Average salary: $270,418 /yearly

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  • $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
    2 days ago
  • $150k - $185k

     ...Core Qualifications Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field required. MBA, CFA, CPA, or other advanced financial certification preferred. 10+ years of progressive finance experience, including leadership... 
    Suggested
    Local area
    Flexible hours

    Pearceservices

    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
    4 days ago
  •  ...research requests Requirements BBA/BS in Accounting required, from a top‑tier school MPA/MBA and/or professional certifications (CFA, CPA, CMA, etc.) are preferred 1-3 years of experience with a Big 4 accounting firm, investment bank, or the financial services industry... 
    Suggested
    Immediate start
    Relocation

    6AM City, LLC

    Wisconsin
    18 hours 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
    1 day 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 but... 
    Suggested
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Wisconsin
    18 hours ago
  • $66k

     ...healthcare coverage through Cigna, including a 100% employer-paid medical plan option. Assist with costs of Chartered Financial Analyst (CFA) exams. Appreciate good work-life balance with 17 dayvacation (plus an additional11 company holidays and 4 half-day holidays)... 
    Suggested
    Summer work
    Worldwide

    慨正橡扯

    Wisconsin
    2 days ago
  •  ...Advanced Excel and financial modeling skills. Strong PowerPoint and executive presentation skills. Preferred qualifications: MBA, CPA or CFA is a plus Experience in distribution, retail, foodservice, logistics, consumer products, or another high-volume operating business.... 
    Suggested
    Contract work
    Local area

    Core-Mark

    Wisconsin
    2 days ago
  •  ...Statistics, Geography, Engineering, or other related field. Advanced degree (Masters/MBA) or relevant professional certifications (e.g. CFA, PMP, Data Analytics) is a plus, but not required CyrusOne is an equal opportunity employer. All qualified applicants will receive... 
    Suggested
    For contractors
    Work at office
    Local area
    Immediate start
    Worldwide

    6AM City, LLC

    Wisconsin
    1 day ago
  •  ...Strong analytical and problem-solving skills Experience in technology, digital transformation. Exposure to global financial operations (multi-region / multi-entity) Ability to influence senior stakeholders MBA, CPA, CFA, or equivalent #J-18808-Ljbffr Brink's, Incorporated
    Suggested

    Brink's, Incorporated

    Wisconsin
    4 days ago
  • $10k

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

    Welltower™ Inc. (NYSE:WELL)

    Wisconsin
    18 hours ago
  •  ...And/or Experience Bachelor’s degree in Finance, Business, or related field (required) MBA or equivalent advanced degree preferred CPA, CFA, or similar credential a plus 5+ years in strategic finance, corporate finance, or consulting Experience in facilities management,... 
    Suggested
    Contract work

    SBM Management Services, LP

    Wisconsin
    18 hours ago
  •  ...considered if willing to obtain licenses within 90days of start date) Desired Skills MBA or Post‑Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills Used in This Role Business development Prospecting and Qualification Oral Communication Investment... 
    Suggested
    Shift work
    Day shift

    Bank of America

    Wisconsin
    18 hours ago
  •  ...databases, cloud platforms (AWS, Azure, or Google Cloud Platform), and big data technologies (Spark, Kafka) Preferred Qualifications CFA, FRM, or equivalent financial certification Experience with reinforcement learning applied to trading or portfolio management Knowledge... 
    Suggested
    Contract work
    Remote work

    Openkyber

    Wisconsin
    7 days ago
  •  ...moves decisively without waiting to be told, and drives initiatives from idea to completion in a fast-paced, ambiguous environment CFA designation is a plus 5-10+ years of progressive experience in FP&A, corporate finance, investment banking, or consulting Experience... 
    Suggested

    Cholla Inc.

    Wisconsin
    3 days ago
  • $175k - $250k

     ...accounting or economic work experience with proven project management skills and a strong aptitude in business writing. An advanced degree or CFA or CPA professional certification is beneficial but not required. Individuals with prior consulting or financial services experience... 
    Work experience placement
    Work at office
    Work from home
    3 days per week

    Charles River Associates

    Wisconsin
    2 days ago
  •  ...skills. Bachelor’s degree in Finance, Computer Science, Data Science, or a related field; MBA or professional qualifications such as CFA or FRM preferred. At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading... 
    Worldwide

    慨正橡扯

    Wisconsin
    2 days ago
  • $300k - $350k

     ...with broker‑dealers and RIAs ~ Bachelor’s degree preferred (business or related field) ~ SIE, Series 7, and 63/66 (or equivalent); CFA a plus Commercial & Investment Acumen Proven ability to generate net new flows and grow client relationships Deep... 

