Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Insurance & Financial Services Advisor | Growth & Planning

$38k - $48k

Megan Demski

A local insurance agency is seeking an Insurance and Financial Services Team Member in Brillion, WI. This full-time position requires strong interpersonal skills and aims to develop customer relationships within insurance and financial services. Candidates should have over 3 years of experience and preferably possess licenses in insurance and FINRA Series 7 and 63. This role offers a competitive salary of $38,000 - $48,000 per year along with benefits, including 401(k) matching and paid time off. #J-18808-Ljbffr Megan Demski

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Insurance & Financial Services Advisor | Growth & Planning in Madison, WI vacancy
  • $150k

    A mid-size asset management firm in Wisconsin is seeking a Wealth Advisory Business Development Officer to drive growth by fostering advisor relationships and positioning investment products. This role requires a strong background in sales within the asset management sector... 
    Suggested

    TCW

    Madison, WI
    10 hours ago
  • American Family Insurance is looking for a Senior Financial Analyst to support expense management through planning, forecasting, and analysis. You will collaborate with business leaders to deliver performance insights and enhance financial discipline. This hybrid role... 
    Suggested

    American Family Insurance

    Madison, WI
    3 days ago
  • A financial services firm is seeking a Vice President | Holistic Financial Professional to develop a team of financial advisors. This role involves providing customized financial strategies, building...  ...base, and incorporating holistic planning approaches. Candidates must be... 
    Suggested
    Remote job

    Equitable Advisors

    Madison, WI
    10 hours ago
  • $36k

     ...Thrivent is a different kind of financial services firm, one that puts...  ...‑based advice, investments, insurance, banking and generosity. Position...  ...an Associate Financial Advisor to our team, which serves over...  ...focus on holistic financial planning, investment management, risk... 
    Suggested
    Full time
    Work at office
    Local area
    Flexible hours

    Thrivent

    Madison, WI
    3 days ago
  •  ...outgoing professional to join their team. You will build customer relationships to promote products such as auto, home, and life insurance. This position offers a salary plus commission and benefits. As an Agent Team Member, you will be involved in educating customers... 
    Suggested

    Dan-Beilke---State-Farm-Agent

    Madison, WI
    2 days ago
  • $108.63k - $127.8k

     ...platform — and with it, the future global financial system. To achieve our mission, we’re...  ...the data-driven guidance that fuels our growth and powers the future of finance. We own...  ...financial roadmap, from the annual operating plan and rolling forecasts to the in-depth business... 
    Local area

    Coinbase

    Madison, WI
    10 hours ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship...  ...integrated financial planning practice from the...  ...and professional growth in this program. With...  ...Financial Representative or Advisor role upon graduation....  ...Bonuses Support for insurance licensing (life,... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Middleton, WI
    10 hours ago
  • Financial Consultant- Madison, WI page is loaded## Financial Consultant- Madison, WIlocations...  ...and create complex financial plans, then join a team that is a stable industry...  ...industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long... 
    Work at office

    Soteria Reinsurance Ltd.

    Madison, WI
    10 hours ago
  • Description Ready to ignite growth by driving...  ...privately held, full‑service advisory and wealth...  ...in investment, tax, insurance, estate planning, and more. Communication...  ...means our Wealth Advisors are salaried...  ...insights and strategic financial recommendations Drive... 
    Summer work

    Wealth Management Group

    Madison, WI
    4 days ago
  • A reputable financial advisory firm in Madison, WI is seeking a Wealth Advisor to lead strategic client acquisition and mentor a...  ...offers an opportunity to drive firm growth by acquiring new clients and...  ...through exceptional client service. Ideal candidates will have over... 

    Wealth Management Group

    Madison, WI
    4 days ago
  • A growing financial advisory firm in Madison seeks a detail-oriented Financial & Tax Planning Specialist. This entry-level opportunity offers a chance to analyze financial...  ...collaborative environment fostering professional growth, competitive salary, and significant... 

    Bluespring Wealth

    Madison, WI
    2 days ago
  • $24k

    Team Based Financial Advisor - Glen Hills Group page is loaded##...  ...financial services practice of Thrivent...  ...focus on retirement planning, tax efficiency, and...  ...registration and/or insurance licensing verification...  ...opportunities for professional growth.* Well-being programs... 
    Full time
    Contract work
    Work at office
    Local area

    Thrivent Financial

    Madison, WI
    1 day ago
  • $50k

     ...team business model. One financial advisor and one branch office...  ...World-class products, services and support. And the...  ...adjust the branch business plan to increase branch...  ...earning potential and growth, and your compensation...  ...of success. State insurance licenses preferred. Preferred... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Madison, WI
    1 day ago
  • Financial Advisor - Madison and Surrounding Areas Join to apply...  ...kind of financial services firm, one that puts generosity...  ...advice, investments, insurance, banking and...  ...streams, and dedicated planning fees for those who...  ...opportunity for professional growth as you build your... 

