Member Financial Wellness Advisor
Landmark Credit Union
Landmark Credit Union in Wisconsin is seeking a Branch Associate to assist members with financial needs, input loan applications, and open deposit accounts while delivering exceptional service. The role supports loan processing and cross-sells products, with a 40-hour work week and Saturdays on a rotating schedule. A high school diploma and 2+ years of customer service or sales experience are preferred. #J-18808-Ljbffr Landmark Credit Union
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Member Financial Wellness Advisor in Franklin, WI vacancy
- Landmark Credit Union in Wisconsin seeks a customer-focused professional to assist members with financial needs, open deposits, and guide loan processing. This role reports to Branch Manager and emphasizes exceptional service. Strong communication, confidentiality, and...Suggested
- UW Credit Union is hiring a Bilingual (Spanish/English) Part-Time Teller for its Franklin Branch. In this role, you will assist members and ensure their needs are met with enthusiasm and accuracy. This part-time position offers flexibility with hours including Monday to...SuggestedPart timeMonday to Friday
- Ourlivesmadison in Franklin, Wisconsin, is seeking a Part-Time Teller who will make a positive impact on members' lives by performing transactions and providing excellent customer service. This role includes responsibilities such as welcoming members, managing teller requests...SuggestedPart time
- ...Member Service Teller Are you someone who thrives on meaningful conversations, loves helping others, and enjoys making everyday moments... ...interestevery interaction matters. Handle a variety of financial transactions with precision and care. Listen closely to uncover...SuggestedWork at officeLocal area
Summit Credit Union
Milwaukee, WI5 days ago - ...Peak Member Service Teller (15-19 Hours) At Summit Credit Union, you're not just stepping... ...that set the tone for their entire financial journey. Empower members through meaningful... ...detail helps protect members' financial well-being. Spot opportunities that make...SuggestedWork at officeLocal area
Summit Credit Union
Milwaukee, WI3 days ago $26.62 - $38.6 per hour
...-oriented people to join our exceptional team. Personal Banker (Member Service Representative III) The pay range for this position is listed... ...various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time....Part timeDormont Manufacturing Company
Milwaukee, WI2 days ago$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... ...), a registered investment adviser, broker‑dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Wauwatosa, WI1 day ago$51.8k - $95.9k
...Family Group:Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution... ...based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers...Contract workPart timeLocal areaBank of Montreal
Milwaukee, WI5 days ago$65k - $85k
...Financial AdvisorRetirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire... ...today and the confident, well-funded retirement they... ...will join as a foundational member of our new Milwaukee...Work at officeWeekday workRetirable
Milwaukee, WI16 hours ago$55k - $65k
...Associate Financial Advisor Milwaukee, WI · Hybrid (3 days in-office) · $55,000 – $65,000 Who... ...Americans are today and the confident, well-funded retirement they deserve. The problem... ...You will join as a foundational member of our new Milwaukee office. As an early...Work at officeMonday to FridayRetirable
Milwaukee, WI3 days ago- ...VP Financial Advisor – Milwaukee, WI Wealth Enhancement Group invites a VP Financial Advisor to... ...existing clients. Mentor and train team members in technical areas of financial planning... ...401(k) with match and profit sharing. Wellness programs and resources. Voluntary benefits...Full timeTemporary workFlexible hours
Wealth Enhancement Inc
Milwaukee, WI4 days ago $164k - $250k
...perfect our craft of personalized financial planning with our team-based... ..., please visit VP Financial Advisor – Milwaukee WI Wealth... ...Milwaukee, WI. This role is a key member of the advisory team and will... ...work meaningful: health and wellness, financial well‑being, professional...Full timeTemporary workFlexible hoursWealth Enhancement Group
Milwaukee, WI4 days ago$17 - $22.96 per hour
...opportunities to meet customer needs, and promote financial solutions that help clients achieve their... ...banking tools. Collaborate with team members across multiple branches to ensure... ...development and advancement opportunities. Well‑being programs, incentives, parental leave...Hourly payNight shiftAssociated Trust Company, NA
Franklin, WI1 day ago- Join a forward-thinking financial services firm where you can make a real impact in people's lives. As a financial advisor, you'll guide clients on their journey to financial clarity, helping them achieve their goals through purpose-based advice and a strong commitment...Flexible hours
$41.71k - $65k
...and provides advice and guidance regarding financial solutions that are in the best interests... ...s policies and procedures. Acts as a key member of a collaborative and versatile branch... ...evaluation will be required for this position as well as restrictions on performing in a real‑...Part timeLocal areaImmediate startDay shiftBMO U.S.
