Investment Consultant
$72k - $110kGrabJobs
Benefits: Retirement Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Salinas Financial Group (a thriving District within Northwestern Mutual) is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in people’s lives as we accelerate the growth of our district office. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. The Backbone of Our Success, Our Local Leaders: Ulises Leach - Lead Recruiter: How long with NM? Joined Northwestern Mutual in November 2022 as a recruiter in the Santa Monica office. Prior Experience? Ulises served in the United States Navy for 4 years, then graduated with a degree in Political Science from UCLA in 2020. He has since focused on helping veterans transition into civilian careers. Passionate About? Ulises enjoys connecting with individuals looking to pivot their careers and find opportunities with Northwestern Mutual. Outside of work, he loves spending time with his fiancé, Alexa, their two dogs, Coqueta and Chata, and attending Los Angeles sporting events. Devin Salinas - Managing Director: How long with NM ? Joined NM in 2009 as an intern and became a full-time Financial Representative in 2010. Prior Experience? Studied Finance and Economics at Linfield College. Devin was one of the top producing College Financial Representatives during his internship and has been a perennial Lives Leader Summit qualifier since 2012. Passionate About? Enjoys working with entrepreneurs, business owners, and retirement clients. Outside of work, he is a passionate husband, “girl dad” and has completed many long-distance triathlons, where he has been recognized as an Ironman All World Athlete and multi-time USAT All American. Kyle Billings – Director of Development: How long with NM? Joined NM in January 2022 and was promoted to Director of New Advisor Development within three months. Prior Experience? Kyle has a background in journalism and marketing, with an MBA from Pepperdine University. He previously worked as a Champagne Specialist, Marketing Manager for Moet Hennessy, and Director of Marketing for an Australian Non-Alcoholic Spirits Brand. Passionate About? Kyle is passionate about mentoring and has led the Class of 2024 to the number 1 position nationwide. He is also an Advanced Sommelier, one of fewer than 700 in the world, and is currently studying for his CFP designation. Erik Gutierrez - Field Director: How long with NM? Joined in 2020. Career Accolades? Erik quickly grew his practice, helping the Santa Monica office become one of the top-producing firms in the region. He has earned numerous awards, including Pacesetter 40 and qualifying for FastTrack Academy. Passionate About? Erik is a gifted athlete with a background in baseball at Lipscomb University and maintains an interest in golf and pickleball. He is also active in his church and community. Dominique Jackson – Field Director: How long with NM? Dominique has been with Northwestern Mutual since the start of her career and has seen consistent year-over-year growth. Career Accolades? She is the top-producing new advisor in the network, qualifying for FastTrack Academy and advancing into leadership early in her career. Passionate About? Dominique is passionate about travel and making an impact, and has been instrumental in building one of the top district offices in California. Eric Cho – Financial Representative: How long with NM? Eric joined Northwestern Mutual in August 2024, early in his career, and has quickly demonstrated his dedication and ambition. Early Career Acceleration? A graduate of Berkeley, Eric comes from a family of entrepreneurs and has a strong foundation in relationship-building and productivity. Despite being early in his career, he has already set goals for leadership and is off to a great start in building enterprise value. Passionate About? Eric is passionate about building a lasting financial practice and helping clients achieve their financial goals. He is committed to financial planning and, as a family man, values work-life balance with his wife and child. Position Overview: As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. What Our Representatives Value: Potential for abundant, consistent, and predictable results. A collaborative, high-support team environment, fostering growth and camaraderie. Full business development process training and support for seamless operations. Proven operational systems and cutting-edge technology for enhanced agent efficiency. Achieving high performance while maintaining a great quality of life. A company experiencing rapid growth, offering leadership opportunities for top performers. Candidate Characteristics: Individuals who value taking ownership and responsibility, acting as active participants rather than mere spectators. People who prioritize understanding the "who, why, and how" behind actions more than just the "what." Savvy