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

Wealth Advisor

WealthBridge Financial Group

WealthBridge Financial Group is seeking a Financial Consultant to work closely with clients to understand their financial objectives and provide tailored advice aligned with their goals. You will leverage analytics to assess needs and develop effective action plans, collaborating with industry experts to deliver comprehensive wealth management solutions. The role emphasizes building long-term client relationships and communicating complex strategies clearly, supported by advanced tools and #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor in Green Bay, WI vacancy
  •  ...Mercer Advisors is seeking a Wealth Advisor to deepen client relationships and grow their practice through referrals. This role focuses on providing advanced financial planning and solutions, supported by a dedicated Sales team, all while ensuring compliance and client... 
    Suggested

    Mercer Advisors

    Green Bay, WI
    1 day ago
  •  ...engage with clients to understand their financial objectives and provide tailored advice across investments, retirement planning, and wealth management. You will leverage advanced financial tools and analytics to assess client needs, develop action plans, and monitor... 
    Suggested

    WealthBridge Financial Group

    De Pere, WI
    1 day ago
  • $50k

     ...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 on our clients rather than shareholder returns.... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Green Bay, WI
    4 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... 
    Suggested
    Work at office

    Unavailable

    De Pere, WI
    3 days ago
  •  ...will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make... 
    Suggested

    WealthBridge Financial Group

    Howard, WI
    22 hours ago
  • Magellan Health is seeking a dedicated Counselor to provide personal financial counseling services to military service members and their families. The role requires a bachelor's degree and 3+ years of relevant experience. Counselors will assist with financial management...

    Magellan Health

    Green Bay, WI
    1 day ago
  •  ...Associated Bank seeks a Virtual Financial Advisor to deepen client relationships by conducting investment reviews, identifying opportunities, and delivering tailored financial solutions. Role emphasizes outbound outreach, warm referrals, and consultative sales via phone... 

    Associated Banc-Corp

    Green Bay, WI
    1 day ago
  • $61k - $119k

     ...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you...  ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    De Pere, WI
    2 days ago
  •  ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives... 

    Thrivent

    Green Bay, WI
    more than 2 months ago
  •  ...product or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement...  ...and a pension enhancement plan, plus full medical and dental benefits #J-18808-Ljbffr Tri-State Wealth Advisors of Prudential Advisors

    Tri-State Wealth Advisors of Prudential Advisors

    Green Bay, WI
    5 days ago
  •  ...skills Nice-to-Haves: Life & Health Insurance License Series 7, Series 66, and SIE Registrations Experience as a financial advisor or wealth management professional. Proven track record of cultivating client relationships, understanding financial objectives, and... 
    Remote work
    Flexible hours

    Lakeshore Financial Group

    Green Bay, WI
    3 days ago
  • About the Role LearnLux is looking for a Financial Planner located in Puerto Rico to join our team on a contractor basis. Leveraging the LearnLux digital experience you will work directly with employees based in Puerto Rico to provide them with unbiased, holistic financial...
    For contractors
    Local area
    Remote work

    LearnLux

    De Pere, WI
    4 days ago
  • : Parish Financial Consultant Finance & Accounting Full-time, Benefit eligible PRIMARY RESPONSIBILITIES: This position performs financial, operational and compliance reviews of parishes and other diocesan entities to assess compliance with Diocesan standards. Review...
    Full time

    Diocese of Green Bay

    Green Bay, WI
    14 days ago
  • $17 - $28.96 per hour

    Relationship BankerAt Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then...
    Hourly pay
    Immediate start

    Associated Banc-Corp

    De Pere, WI
    2 days ago
  • Member Relationship Officer I – Full Time We currently have a career opportunity for a full-time Member Relationship Officer I at our West De Pere branch! The Member Relationship Officer I creates a positive impression and establishes strong member relationships, creating...
    Full time
    Temporary work
    Work at office
    Flexible hours

    Fox Communities Credit Union

    De Pere, WI
    1 day ago
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank...

