Average salary: $270,418 /yearly
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$85k - $100k
...territory Excellent verbal and written communication skills Undergraduate degree required, graduate degree a plus CIMA, CAIA, or CFA designations a plus SIE, Series 7, 66 or SIE, 7, 63, 65 licenses #LI-JG3 #LI-Hybrid Neuberger Berman is unable to offer visa sponsorship...SuggestedFull timeLocal areaShift work- ...Target-date funds & managed accounts Advisor ecosystem: RIA, Broker-dealer, Recordkeepers Preferred Certifications: CFP, CFA, CEBS, CRPS, ASPPA (QKA/QPA) Ideal Candidate Background: Retirement recordkeepers Wealthtech/fintech firms Asset...Suggested
- JMG Financial Group, Ltd. is seeking a Financial Advisor for a full-time role in Pewaukee, Wisconsin. The advisor will service clients in the Milwaukee/Madison area, providing wealth management and financial planning services. Candidates must have a minimum of 5 years of...SuggestedFull time
$215.63k - $316.25k
...Bachelor’s degree in Finance, Economics, Business, or Law (required). Advanced degree (JD, MBA) or professional certifications (e.g., CFA, CAIA, IACCP) strongly preferred. Experience 10+ years of progressive compliance or legal experience in investment advisory, asset...SuggestedHourly payShift workDormont Manufacturing Company
Wisconsin1 day ago$185.63k - $272.25k
...tools preferred. Self-motivated with excellent leadership, collaboration, and communication skills. Actuarial, quantitative finance, or CFA background preferred but not required. This position currently offers an onsite hybrid work schedule, with the expectation that you...SuggestedHourly payWork at officeFlexible hoursDormont Manufacturing Company
Wisconsin1 day ago$242.82k
ESSENTIAL DUTIES Clinical - 80% Practice clinical medicine in an exemplary manner in standards set forth by the Texas State Board of Medical Examiners properly balanced with other academic activities. Capable of providing complete and thorough history and physical patient...SuggestedTraineeshipLocal areaRemote workRelocation packageUniversity of Texas MD Anderson Cancer Center
Wausau, WI1 day 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...SuggestedWork experience placementLive inWork at officeFlexible hours- ...Corporate Accounting position at the company should have a minimum of 12-18 years' experience in the relevant fields and hold a CPA, MBA, CFA, or CTP. The role requires a deep understanding of U.S. GAAP and Statutory accounting, as well as a proven track record of working...Suggested
- ...Advisors will have supervisory responsibilities for a support team. Qualifications Required Minimum 5 years of client facing experience CFA® and/or CPA designations acceptable Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning...SuggestedFull timeTemporary workWork at office
- ...Charles River, Geneva, etc.) Experience with performance & attribution reporting Knowledge of risk metrics and portfolio analytics CFA Level I+ or progress toward CFA designation Background in capital markets, institutional asset management, or pension funds #J-1880...Suggested
$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...SuggestedInternship- ...design and document business processes and operating models Preferred Experience with enterprise architecture tools (Ardoq or similar) Consulting or large‑scale financial transformation background CFA or investment credentials #J-18808-Ljbffr Continuus Technologies LLCSuggested
- ...management, pension, or capital markets environments Familiarity with business process modeling tools or enterprise architecture platforms Consulting or transformation project experience Investment certifications (CFA or similar) #J-18808-Ljbffr Continuus Technologies LLCSuggested
$172k - $258k
...experience in banking or lending or finance Desired Characteristics MBA or a master's degree in a related field Relevant certifications (CFA, CPA, or CTP) preferred Excellent presentation, facilitation, and communication skills Ability to manage multiple high priorities...SuggestedVisa sponsorshipWork visaRelocation packageFlexible hours- ...of SQL, Microsoft Power BI, Qlik, Tableau or other BI software Qualifications: ~ B.S. in Accounting or Finance ~ MBA, CPA or CFA is a plus ~5-7 years of experience in FP&A, with a strong track record of leading financial analysis and modeling initiatives,...SuggestedFull timeTemporary workFor contractorsWork experience placementLocal area
Winter Services Inc
Milwaukee, WI12 days ago - ...forecasting, and strategic planning ~ Bachelor’s Degree in Finance, Accounting, Economics, or Business Adminstration ~ MBA, CPA, CFA, or CMA certifications preferred ~ Advanced Microsoft Excel skills ~ Experience with ERP systems, Financial Planning tools, and Data...Full time
- ...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 workRelocation
$250k
...Stockbroker Exam Required ~ Other Series 63 / Series 66 or Series 65 Required ~ CFP-Certified Financial Planner Preferred ~ CFA-Charted Financial Analyst Preferred Note: This position requires a check of criminal background and credit records as a FINRA...Full timeLocal area- ...Qualifications & Skills: Education: Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus. Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or...
$80k - $150k
...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 alternative...Full timeLocal area$55k - $120k
...7 years of relevant trust administration experience * Strong teammate 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 alternative...Full timeImmediate start- ...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
- ...Strong attention to detail and analytical rigor. ~ Valid US drivers license with acceptable driving record Preferred CPA, CFA, ASA, or similar credentials. Experience modeling leveraged transactions and cash-flowdriven structures. Working knowledge of 1...Full timeWork at office
$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....Work at officeLocal areaRemote workmoomoo
Wausau, WI1 day ago- ...Qualifications Bachelor’s degree in finance, economics, accounting or related field. Preferred: Working toward certification such as CFA, CAIA or substantial progress toward certification. 3+ years direct experience in dealing with portfolios and investments, investment...
Texas Capital Bank
Wausau, WI1 day ago $89.36k - $134.04k
...registrations are permissible for this position. Solid oral and written communication skills. The role may involve a certain amount of travel. CFA, CFP or progress towards achieving the designation. Additional Information This position has been classified as an Associated Person...Work experience placementNorthwestern Mutual
Milwaukee, WI1 day ago$140k - $160k
...other 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 officeLocal areaShift workAllspring Global Investments Holdings, LLC
Milwaukee, WI1 day ago- ...investor reporting and vendor contract management. What we’re looking for Bachelor’s degree in Finance, Accounting, or Business. An MBA or CFA is preferred. 15+ years of progressive experience in FP&A and Finance Operations within both private and public company settings....Contract workTemporary workRemote workFlexible hours
InfluxData
Oregon, WI1 day ago - ...management. • Education • Degree from a reputed university in Finance, Accounting or related field; professional certifications (CPA, CFA) are a plus. • English (French is not needed) • 80-100% occupancy. Apply here: link Bloom is an Equal Opportunity Employer. We...
Bloom Biorenewables
Neenah, WI5 days ago $105.75k - $155.1k
...Accounting, Finance or Business Management 8+ years professional experience Preferred Qualifications: CPA, CMA, MBA and/or CFA certification Comprehensive knowledge of US GAAP and IFRS Financial product knowledge including management and control of costs...Work at officeRemote workHome officeFlexible hoursCnh Inc
Racine, WI2 days ago
