Investment Specialist
Full-time
MJK Connections
MJK Connections is proud to partner with a large credit union in Wisconsin hiring this great role. Amazing culture great work/life balance and phenomenal growth opportunities. Even a cash pension plan!
As Investment Specialist youll work closely with our branch teams and Financial Advisors team to continuously enhance the quality of service we provide to our credit union members. The team is a tight-knit collaborative group and were looking for someone with not just a passion for investment products and services but a heart for helping. If youre looking to grow your career in investments (or continue a career youve already built) and youre looking forward to working in a fast-paced team-oriented environment thats focused on putting the members needs first wed like to talk to you!
As Investment Specialist you will:
- Serve as a point of contact via phone and email queues for processing and servicing items
- Manage and assign a strong pipeline of incoming referrals and advisor appointments
- Identify process efficiencies and training opportunities for the team including advisors
- Ensure compliance with FINRA SEC and broker/dealer rules and regulations. Maintain compliance standards set by the broker/dealer and credit union
- Oversee the processing of new member account applications; service requests and trading instructions. Ensure requests and trades are handled in accordance with FINRA SEC and broker/dealer rules and regulations
Ideal Candidates will have a combination of:
- Bachelors degree in a related field and five years of related work experience; an equivalent combination of education and experience will be considered
- Series 6 or 7 and 66 (63/65) or willing to obtain within specified time period
- Life Health and Variable Annuity insurance license
- Strong relationship management and support skills in a service environment targeted towards enhancing the member experience
- Exceptional organizational skills as well as the ability to perform multiple tasks and demonstrate strong performance in a fast paced environment while adhering to specific time frames
- Advanced working knowledge of brokerage and insurance products terms functions suitability and compliance aspects
- Proficiency in Microsoft Word Outlook and possess Excel experience with strong PC skills
- Self-motivated with ability to work in a strong team environment with minimal supervision
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investment Specialist in Neenah, WI vacancy
$20.45 - $22.5 per hour
...London, WI, but they would also need to travel to Shawano 2/3 days per week**** The Opportunity: The Financial Navigating Senior Specialist is a key resource for patients throughout their financial journey, from admission through post-discharge. This role provides...Suggested2 days per week3 days per weekEnsemble Health Partners
Appleton, WI1 day ago$90k - $105k
...perspective • Flexible start and end times that support work-life balance • Be part of an organization that actively invests in employee development, technology, and career growth Key Responsibilities for the Senior Financial Analyst: • Develop and...SuggestedFlexible hoursCreative Financial Staffing
Appleton, WI1 day ago$72.21k - $108.31k
...based organization that takes pride in giving back to their communities and providing exceptional service to members. CoVantage invests in our team members! Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA...SuggestedCoVantage Credit Union
Menasha, WI5 days ago- Responsibilities Kforce's cleint in the Appleton, WI area is looking for a Senior Financial Analyst. This role will handle financial and strategic analysis.Responsibilities: Perform detailed financial analysis to support strategic decision-making Advise and ...SuggestedHourly payContract work
Kforce
Appleton, WI4 days ago $40 per hour
Job Full Description TEMPORARY POSITION OPPORTUNITY! Hours: Monday - Friday, 7:00am - 5:00pm Pay: up to $40.00HR Duties: Lead month-end and year-end closing processes, ensuring timely and accurate financial reporting. Prepare and ...SuggestedPermanent employmentTemporary workMonday to FridayExpress Employment Professionals Defunct
Appleton, WI4 days ago$90k - $108k
Senior Financial Analyst Salary: $90,000-$108,000 Job Type: Full-Time Why You Should Consider This Opportunity High-visibility role with the opportunity to influence key financial and operational decisions Work closely with senior leadership and cross...Full timeCreative Financial Staffing
Appleton, WI12 hours ago- ...organization. Maintain accurate and organized financial records. Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leaders. Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms,...Permanent employmentFull timeH1b
U.S. Venture
Appleton, WI3 days ago - ...advancement opportunities into Lead Analyst and Manager-level positions Work for an organization known for promoting from within and investing in employee development Leverage advanced digital and AI tools to drive better business decisions Influence business...Flexible hours
Creative Financial Staffing
Appleton, WI5 days ago $22.5 per hour
Hours: Monday - Friday, 7:30am - 4:30pm Pay: $22.50/HR Duties: Assist Trust Officers and administrative staff with the daily administration of personal trust, estate, and corporate trust accounts. Open and close client accounts while ensuring all documentation is accurate...Permanent employmentWork at officeMonday to FridayExpress Employment Professionals - Cincinnati East
Neenah, WI3 days ago- ..., or business units to track the organization\'s progress against financial goals. Analyze cash flow, expenditures, revenue, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls. Qualifications Bachelor...
