Licensed Financial Advisor
Lakeshore Financial Group
Join Lakeshore Financial Group as a Licensed Financial Advisor, where you'll be part of a forward-thinking team committed to empowering clients with tailored financial strategies. We pride ourselves on fostering strong, meaningful connections with a diverse range of clients, ensuring their financial well-being is at the forefront of everything we do. As a valued member of our team, you'll have the opportunity to grow professionally while making a tangible impact on clients' lives through our unique, holistic approach to financial wellness. You’ll be instrumental in evaluating and developing personalized financial plans that cater to individual needs. Our inclusive environment encourages collaboration and innovation, supporting your professional development every step of the way. We offer flexible working arrangements and career advancement opportunities to ensure you thrive within our dynamic work culture. If you're ready to be part of a transformative journey, let's work together to help clients achieve their financial goals with confidence. Benefits: Heavily subsidized health, dental, and vision insurance Life and disability insurance 401(k) Occasional in-office presence is required so candidates must be local to Milwaukee, WI or surrounding cities. #J-18808-Ljbffr Lakeshore Financial Group
$150k - $200k
...Job Description Job Description Join Lakeshore Financial Group as a Licensed Financial Advisor and become part of a team dedicated to empowering clients with personalized financial strategies. Here, you'll cultivate strong connections with a diverse clientele, ensuring...SuggestedFlexible hours$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their... ...representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education...SuggestedFull timeContract workFor contractorsWork at office$115k - $125k
Financial Advisor / Financial Planner (CFP® Preferred) Elm Grove, WI (Hybrid: 4 Days In Office) $115,000-$125,000 Base + Incentive Plan ⏰... ...Qualifications Required: ~ Series 65 or 66 ~ Wisconsin Life & Health License ~ FINRA registration ~3+ years of client-facing advisory...SuggestedFull timeSummer workWork at officeWork from homeFlexible hours- ...but not sure how to get started? A new Advisor is typically a career changer who has hit... ...goals and visions to develop a holistic financial roadmap using tools such as retirement planning... ...Fully paid sponsorship of Licensing/Credentialing Robust development bonuses...SuggestedFull timeWork at officeFlexible hours
- ...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...SuggestedFull time
- ...career. Make an impact providing expert financial advice with heart. Thrivent is a... ...coaching as you obtain your state insurance licenses (life, health & variable contracts), Series... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding,...Full timeLocal area
- ...Associate Financial Advisor About the Role: The Associate Financial Advisor provides specialized services to an individual Financial... ...Advisor role Must hold SIE, Series 7/66 or Series 7/63/65 licenses Minimum of three years of investment experience in a...
$45k - $100k
...Financial Advisor Position Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where... ...of the way, providing: Paid training Get registered and licensed and learn how to be a financial advisor with the industry's...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion... ...support business objectives and assist advisors in serving their clients. Leverage your... ...to advance your career further through licensing? We are dedicated to your career development...Full timeH1bWork at officeVisa sponsorship
$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... ...representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the...Full timeContract workFor contractorsWork 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... ...representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the...Work at office$200k
Financial Advisor — Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed... ...client relationships What We’re Looking For Active Life & Health license Series 65 or Series 66 and 7 licenses Bachelor’s degree...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 \n The look and feel of an independent advisor—with the benefits of being an employee \n Three retirement programs...
- Direct message the job poster from Northwestern Mutual Financial Advisor at Northwestern Mutual Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through personalized insurance and investment...Full time
$20.54 - $24.16 per hour
...This role will be on-site at one of the following Midwest Region Campuses in Wisconsin: Kenosha, Brookfield, Madison. The Financial Aid Advisor supports Herzing University’s mission through administration of financial aid funding for the University’s students. This...Hourly payWork at officeMonday to FridayAfternoon shift$91k - $115k
DescriptionKforce's client in the Northwest Side of Milwaukee, WI is looking for a Senior Financial Analyst-Corporate FP&A. We are looking for a self-starter that will serve as a key finance business partner supporting business units and functional areas Internationally...$21 per hour
...Licensed Benefit Advisor – Work From Home (Multiple Locations) |2026 Arlington, Virginia, United States Montgomery, Alabama, United States Arizona, United States Fort Myers, Florida, United States Milwaukee, Wisconsin, United States Beckley, West Virginia...Hourly payFull timeTemporary workSeasonal workWork at officeImmediate startRemote workWork from homeVisa sponsorshipWork visaShift work$116.2k - $229.1k
...as IFRS 17 and LDTI. As an FP&A Senior Consultant focused on the insurance industry, you will help insurance carriers strengthen financial planning, forecasting, and analytics capabilities so they can make more informed business decisions. This role supports finance transformation...Local areaVisa sponsorship$46.69k - $80.04k
...the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Role Summary As a Financial Intelligence Analyst, you will help protect Associated Bank and its customers by identifying, investigating, and escalating...Shift workDay shiftAfternoon shift$40k - $44k
JOB REQUIREMENTS: Number of Openings: 1 Job Title: Employment Consultant Occupational Category: Please choose the most appropriate choice based on the Job Title and Description. Duties and Responsibilties of Job: Best Buddies International is a nonprofit 501(c)(3) organization...Casual workWork at officeLocal areaWorldwide- As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point systems as well as holistic interchange services rendering effective data quality and dependable exchanges of digital...Full timeWork experience placementLive inWork at officeLocal area
- ...an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing... ...uncovering needs, and recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire...Full time
- ...reviewing the general ledger for client funds, reviewing quarterly financial statements and related schedules, and responding to client and... ...strongly preferred; ~ Certified Public Accountant (CPA) license is strongly preferred. ~ Proficient in Microsoft Office Suite...Full time
$76k - $105k
Security Operations Center Analyst Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision...InternshipRemote work- ...Company Description Prescient Financial Solutions supports pre-retirement individuals, business owners, corporate executives, and emerging... ...advisory services. Role Description The Associate Wealth Advisor is a full-time, on-site role based in Brookfield, WI. This role...Full timeInternshipWork at office
- ...on the latest industry and technology best practices leveraging a SAP solutions and embedded innovation.Become a trusted expert and advisor to your clients, team, and Accenture Leadership by staying current on regulations, trends, and innovations across your area of...Full timeWork experience placementLive inWork at officeLocal area
$97k - $192k
...of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued... ...currently holds the appropriate state licensing, or is willing to obtain it quickly and... ...where he focuses on helping members and advisors create lasting impact through financial...Work at officeLocal areaWork from homeFlexible hours- ...Learning Strategy & Development, Workforce Transformation, and Technology Talent Development.Minimum of 1 year of experience in the Financial Services (Insurance or Banking) industryMinimum of 6 months of experience helping organizations prepare for AI-enabled workforce...Full timeLive inWork at officeLocal area
- ...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work. As a Workday Workday Financials P2P/WSS...Full timeWork experience placementLive inWork at officeLocal area
$78.5k
...company developing new state-of-the-art technology and equipment Job Overview The Senior FP&A Analyst playsa pivotal role in leading financial planning, forecasting, month-end close, performance reporting, and commercial decision support for KNA Mining Wholesale. Serving...Remote workWorldwide
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