Average salary: $77,380 /yearly
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- ...Job Description Manager of Investments - CFA Location: Brookfield, WI (Onsite) About the Role: Lauber Business Partners is recruiting a Manager of Investments for their client, a dynamic wealth management firm in Brookfield, WI. In this direct hire role, you...Suggested
Lauber Business Partners (Fractional/Interim Leadership, Con...
Brookfield, WI6 days ago - The Annual Fund Manager is a 12-month, full time position that is primarily responsible for the development and management of a comprehensive... ...integrity and utilization, and execution of departmental grant writing/reporting activities. The Annual Fund Manager works closely...SuggestedFull timeWork at officeWeekend workAfternoon shift
- ...President of Tax, Investments & Audit in Brookfield, WI. This role involves leading tax strategy, overseeing audit processes, and managing investment functions. Candidates should have a Bachelor's degree, significant experience in corporate tax and investment strategies...SuggestedFull time
County Materials Corporation
Brookfield, WI7 days ago - ...Services (TAS), Transaction Execution Services (TES), Office of the CFO (OCFO), Valuations (VAL), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The IB team advises on Mergers & Acquisitions (M&...SuggestedFull timeInterim roleWork at officeRelocation
Portage Point Partners
Wisconsin20 days ago - ...Compensation: Base salary + bonuses + benefits Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients as they begin to unwind their hard-earned retirement...SuggestedPart timeWork from home
Claire Myers Consulting
Mequon, WI1 day ago $3,000 per week
&##128227; ATTENTION COLLEGE STUDENTS: WANT TO MAKE REAL MONEY WHILE YOU'RE STILL IN SCHOOL?&##128640; Earn Big. Learn Fast. Build Your Future. Sick of making minimum wage for max effort? Tired of internships that don’t pay but “look good on a résumé”? It’s time to level...SuggestedMinimum wageFull timeInternshipRemote workFlexible hoursGlobe Life American Income Division: Sparby Organization
Whitewater, WI23 hours ago- ...only fiduciary firm committed to placing clients at the center of our work. We provide tailored financial planning and investment management without commissions or sales incentives, focusing on education-first strategies that empower clients to achieve confidence and...SuggestedWork at office
Walkner Condon Financial Advisors
Madison, WI6 days ago $61k - $119k
...and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Brookfield, WI6 days ago$61k - $119k
...and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage...SuggestedWork at officeNorthwestern Mutual
De Pere, WI5 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, WI16 days ago$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Racine, WI4 days ago$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Milwaukee, WI4 days ago- Job Description Position Overview This is an exceptional opportunity for a self-motivated, entrepreneurial advisor who thrives in a relationship-based, client-first environment. You’ll step into a high-growth setting with unlimited marketing support, a steady stream...SuggestedHourly payFull timeWork at office
East Valley Wealth & Retirement
Brookfield, WI6 days ago $100k - $172k
...Advisor to take over existing books of business while serving as a bridge for future retirements. This role blends relationship management with business development, leveraging a strong internal referral network from commercial and private banking partners. Advisors work...SuggestedImmediate startClaire Myers Consulting
Madison, WI4 days ago$98k
...0 years and has a proven track record of financial success. We are in business for ourselves, but not by ourselves. We get to manage our income, our schedule, and who we work with. Very few of us came from a finance background ! By joining our team, you’ll have...SuggestedLocal areaNorthwestern Mutual
Elm Grove, WI19 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...Shift work
Northwestern Mutual
Milwaukee, WI6 days ago $61k - $119k
...and providing a great client experience Build personalized, holistic financial plans tailored to every clients unique needs Manage your clients financial plans to help them achieve their goals Grow relationships with clients to support them through every stage...Work at officeNorthwestern Mutual
De Pere, WI1 day ago- 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 ...Part time
Paramount Financial Strategies
Oconomowoc, 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
Oak Creek, WI6 days ago $1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Altoona, WI4 days ago- ...products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor...
Thrivent
Madison, WImore than 2 months ago - ...to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Jordan Kosnick, Managing Director: Time with NM: 15 years Background: Former resort valet/bellman, transitioned to NM as an advisor. Outside...Full timePart timeFor contractorsWork experience placementLocal areaVisa sponsorship
Kosnick District of Northwestern Mutual
Kenosha, WI24 days ago $24.03 - $26.44 per hour
...a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality or event managers, business development, admissions counselors, fundraisers and similar roles. Skills acquired in these fields transition well into...Hourly payWork at officeRemote work3 days per weekThrivent
Milwaukee, WIa month ago- ...Overview The Wealth Paraplanner is responsible for managing the overall financial planning process supporting multiple regions and business lines. New grads encouraged to apply! KEY RESPONSIBILITIES Responsible for facilitating the financial planning process...
Johnson Financial Group LLC
Milwaukee, WI2 days ago - ...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 is seeking a paraplanner...Work at office
Financial Planner Recruiting, LLC
Milwaukee, WI1 day ago - ...takes grit. But at ABB, you'll never run alone. Run what runs the world. This Position reports to: Senior Technical Support Manager Your role and responsibilities: The Technical Support Expert - PLC & HMI Platform - provides technical support to ABB Customers...Temporary workFor contractorsLocal areaMonday to Friday
ABB
Waukesha, WI14 days ago - ...relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a...Full timeLocal area
Charles Schwab
Brookfield, WI11 hours agonew - ...Financial Advisor JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently...Full timeTemporary workWork at office
JMG Financial Group
Pewaukee, WI3 days ago $16 per hour
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...Full timeTraineeshipHome officeMutual of Omaha
Waukesha, WI4 days ago- A financial services organization in Madison, Wisconsin is seeking a Retail Banking Sales Specialist to provide exceptional customer service and consultative sales advice. The ideal candidate should have strong interpersonal skills, digital tools proficiency, and at least...
Wisconsin Psychiatric Association
Madison, WI3 days ago
