Client Services Specialist for Financial Advisors
Stifel
Stifel is looking for a Client Services Associate to support Financial Advisors in managing client accounts and records. The role involves clerical functions, customer service, and administrative support. A High School Diploma and 2 years of relevant experience are required. Candidates should have strong administrative knowledge, time management abilities, and excellent communication skills. The position offers a comprehensive benefits package, including health and retirement plans, in a collaborative work environment. #J-18808-Ljbffr Stifel
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$41.71k - $65k
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Northwestern Mutual is looking for a financial advisor in Pewaukee, Wisconsin. As a financial advisor, you will grow your client base and build personalized financial plans. The role offers performance-based earnings with average annual earnings ranging from $61,000 to...$50k - $75k
LPL Financial is seeking a Financial Advisor to join TruStage at Summit Credit Union in Waukesha, Wisconsin. In this role, you will service an existing client base and create financial solutions tailored to client goals. The ideal candidate must hold Series 7 and 66 licenses...$61k - $250k
Northwestern Mutual is seeking a Financial Advisor in Waukesha, Wisconsin, who will help clients achieve their financial goals through tailored financial planning. Responsibilities include growing a client base, managing personalized financial plans, and developing relationships...- JMG Financial Group, Ltd. is one of the largest independently owned... ...JMG provides wealth management services to corporate executives and... ...Places to Work for Financial Advisors for 2021-2025. Position Financial... ...Advisor (Full‑time). Service clients in Wisconsin, specifically in...Full timeTemporary workWork at office
$61k - $250k
Northwestern Mutual in Pewaukee, WI seeks a Financial Advisor to build a thriving practice through comprehensive training and uncapped earning potential. Responsibilities include growing a client base, creating holistic financial plans, and managing client relationships...- ...ProHealth Care - - Responsibilities: Provides quality service to customers of ProHealth Care Laboratories.; Effectively utilizes the laboratory and hospital information systems to respond to customer inquiries and requests.; Responsible for accurate and efficient receipt...Afternoon shift
$50k - $75k
Job Description LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Summit... ...join Summit Credit Union as a Financial Advisor working for TruStage and associated...Local area$36k - $75k
A financial services organization is looking for a Financial Representative Trainee to join their Accelerator Program. In this role, you will... ..., and work towards becoming an independent Financial Advisor. This program offers earnings ranging from $36,000 to $75,00...Traineeship- Waukesha County Technical College is hiring a Financial Aid Representative to provide individualized assistance to students regarding financial... ...should possess a high school diploma and good customer service skills, with preferred experience in an educational setting. A...
- JMG Financial Group, located in Pewaukee, WI, is searching for a dedicated Financial Advisor to join their team. The ideal candidate must have a minimum of 5 years of client-facing experience and a solid grasp of comprehensive financial planning. Responsibilities include...
- A leading credit union in Waukesha is seeking a Mortgage Loan Officer to provide personalized financial services and originate mortgage loans. The ideal candidate should have at least 5 years of experience in mortgage lending, excellent interpersonal skills, and a customer...
- About World Investment Advisors As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier... ...investment management services to clients. This role will help the ideal...Work from homeFlexible hours
$150k
Overview Join to apply for the Financial Advisor role at Drake & Associates, LLC in Waukesha, WI... ...implement customized financial plans Assist clients with annuities, life, and long-term... ...Qualifications 3+ years of financial services experience with an emphasis on sales...Full time- JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years...Full time
- A growing financial planning firm in Waukesha is seeking a skilled Financial Advisor to cultivate long-term client relationships and provide comprehensive financial planning. This role... ...office environment with various amenities. #J-18808-Ljbffr Vaco Recruiter ServicesWork at office
$41.71k - $65k
...Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers... ...provides advice and guidance regarding financial solutions that are in the best interests... ...small business solutions). * Offers clients advice and guidance on available digital...Contract workPart timeLocal areaImmediate startDay shift$17 per hour
...Your Golden Ticket to a Sun-Kissed Career Our salons are filled with enthusiastic, fun employees who are passionate about client service. Be a part of a positive working environment where you are truly a valued member of the team. Whether you are looking for a fun...Hourly payDaily paidFull timeContract workPart timeCasual workLocal areaImmediate startFlexible hoursShift work- Batteries Plus is looking for a National Accounts Sales Coordinator to support our National Accounts customers, Commercial Sales team, and store locations. In this role, you'll help ensure a smooth and efficient customer experience through accurate o Sales Coordinator,...
$17 per hour
...Your Golden Ticket to a Sun-Kissed Career Our salons are filled with enthusiastic, fun employees who are passionate about client service. Be a part of a positive working environment where you are truly a valued member of the team. Whether you are looking for a fun...Hourly payDaily paidFull timePart timeCasual workFlexible hoursShift work
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