Average salary: $270,418 /yearly
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- ...communicate financial concepts and recommendations to executive leadership Bachelor's degree in Finance, Accounting, Economics, or a related field CPA, CFA, MBA, or experience with automation, AI, or data analytics tools is a plus. #J-18808-Ljbffr Financial AdditionsSuggested
- ...insurance licenses), or willingness to obtain them within a defined timeframe. Bachelor’s degree in Finance, Business, Economics, or a related field; advanced certifications (e.g., CFP®, ChFC®, CFA®) are preferred but not required. #J-18808-Ljbffr National Financial AllianceSuggestedFull timeWork at officeRemote workWork from home
- ...with advisors and institutions. Bachelor’s degree in Finance, Economics, Business, or a related field; advanced designations (e.g., CFA, CIMA) are a plus. FINRA licenses (such as Series 7/66/63 or equivalents) preferred Self-motivated, organized, and comfortable working...SuggestedFull timeWork from home
- ...You would be the first person through the program and will help shape how it runs. Professional certification: Compass supports CPA, CFA, and CMA exam costs and annual dues Work arrangement: this is a fully in-office role. Your office location follows your work...SuggestedPermanent employmentFull timeTemporary workInternshipWork at office
- ...credit facility management. Experience with Treasury Management Systems and financial data architecture. Advanced certifications such as CFA, MBA, CTP, or progress toward one. Advanced degree in business, finance, accounting, economics or other highly analytical fields....SuggestedTemporary workVisa sponsorshipWork visaMonday to FridayWeekend work
- ...Assistants (ABSA) ii. CSA - Certified Surgical Assistant through the National Surgical Assistant Association (NSAA) iii. CSFA (formally CFA) - Certified Surgical First Assistant through the National Board of Surgical Technology and Surgical Assisting (NBSTSA) C. LSA-...SuggestedTemporary workFlexible hours
- ...on a leadership role on the team and within the business community Desired Qualifications: MBA or Post-Graduate Degree CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills: Business Development Client Management Client Solutions Advisory Prospecting Wealth...SuggestedWork at officeFlexible hours
- ...a sanitary, safe, and attractive hospital environment. You will also support cleaning at the Twin Bridges Clinic and hospital-owned apartments in Sheridan, contributing to infection control and patient #J-18808-Ljbffr The Ruby Valley Medical Center & Debra McNeill, CFASuggestedFull time
$177.53k - $236.65k
...quantitative concepts to nontechnical business leaders. What would make us excited about you? Experience with ReMetrica. FCAS, ACAS, CFA, FRM, graduate degrees, or other relevant quantitative credential; actuarial credentials are useful but not required. Experience...SuggestedHourly payFull timeH1bRemote workWork from homeFlexible hours- ...\n \n EXPERIENCE REQUIRED \n \n ~ Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA, CTP, CFA, or other advanced credentials preferred. \n ~10+ years of progressive treasury, corporate finance, or related experience, including...Suggested
Truity Partners
Milwaukee, WI14 days ago - ...both CRE and C&I loans preferred; CRE will be the primary focus. \n Formal credit training or relevant certifications (e.g., RMA, CFA) preferred. \n Skills & Competencies \n \n Strong analytical and synthesis skills with advanced proficiency in financial modeling...SuggestedWork experience placementWork at office
FVSBank
Fond Du Lac, WI9 days ago - ...AND EDUCATION REQUIREMENTS: \n \n • Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field required; CFA, CMT, MBA, or other relevant investment credentials preferred. \n • 5+ years of institutional trading experience \n • Proven ability...SuggestedFull timeWork at office
Operose
Milwaukee, WI14 days ago - ...growth. \n \n \n Qualifications \n \n \n ~ Bachelor’s degree with strong academic credentials and a record of achievement; CFA designation preferred \n ~5+ years applicable work experience \n ~ Series 65, or other required licensing as determined by the...SuggestedFull timeWork experience placementWork at office
Operose
Milwaukee, WI14 days ago $108.16k
...experience performing investment research and/or evaluating investments or investment products as part of a portfolio. MBA degree and/or CFA designation Experience giving presentations in large and small group settings Skills You Have: Investment Performance Reporting -...SuggestedWork experience placement$115k - $125k
