Financial Advisor
$100kDrake & Associates, LLC
Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our 'One Plan, One Coach' approach and seek a driven, client-focused Lead Financial Advisor to join our team. Why You'll Love This Role Built-in clients — no prospecting and no cold calling required Consistent schedule with 7 guaranteed appointments weekly $100K+ 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 salesStrong 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 Drake & Associates, LLC
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...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,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Milwaukee, WI5 days ago$61k - $119k
...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 focused...SuggestedFor contractorsWork at officeNorthwestern Mutual
Milwaukee, WI3 days ago$51.8k - $95.9k
...Responsibilities Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars...SuggestedLocal areaHispanic Alliance for Career Enhancement
Milwaukee, WI5 days ago$65k - $85k
...Financial Advisor Retirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking, we're the...SuggestedWork at officeWeekday work$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 office- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...
- 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
$55k - $65k
...Retirable is a mission-driven, venture-backed fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking, we’re the bridge...Work at officeMonday to FridayStoryboard
Milwaukee, WI5 days ago- ...Northwestern Mutual's College Financial Representative internship provides guidance, connection, and a framework for building an integrated financial planning practice while you study. You will learn prospecting, develop a business strategy, meet clients, and gain exposure...Full timeInternshipFlexible hours
Northwestern Mutual
Milwaukee, WI4 days ago - ...Overview Join to apply for the Associate Financial Advisor role at Bluespring Wealth Partners . Established in 1977, Charter Capital Management, LLC is a Brookfield-based registered investment advisory firm providing wealth management and tax preparation services to individual...Permanent employmentFull timeWork at office
Bluespring Wealth Partners
Brookfield, WI4 days ago $164k - $250k
...independent wealth management firm dedicated to providing personalized financial planning and investment management services to over 90,000 households across the nation. We are looking for a VP Financial Advisor based in Milwaukee, WI. Position Overview The VP Financial...Full timeTemporary workFlexible hours- About The Role The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction and analysis, and investment research. About The Role The...
- VP Financial Advisor - Milwaukee, WI Wealth Enhancement Group invites a VP Financial Advisor to join our advisory team. The role focuses on managing relationships with UHNW clients, achieving their financial goals, and providing service that exceeds client expectations....Full timeTemporary workFlexible hours
$164k - $250k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...their future. For more information, please visit VP Financial Advisor - Milwaukee WI Wealth Enhancement Group has an exciting opportunity...Full timeTemporary workFlexible hours- ...Position Overview The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers to care while optimizing revenue for the organization. This position connects patients to available financial assistance programs,...Work at office
Outreach Community Health Centers
Milwaukee, WI1 day ago - Join our team which is committed to the delivery of the highest quality healthcare service. We are seeking a Patient Financial Counselor who is self-motivated, energetic, and a take-charge individual. Responsibilities: # Assist clients with applying and understanding...Work at office
Sixteenth Street Community Health Center
Milwaukee, WI5 days ago $17.75 - $21 per hour
...mobility and freedom. Could This Be For You? Educate and assist patients with making informed decisions about payment options and financial arrangements regarding their healthcare services. Determine and verify patient insurance coverage and eligibility for financial assistance...Work at officeLocal areaFlexible hoursHanger
Milwaukee, WI1 day ago- Overview 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...
$100k - $135k
...Job Description Job Description Financial Advisor Location: Downers Grove, IL and/or Greater Milwaukee Area Pay Range: $100,000 - $135,000 per year Our client is one of the largest independently owned fee-based wealth management firms in the Midwest. They...Full timeTemporary workWork at office$63.83k - $136.58k
...serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate... ...Wealth Management, your story is our focus. As the Wealth Advisor, you will lead a highly integrated team-based approach working...Work at officeLocal areaFlexible hoursUMB Bank
Milwaukee, WI3 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
Wauwatosa, 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 timeFor contractorsInternshipLocal areaUnavailable
Elm Grove, WI5 days ago$91.8k - $171k
...clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive...Contract workPart timeLocal areaShift workBank of Montreal
Milwaukee, WI5 days ago- ...Job Type Full-time Description Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-oriented Resident Financial Counselor (Senior Living) to join our team. In this vital role, you will support residents and their families...Full timeTemporary workPart timeReliefFlexible hours
Illuminus
Milwaukee, WI5 days 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, WI7 days ago $1,000 per month
...Who We Are Testing "Who We Are" Overview College Financial Representatives in the internship program at Northwestern Mutual... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Milwaukee, WI4 days ago- ...Bank of America seeks a Merrill Advisor Development Program – Financial Advisor to work with high-net-worth individuals, identifying their financial needs and developing customized investment strategies. This role emphasizes building relationships and delivering comprehensive...
Bank of America
Milwaukee, WI3 days ago - ...least 3 days per week (Monday–Thursday), with flexibility to work remotely up to 2 days, including Friday. Position Summary – Senior Financial Analyst (corporate IT FP&A) The Senior Financial Analyst is a critical member of the FP&A organization, serving as a lead owner...Contract workRemote workWorldwide3 days per week
Regal Rexnord
Milwaukee, WI1 day ago $65k - $85k
...DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial... ...in financial planning? We’re not just hiring a Junior Financial Advisor — we’re investing in the next generation of trusted advisors. From...InternshipDBHW Wealth Partners
South Milwaukee, WI3 days ago- ...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, WI5 days ago
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