entries accurately and completely to the... 
    Entry level
    Hourly pay
    Full time
    Work experience placement
    Work at office

    Packaging Corporation of America (PCA)

    Milwaukee, WI
    2 days ago
  • $100.35k - $205k

     ...tax compliance and consulting services to large global and dynamic...  ...As a Tax Manager within the Financial Services arm of our Business...  ...and take strategy to the next level. Learn more about Deloitte Business...  ...development From entry-level employees to senior leaders... 
    Entry level
    Work at office

    Deloitte

    Milwaukee, WI
    3 days ago
  •  ...Associate Financial Advisor About the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer...  ...designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of... 

    Baird

    Milwaukee, WI
    4 days ago
  • About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement...  ...experience, we invite you to take your career to the next level by applying to join our team today!Key Responsibilities:... 
    Full time
    H1b
    Work at office
    Visa sponsorship

    Ameriprise Financial

    Milwaukee, WI
    13 hours ago
  • $134.28k - $164.12k

     ...serve to make better and smarter financial decisions and enabling the...  ..., clients expect to be serviced by professionals who understand...  ...services. Monitor client asset levels and propose fee structure amendments...  ...structures. Participate and represent the Relationship Management... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Milwaukee, WI
    11 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Entry-Level Financial Services Representative. Be the first to apply!