...client-facing advisory experience Strong relationship management and communication skills Preferred: CFP® designation or candidate CFA®, EA, or similar advanced credential RIA experience Charles Schwab platform experience Compensation & Benefits Compensation $115,...SuggestedSummer workWork at officeWork from homeFlexible hours$250k
...Required Series 7 - Stockbroker Exam Required Other Series 63 / Series 66 or Series 65 Required CFP‑Certified Financial Planner Preferred CFA‑Chartered Financial Analyst Preferred Note: This position requires a check of criminal background and credit records as a FINRA...Local area- ...years of relevant trust administration experience. ~ Strong team mate who enjoys collaboration with internal partners ~ CTFA, CFP, CFA, CES, or equivalent ~ Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through...Local area
- ...~ Strong analytical and problem-solving skills, as well as strong verbal and written communication skills ~ Progress towards ASA, CFA, or ABV designations is a plus ~ Working/advanced knowledge of Excel ~ Self-starter with the ability to master new tasks quickly...Work experience placementVisa sponsorshipFlexible hours
VRC
Milwaukee, WI5 days ago - ...underwriting both CRE and C&I loans preferred; CRE will be the primary focus. Formal credit training or relevant certifications (e.g., RMA, CFA) preferred. Skills & Competencies Strong analytical and synthesis skills with advanced proficiency in financial modeling and...Work experience placementWork at officeLocal area
$55k - $100k
...salary ranges from $55,000 to over $100,000 (dependent on experience and qualifications) with potential increases upon earning CFP®, CFA, or other essential certifications. Work-Life Balance: Enjoy flexibility for remote work, unlimited vacation time, all stock market holidays...Full timeWork at officeImmediate startRemote workFlexible hours- ...managers and actuaries. The role requires 3-5 years of asset allocation and analytics experience, strong quantitative skills, and familiarity with Bloomberg/Aladdin/SQL/Python. A CFA or master s degree is a plus. #J-18808-Ljbffr Northwestern Mutual Investment Services, LLC
$150k
...interpersonal and communication skills Ability to work independently and as part of a collaborative team Relevant certifications (e.g., CFP, CFA) are preferred Series 65 or 66 licensing is required What We Offer Independence to build your own business Full back-office and...Work at officeRemote work$160k
...Management, Accounting, Economics, or a related discipline required. \n ~ Advanced degree or professional certification such as an MBA, CFA, FRM, or CTP is a plus. \n ~7–9+ years of progressive experience in finance, treasury, financial risk management, or a related area...Truity Partners
Milwaukee, WI20 days ago$65k - $85k
...keeping you at the forefront of financial strategies, market insights, and client service excellence. Ambitious about earning your CFP?, CFA?, or other professional designations? We support that too. We offer incentives and recognition for obtaining certifications and...Internship- ...pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin’s flagship university, makes regular appearances on...Work at officeRemote workRelocationRelocation package
$130k - $155k
...product launches Familiarity with SEO, digital content optimization, and AI-assisted content workflows Relevant certifications (e.g., CFA, CAIA, Series 7 license or progress toward designation) Experience in helping to support organizing activities in both physical and...Work at officeFlexible hours- ...across an organization. ~ Strong analytical, communication, leadership, and business partnership skills. Preferred MBA, CPA, CFA, CTP, or other relevant professional designation. Experience in corporate FP&A, business-unit finance, operational finance,...Temporary workLocal areaWorldwide
- ...pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin’s flagship university, makes regular appearances on...Work experience placementWork at officeRemote workRelocation
- ...SKILLS Master's degree or higher in accounting, finance or an associated field. Relevant professional experience. CPA, CMA, CFA preferred but not required. Some teaching experience preferred but not required. OTHER DUTIES ~ Please note this job description...Full timeH1bImmediate startVisa sponsorshipWork visa
Lakeland University
Plymouth, WI2 days ago $100k
...Certification - Series 65 or Series 7 & 66 or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC) or Certified...Temporary workWork at officeLocal area
