Average salary: $120,590 /yearly

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  • Financial Planner

     ...Financial Planner Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner, you will lead the planning process for assigned clients, develop sophisticated... 
    Suggested
    Work at office

    KerberRose S.C.

    Appleton, WI
    1 day ago

  • ParaPlanner

     ...generational team focused on delivering thoughtful, high-quality financial guidance to our clients. In this paraplanner role, you'll use...  ...and update financial plans with limited oversight from Financial Planner. Develop expertise in specific financial niche (e.g.... 
    Suggested
    Work at office

    KerberRose S.C.

    Freedom, WI
    3 days ago

  • Fee-Only Financial Advisor | Wealth Planner (CFP/CFA)

    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... 
    Suggested
    Full time

    JMG Financial Group, Ltd.

    Pewaukee, WI
    2 days ago

  • Relationship Banker

    $17 - $28.96 per hour

     ...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,... 
    Suggested
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Baldwin, WI
    3 days ago

  • Retail Relationship Banker

    $41.71k - $65k

     ...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    West Bend, WI
    17 hours ago

  • Relationship Banker (Senior)

     ...Overview Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker! As Wisconsin's largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal... 
    Suggested

    Johnson Financial Group LLC

    West Milwaukee, WI
    18 days ago

  • Associate Financial Planner

    $12k

     ...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and... 
    Suggested
    Work at office

    Lakeshore Financial Group

    Milwaukee, WI
    1 day ago

  • Relationship Banker

     ...position is responsible for developing new retail and business banking relationships, identifying client needs, and delivering tailored financial solutions that help customers succeed. Key Responsibilities: Develops relationships with the public, businesses, municipalities,... 
    Suggested
    Full time

    Forward Bank

    Wisconsin
    17 hours ago

  • Relationship Banker

    $17 - $29.75 per hour

     ...The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through... 
    Suggested
    Full time
    Immediate start

    Old National Bank

    New Richmond, WI
    4 days ago

  • Relationship Banker

     ...processing transactions and addressing customer needs. Identify opportunities to recommend products and services that support customers' financial wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across... 
    Suggested

    Associated Trust Company, NA

    Crescent, WI
    4 days ago

  • Relationship Banker - Milwaukee, WI

    $21 - $28 per hour

     ...Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC." Wintrust was founded... 
    Suggested
    Hourly pay
    Full time
    Temporary work
    Flexible hours
    Shift work

    Wintrust

    Milwaukee, WI
    17 hours ago

  • Associate Financial Planner

     ...firm located in Greater Milwaukee, WI. They provide comprehensive financial planning and investment management services tailored to...  ...just getting started. They are seeking an Associate Financial Planner to join our team. Because our firm is small, every team member... 
    Suggested
    Work at office

    Financial Planner Recruiting, LLC

    Milwaukee, WI
    2 days ago

  • Relationship Banker

    $17 - $28.96 per hour

     ...exceptional service, and learn the skills to grow your banking career. In this role, you'll process transactions, assist customers with financial needs, and introduce solutions that help them achieve their goals. This is a great opportunity to gain hands-on experience,... 
    Suggested
    Hourly pay
    Immediate start

    Associated Banc-Corp

    Wautoma, WI
    1 day ago

  • Relationship Banker

     ...Do you enjoy finding creative solutions customers? Does helping them reach their financial goals bring you joy? If you've answered yes, keep reading! We have a fantastic opportunity for you to join our team as a Relationship Banker. The Relationship Banker is... 
    Suggested

    Bank Five Nine

    Oconomowoc, WI
    3 days ago

  • Relationship Banker: Personal Banking & Solutions

     ...BMO U.S. seeks a dedicated financial representative in Town of Woodruff to deliver exceptional service and engage with customers. Responsibilities include assessing financial needs, recommending tailored banking solutions, and supporting transaction needs. The ideal candidate... 
    Suggested

    BMO U.S.

