Debt Finance Associate
BCG Attorney Search
Job Overview A law firm seeks a Debt Finance Associate to join its Finance Practice Group in Milwaukee, WI. The associate will engage in a variety of debt finance transactions, including drafting, negotiating, and executing financing documents, and advising on credit facilities. Duties Support debt finance transactions from initiation to closing. Draft, negotiate, and execute financing and ancillary documentation. Advise on credit facilities and financing arrangements. Collaborate with partners and attorneys across practice groups. Manage day-to-day aspects of transactions and client interactions. Requirements 3-6 years of debt finance transactional experience. Strong drafting, analytical, and organizational skills. Ability to manage multiple matters effectively. Strong interpersonal and communication skills. Sound professional judgment and client service orientation. Education JD from an ABA accredited law school. Certifications Active member in good standing of the Bar in the jurisdiction(s) where admitted. Timely admission to the Bar of the hiring office's state required. Skills Ability to work independently and as part of a team. Strong academic credentials. Benefits Medical, Dental, and Vision insurance. 401(k) Retirement plan. Disability and Life insurance. Adoption Assistance. Backup Care for Dependents. #J-18808-Ljbffr
- ...Faith Estimate activities daily. Review and follow up on Bad Debt cases before scheduled appointments. Coordinate financial... ...experience in medical insurance and/or financial advocacy, OR Associate Degree in business or a related field with at least one year of...SuggestedWork at office
$77k - $202k
...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various business applications, helping clients optimize operational efficiency...SuggestedFull timeH1b$75k - $100k
...services and hone skills related to risk management, estate planning, debt and investment management, real‑estate, retirement planning,... .... Professional Development: Gain valuable experience in sales, finance, and client relationship management. Benefits: Our full‑time...SuggestedFull timePart timeFlexible hours$65.1k - $113k
...accruals.) Completes complex account reconciliations (investments, debt, industry specific, etc.) Prepares, understands, and reviews... ...requested by clients. Oversee workflow and quality of work of Associates and Analysts: May supervise and ensure the efficiency and quality...Suggested$65k - $85k
Financial Advisor Retirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking, we're the...SuggestedWork at officeMonday to FridayWeekday work$50k
...develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View...Work at officeWork from homeHome officeFlexible hours$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual 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 ...Full timeContract workFor contractorsWork at office$45k - $100k
...develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We...Work at officeShift workDay shift
$41.71k - $65k
...recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available...Full timeContract workPart timeLocal areaImmediate startDay shift$77k - $202k
...SectorNot ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance - Senior Associate, you will specialize in using and managing the Oracle Financials software, an integrated financial management system that...Full timeH1b- ...professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills...
- ...commitment to helping clients achieve financial success, we would love to hear from you. Requirements Bachelor's degree in finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and...
- Join our team which is committed to the delivery of the highest quality healthcare service. We are seeking a Patient Financial Counselor who is self-motivated, energetic, and a take-charge individual. Responsibilities: # Assist clients with applying and understanding...Work at office
$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$50k - $55k
...Associate Financial Advisor Retirable is a mission-driven, venture-backed fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management...Work at officeMonday to Friday- ...year of hands on Prism and/or Accounting Center experienceBachelor's degree or equivalent (minimum 12 years) work experience. (If Associates Degree, must have minimum 6 years of work experience) Bonus points if:You have proficiency in multiple business processes: (PTP,...Full timeWork experience placementLive inWork at officeLocal area
$116k - $229.1k
...like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte...Local area- ...credit checks and assess the risk levels associated with extending credit to customers.... ...and develop strategies for reducing bad debts. Reporting: Maintain accurate records of... ...resolutions as needed. Work with sales, finance, and other internal teams to ensure alignment...
- ...Portfolio Manager or Treasury Management Sales Associate would be a great next step. If you prefer... .../relationship including purpose of debt Identify and mitigate (when necessary) procedural... ...in business with emphasis in accounting, finance, or other applicable discipline; the...Work at office
- ...Ability to work collaboratively and independently Professional certifications such as Series 6, 63 or Series 7 are a plus Bachelor's degree is preferred Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr Northwestern MutualFull time
$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning...Local area$45k - $100k
...develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...other related duties as required. To qualify for the position of a Financial Advisor , we desire: · Bachelor’s degree in Finance, Economics, Business or related field · Five years of related experience preferred · Self-starter who is organized and an...Full timeWork at officeMonday to Friday
$91.8k - $171k
Application Deadline:08/13/2026Address:790 N Water StreetJob Family Group:Wealth Sales & ServiceServes as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates...Full timeContract workPart timeLocal areaShift work$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$63.83k - $136.58k
...description of benefits included with this job posting for additional information. UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit...Work at officeLocal 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 with Senior Advisors in designing customized financial plans for high-net-worth clients. This in...Work at office$91.8k - $171k
BMO is looking for a seasoned wealth management professional in Milwaukee, WI, to manage high-net-worth and ultra-high-net-worth clients. The role involves delivering integrated financial planning, developing growth strategies, and ensuring compliance with regulations....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Debt Finance Associate. Be the first to apply!
- associate corporate finance Milwaukee, WI
- project finance associate Milwaukee, WI
- financial planning assistant Milwaukee, WI
- senior wealth advisor Milwaukee, WI
- financial advisor associate Milwaukee, WI
- financial advisor training program Milwaukee, WI
- oracle financial functional consultant Milwaukee, WI
- senior financial advisor Milwaukee, WI
- wealth advisor Milwaukee, WI
- financial planning administrator Milwaukee, WI


