Average salary: $73,914 /yearly
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- ...Qualifications Required: CFP® designation (Certified Financial Planner) CFA® and/or CPA designations acceptable Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts Proficient in basic computer skills especially...SuggestedFull timeTemporary workWork at office
JMG Financial Group
Pewaukee, WI27 days ago $36k - $75k
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...SuggestedTraineeshipHome officeMutual of Omaha
Waukesha, WI2 hours agonew$90,000 per week
JMG Financial Group, Ltd., a distinguished leader in financial planning and wealth management, is seeking a skilled Financial Advisor to join our dynamic team. In this role, you will be instrumental in helping clients navigate their financial landscapes, providing expert...SuggestedJMG Financial Group
Pewaukee, WI5 days ago$45k - $100k
...parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Greendale, WI2 hours agonew$3,000 per week
...commissions, and gain real freedom. &##128188; What You’ll Be Doing: Helping people protect what matters most: their family and finances. Learning how to communicate, close deals, and build your own book of business. Working with a team that wants you to win—...SuggestedMinimum wageFull timeInternshipRemote workFlexible hoursGlobe Life American Income Division: Sparby Organization
Whitewater, WI20 hours ago- Job Description Growing with Purpose, Focused on Clients Walkner Condon Financial Advisors is an independent, fee-only fiduciary firm committed to placing clients at the center of our work. We provide tailored financial planning and investment management without...SuggestedWork at office
Walkner Condon Financial Advisors
Madison, WI4 days ago $40k - $120k
Job Description North Star Resource Group is looking for an ambitious, motivated individual to join our organization as a Financial Advisor in Milwaukee, WI. This role offers the perfect blend of entrepreneurship, mentorship, and meaningful work, empowering you to make...SuggestedShift workNorth Star Resource Group
Milwaukee, WI12 days ago$61k - $119k
Job Description Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Brookfield, WI6 days ago- Job Description Financial Advisor – Northwestern Mutual Entrepreneurship while making an impact. This is a career shift that could change everything. Things have changed in the past year, you’ve changed. You know your worth and are tired of working for someone else...SuggestedShift work
Northwestern Mutual
Milwaukee, WI4 days ago $98k
...Job Description LOCAL candidates only! Finance or sales experience not necessary but drive and a desire to help others are required. Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record...SuggestedLocal areaNorthwestern Mutual
Elm Grove, WI15 days ago$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...SuggestedPart timeWork at officeNorthwestern Mutual
De Pere, WI1 hour agonew- Seeking a motivated and client-focused Financial Advisor to join our team. The successful candidate will help individuals and organizations achieve their financial goals through expert advice, comprehensive planning and investment guidance. This role values analytical ...SuggestedPart time
Paramount Financial Strategies
Oconomowoc, WI1 day ago $61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...SuggestedWork at officeNorthwestern Mutual
De Pere, WI3 hours agonew$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Racine, WI8 hours ago$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Mequon, WI8 hours ago- ...and Forecasting techniques Experience in Financial Modeling and analyzing complex data to derive key insights Proficiency in Finance concepts and demonstrated Analytical Skills Proficient in financial reporting tools and software including MSFT, PowerBI or equivalent...Part time
Omega Fitness Holdings
Madison, WI4 days ago - Position Overview This is an exceptional opportunity for a self-motivated, entrepreneurial advisor who thrives in a relationship-based, client-first environment. Youll step into a high-growth setting with unlimited marketing support, a steady stream of warm leads, and...Hourly payFull timePart timeWork at office
East Valley Wealth & Retirement
Brookfield, WI1 day ago $100k - $172k
Location: Madison, WI (Hybrid) Compensation: $100,000$172,000 base + 12.515% performance bonus, and referral incentives, and commissions with no cap (typical total $150K$200K+, upside to $250K). Competitive base salary with significant upside through performance...Part timeImmediate startClaire Myers Consulting
Madison, WI1 day ago- Job Description Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together...Local area
Modern Woodmen of America
Jefferson, WI6 days ago $1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come ...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Altoona, WI8 hours ago- Job Description: Our client is a fee-only firm located in Greater Milwaukee, WI. They provide comprehensive financial planning and investment management services tailored to individuals and families, including high net worth and those just getting started. Our firm...Work at office
Financial Planner Recruiting, LLC
Milwaukee, WI2 days ago - ...team members across geographies, ensuring efficiency and a consistent client experience. QUALIFICATIONS Bachelor's degree in finance with a concentration in financial planning or other related fields; 2 years experience in financial services or related field preferred...
Johnson Financial Group LLC
Milwaukee, WI3 days ago - ...impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to...Full timeLocal area
Charles Schwab
Brookfield, WI1 day ago - ...Intelligence (BI) tools to enhance data-driven decision-making across the organization. Qualifications Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred but not required. Proven experience in financial planning and...Full timeWork at officeImmediate startRemote workMonday to Friday
Omega Fitness Holdings
Madison, WI4 days ago - Job Description Utilizes and maintains credit analysis software. Underwrites existing and prospective commercial client requests. Tasks consist of analytical review of all financial statements, comparison of the client's historical financial performance with industry...Work at office
SNI Companies
Janesville, WI6 days ago - Deliver and explain clients benefits enrolled them in a customized protection plan Navigating the sales cycle, from initial contact to closing the deal You must have the ability to convey complex information clearly and compassionately. Responding to customer ...Full time
Zuzick Organization of Globe Life
Madison, WI2 days ago $23k
...transformation initiatives. This position reports to the GBS Team Lead – Non Alc and works closely with Supply Chain and other Finance teams. What You’ll Be Brewing: Collaborate with customers and business partners to gather tax-related data, assess...Temporary workWork experience placementWork at officeFlexible hoursundefined
Milwaukee, WI3 days ago- A financial institution located in Wisconsin is seeking an entry-level Loan Processor. The successful candidate will assist with gathering member financial information for consumer loans, prepare loan documents, and provide administrative support within the loan department...Full time
Park City Credit Union
Merrill, WI2 days ago $23k
...you will be part of the Commercial Accounting team in the Record to Report Global Business Service tower. This person will provide finance support to various functions within, and outside finance not limited to but including month end close, budgeting, planning/forecasting...Temporary workWork experience placementWork at officeFlexible hoursundefined
Milwaukee, WI16 days ago- Job Description Job Description Teller Are you the kind of person who loves helping others, gets excited about balancing a drawer to the penny, and believes a friendly smile can turn someone’s day around? If so, we’ve got the perfect job for you. We’re on the...Local area
Superior Choice Credit Union
Ashland, WI11 days ago