    Woodruff, WI
    3 days ago

  • Personal Banker

     ...Bank in Eagle River, WI. As a Personal Banker, you will have the opportunity to engage with customers daily, assist them with their financial needs, and help them achieve their goals. Come join our team and be part of a supportive, fun, and customer-focused culture... 
    Local area
    Monday to Friday
    Day shift

    Peoples State Bank

    Eagle River, WI
    1 day ago

  • Client Relationship Banker

     ...The job entails accurately processing cash transactions and having in-depth conversations with clients to connect them to suitable financial solutions. This position is located in Wisconsin, Town of Oakland, focusing on building relationships and delivering exceptional... 
    Work at office
    Flexible hours

    Bank of America

    Wisconsin
    17 hours ago

  • Personal Banker Stoughton

     ...through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications... 
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Stoughton, WI
    3 days ago

  • Client Relationship Banker

    PNC is looking for a Personal Banker for their Montgomery Branch in Texas. The role focuses on enhancing customer experience and driving sales through effective community engagement and proactive banking solutions. Successful candidates will have a strong banking foundation...

    PNC

    Wausau, WI
    2 days ago

  • Personal Banker

    Hours/Schedule*: Business hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm 38-40 hours/week *Hours may change at any time based upon business needs Description: The individual is responsible for building relationships with customers ...
    Work at office
    Monday to Friday

    Citizens Bank of Mukwon

    Big Bend, WI
    1 day ago

  • Personal Banker

     ...support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts,... 
    Hourly pay
    Full time
    Contract work
    Work at office
    Shift work

    Wellby Financial

    Wausau, WI
    4 days ago

  • Personal Banker I

    $32.64k - $62.64k

     ...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.UMB’s branches offer many opportunities to... 
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    Fitchburg, WI
    17 hours ago

  • Personal Relationship Banker

     ...member-friendly terms while ensuring compliance with all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve’s growth objectives. **POSITION... 
    Work at office
    Night shift

    Verve, a Credit Union

    Fond Du Lac, WI
    3 days ago

  • Personal Banker

     ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Work experience placement

    PNC

    Wausau, WI
    3 days ago

  • Personal Banker

     ...consumer/retail banking needs! The Personal Banker will provide new and existing clients with resources and solutions to serve all their financial needs and will work to grow relationships that are mutually beneficial for the client and bank. The primary responsibility for... 
    Full time
    Work experience placement
    Work at office
    Monday to Friday

    Lake Ridge Bank

    Madison, WI
    3 days ago

  • Personal Banker I

    $35.75k - $52.04k

    Personal Banker – Responsibilities Ask personalized questions to convert transactions, account maintenance and other routine service requests into cross‑sell conversations that deepen client relationships while meeting customer needs. Create sales opportunities by calling...
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    Deerfield, WI
    4 days ago

  • Personal Banker

    $26.55 per hour

     ...named a Top Workplace by the Austin American-Statesman seven years in a row. We’re also proud to say that we’re the only full-service financial institution that doesn’t have deposit fees of any kind. We’re looking for teammates who are inspired by our mission and ready to... 
    Hourly pay
    Full time
    Part time
    Work at office
    Flexible hours

    Amplify Credit Union

    Wausau, WI
    1 day ago

  • Personal Banker

    $25 - $27 per hour

     .... Keep abreast of lending regulations and requirements. Utilize a checklist for monitoring receipt of loan documentation. Provide financial counsel to customers within the realm of own experience and knowledge. Attend seminars and training as appropriate to assigned lending... 
    Full time
    Work at office
    Local area
    Immediate start
    Home office
    Weekend work

    Oostburg State Bank

    Cedar Grove, WI
    17 hours ago

  • Personal Banker

    $20.67 - $31.25 per hour

     .... Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Oregon, WI
    4 days ago

  • Personal Banker I

    $19 - $24 per hour

     ...and Branch goals through active participation in sales programs. Accurately and efficiently interpret and process a wide variety of financial inquiries, account openings, loan originations, loan closings, loan disbursements, service requests, and transactions. Secure... 
    Hourly pay
    16 hours
    Full time
    Temporary work
    Part time
    Work experience placement
    Immediate start
    Monday to Friday

    TruStone Financial Credit Union

    New Berlin, WI
    4 days ago