    Thrivent

    Madison, WI
    2 days ago
  • $80k - $131k

     ...offered for eligible candidates.The Senior Financial Analyst works within Expense Management...  ...and supports expense management through planning, forecasting, and analysis, and by...  ...Extensive knowledge and understanding of insurance accounting and operationsTravel requirements... 
    Full time
    Work at office
    Local area
    Relocation
    Relocation package
    Flexible hours

    American Family Insurance

    Madison, WI
    3 days ago
  • $126.82k - $149.2k

     ...better and smarter financial decisions and...  ...wealth and estate planning, investments, banking, credit, insurance, charitable giving...  ...The Private Wealth Advisor (PWA) is responsible...  ...planning, and trust services to frame, acquire,...  ...responsible for growth through internal and... 
    Full time
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Madison, WI
    3 hours ago
  •  ...responsible for all internal financial operations, financial staff,...  ...execute a strategic financial plan that supports the organization...  ...to support organizational growth. Operations & Leadership Partner...  ...be made as appropriate. #J-18808-Ljbffr MRA Recruiting Services

    MRA Recruiting Services

    Madison, WI
    10 hours ago
  • $17 - $22.96 per hour

     ..., Wisconsin. In this role, you'll provide exceptional customer service by processing transactions and meeting customer needs. Ideal candidates...  ...ranging from $17.00 to $22.96, along with opportunities for growth and development in a supportive team environment. #J-18808-... 
    Hourly pay
    Part time

    Associated Bank

    Madison, WI
    10 hours ago
  •  ...Madison is looking for a Teller to provide exceptional customer service and support financial transactions. The role involves processing transactions,...  ...position offers competitive hourly pay and supports your growth in a collaborative environment. #J-18808-Ljbffr Associated... 
    Hourly pay

    Associated Trust Company, NA

    Madison, WI
    2 days ago
  •  ...In this front-line role, you will provide exceptional customer service, accurately process transactions, and support daily branch operations...  ...experience. Enjoy a supportive environment that promotes your growth and community engagement. #J-18808-Ljbffr Associated Trust... 
    Part time

    Associated Trust Company, NA

    Madison, WI
    1 day ago
  • $86.25k - $135k

     ...Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a...  ...initiatives and take the lead on projects that support loan growth and efficiency objectives within lines of business. The Associate... 
    Hourly pay
    Contract work
    Work experience placement
    Work at office
    Shift work

    Banco Santander SA

    Madison, WI
    3 days ago
  •  ...Partners, LLC in Madison, WI, is looking for a detail-oriented Financial & Tax Planning Specialist. This entry-level role involves gathering and...  ...offers competitive pay, benefits, and opportunities for professional growth. #J-18808-Ljbffr Bluespring Wealth Partners, LLC

    Bluespring Wealth Partners, LLC

    Madison, WI
    2 days ago
  • $12k

     ...strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook...  ...goals through a variety of planning services. Join our team to begin honing...  ...willing to obtain a life insurance license This is an upside,... 
    Full time
    Part time
    Start working today
    Flexible hours

    Lakeshore Financial Group

    Madison, WI
    3 days ago
  • A leading financial services firm in Madison, Wisconsin, is seeking a Private Client Advisor. This role focuses on delivering personalized financial planning and investment solutions to a diverse client base...  ...opportunities for career growth and emphasizes diversity and... 

    JPMorgan Chase & Co.

    Madison, WI
    10 hours ago
  • $87.8k - $131.7k

     ..., we’re on a mission to make a brighter financial future accessible to everyone. We put people...  ...and inclusive environment. CMFG Life Insurance Company, d/b/a TruStage, is seeking an...  ...approaches. Participate in the business planning process by setting forecasted loss ratios... 
    Work experience placement
    Work at office

    TruStage

    Madison, WI
    10 hours ago
  • A leading cryptocurrency company is seeking an experienced FP&A professional to manage financial processes and support budgeting and forecasting in Madison, Wisconsin. The ideal candidate will have 2-4 years of experience in corporate finance or FP&A, exceptional analytical... 

    Coinbase

    Madison, WI
    4 days ago
  • $65k - $70k

     ...based in Madison, Wisconsin is seeking a Financial Analyst to provide financial and...  ...operational initiatives, and financial planning. Candidates should have a relevant Bachelor...  ...comprehensive benefits package including health insurance and a 401(k) plan. #J-18808-Ljbffr Ryder... 

    Ryder System, Inc.

    Madison, WI
    1 day ago
  •  ...customers of security procedures for applications, requests and services offered by account management. Identify customer problem...  ...formal requests. Participate in system / application integration planning, testing and troubleshooting of access issues. Experience... 
    Work at office
    Remote work
    Relocation

    Beacon Technologies

    Madison, WI
    4 days ago
  • $80.3k - $143k

    Wealth Advisor - Wealth Advisory - Serving Existing...  ...national professional services firm where our purpose...  ...comprehensive, holistic, financial services. They have...  ...knowledge in financial planning and investments, with...  ...general insight to tax, insurance, and estate planning.... 
    Full time
    Interim role
    Work at office
    Flexible hours

    CliftonLarsonAllen LLP

    Madison, WI
    2 days ago
  • A leading financial services firm in Madison, WI, seeks a Financial Consultant to engage clients in personalized planning and relationship building. You will guide clients using extensive investment knowledge while working with an existing client base, supported by a strong... 

    Soteria Reinsurance Ltd.

    Madison, WI
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Insurance & Financial Services Advisor | Growth & Planning. Be the first to apply!