Affluent Wealth Advisor with Equity Options
$75.82k - $89.2kU.S. Bancorp
U.S. Bancorp is seeking a Wealth Management Banker in Milwaukee, WI, to enhance the affluent client experience. You will manage client relationships and provide expert wealth banking advice, aiming for growth in business through proactive client engagement. The ideal candidate will have a Bachelor’s degree and experience in Wealth Management or financial services, along with relevant licenses. This role includes a comprehensive benefits package, including healthcare and retirement plans, with a competitive salary range of $75,820 to $89,200. #J-18808-Ljbffr
$75.82k - $89.2k
...their potential. A career with U.S. Bank gives you a wide... ...Job Description The Wealth Management Banker in the affluent segment is responsible for... ...vision) ~ Basic term and optional term life insurance ~ Short... ...and recognition programs, equity stock purchase 401(k) contribution...Employment EquityTemporary workWork experience placementLocal area$60.44k - $71.1k
...in their potential. A career with U.S. Bank gives you a wide, ever... ...effectively with investment advisor clients.* Assisting mid-level... ...dental, vision)* Basic term and optional term life insurance* Short-term... ...and recognition programs, equity stock purchase 401(k) contribution...Employment EquityTemporary workWork experience placementLocal areaMonday to Friday3 days per week- ...select group of Chase’s affluent clients as well as... ...of Chase Private Client with clients that may be eligible... ...(Private Client Advisors, Mortgage Bankers and Business... ...up self-service options to access their accounts... ...cash and/or forfeitable equity, awarded in recognition...Employment EquityImmediate startAfternoon shift
$23.75 - $29.03 per hour
...person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing... ..., dental, vision) ~ Basic term and optional term life insurance ~ Short-term and long... ...incentive and recognition programs, equity stock purchase 401(k) contribution and pension...Employment EquityTemporary workPart time- ...in Franklin, WI. This hybrid role involves advising clients and Financial Representatives on equity, fixed income, and options transactions, ensuring all trades are executed with accuracy and compliance. Candidates should have 3–5 years of experience in a trading...Employment Equity
$53.3k - $71.1k
...in their potential. A career with U.S. Bank gives you a wide, ever... .../bank cash reconciliations, advisor/portfolio management processing... ...dental, vision) ~ Basic term and optional term life insurance ~ Short-... ...and recognition programs, equity stock purchase 401(k) contribution...Employment EquityTemporary workWork experience placementWork at officeLocal areaMonday to FridayShift work3 days per week- ...Overview At Johnson Financial Group, our Wealth Advisors are more than financial professionals -... ...this is an opportunity to grow your career with a well-respected, Wisconsin-based... ...exclusive cash management and financing options allowing clients to make informed decisions...Local area
$81.9k - $109.2k
...person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing... ..., dental, vision) ~ Basic term and optional term life insurance ~ Short-term and long... ...incentive and recognition programs, equity stock purchase 401(k) contribution and pension...Employment EquityTemporary workWork experience placementSeasonal workLocal areaRemote work3 days per week- ...should possess advanced Excel and PowerPoint skills, alongside a proven track record in financial analysis. If you have experience in investment banking or private equity, and can produce client-quality materials under tight deadlines, apply today! #J-18808-Ljbffr Micro1Employment EquityRemote job
$63.8k - $114k
...Associate Wealth Advisor - Financial Planning Center - Various Locations page is loaded## Associate... ..., and outsourcing services. Even with more than 8,500 people, 130 U.S. locations... ...well-being and offer comprehensive benefit options that include health, dental, vision, 401...Local areaFlexible hours$100k - $150k
...Wealth Advisor | Milwaukee *The role offers a competitive base salary with additional bonus potential A top-tier RIA in Milwaukee is seeking a Wealth Advisor to partner... ..., a 401k with both traditional and Roth options, and the potential for profit-sharing and matching...Work at office- ...your way to continued professional growth and success. Get started with JFG by building meaningful relationships with clients...this... ...communities where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired....Employment Equity
- ...and implement high-level wealth preservation and protection... ...Organizational Growth (Optional): Develop, scale, and mentor... ...generated commission with zero splits. Immediate Equity Ownership: Enjoy total portability... ...Management overrides for advisors focused on agency...Employment EquityContract workWork at officeImmediate startRemote work
- ...handle any presented need, and from there, deepen relationships with individually customized solutions. You will manage an existing portfolio... ...where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. You'...Employment Equity
$125k - $175k
