Average salary: $270,418 /yearly

More stats
Get new jobs by email
  • $70k - $80k

     ...delivering exceptional service. Bachelor’s Degree in Finance, Economics, or a related field; advanced degrees or certifications (e.g., CFA) are highly desirable. A minimum of 3‑5 years of experience in a similar role or a combination of education and relevant experience.... 
    Suggested
    Work at office
    Local area
    Remote work

    moomoo

    Wisconsin
    1 day ago
  •  ...collaboration skills Bachelor’s degree in Finance, Accounting, Economics, or related field; professional certification (CPA, ACCA, CFA) highly desirable Who You Are: Strategic thinker who pairs long-term vision with a hands-on management style Analytical and data-driven... 
    Suggested
    Immediate start

    Complete Farmer LTD

    Wisconsin
    2 days ago
  • $150k - $350k

     ...applications Additional Preferred Skills Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Frost Benefits Medical, dental, vision, long‑term disability, and life insurance 401(k) matching Generous holiday and... 
    Suggested

    Frost Bank

    Wisconsin
    3 days ago
  •  ...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 Additions
    Suggested

    Financial Additions

    Wisconsin
    2 days ago
  • $80k - $250k

     ...focused households in The Woodlands or a comparable relationship-driven community. An active Series 65 or Series 66 (or a CFP, CPA, or CFA designation). An active life insurance license. This is a selective search for one seat, and we would rather have one right... 
    Suggested
    Work at office
    Home office

    Allied Wealth

    Wisconsin
    12 hours ago
  • $85k - $145k

     ...; additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) would be considered. Specialized expertise preferred but not mandatory. Examples, include... 
    Suggested
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Merceradvisors

    Wisconsin
    3 days ago
  •  ...Accounting, Economics, or a related field Preferred: Experience in private equity-backed, high-growth, or pre-IPO organizations MBA, CPA, CFA, or other advanced finance credentials Experience evaluating new unit development, capital investments, and long-range strategic... 
    Suggested
    Local area

    NextStep Recruiting

    Wisconsin
    12 hours ago
  •  ...Finance or relevant field of study Minimum of 3-5 years' experience in financial analysis Preferred qualifications: Master's Degree CFA or CPA Experience with SAP, EPM/BPC, PowerBI, and Cognos High level of proficiency with Microsoft Excel. Macro and Visual Basic... 
    Suggested
    Work at office
    Local area
    Work from home
    Relocation
    1 day per week

    Core-Mark

    Wisconsin
    1 day ago
  •  ...of side letters, and coordination of regulatory reporting obligations to investors Qualifications: Bachelor's degree required; MBA, CFA, or other relevant advanced degree preferred. Minimum of 8 years of experience in financial markets, with a background in alternative... 
    Suggested
    Odd job
    Work at office

    SummitTX Capital

    Wisconsin
    2 days ago
  • $340k - $370k

     ...Educational Background: Bachelor’s degree in Finance, Economics, Data Science, Engineering, or a highly quantitative discipline. An MBA, CFA, or advanced degree in quantitative finance is highly preferred. Technical & Leadership Competencies Distinguished Expert: Equal... 
    Suggested
    Contract work
    Remote work
    Work from home
    Flexible hours
    Shift work

    Achieve

    Wisconsin
    3 days ago
  • $100.1k - $166.8k

     ...managing complex budgets and finance teams. Strong knowledge of financial systems and ERP platforms. Professional certifications (CFA, CPA) are a plus. Advanced skills in financial modeling and business analytics. Strong analytical abilities with excellent quantitative... 
    Suggested
    Remote job
    Flexible hours

    Jobgether

    Wisconsin
    3 days ago
  • $160k

     ...Doctor (JD) degree required. CERTIFIED FINANCIAL PLANNER designation required. Other advanced degree or designation desirable (MBA, CFA, CPA). Series 6 or 7 and resident state insurance license required or working towards license within 6 months. Minimum 12 years of... 
    Suggested
    Work at office

    Northwestern Mutual

    Wisconsin
    3 days ago
  •  ...one year, an approved accounting certificate (e.g., post-baccalaureate coursework or an accredited certification program such as CMA, CFA, or among others) or advanced business degree (e.g., MBA or Finance related Master’s Degree) is required Comprehensive knowledge of... 
    Suggested
    Contract work
    Work at office
    Local area
    Long distance

    Turner Construction Company

    Wisconsin
    4 days ago
  •  ...planning strategies, and industry developments while adhering to firm policies and compliance requirements. QUALIFICATIONS CFP or CFA designation required 5-7 years of experience within wealth management, investment advisory, family office, estate planning, or related... 
    Suggested
    Work at office

    Windward Recruiting

    Wisconsin
    3 days ago
  •  ...optimization strongly preferred Experience working with capital planning or investment prioritization Certificates, Licenses, Registrations CFA, CPA, or MBA- a plus but not required Experience with GIS platforms or location analytics tools- preferred Other Qualifications (... 
    Suggested
    Relocation

