Financial Consultant & Client Advisor
Johnson Financial Group LLC
Johnson Financial Group in Kenosha, Wisconsin is seeking a Financial Consultant responsible for developing new business in investment advisory and brokerage areas. You will work closely with the Lead Financial Advisor to acquire new clients, manage existing relationships, and deliver tailored financial solutions. The ideal candidate must have a Bachelor’s degree, experience in financial markets, and strong communication skills. Knowledge of financial planning concepts is essential, along with proficiency in MS Office Suite. This position offers opportunities for professional development and community involvement. #J-18808-Ljbffr
$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...SuggestedWork at officeWork from home- ...Overview The Financial Consultant (FC) is responsible for development of new business in the investment advisory and... ...1 advisory team at JFG and with the lead Financial Advisor, the FC actively solicits clients and prospects for business opportunities including...SuggestedWork experience placementLocal area
$65k - $100k
...should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Johnson Financial... ...at Johnson Financial Group as a Financial Advisor associated with LPL Financial. Under this...SuggestedLocal area- ...Johnson Financial Group in Pleasant Prairie, Wisconsin is seeking a Financial Advisor Assistant to provide administrative sales support. The role involves managing client accounts, scheduling appointments, and ensuring compliance with policies. Ideal candidates will have...Suggested
- ...Carthage College in Kenosha, WI is seeking a Financial Aid Officer to support student services by administering financial aid programs and ensuring compliance with federal and state regulations. This role involves counseling students on financial aid eligibility, reviewing...Suggested
- ...years of experience in Credit, Collections or call center preferred. Experienced in Microsoft Word and Excel. Ability to interpret financial statements. Benefits Complete health insurance coverage and 401(k) with 6% employer match that starts day one! Multiple bonus...Monday to Friday
$29 - $31 per hour
...professional who enjoys working with numbers? Join Uline as a Credit Analyst, where you’ll make informed credit decisions and evaluate financial data to keep customer orders moving. Your work will support business operations and ensure a reliable customer experience for a...Hourly pay- ...Join Uline as a Bilingual Credit Analyst to support credit decisions and evaluate financial data for North America operations. This role requires analytical skills and bilingual proficiency in English and Spanish. Qualifications include a Bachelor’s degree in Finance or...
- ...Uline in Pleasant Prairie, WI, is seeking a Bilingual Credit Analyst to support financial decision-making across U.S. and Mexico operations. The ideal candidate will analyze customer accounts, assess creditworthiness, and provide exceptional service. Qualifications include...
$29 - $31 per hour
...Provide excellent customer service through phone and email communications related to credit decisions and account inquiries. Analyze financial data, prepare reports, and present insights to leadership to support business decisions. Review high-risk or potentially...Hourly payPart time- A leading distributor of shipping materials is seeking a Corporate Sales Coordinator to support their sales team. The role involves performing administrative duties for senior sales management, preparing presentations, and conducting important sales account research. Ideal...Work at office
- Sales Appointment Coordinator Palmen Buick GMC Cadillac – Kenosha, WI We've recently changed our offered benefits and wages to stay competitive with the rising hiring demands. We're looking for the best to grow our family here at Palmen Buick GMC Cadillac and our wages...Local areaFlexible hours
- Corporate Sales Coordinator Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Sales strategies for satisfied customers! As a Corporate Sales Coordinator at Uline, support the team that takes care of our key customer accounts. Help drive Uline’s growth...Work at office
- Corporate Sales Coordinator Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Sales strategies for satisfied customers! As a Corporate Sales Coordinator at Uline, support the team that takes care of our key customer accounts. Help drive Uline’s growth...Work at office
- A leading distributor of shipping materials is seeking a Corporate Sales Coordinator to assist the Senior National Sales Director and support key customer accounts. Responsibilities include administrative support, research, and project management tasks. Candidates should...Work at office
- OEM Sales and Applications Coordinator FNA Group is a world class and leading manufacturer of consumer and industrial pressure washers and other outdoor power equipment. FNA's highly acclaimed brands include Simpson, Delco and CRX. Exclusive licenses with recognizable ...Work at officeMonday to Friday
- ...In collaboration with the sales team, conduct any walk-in or scheduled tours for social blocks and corporate/group potential clients as needed in the absence of the sales team. Assist the Director of Sales & Marketing in developing and producing promotional flyers...Work at officeWorldwide
- ...provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the... ...that positively impacts profitable new business development, client referrals and retention efforts. Key...Work experience placement
$20.54 - $27.78 per hour
...Region Locations Midwest Wisconsin - Kenosha, Brookfield, Milwaukee, Madison Minneapolis, MN Akron, OH The Financial Aid Advisor supports Herzing University's mission through administration of financial aid funding for the University's students. This...Hourly payWork at officeMonday to FridayAfternoon shift- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a... ...Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain...
- A leading distributor of shipping materials is seeking a Corporate Sales Coordinator to assist the Senior National Sales Director and support key customer accounts. Responsibilities include administrative support, research, and project management tasks. Candidates should...Work at office
- ...A leading financial services firm is seeking a Credit Analyst in Pleasant Prairie, WI to evaluate loan applicants' financial health, analyze reports, and recommend credit limits. The ideal candidate will have a Bachelor's degree and a background in customer service or...Work at office
- A leading distribution company is looking for a part-time Credit Analyst to review customer accounts and facilitate credit orders. The ideal candidate will have a Bachelor's degree in Finance or Accounting and at least 2 years of relevant experience. Responsibilities include...Part time
$29 - $31 per hour
...Provide excellent customer service through phone and email communications related to credit decisions and account inquiries. Analyze financial data, prepare reports, and present insights to leadership to support business decisions. Review high-risk or potentially...Hourly payPart time- ...credit or collections experience. The role includes overseeing special projects, resolving customer account issues, and performing financial analyses. Uline offers comprehensive benefits, including health insurance coverage, a 401(k) plan with a 6% employer match, and...
- ...Wisconsin, to manage a team of Credit Analysts. This role is integral to ensuring excellent customer service while performing detailed financial analyses. The ideal candidate will possess a Bachelor’s degree and have over 4 years in Credit or Collections. Uline offers...
$24 - $26 per hour
...Overview Join to apply for the Credit Analyst role at TieTalent. This position on our Finance team evaluates the financial health of a loan applicant, prepares reports, makes credit decisions and recommends credit limits to our customers. Pay from $24 to $26 per hour....Hourly pay$30 - $32 per hour
...who enjoys working with numbers? Join Uline as a Bilingual Credit Analyst, where you’ll make informed credit decisions and evaluate financial data across Uline’s U.S. and Mexico locations. Your work will support business operations and ensure a reliable customer...Hourly payLocal area- ...Overview Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker!... ...Group is known for its unmatched personal service by making the client experience front and center of every interaction. As the face of...
$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 start
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant & Client Advisor. Be the first to apply!
- financial planning assistant Kenosha, WI
- financial consultant Kenosha, WI
- financial advisor associate Kenosha, WI
- financial planning associate Kenosha, WI
- jde finance consultant Kenosha, WI
- financial associate Kenosha, WI
- financial planner Kenosha, WI
- financial advisor Kenosha, WI
- associate corporate finance Kenosha, WI
- financial planning administrator Kenosha, WI


