Average salary: $73,475 /yearly

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  •  ...75 Uline Drive, Pleasant Prairie, WI 53158 Help shape Uline’s financial future! As a Treasury Manager, you’ll manage a skilled team of...  ...relationships and make recommendations for fee structures and financial service agreements. Make recommendations to manage foreign currency... 
    Suggested

    Uline

    Pleasant Prairie, WI
    2 days ago
  •  ...our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients... 
    Suggested
    Full time
    Immediate start
    Afternoon shift

    JPMorganChase

    New Berlin, WI
    4 days ago
  •  ...Experience & Relationship Building Deliver welcoming, professional service across in‑person, phone, and digital channels. Conduct...  ...features, benefits, and digital access tools. Sales, Referrals & Financial Guidance Identify financial needs and recommend appropriate Nicolet... 
    Suggested
    Night shift

    Nicolet National Bank

    Sister Bay, WI
    4 days ago
  •  ...building relationships, and delivering extraordinary customer service. You’re energetic and enthusiastic as the face of Chase to our...  ...welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Delafield, WI
    4 days ago
  • $41.71k - $65k

     ...opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home... 
    Suggested
    Part time
    Local area
    Immediate start
    Day shift

    Hispanic Alliance for Career Enhancement

    Oak Creek, WI
    4 days ago
  • About The Role The Associate Financial Advisor provides specialized services to a Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas... 
    Suggested

    Baird

    Waukesha, WI
    1 day ago
  • A leading financial services company seeks a Relationship Banker in New Berlin, WI. This role requires at least 1 year of sales experience in retail banking, excellent communication skills, and a passion for creating memorable client experiences. You'll manage client relationships... 
    Suggested
    Full time

    JPMorganChase

    New Berlin, WI
    2 days ago
  • $167.93k - $287.88k

     ...administration of high-value Personal Trust accounts, ensuring exceptional client service and compliance. Partner across business lines to identify client needs and deliver comprehensive financial solutions. Develop and implement policies, procedures, and strategies to... 
    Suggested

    Associated Banc-Corp

    Wausau, WI
    2 days ago
  • A financial services organization is looking for a VP of Finance to manage strategic financial operations and ensure compliance with regulations. The role includes advising the executive team and leading financial strategies to support the organization's growth. Candidates... 
    Suggested
    Work at office

    WISCONSIN CREDIT UNION LEAGUE

    Madison, WI
    4 days ago
  •  ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are...  ...approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Pewaukee, WI
    4 days ago
  • $21 - $28 per hour

     ...Job Description Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe... 
    Suggested
    Work experience placement
    Work at office
    Immediate start
    Flexible hours

    WELLS FARGO BANK

    Green Bay, WI
    4 days ago
  • $67.5k - $110k

     ...Group, Structured FinanceCountry: Estados Unidos da América**It Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this... 
    Suggested
    Hourly pay
    Contract work
    Work experience placement
    Work at office
    Shift work

    Banco Santander SA

    Madison, WI
    16 hours ago
  •  ...Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives...  ...; educate customers on digital tools; and proactively identify financial needs to recommend appropriate solutions. You also play a critical... 
    Suggested
    Local area

    Nicolet National Bank

    Sturgeon Bay, WI
    1 day ago
  • $66.6k - $124.2k

    Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers...  .... Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business... 
    Suggested
    Contract work
    Part time
    Local area

    BMO U.S.

    Greendale, WI
    1 day ago
  • $90k - $120k

     ...ourselves on providing our clients with thoughtful and adaptable service while leveraging best-in-class technology. We thrive in a...  ...information for all fund investments. Prepare and/or review quarterly financial statements including partners’ capital allocations. Utilize... 
    Suggested
    Full time

    Aduro Advisors

    Wisconsin
    4 days ago
  • $150k - $180k

     ...Benefits offered - Medical, Dental, etc. Flexible work schedule + PTO + Vacation time Seniority level Mid-Senior level Employment type Full-time Job function Accounting/Auditing and Finance Industries Accounting and Financial Services #J-18808-Ljbffr Ascendion
    Full time
    Remote work
    Flexible hours

    Ascendion

    Wisconsin
    7 hours agonew
  • Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit... 
    Local area

    Summit Credit Union

    Waukesha, WI
    3 days ago
  • $121k - $206k

    Overview We are looking for a Director of Fintech Product & Operations to act as the General Manager of our financial services arm. In this role, you will hold the keys to our payments ecosystem, taking full ownership of revenue targets, infrastructure stability, and the... 

    RealPage, Inc.

    Wisconsin
    2 days ago
  •  ...Job Description Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe... 
    Temporary work
    Work experience placement
    Immediate start

    WELLS FARGO BANK

    New Berlin, WI
    11 days ago
  •  ...inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help...  ...with their financial needs while providing exceptional member service. Accepts and inputs loan applications; and assists members in completing... 
    Work at office
    Monday to Thursday
    Weekday work

    Landmark Credit Union

    Franklin, WI
    4 days ago
  • $41.71k - $65k

    A financial services organization in Mequon seeks a dedicated Financial Services Representative to enhance customer experiences and provide tailored financial guidance. Ideal candidates will have 2-3 years of relevant experience and a passion for helping customers with... 

    Hispanic Alliance for Career Enhancement

    Mequon, WI
    4 days ago
  • A financial institution in Texas is looking for a Personal Financial Representative who is bilingual in Spanish and English. The representative will engage with members to provide exceptional service while identifying and educating them on financial products. This role... 

    UFCU Main

    Wisconsin
    16 hours ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds; mitigates... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Oak Creek, WI
    4 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Madison, WI
    2 days ago
  • $45k - $100k

     ...anticipated to remain open for 30 days, from 26-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Waukesha, WI
    16 hours ago
  • A leading financial institution in Wisconsin is seeking a Relationship Banker to provide personalized financial services and deepen client relationships. The role involves advising clients, meeting financial goals, and utilizing technology for an enhanced client experience... 

    Milwaukee Succeeds

    Kenosha, WI
    2 days ago
  • A financial services provider in Waukesha seeks a Financial Advisor to support clients with diverse financial needs. This role involves leveraging existing clients and building new relationships through a trusted referral network. Candidates must have a Series 7 and 66... 

    Summit Credit Union

    Waukesha, WI
    4 days ago
  • A financial services organization in Wisconsin seeks an experienced Controller to lead the Accounting team. Responsibilities include overseeing accounting operations, maintaining financial integrity, and providing actionable financial insights to support strategic decisions... 

    Truity Partners

    Madison, WI
    3 days ago
  •  ...to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key...  ...deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that... 
    Shift work
    Weekend work
    Day shift

    National Black MBA Association

    Madison, WI
    1 day ago
  • $65k - $85k

    DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction...  ...forefront of financial strategies, market insights, and client service excellence. Ambitious about earning your CFP?, CFA?, or other... 
    Internship

    DBHW Wealth Partners

    South Milwaukee, WI
    1 day ago