Muskego, WI1 day ago- ...be the friendly face that inspires, connects, and supports our members every day! What You'll Do: Deliver accurate, prompt, and friendly... ..., listen to members' needs, and help them achieve their financial goals. Advise on a variety of financial solutions, including...Work at officeLocal area
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch... ..., and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long...Work experience placementFlexible hours
- ...at your branch, for both your teammates and UW Credit Union's members. Your job is to make a positive impact on members lives by accurately... ...work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a four-time recipient of Madison Magazine's Best...Part timeH1b
- ..._ Position Overview: The FP&A Analyst is a critical member of the Corporate FP&A team. This high-visibility role will work with corporate function stakeholders to optimize and execute financial planning, reporting and analysis in support of Regal Rexnord's continued...Contract workRemote workWorldwide3 days per week
Regal Rexnord Corp
Milwaukee, WI5 days ago - ...days, including Friday. \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**POSITION SUMMARY – SENIOR FINANCIAL ANALYST (CORPORATE IT FP&A)**The Senior Financial Analyst is a critical member of the FP&A organization, serving as a lead owner for financial planning, analysis, and...Remote work3 days per week
API Delevan
Milwaukee, WI2 days ago $91.8k - $171k
...solutions, investment strategies, and holistic financial planning. This role combines credit and... ...)Leads Annual Client Review with team members to evaluate changing needs, increase... ...evaluation will be required for this position as well as restrictions on performing in a real...Contract workPart timeLocal areaShift workBank of Montreal
Milwaukee, WI3 days ago- ...Position Objective The Junior Financial Advisor will support senior advisors in delivering comprehensive financial planning and investment management services to clients. This role will help the ideal candidate develop foundational advisory skills while progressing toward...Flexible hours
World Insurance As
New Berlin, WI1 day ago - ...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...
Tri-State Wealth Advisors of Prudential Advisors
Milwaukee, WI2 days ago - ...Resident Financial Counselor (Senior Living) We are seeking a dedicated and detail-oriented... ...resources, contributing to their overall well-being and financial stability. This... ...admissions staff, case managers, and finance team members. Serve as a backup to other Billing...Full timeTemporary workPart timeReliefFlexible hours
LindenGrove
Milwaukee, WI3 days ago $65k - $85k
...DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial... ...in financial planning? We're not just hiring a Junior Financial Advisor - we're investing in the next generation of trusted advisors....DBHW Wealth Partners
South Milwaukee, WI5 days ago- ...Position Overview The Patient Financial Counselor plays a vital role in assisting patients with financial resources to eliminate barriers... ...workload to prevent backlogs and provide support to team members as needed. Process Sliding Fee applications within 48 hours of...Work at office
Outreach Community Health Centers
Milwaukee, WI4 days ago $45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...regulatory authorities (FINRA and SEC), as well as required CE training to ensure...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Milwaukee, WI2 days ago- ...Thrivent is seeking a dedicated Financial Advisor to provide expert financial advice and support to clients. You will build a financial practice guiding Christians toward financial clarity and achieve personal goals through purpose-based advice and genuine relationships...
Thrivent Financial
Milwaukee, WI2 days ago $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 officeUnavailable
Wauwatosa, WI2 days ago$100k
...Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through collaboration... ...' approach and seek a driven, client-focused Lead Financial Advisor to join our team. Why You'll Love This Role Built-in clients —...Local areaDrake & Associates Ltd
Milwaukee, WI5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Member Financial Wellness Advisor. Be the first to apply!