- Kforce's cleint in the Appleton, WI area is looking for a Senior Financial Analyst. This role will handle financial and strategic analysis. Responsibilities: * Perform detailed financial analysis to support strategic decision-making * Advise and mentor junior analysts,...Full timeAppleton, WI9 days ago
$92.6k - $154.4k
About Pierce an Oshkosh company At Pierce Manufacturing we build trucks that protect people and communities around the world. To our team there is no room for anything less than providing the absolute best. Since 1913 building truck bodies on Model T Ford chassis ...Permanent employmentFull timeWork at officeOshkosh
Appleton, WI8 days ago- Commercial Credit AnalystThe Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial loan clients. The right credit analyst will perform detailed financial analysis for all lending opportunities, ...Temporary workInterim role
gpac
Appleton, WI2 days ago - Job Description Job Description Overview We are seeking a Temporary Senior Financial Analyst to join our dynamic team in Appleton, WI (54911). This role is perfect for a detail-oriented professional who thrives in a fast-paced environment and is ready to make an impact...Temporary work
ExpressPros - Appleton, WI
Appleton, WI12 days ago - ...consistent processes, analytical standards, and governance practices for a growing commercial finance capability. • Review major investments and commercial proposals to ensure alignment with margin expectations, capital priorities, and overall business objectives. •...Long term contractContract work
Robert Half
Appleton, WI20 days ago $51.4k - $79.2k
About Pierce an Oshkosh company At Pierce Manufacturing we build trucks that protect people and communities around the world. To our team there is no room for anything less than providing the absolute best. Since 1913 building truck bodies on Model T Ford chassis ...Permanent employmentFull timeInternshipWork at officeOshkosh
Appleton, WI8 days ago- ...Protect, with Every Fiber, for a Sustainable World . We aim to attract, retain, and energize passionate people, like you , by investing in your professional development and providing opportunities for personal growth. Do your values align with ours? Accountability...Full time
Ahlstrom
Kaukauna, WI3 days ago $76k - $141.1k
Hybrid Oshkosh, WI, US Kewanee, IL, US Full time R22251 We’re looking for people who put their innovation to work to advance our success – and their own. Join an organization that ensures a more secure world through connecting and protecting our customers...Minimum wageFull timeTemporary workWork at officeLocal areaWorldwideFlexible hoursnVent
Oshkosh, WI1 day ago$41.71k - $50k
...alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with... ...specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver...Contract workPart timeLocal areaDay shiftBmo
Appleton, WI1 day ago- ...our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have...Part time
- ...world – and make smart choices to safeguard our business, our communities and the people we serve for generations to come. And we invest in our world-class team, empowering our colleagues to unpack their potential, because we believe when our people grow, so does our...Full timeTemporary workWorldwideFlexible hours
Amcor
Neenah, WI1 day ago $90k - $105k
Base Pay $90,000.00 - $105,000.00 / Year Job Category Human Resources, Compensation Industry Medical Device , Sales & Marketing , Manufacturing Employee Type Exempt Full Time Required Degree 4 Year Degree We are hiring a Senior Compensation Analyst. The...Bi-weekly payFull timeRemote workWorldwideDeKalb Health
Neenah, WI1 day ago$90k - $105k
Job TitleLocation: Remote - Neenah, WI, United StatesBase Pay: $90,000.00 - $105,000.00 / YearJob Category: Human Resources, CompensationIndustry: Medical Device, Sales & Marketing, ManufacturingEmployee Type: Exempt Full TimeRequired Degree: 4 Year DegreeMinimum Experience...Remote workTIDI Products
Neenah, WI2 days ago- Business Analyst About the Role The Business Analyst analyzes financial and operational data to evaluate performance, identify trends, and support business decisions. This role prepares financial reports, forecasts, and profitability analyses; partners with cross-functional...Contract work
- Customer Rebates Analyst Who We Are Essity is a global leader in health and hygiene with our corporate headquarters in Stockholm Sweden and North American headquarters in Philadelphia PA. We are a multi-billion-dollar company that is committed to breaking barriers...Full timeContract workTemporary workLive inWork at officeLocal areaFlexible hours
Essity
Appleton, WI14 days ago - We are looking for Hardees Team Members who want a hand in making their Career Superior by working with Superior People and Superior Products. We have a variety of positions available including cooks, cashiers, and shift leader or management candidates. Do you want to ...Flexible hoursShift workEarly shift
Hardee's
Appleton, WI2 days ago - Corporate Human Resources Recruiter @ McKinley Paper and Packaging McKinley Paper and Packaging Company - Wisconsin Mill in Combined Locks, Wisconsin, a division of Bio Pappel. Bio Pappel is a privately held paper and packaging manufacturer headquartered in Mexico City....Local area
- Job Description Job Description Description: The Financial Analyst will work on a range of projects with a diverse scope and great complexity related to Profitability, P&L analysis, Billing method reviews, Sales & Expense analysis, and other finance related activities...
- About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and...
Amazon
Menasha, WI5 days ago - We are looking for Hardees Team Members who want a hand in making their Career Superior by working with Superior People and Superior Products. We have a variety of positions available including cooks, cashiers, and shift leader or management candidates. Do you want to work...Shift workEarly shift
Hardee's
Appleton, WI13 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Specialist. Be the first to apply!
Related searches
- investment accountant Neenah, WI
- entry level portfolio analyst
- wells fargo investment banking analyst
- entry level investment analyst
- investment analyst internship
- senior investment banking analyst
- outsourced chief investment officer
- investment performance analyst
- chief investment officer
- experienced investment banking analyst