    Associated Trust Company, NA

    De Pere, WI
    22 hours ago
  • $1,000 per month

     ...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    De Pere, WI
    4 days ago
  • $1,000 per month

     ...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Green Bay, WI
    3 days ago
  •  ...relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects Nicolet's culture, values, and commitment to...  ...to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience. Meet and exceed... 
    Temporary work
    Work at office
    Local area

    Nicolet National Bank

    Green Bay, WI
    2 days ago
  • $41.71k - $65k

    Retail Banking Sales & Service 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 ...
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Green Bay, WI
    1 day ago
  • Senior Universal Banker At Summit Credit Union, we're all about people helping peoplewhile building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Oneida branch, you'll be at the center of that mission. You won't just ...
    Work at office
    Local area

    Summit Credit Union

    Green Bay, WI
    2 days ago
  • JPMorganChase is seeking a Relationship Banker to represent our brand in-branch with hospitality and technology-enabled service. You will acquire, manage, and retain client relationships, applying your financial knowledge to offer thoughtful solutions that address their...

    JPMorganChase

    Green Bay, WI
    4 days ago
  • Commercial Loan OfficerBellevue - Green Bay, WI 54302OverviewSalary Range $79,300.00 - $97,900.00 Salary Position Type Full Time Job Shift Day Category BankingDescriptionPosition Summary:As an employee of the Bank, supports company culture and mission statement to Have...
    Full time
    Bank staff
    Shift work

    Bank of Luxemburg

    Green Bay, WI
    4 days ago
  • Description Step into a role where your analytical instincts and financial curiosity drive smarter business decisions. As a Credit Analyst at Green Bay Packaging, you'll dive deep into credit data, collaborate with teams across the country, and help shape smart, risk-aware...
    Work at office

    Green Bay Packaging

    Green Bay, WI
    3 days ago
  • We currently have a career opportunity at our Main Street branch in Green Bay for a Part-Time Teller (20 hours/week)! The Teller creates a positive first impression and establishes strong member relationships, processes member transactions, and assists members with account...
    Temporary work
    Part time
    Flexible hours

    Fox Careers Page

    Green Bay, WI
    22 hours ago
  • $19 per hour

    Lead Teller – Pay Starting at $19+ DOE Location: 1901 Main St, Green Bay, Wisconsin Job Summary Responsible for coordination of branch activities, performing office and administrative duties, resolving problems, and actively cross‑selling bank products and services. Supports...
    Work at office

    North Shore Bank

    Green Bay, WI
    1 day ago
  • Community First TellerWe believe tellers are Community First's essential, front-line ambassadors. As our Teller, your energy for engaging with people, ninja accuracy, and wicked organizational skills will find a great home. Our members are owners of Community First, and...
    Work at office
    Monday to Friday
    Day shift

    Community First Credit Union

    De Pere, WI
    4 days ago
  • We currently have a career opportunity at our West De Pere branch for a Part-Time Teller (20 hours/week)! The Teller creates a positive first impression and establishes strong member relationships, processes member transactions, and assists members with account maintenance...
    Temporary work
    Part time
    Flexible hours

    Fox Communities Credit Union

    De Pere, WI
    2 days ago
  • Job TitleUpholds the Credit Union's mission of "We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve" by assisting members in person, through drive-ups, or by telephone, providing a broad range of Credit Union...
    Work at office
    Night shift

    Capital Credit Union

    Green Bay, WI
    1 day ago
  • $17 - $22.96 per hour

    Teller PositionJoin Associated Bank as a Teller, where you'll provide exceptional service and support to every customer interaction. In this front-line role, you'll process transactions accurately, identify opportunities to meet customer needs, and promote financial solutions...
    Hourly pay
    Night shift

    Associated Banc-Corp

    Green Bay, WI
    4 hours ago

Do you want to receive more vacancies?

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