communicators who find joy in simplifying complex decisions for others. Generous souls who gladly treat others without hesitation. Ambitious thinkers who embrace boundless opportunities and possibilities. Advocates for teamwork and cooperation, where everyone contributes equally. Passionate about their work, yet approachable and good-natured in their demeanor. Benefits: Strong Earnings Potential: Combining first year income and unlimited upside. Significant bonus opportunity commensurate with outcomes. Dental insurance. Health insurance. Life insurance. Retirement plan. Vision insurance. Education: Bachelor's Degree (preferred) If these qualities describe you, then our office might just be your perfect fit. We are looking to bring on the right individual to join our team and help expand our broader service offering, with an emphasis on growing our insurance and financial services portfolios. Prior insurance or financial services experience is not required. This position offers flexibility, but we're seeking individuals who are open to in-person training and eager to be an active part of our daily and weekly office culture, contributing to our team synergy and vibrant work environment. Join us on this exciting journey, where we take insurance and financial services to a whole new level of excitement and fulfillment. Our thriving office is located: 2800 28th St, Suite #327 Santa Monica CA 90405 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Devin Salinas is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available. Compensation: $72,000.00 - $110,000.00 per year
- ...allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor... ...and exceed expectations Outstanding communication and consultative skills, and thrives in a fast-paced work environment The Team...SuggestedFull timeWork at officeLocal area
- ...Job Description Job Description Investment Management Technology Consultant Location: Madison, Wisconsin, Onsite Full Time / Contract Overall 10+ years of experience required Note: Must have public sector experience Must possess: ~5+ years of Investment...SuggestedFull timeContract work
$97.13k - $200k
...implements best practices across teams and offerings Provides consultation on complex projects Ensures that the entire project lifecycle... ...and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.Whenever possible, we hire locally...SuggestedTemporary workWork at officeRemote workFlexible hours- ...Senior Credit Analyst Sophisticated work. In a great city. Making a difference. The State of Wisconsin Investment Board (SWIB) manages more than $178 billion in assets, including those of the fully-funded Wisconsin Retirement System (WRS). SWIB operates at a level...SuggestedWork at officeRemote workRelocation
- Lake Ridge Bank is in search of a Credit Analyst to join our underwriting team! The Credit Analyst will be responsible for spreading financial statements as required by Lake Ridge Bank loan policy. In addition, this role will analyze and underwrite commercial credits and...SuggestedFull timeWork experience placementWork at officeMonday to Friday
$80k - $100k
We are partnering with a strong community financial institution who is looking to add a Senior Credit Analyst. This role provides direct exposure to commercial lending decisions, executive leadership, and the opportunity to influence credit strategies within a growing,...Local area$75k - $90k
Senior Credit AnalystCFS is partnered with a local organization seeking their next Senior Credit Analyst to join their team.Why You Should Consider Joining This Company:Family-Oriented & Fun Culture; close knit groupGreat Office/Working Environment; CasualOrganization ...Work at officeLocal area- ...loans, renewals, modifications, and annual reviews involving complex borrowing relationships. Analyze commercial real estate, investment real estate, C&I, operating line, construction and development, and SBA loan requests. Spreading financial statements and evaluating...Work at officeFlexible hours
$50k - $100k
Application Deadline:10/09/2026 Address: 1 W Main Street Job Family Group: Commercial Sales & Service Internship Start Date: The internship program begins on June 7, 2027 and concludes on August 13, 2027 . Due to the structured nature of the program, onboarding...Contract workPart timeInternshipWork at officeLocal area$38.39 per hour
.../Hr. Mid USD $42.50/Hr. Incentive 4.5 Overview The Senior Credit Analyst plays a key role in the Investment Property Lending (IPL) underwriting process, as they are responsible for reviewing financial information for the borrower, collateral...H1b$81.07k - $129.71k
...attainment of the ASA. What You'll Get The opportunity to work at the cutting edge of health care delivery with a team that's deeply invested in the community. Work-life balance, flexibility, and the autonomy to do great work. Medical, dental, and vision coverage along...Work at officeLocal areaRemote workFlexible hours2 days per week$100.3k - $172k
Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely cared ...Work experience placementWork at office3 days per week- Join Rural Mutual Insurance's Actuarial team and help drive data-informed decisions that support profitable growth and business success. The Actuarial Analyst performs pricing, reserving, forecasting, and analytical work within a Property & Casualty insurance environment...Remote work
$62.7k - $107.5k
Description Medica is a nonprofit health plan with more than a million members that serves communities in Minnesota, Nebraska, Wisconsin, Missouri, and beyond. We deliver personalized health care experiences and partner closely with providers to ensure members are genuinely...Work experience placementWork at office3 days per week$165.55k - $283.8k
...experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. An Investment Portfolio Manager, you will develop and manage customized investment strategies for high-net-worth individuals, families, foundations...$70k - $90k
...progress is a factor in determining salary) One to five years of actuarial experience in Property & Casualty insurance, actuarial consulting, or a related environment. (Experience is a factor in determining salary) Strong analytical, problem-solving, and quantitative...Remote work- Blue Cross NC is seeking an Actuarial Analyst to support rating, valuation, and forecasting, applying mathematics, statistics, and business principles. The role collaborates with actuaries and cross-functional teams to ensure coordinated health program analysis. The candidate...
- ...team meet critical pension compliance and reporting deadlines.The ideal candidate will be highly experienced in pension actuarial consulting and capable of working independently with minimal training.Key ResponsibilitiesReview pension valuation reports for accuracy and...Immediate start
- Job Description Job Description Starion Bank is looking for an experienced Banker in Middleton! Join Our Team as a Business Banking Officer, VP! Are you a customer-focused, disciplined, and ethical individual with a passion for inspiring others? If so, we want you...Local area
- CMWI70915 - Senior Credit Analyst - North of Madison, WI We are working with a strong Wisconsin-based bank located north of Madison, near the Wisconsin Dells, and they are seeking a Credit Analyst with ideally 5+ years of experience working with commercial real estate clients...Relocation
$78k - $156k
Job ID: 31160679Company: Abbott LaboratoriesLocation: United States > Madison : 1 Exact LaneJob Type: Full timeCategory: Research & DevelopmentIndustry: HealthcarePosted Date: 2026-09-02Abbott is a global healthcare leader that helps people live more fully at all stages...Work at officeLocal areaNight shift$106.9k - $147k
Become a part of our caring community The Associate Actuary, Analytics/Forecasting analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. Establishes metrics, provides data analyses...Full timeTemporary workApprenticeshipWork at officeRemote workWork from homeHome office- ...portfolio managers, and risk committees.Demonstrates strong executive presence in ALCO, product strategy discussions, and other investment related committees.Represents the firm externally with counterparties, industry groups, and market participants.Ensures Accountability...Full timeWork experience placementRelocation packageFlexible hours
$41.71k - $65k
...both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self... ...phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal...Local areaImmediate startDay shift$17 - $29.75 per hour
...and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving... ...or GED EquivalentMinimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus...Immediate start$17 - $28.96 per hour
...programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.Personal banking, loan, investment and insurance benefits.Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri...Hourly payImmediate start- ...applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
- ...U.S. Bank is seeking a Client Relationship Consultant 3 in Minocqua, WI to engage customers across channels and provide tailored financial guidance. The role emphasizes trust, digital-first service, and proactive client outreach. You will open accounts, process transactions...
$38.92k - $57.24k
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...Local areaFlexible hoursAfternoon shift- Description Purpose of Position: A Personal Banker is responsible for delivering a premier client experience that is second to none by helping out our clients with just about all of their consumer/retail banking needs! The Personal Banker will provide new and existing ...Full timeWork experience placementWork at officeMonday to Friday
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