Member Financial Wellness Advisor
Landmark Credit Union
Landmark Credit Union in Wisconsin is seeking a Branch Associate to assist members with financial needs, input loan applications, and open deposit accounts while delivering exceptional service. The role supports loan processing and cross-sells products, with a 40-hour work week and Saturdays on a rotating schedule. A high school diploma and 2+ years of customer service or sales experience are preferred. #J-18808-Ljbffr
- Landmark Credit Union in Wisconsin seeks a customer-focused professional to assist members with financial needs, open deposits, and guide loan processing. This role reports to Branch Manager and emphasizes exceptional service. Strong communication, confidentiality, and...Suggested
- UW Credit Union is hiring a Bilingual (Spanish/English) Part-Time Teller for its Franklin Branch. In this role, you will assist members and ensure their needs are met with enthusiasm and accuracy. This part-time position offers flexibility with hours including Monday to...SuggestedPart timeMonday to Friday
- Ourlivesmadison in Franklin, Wisconsin, is seeking a Part-Time Teller who will make a positive impact on members' lives by performing transactions and providing excellent customer service. This role includes responsibilities such as welcoming members, managing teller requests...SuggestedPart time
- ...Peak Member Service Teller (15-19 Hours) At Summit Credit Union, you're not just stepping... ...that set the tone for their entire financial journey. Empower members through meaningful... ...detail helps protect members' financial well-being. Spot opportunities that make...SuggestedWork at officeLocal area
- ...Member Service Teller Are you someone who thrives on meaningful conversations, loves helping others, and enjoys making everyday moments... ...interestevery interaction matters. Handle a variety of financial transactions with precision and care. Listen closely to uncover...SuggestedWork at officeLocal area
$26.62 - $38.6 per hour
...-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) The pay range for this position is listed... ...various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time....Part time$51.8k - $95.9k
...Deadline: 07/30/2026 Address: 790 N Water Street Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines...Contract workPart timeLocal area$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... ...), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management...Full timeContract workFor contractorsWork at office$65k - $85k
...headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through... ...are today and the confident, well‑funded retirement they deserve... ...You will join as a foundational member of our new Milwaukee office....Work at officeMonday to FridayWeekday work- ...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’... ...assets1 across 65 offices and 310 team members. Junior Financial Advisor Position...Work from homeFlexible hours
$164k - $250k
...perfect our craft of personalized financial planning with our team-based... ..., please visit VP Financial Advisor – Milwaukee WI Wealth... ...Milwaukee, WI. This role is a key member of the advisory team and will... ...work meaningful: health and wellness, financial well‑being, professional...Full timeTemporary workFlexible hours$55k - $65k
...headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through... ...are today and the confident, well‑funded retirement they deserve... ...You will join as a foundational member of our new Milwaukee office....Work at officeMonday to Friday- ...VP Financial Advisor – Milwaukee, WI Wealth Enhancement Group invites a VP Financial Advisor to... ...existing clients. Mentor and train team members in technical areas of financial planning... ...401(k) with match and profit sharing. Wellness programs and resources. Voluntary benefits...Full timeTemporary workFlexible hours
- Join a forward-thinking financial services firm where you can make a real impact in people's lives. As a financial advisor, you'll guide clients on their journey to financial clarity, helping them achieve their goals through purpose-based advice and a strong commitment...Flexible hours
$41.71k - $65k
...and provides advice and guidance regarding financial solutions that are in the best interests... ...and procedures. Acts as a key member of a collaborative and versatile branch and... ...evaluation will be required for this position as well as restrictions on performing in a real...Contract workPart timeLocal areaImmediate startDay shift$17 - $22.96 per hour
...opportunities to meet customer needs, and promote financial solutions that help clients achieve their... ...banking tools. Collaborate with team members across multiple branches to ensure... ...development and advancement opportunities. Well‑being programs, incentives, parental leave...Hourly payNight shift- ...be the friendly face that inspires, connects, and supports our members every day! What You'll Do: Deliver accurate, prompt, and friendly... ..., listen to members' needs, and help them achieve their financial goals. Advise on a variety of financial solutions, including...Work at officeLocal area
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch... ..., and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long...Work experience placementFlexible hours
- ...at your branch, for both your teammates and UW Credit Union's members. Your job is to make a positive impact on members lives by accurately... ...work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a four-time recipient of Madison Magazine's Best...Part timeH1b
- ...including Friday. Position Overview The FP&A Analyst is a critical member of the Corporate FP&A team. This high‑visibility role... ...collaborates with corporate function stakeholders to optimize and execute financial planning, reporting, and analysis in support of Regal Rexnord’s...Contract workRemote work3 days per week
- ...Senior Financial Analyst (Corporate IT FP&A) Work Model: You'll work in a hybrid model, onsite at your designated Regal Rexnord location... ...Friday. The Senior Financial Analyst is a critical member of the FP&A organization, serving as a lead owner for financial...Contract workRemote workWorldwide3 days per week
$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions are... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...authorities (FINRA and SEC), as well as required CE training to ensure licenses...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$91.8k - $171k
...solutions, investment strategies, and holistic financial planning. This role combines credit and... ...)Leads Annual Client Review with team members to evaluate changing needs, increase... ...evaluation will be required for this position as well as restrictions on performing in a real...Contract workPart timeLocal areaShift work- ...Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-oriented... ...resources, contributing to their overall well‑being and financial stability. This position... ...staff, case managers, and finance team members. Serve as a backup to other Billing Specialists...Full timeTemporary workPart timeReliefFlexible hours
- ...Position Overview The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers... ...workload to prevent backlogs and provide support to team members as needed. Process Sliding Fee applications within 48 hours of...Work at office
$65k - $85k
...DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial... ...in financial planning? We’re not just hiring a Junior Financial Advisor — we’re investing in the next generation of trusted advisors. From...Internship$100k
...Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration... ...' approach and seek a driven, client-focused Lead Financial Advisor to join our team. Why You'll Love This Role Built-in clients —...Local area- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
$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...Work at office- ...Northwestern Mutual in Milwaukee is seeking College Financial Representatives for an internship program. This role allows students to build a financial planning practice while gaining valuable skills and networking opportunities. You'll learn to prospect, develop strategies...Full timeInternshipFlexible hours
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