    Simmons Bank

    Wisconsin
    2 hours agonew
  • $107.9k - $172.64k

     ...field. In lieu of a degree, 10+ years of experience in a related field. Bonus Points Certified Treasury Professional (CTP), CPA, CFA certification or pursuit of one Cash management and cash flow forecasting - Highly preferred Treasury Management Systems (Kyriba, etc... 
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours
    2 days per week

    Blue Cross and Blue Shield of North Carolina

    Wisconsin
    12 hours ago
  • $77.86k

     ...quantitative analysis, and data validation Competency in programming in languages such as R or Python and database management such as SQL CFA, FRM, or similar risk management-related credentials.Prior consulting or professional services experience leading client engagements... 
    Hourly pay
    Full time
    Work at office
    Local area
    Flexible hours

    Forvis Mazars, LLP

    Wisconsin
    4 days ago
  •  ...knowledge of financial risk (liquidity/treasury, market, counterparty credit) and/or related non-financial risk (model, operational) CPA, CFA, CIA, and/or MBA preferred Ability to apply sound audit judgment, challenge management effectively, and drive issue identification... 

    JCW Group

    Wisconsin
    1 day ago
  •  ...strategic partners. Excellent leadership, communication, and stakeholder management skills. Bachelor’s degree required. MBA, CPA, or CFA preferred. Personal Attributes Strategic thinker with strong business acumen. Hands-on operator capable of balancing high-level... 
    Long term contract
    Contract work

    talisman

    Wisconsin
    3 days ago
  • $115k - $180k

     ...leaders Ability to manage multiple priorities and build strong cross-functional relationships Preferred Qualifications MBA, CPA, or CFA Experience in the AEC industry or another professional services environment Deltek Vantagepoint, Oracle, SQL, or similar ERP/database... 

    RS&H

    Wisconsin
    2 days ago
  • $101.23k - $172.36k

     ...presentations. Ability to travel 40-50% of the time. FINRA Series 65 (or 66), or the ability to obtain. Additional Qualifications CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder). Highly competitive and goal‑oriented. A focus on sales... 
    Remote work

    City National Bank

    Wisconsin
    1 day ago
  • $10k

     ...similar business or analytical field required, Professional certification of CPA or equivalent is strongly desired, Master’s degree, CFA, or CAIA is a plus. Preferably accounting background with a focus on real estate or asset management clients, a Big 4 accounting firm... 

    Welltower, Inc

    Wisconsin
    2 hours agonew
  •  ...perform the essential functions. Education & Experience Bachelors in Business, Economics, Engineering, Science or relevant field MBA, CFA, relevant graduate degree, or similar certification of analytical capability is preferred 5+ years in commercial analysis, market... 
    Work at office
    Weekend work
    Afternoon shift

    Axiom Space

    Wisconsin
    2 hours agonew
  •  ...estate data platforms and analytics or visualization tools is preferred. Relevant professional designations or licenses, such as MAI, CFA, CPA, MRICS, CCIM or a certified general real estate appraiser credential, are valued but not required. Willingness to travel as... 

    Baker Tilly US

    Wisconsin
    2 days ago
  • $120k - $161k

     ...Portfolio Management teams, and organizational initiatives as needed. Requirements for the Role Undergraduate degree required; MBA, CFA, or other advanced investment-related designation is a plus. 5-7 years of experience in one or more of the following areas: Portfolio... 
    Full time
    Part time
    Work at office
    Flexible hours

    1200 Invesco Advisers, Inc.

    Wisconsin
    3 days ago
  •  ...within six weeks of job acceptance. Applicable Certifications Supported: Certified Public Accountant (CPA), Certified Financial Analyst (CFA), Certified Management Accountant (CMA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work

    Texas Alcoholic Beverage Commission

    Wisconsin
    3 days ago
  • $65k - $155k

     ...degree from a top academic institution with a strong GPA Advanced degree(s) and applicable professional certification(s) are preferred (CFA, CIRA, CPA) Restructuring experience required Experience with financial modeling including 3 statement analysis and 13-week cash flow... 
    Weekend work

    Ankura

    Wisconsin
    4 days ago
  • $147k - $260.7k

     ...engagement. Required Qualifications: Bachelor's or Graduate degree (preferred) in related field of study, or equivalent work experience. CPA, CFA, or relevant industry credential a plus. 7+ years of account management, strategic account leadership, or sales experience within... 
    Contract work
    Work experience placement
    Internship
    Local area
    Shift work

    RSM US LLP

    Wisconsin
    2 days ago
  •  ...students searching for excellent employment opportunities in finance. The Neeley School's BBA in Finance has been recognized by the CFA Institute University Affiliation Program. This recognition is granted to institutions that incorporate a significant portion of the CFA... 
    Full time
    Part time

    Texas Christian University

    Wisconsin
    2 days ago
  •  ...seven years in private banking preferred Required: Bachelor’s degree in finance, economics, accounting or related field Preferred: MBA, CFA or CFP Prior experience providing complex investment solutions to affluent or high net worth individuals or families Prior sales... 
    Immediate start
    Day shift

    Texas Capital

    Wisconsin
    4 days ago