    Brandes Investment Partners (asia) Pte. Ltd.

    Wisconsin
    1 day ago
  • $89.9k - $121.62k

     ...to obtain certification in internal auditing, public accounting, or relevant industry designation (e.g., CIA, CPA, CFIRS, CAMS, CISA, CFA, CFSA, JD, CLU, ChFC, or FLMI). Effective verbal and written communication abilities. Preferred: Strong communicator with... 
    Hourly pay
    Full time
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Thrivent

    Appleton, WI
    4 days ago
  • $125k - $175k

     ...& Series 66 OR Series 65 Life & Health Insurance License preferred or willing to obtain if required. Preferred Credentials CFP® CFA ChFC CPWA® MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination... 
    Local area

    Mohr Talent

    Kohler, WI
    3 days ago
  •  ...position in Finance for the academic year 2026-27. The Austin E. Cofrin School of Business values university-level teaching experience, CFA designations, knowledge of and experience using finance and capital market software (e. g. Bloomberg, Morningstar Direct, or FactSet)... 
    Full time
    Fixed term contract
    Work experience placement
    H1b
    Work at office
    Immediate start
    Visa sponsorship
    Work visa
    Flexible hours

    University of Wisconsin Colleges

    Green Bay, WI
    4 days ago
  • $140k - $160k

     ...market participants such as rating agency analysts. Qualifications Required Qualifications The candidate will be degree qualified. CFA designation or progress towards attaining the CFA designation. Ability to work independently and collaboratively in a cross‑... 
    Work at office
    Local area
    Shift work

    Allspring Global Investments Holdings, LLC

    Milwaukee, WI
    4 days ago
  •  ...proven track record of managing both portfolios and client relationships. Education & Credentials: Bachelor’s degree required; CFP® or CFA designation highly desired. Tech Stack: Familiarity with wealth management software like FactSet, MoneyGuide, Income Lab, Holistiplan... 

    Isthmus Partners, LLC

    Madison, WI
    3 days ago
  •  ...preferably within a long‑term care or managed care environment. ~ Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) preferred. ~ History of success in managing financial operations, strategic planning, and leading teams. ~ Strong command of... 
    Temporary work

    Jobleads-US

    Fond Du Lac, WI
    1 day ago
  • $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

    Associated Bank - Corp

    Stevens Point, WI
    1 day ago
  •  ...ervaren collega’s. Je kan je financiële kennis uitbreiden via gestructureerde leertrajecten, waaronder een meerjarig programma met het CFA Institute. Je groeit door naar meer complexe verantwoordelijkheden, inhoudelijk eigenaarschap of een bredere... 

    Jobat

    Sauk County, WI
    1 day ago
  •  ...with GAAP Maintain internal controls To perform this work you will need: A bachelor’s degree in accounting or related field CPA, CFA, or CMA designation preferred Advanced skills in spreadsheet and accounting software Effective communication stills Ability to analyze... 

    Wisconsin Management Company Inc

    Madison, WI
    3 days ago
  •  ...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 office
    Remote work
    Relocation

    State of Wisconsin Investment Board

    Madison, WI
    2 days ago
  •  ...budgeting, forecasting, and strategic planning Bachelor's Degree in Finance, Accounting, Economics, or Business Administration MBA, CPA, CFA, or CMA certifications preferred Advanced Microsoft Excel skills Experience with ERP systems, Financial Planning tools, and Data... 

    Millennium Broadband Solutions

    Delavan, WI
    3 days ago
  • $30k - $60k

     ...Insurance, Investment, and/or Brokerage. Plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA. Ability to attract and retain high net worth clients. Expertise in assessing a client's financial needs and making proactive... 
    Work experience placement
    Live in
    Work at office
    Flexible hours

    Alerus Financial

    Pewaukee, WI
    4 days ago