Average salary: $30,120 /yearly
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- ...Job Description Manager of Investments - CFA Location: Brookfield, WI (Onsite) About the Role: Lauber Business Partners is... ...Participate in investment decision-making Summarize data on investment risks and economic influences Recommend and implement investment...Suggested
Lauber Business Partners (Fractional/Interim Leadership, Con...
Brookfield, WI9 days ago - ...Job Description 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...SuggestedWork from home
Claire Myers Consulting
Mequon, WI29 days ago - ...Job Description \n \n\n\n Portfolio Manager - PMO & Data Intelligence \n \n Work Mode: Onsite... ...You will collaborate across Business Units, Operations Engineering,\nFinance, and IT to optimize resources, manage risk, and drive continuous\nimprovement in PMO processes...Suggested
KOHLER
Kohler, WI19 days ago - ...lending, leasing, secondary mortgage products, cash letter/cash management, investment trading, safekeeping and portfolio accounting,... ...credit services, international services, bank card products, and risk management solutions. Bankers' Bank has offices in Madison, WI,...SuggestedBank staffWork at office
Bankers' Bank
Madison, WI13 days ago - ...push new boundaries. The Digital Business Portfolio Program Manager will oversee the strategic planning, governance, and execution... ...complex digital programs within the portfolio. Drive risk management, issue resolution, and dependency tracking across programs...SuggestedWork experience placement
Generac
Waukesha, WIa month 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, WI24 minutes agonew$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, WI8 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, 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...SuggestedShift work
Northwestern Mutual
Milwaukee, WI9 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, WI7 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, WI9 days ago- ...our work. We provide tailored financial planning and investment management without commissions or sales incentives, focusing on education-... ...strategies, tax-efficient investing, estate planning, and risk management tailored to U.S. expats living internationally....SuggestedWork at officeOverseas
Walkner Condon Financial Advisors
Madison, WI9 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, WI9 days ago $150k - $206.3k
...and help us put health first The Director, Home Health Risk Management identifies and analyzes potential sources of risk, proactively... ...projects for CenterWell Home Health, supporting technical/operational procedures and processes, new regulatory or compliance regulation...SuggestedBi-weekly payFull timeContract workTemporary workApprenticeshipWork at officeRemote workWork from homeHome officeFlexible hours- ...position. Series 66 or Series 65 licensure. General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM. Excellent personal skills when dealing with clients of all ages and from all walks of life. Great...SuggestedFull timeFor contractorsWork at officeMonday to FridayFlexible hours
MBE Wealth
Marshfield, WI8 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
Green Bay, WImore than 2 months ago - ...retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success. What Sets Us Apart: We are a culture-first firm: independence, collaboration, and personal accountability...Relocation packageFlexible hours
Professions Inc
Middleton, WI28 days ago - .... Previous experience? Army medic for 16+ years and office manager at a dental office. Passionate about? Family, live music, camping... ...development process training and support for seamless operations. Proven operational systems and cutting-edge technology for...InternshipWork at officeLocal areaWork from homeFlexible hours
Northwestern Mutual - Greater Madison
Dodgeville, WI7 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, WImore than 2 months ago- ...Kenosha, WI: 7137 236th Ave, Salem, WI 53168 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 Interests...Full timePart timeFor contractorsWork experience placementLocal areaWork from homeVisa sponsorshipFlexible hours
The Kosnick District
Racine, WI2 days ago - ..., fitness, sports (Packers, Badgers, Bucks), and music, with two years of music school experience in Nashville. Sandy Botcher, Managing Partner How long with NM? 24 years. Previous experience? Junior high teacher and litigation attorney. Passionate about? Family...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
Northwestern Mutual - Greater Madison
Wisconsin Dells, WI5 days ago - ...supportive environment, with a vision to become the premier wealth management firm in Lake Country by expanding to 50 advisors by 2035, wed... ...How long with NM? 1 year Previous experience? Owned and operated a property and casualty insurance firm. Passionate about?...InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
Northwestern Mutual - Greater Delafield
Delafield, WI7 days ago - ...2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is...Temporary workSummer workWork at officeLocal areaFlexible hours
Curi Capital
Milwaukee, WI4 days 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
Prairie Du Chien, WI9 days ago $1,000 per month
...weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life... ..., campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Whitewater, WI2 days 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...Minimum wageFull timeInternshipRemote workFlexible hoursGlobe Life American Income Division: Sparby Organization
Milwaukee, WI3 days ago$1,000 per month
...weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life... ..., campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Altoona, WI2 days ago$75k - $100k
...achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more....Full timePart timeStart working todayFlexible hoursLakeshore Financial Group
Milwaukee, WI22 days ago$120k - $130k
...Professional demeanor and a team player A personal interest in continuous education and new planning concepts in the wealth management industry As an Associate Financial Advisor , you will support all aspects of financial planning and investment management for...Full timeWork at officeTranscend Practice Management
Brookfield, WI26 days ago$164.4k - $285.6k
...the research and development of quantitative risk modeling methodologies and related strategies in support of managing structural market risks arising from business/... ...teams that collaborate across functional and operating groups to create the highest value for all stakeholders...Contract workPart timeWork experience placementLocal area
