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 Additions
    Suggested

    Financial Additions

    Wisconsin
    4 days ago
  •  ...identifying potential issues and recommending solutions. Bachelor’s degree in Finance, Accounting, Business, or a related field; CPA, CFA, MBA, or equivalent designation is an asset. 5+ years of progressive experience in finance, treasury, banking, or corporate finance,... 
    Suggested

    Charger Logistics Inc

    Wisconsin
    3 days 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
    5 days ago
  •  ...finance, accounting, or a related major Minimum of 5 years of relevant analytical experience Professional qualification such as CPA or CFA preferred What to expect The physical demands described here are representative of those that must be met by an employee to... 
    Suggested
    Temporary work
    Work at office
    Local area
    Flexible hours

    Lockstep Technology Group

    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... 
    Suggested

    JCW Group

    Wisconsin
    3 days ago
  •  ...Python a plus for larger datasets. SaaS, technology, or private-equity-backed operating environment experience. Progress toward CPA or CFA. Retail, grocery, convenience, or multi-location operations experience — a plus, not required. Why Upshop Direct exposure to senior... 
    Suggested
    Flexible hours

    Upshop

    Wisconsin
    5 days 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... 
    Suggested
    Long term contract
    Contract work

    talisman

    Wisconsin
    5 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
    5 days ago
  • $300k - $350k

     ...working 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 knowledge of... 
    Suggested

    Brandes Investment Partners

    Wisconsin
    2 days ago
  •  ...degree or above in Finance, Accounting, Economics, Business Administration, Public Relations/Communications, or a related field; an MBA, CFA, or an internationally recognized IR certification (e.g., ICIR) is a plus. 3-5 years of experience in investor relations, equity... 
    Suggested

    Taylor Hopkinson | Powered by Brunel

    Wisconsin
    2 days 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
    3 days ago
  •  ...credit: general understanding of investments, trust and wealth transfer Desired Qualifications MBA or Post‑Graduate Degree CFP, CPA, CFA, CTFA, CFM or JD a significant plus Skills Client Management Client Solutions Advisory Loan Structuring Relationship Building... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Wisconsin
    3 days ago
  •  ...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, CFA
    Suggested
    Full time

    The Ruby Valley Medical Center & Debra McNeill, CFA

    Wisconsin
    3 days ago
  •  ...industry credentials.* High demand credentials include a range of industry certifications and licenses, including by not limited to CPA, CFA, CFE, CFP, CMA, CIA, a PMI credential, Real Estate license, Insurance license, bar admission, an ASCM Certification, Six Sigma,... 
    Suggested
    Afternoon shift

    Texas A&M University

    Wisconsin
    2 days 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... 
    Suggested
    Local area

    Associated Bank - Corp

    Stevens Point, WI
    4 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 placement
    Work at office
    Local area

    Volex

    Fond Du Lac, WI
    4 days ago
  •  ...opportunities to support firm growth. Qualifications Bachelor’s degree with strong academic credentials and a record ofachievement; CFA designation preferred 5+ years applicable work experience Series 65, or other required licensing as determined by the Operose CCO Strong... 
    Full time
    Work experience placement

    Operose

    Milwaukee, WI
    2 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
    6 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 experience placement
    Work at office
    Remote work
    Relocation

    State of Wisconsin Investment Board

    Madison, 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
    2 days ago
  •  ...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

    GPAC

    Milwaukee, WI
    4 days ago
  •  ...accounting) to gather data and insights.Preferred QualificationsEducation: Master’s degree in Finance, Business Administration (MBA), OR CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant)Experience and/or Training:Physical and Mental Demands• While... 
    Work at office
    Local area

    STEEL CRAFT

    Lake, WI
    6 days ago
  •  ...decisions What You'll Bring to the Role: ~ Bachelor's degree in finance, economics, actuarial science, or a related field required; CFA designation (or progress towards) or master's degree preferred ~35 years of relevant experience in asset allocation, annuity... 

    Northwestern Mutual

    Milwaukee, WI
    2 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

    DBHW Wealth Partners

    South Milwaukee, WI
    5 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
    3 days ago
  • $140k - $170k

     ...collaboratively from the Sheboygan-area office under the final work-arrangement policy. Preferred Qualifications CFP designation; CFA, ChFC, or CPWA may also add value. Bachelor\'s degree in finance, business, economics, or a related field. Life and Health Insurance... 
    Work at office
    Local area

    Mohr Talent

    Kohler, WI
    3 days ago
  • $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 office
    Flexible hours

    Allspring Global Investments

    Milwaukee, WI
    5 days ago
  •  ...field. 4 - 7 years of experience in financial planning and analysis or a related field. Preferred: Additional certifications (e.g., CFA, CPA). Strong analytical and problem-solving skills. Proficiency in Microsoft Excel and other financial software. Ability to work independently... 
    Permanent employment
    Full time
    H1b

    U.S. Lubricants

    Appleton, WI
    4 days ago
  •  ...Requirements Education: Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field. MBA, CPA, CMA, or CFA designation preferred. Experience: 5-8+ years of progressive FP&A, corporate finance, strategic finance, or related experience.... 
    Full time
    Monday to Friday
    Flexible hours

    Faith Technologies Inc

    Menasha, WI
    3 days ago
  • $75k - $100k

     ...accounting or a related field. Minimum of three years of experience producing monthly financial statements through month-end close. CPA, CFA, or CMA designation preferred. Experience in the Real Estate or Property Accounting industry preferred. Strong understanding of GAAP... 

    Zyve

    Madison, WI
    3 days ago