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
$100k
...Financial Advisor - Guaranteed Appointments, No Prospecting 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...SuggestedLocal area- A leading financial services firm is seeking a Financial Advisor in Waukesha, WI. You will provide expert financial advice, build meaningful relationships, and empower clients through purpose-driven service. This role offers flexibility, unlimited earning potential, and...Suggested
- ...Client Service Specialist Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive... ...a critical role in supporting both clients and advisors by ensuring service requests, account maintenance...SuggestedWork at office
- A leading financial services firm in Wisconsin seeks a Financial Advisor to provide personalized investment solutions and build client relationships. The ideal candidate will have at least 2 years of financial services experience, strong client acquisition skills, and...Suggested
- A financial services company seeks a Client Services Associate in Waukesha, WI. The role involves supporting Financial Advisors with administrative tasks like maintaining client accounts, providing customer service, and organizing records. Candidates should have a high...SuggestedWork at office
$27 - $33 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...Sign-On Bonus $1,000 Float Client Relationship Consultants build relationships... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workRelocation package- ...should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at... ...join Summit Credit Union as a Financial Advisor working for TruStage and associated with...Local area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial planning... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork at office- ...impact providing expert financial advice with heart.... ...different kind of financial services firm, one that puts... ...’s comprehensive advisor onboarding program. After... ...achievable advice and connect clients to Thrivent products... ...Get the support of specialists from every facet of...Local area
- ...Financial Advisor Opportunity 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 Credit Union in Waukesha, WI would allow you to join Summit Credit Union...Local area
- ...Junior Financial Advisor World Investment Advisors, part of World Insurance Associates, is a nationally recognized financial services firm dedicated to providing wealth management and retirement... ...management services to clients. This role will help the ideal candidate...Work from homeFlexible hours
$50k
...Join a financial services firm where your 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...Work at officeWork from homeHome officeFlexible hours- ...should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit... ...at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this...Local area
- ...Financial Advisor - Client Relationship Focus At Drake & Associates, we are committed to delivering exceptional client experiences. We seek... ...professionals who enjoy connecting with people, providing superior service, and always putting clients first. Unlike traditional...Local area
$150k - $250k
...Job Description Job Description Position: Client Engagement Specialist Company: Top Rated Roofing Company in Wisconsin providing full-service roofing, construction and restoration. Position: Storm Damage Roofing Inspector (Sales) We’re looking for motivated...- ...wealth management and tax preparation services to individual clients. We are seeking a CPA with tax... ...returns and tax estimates Assist Lead Advisor in carrying out planning, analysis,... ...relationships Prepare, review, and update financial plans, including working with...Permanent employmentFull timeWork at office
$61k - $119k
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...- 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. JMG is in search... ...Advisor who can service clients in Wisconsin, specifically in...Full timeTemporary workWork at office
$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$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$36k - $75k
Join Mutual of Omaha as a Financial Representative Trainee and start your journey in the financial services industry. Gain valuable skills and experience through a comprehensive program aimed at preparing you for success in selling Individual Insurance products. This role...Traineeship$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...$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...- 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...
- 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...
- ...for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based... ...and investment management services to over 80,000 households from... ...Vice President, Financial Advisor to join our team in Brookfield...Full timeTemporary workFlexible hours
- 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
$150k - $250k
Storm Damage Roofing Inspector (Sales) We're looking for motivated and outgoing sales professionals who want to build a high-income career. No roofing sales experience required! Responsibilities include canvassing neighborhoods to find homes with roof storm damage, performing...$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hours
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