...Business Development Financial Advisor CAPTRUST is seeking a dynamic Business Development... ...as excellent career growth potential with an ever-growing firm. The candidate must... ...financial services industry – including equity ownership. Come build your business within...Employment EquityTemporary workWork at officeLocal areaImmediate startFlexible hours$90.23k
...#LI-HYBRID Job Title: Senior Financial Analyst (Hybrid Work Options) Group: COR Employment Type: Regular Minimum... ...multiple levels of an organization. • Proven ability to collaborate with global teams (Europe, Middle East, Asia, etc.). • Strong...Full timeH1bRemote work$75.82k - $89.2k
...person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing... ..., dental, vision) ~ Basic term and optional term life insurance ~ Short-term and long... ...incentive and recognition programs, equity stock purchase 401(k) contribution and pension...Employment EquityTemporary workWork experience placementWork at officeRemote workFlexible hoursShift work3 days per week- ...independently on behalf of the FA Team with minimal direction. At RBC Wealth Management, your career progression... ...of fixed income products, equities, mutual funds, insurance and annuities... ...team Flexible work/life balance options Opportunities to do challenging...Employment EquityFull timeWork at officeFlexible hours
$23k
...big challenges and defy the status quo. With a proud legacy of excellence, an incredible... ...health, dental, vision, retirement plan options with incredible employer match, generous... ...limited to the required work location, previous work experience, skill set and internal equity.Employment EquityTemporary workWork experience placementWork at officeFlexible hours$23k
...big challenges and defy the status quo. With a proud legacy of excellence, an incredible... ...health, dental, vision, retirement plan options with incredible employer match, generous... ...limited to the required work location, previous work experience, skill set and internal equity.Employment EquityTemporary workWork experience placementWork at officeFlexible hours$47.1k - $68.6k
...functions for multiple funds such as U.S. and Foreign Equities, Bonds, Simple Derivatives, Advanced Derivatives,... ...cash or position discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor, and/or portfolio managers/traders Review and...Employment EquityLocal areaFlexible hours- ...Vacation and Personal Time ~ Four Weeks of Paid Parental Leave with no waiting period ~401K Plan with Employer Match (fully vested... ...a fast-paced environment preferred ~ Experience in a private-equity backed company, preferred ~ Experience in an M&A environment and...Employment EquityTemporary workWork at office
- ...relocation assistance. You will collaborate with a variety of roles and teams across Epic... ...the US for young professionals (Forbes Advisor). More than just important work. Our uniquely... ...care for all patients, so diversity, equity, and inclusion are written into our principles...Employment EquityWork at officeRelocationVisa sponsorshipRelocation package
$23k
...big challenges and defy the status quo. With a proud legacy of excellence, an incredible... ...health, dental, vision, retirement plan options with incredible employer match, generous... ...work location, previous work experience, skill set and internal equity. Coors Banquet BeerEmployment EquityTemporary workWork experience placementWork at officeFlexible hours$60.44k - $71.1k
...person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing... ..., dental, vision) ~ Basic term and optional term life insurance ~ Short-term and long... ...incentive and recognition programs, equity stock purchase 401(k) contribution and pension...Employment EquityTemporary workWork experience placementWork at officeLocal area$47.1k - $68.6k
...functions for multiple funds such as U.S. and Foreign Equities, Bonds, Simple Derivatives, Advanced Derivatives,... ...cash or position discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor, and/or portfolio managers/traders Review and...Employment EquityLocal areaFlexible hours- ...employment in Wisconsin : We are scheduling interviews with a dermatology practice located in an affluent suburb of Milwaukee, Wisconsin, adding another... ...dermatology ~ This practice is NOT owned by a private equity company ~ Physician-friendly practice with outstanding...Employment EquityLive inWork visaFlexible hours
- Northwestern Mutual Investment Services, LLC is seeking a Senior Trading Specialist to join their General Trading team. This hybrid role in Franklin, WI, involves advising clients on securities transactions and ensuring compliance while executing trades effectively. The...Employment Equity
- ...Join Our Team Consider a career with Hammes if you are interested in being a part... ...operational functions for the assigned private equity fund(s) including but not limited to... ...Exchange Commission for Registered Investment Advisors. Principal Duties and Responsibilities...Employment EquityWork at office
$1,000 per month
...flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Affluent Wealth Advisor with Equity Options. Be the first to apply!
- financial planning assistant Milwaukee, WI
- financial consultant Milwaukee, WI
- financial advisor associate Milwaukee, WI
- financial planning associate Milwaukee, WI
- jde finance consultant Milwaukee, WI
- associate leveraged finance Milwaukee, WI
- financial associate Milwaukee, WI
- project finance associate Milwaukee, WI
- strategic finance associate Milwaukee, WI
- financial planner Milwaukee, WI



