Licensed Financial Advisor
WizeHire
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
$150k - $200k
...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 their financial well-being is prioritized...SuggestedFlexible hours- ...What Sets Lakeshore Financial Group Apart? Uncapped Earning Potential - Embrace a commission-based... ...Nice-to-Haves: Life & Health Insurance License Series 7, Series 66, and SIE Registrations Experience as a financial advisor or wealth management professional. Proven track...SuggestedRemote workFlexible hours
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the...SuggestedFull timeContract workFor contractorsWork at office$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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$115k - $125k
...No Sales Quotas | No Cold Calling Build Financial Futures. Not Sales Pipelines. At... ...first mindset. We're seeking a Financial Advisor who wants to focus on planning, client relationships... ...65 or 66 Wisconsin Life & Health License FINRA registration 3+ years of client-...SuggestedSummer workWork at officeWork from homeFlexible hours$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$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- 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
- About the Role: The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability... ...Advisor role Must hold SIE, Series 7/66 or Series 7/63/65 licenses Minimum of three years of investment experience in a client...
$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- ...operational functions including but not limited to preparing financial statements for the private equity funds, forecasting borrowing... ...the Securities Exchange Commission for Registered Investment Advisors. Principal Duties and Responsibilities This list of duties...Full timeWork at office
$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- ...Financial Aid Counselor Reports To: Director of Financial Aid & Veterans Services Department: Financial Aid & Veterans Services Employment Status: Full-time Pay Months: July-June Position Summary: The position of Financial Aid Counselor is an integral part...Full timeWork at officeAfternoon shift
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern... .... Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®...Local area
- ...Job Description Job Description Job Summary: A Wealth Advisor/Financial Planning Specialist will work with Portfolio Managers and Relationship Managers in ensuring each client has received detailed financial planning. This role involves accumulating information,...Full timeWork at officeRemote work
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills... ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are...Full timeInternshipLocal areaFlexible hours- ...Overview At Johnson Financial Group, our Wealth Advisors are more than financial professionals - they are trusted local partners who help clients, families, and businesses make confident decisions for the future. If you are relationship-driven, community-minded, and energized...Local area
- ...Northwestern Mutual in Milwaukee, WI is seeking College Financial Representatives for their internship program. In this role, you will... ...hours, performance-based earnings, and support for insurance licensing. Interns can expect personal and professional growth with opportunities...Full timeInternshipFlexible hours
- ...Power Components – Milwaukee, WI (onsite 5-days/week)Hire Type: Direct HireOverview:Global Power Components is a privately held, financially sound, growing manufacturer of UL heavy gauge steel fuel tanks, trailers, large generator enclosures, and modular metal...
$75.82k - $89.2k
...general ledger accounting, prime broker/bank cash reconciliations, advisor/portfolio management processing, corporate action application,... ...relationships collaborating on compliance, audit and financials, while ensuring all Fund Accounting functions are in compliance...Temporary workWork experience placementWork at officeLocal areaMonday to FridayShift work3 days per week- ...redemptions, exchanges, and account maintenance within work standards for productivity and accuracy. Analyze and process advanced financial and non-financial specialized trades. Perform intricate analysis of prospectus, signature guarantee, trust agreements, qualified plan...Contract workWork experience placement
- ...institutional needs; makes recommendations for implementation. *Experience with Ellucian Colleague suite of products such with an emphasis on Financial Aid. *Consults with user clients in assigned administrative or academic areas regarding information needs, existing system...Work experience placement
$70.35k - $205.8k
...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...Work experience placementLive inWork at officeLocal area- ...an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management organization, you will be based... ...Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health...Full timeTemporary workPart timeWork experience placementWork at office
- Virtual Consultant Role You assess needs, teach options, and stay in the relationship after the first meeting. Admin is part of the job: notes, appointments, CRM hygiene. What comes with the seat No cold calling Qualified-interest pipeline Performance...Remote jobWork from home
$18 - $19 per hour
...Financial Counseling Representative On-site Multiple locations Racine, Franklin, Milwaukee and Appleton, WI | Schedule: 8am-5pm Job type: PRN | Pay: $18-$19 hourly Help Patients Find Financial Support Join R1 as a Financial Counselor and help uninsured and underinsured...Hourly payReliefLocal area$150k - $175k
...UHNW clients. Expand client relationships - Serve as a trusted advisor through regular client contact and relationship building, actively... .... Technology proficient: You are skilled in Microsoft Office, financial analysis, and modeling, with experience utilizing Salesforce (...Local areaRemote work- ...and regulators.Within our Finance Transformation offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining next-generation processes, scalable data platforms, and AI, we...Local areaVisa sponsorship
- Job Overview A law firm seeks a Project Finance Associate in Milwaukee, WI. The role involves working on renewable energy and infrastructure matters, focusing on project finance and tax credit transactions. Duties Represent developers, sponsors, lenders, and investors in...
- The Corporate Finance team supports the financial integrity of Artisan Partners, through accounting, financial reporting, analysis and financial controls. The Corporate Finance Associate will join a collaborative team with exposure to a broad range of accounting and financial...Work at office
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