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$100.4k - $203k
...robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth. The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance and expertise to...SuggestedOld National Bank
Milwaukee, WI4 days ago$120k - $300k
...Madison Partners is a fast-growing, tech-forward wealth management firm built for today’s investor. We combine modern planning tools... ...marketing tactics, and a client-first service model that helps advisors spend more time with people and less time chasing tasks. We’...SuggestedFull timeRemote workMadison Partners, Inc.
Madison, WI2 days ago- ...Job Description Job Description Job Summary: A Wealth Advisor/Financial Planning Specialist will work with Portfolio Managers and Relationship Managers in ensuring each client has received detailed financial planning. This role involves accumulating information...SuggestedFull timeWork at officeRemote work
Spano Pratt
Milwaukee, WI22 days ago $70k
...Pay: From $70,000.00 per year Job description: Wealth Advisor Associate Kohler, Wisconsin | Comprehensive Benefits MOHR Talent is working with a well-established wealth-advisory organization looking to add an early-career financial professional to support...SuggestedFull timeLocal areaMOHR Talent
Kohler, WI1 day ago- ...Wealth Advisor Curi Capital, founded in 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...SuggestedTemporary workSummer workLocal areaFlexible hours
RMB Capital
Milwaukee, WI5 days ago $100k - $150k
WealthAdvisor |Milwaukee *Theroleoffersacompetitivebasesalarywithadditionalbonuspotential Atop-tierRIAinMilwaukeeisseekingaWealthAdvisortopartnerwithSeniorAdvisorsindesigningcustomizedfinancialplansforhigh-net-worthclients.Thisin-officerolecomeswithanexceptionalbenefitspackage...SuggestedBCI - Brokerage Consultants Inc
Milwaukee, WI2 days ago$120k - $135k
...Job Description Job Description Wealth Advisor Milwaukee Area Pay Range: $120,000 - $135,000 per year Our client is one of the largest independently owned fee-based wealth management firms in the Midwest. They provide wealth management services to corporate...SuggestedFull timeTemporary workWork at officeRK Partners
Milwaukee, WI7 days ago- ...apply button. We are a top, nationally recognized boutique Wealth Management firm looking for a warm, driven, detail-oriented self... ...our rapidly growing team. We’re hiring an Associate Wealth Advisor to work alongside our Wealth Advisors in delivering...Suggested
Prescient Financial Solutions
Brookfield, WI5 days ago - Fidelity will not provide immigration sponsorship for this position.Job Description:The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand...SuggestedFull time
Fidelity Investments
Brookfield, WI2 days ago - ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedFull timeWork at officeFlexible hours
Bankers Life
Onalaska, WI3 days ago $61k - $119k
...way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on...SuggestedFull timeWork at officeNorthwestern Mutual
Milwaukee, WI2 days ago$115k - $125k
Financial Advisor / Financial Planner (CFP® Preferred) Elm Grove, WI (Hybrid: 4 Days In Office) $115,000-$125,000 Base + Incentive Plan ⏰ 33-Hour Summer Work Week ✅ No Commissions | No Sales Quotas | No Cold Calling Build Financial Futures. Not Sales Pipelines....SuggestedFull timeSummer workWork at officeWork from homeFlexible hoursLiberty Financial Group, Inc.
Elm Grove, WI5 days ago- ...Financial Advisor Greater Pewaukee Area, WI A leading national financial institution is seeking an experienced Financial Advisor to join its wealth management platform in the Milwaukee suburban market. This role provides the opportunity to step into a three-branch...SuggestedFull time
RogueSearch
Pewaukee, WI5 days ago - ...requirements Compensation that is 100% benefitable, regardless of the product or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a...SuggestedFull time
Tri-State Wealth Advisors of Prudential Advisors
Milwaukee, WI3 days ago - ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives...SuggestedFull timeLocal area
Thrivent
Milwaukee, WI5 days ago - ...Job Description Job Description Position Title: Financial Aid Counselor/Advisor FTE: 1.0 Department: Financial Aid Reports To: Director of Financial Aid FLSA: Exempt Position Summary This position promotes and supports the learning experience of Marian...Work at officeFlexible hours
Marian University
Fond Du Lac, WI11 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... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Brookfield, WI3 days ago- Job Description Job Description Viterbo University is seeking a Financial Aid Counselor to join our Financial Aid team . This position plays a key role in supporting student success by providing financial aid counseling, administering aid programs, and ensuring accurate...Full timeWork at officeLocal area
Viterbo University
La Crosse, WI11 days ago $73.5k - $120k
...Financial Advisor – Hybrid Milwaukee, Wisconsin Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company – we’re a community that puts generosity at the heart of saving and investing. At Thrivent...Full timeWork at officeLocal areaRemote work3 days per weekThrivent
Milwaukee, WI3 days ago$80k
...Financial Advisor 2–5 years of experience preferred · Active licenses required · Eau Claire / Bloomer, WI Keystone is growing, and... ...You Bring • 2–5 years in a client-facing advisory, planning, or wealth role (or a strong related background) • Active advisor licenses...Full timeKeyStone
Eau Claire, WI2 days ago- ...Senior Vice President, Lead Wealth Advisor About the Company A nationally recognized wealth management, retirement advisory, and business management firm Industry Financial Services Type Privately Held About the Role The Company is seeking an SVP...Immediate start
- Job Description Job Description Company Description At APM, we live our values of iCARE – Integrity, Customer focus, Accountability, Respect, and Excellence – in everything we do. We are a purpose-driven organisation where procurement decisions directly impact...Work at officeLocal area
Equus
Milwaukee, WI23 days ago $250k
...collaborative, entrepreneurial environment? We’re seeking a Financial Advisor to join our established team—stepping into an existing book of... ...any issues in a timely manner. Collaborate with banking and Wealth Management teams and bring expert knowledge of investments,...Local areaAssociated Banc‑Corp
Stevens Point, WI2 days ago- ...Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This... ...offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business...Work experience placementLocal area
Johnson Bank
Hayward, WI1 day ago - ...What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will... ...have excellent written and verbal communication skills. MBE Wealth is open to discussing independent contractor or direct full-time...Full timeFor contractorsWork at officeMonday to FridayFlexible hours
MBE Wealth
Sturgeon Bay, WI6 days ago $73.5k - $120k
...Financial Advisor – Hybrid Milwaukee, Wisconsin Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying. Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more...Full timeWork at officeLocal areaRemote workWork from home3 days per weekThrivent
Milwaukee, WI11 days ago$125k - $175k
...Financial Advisor Compensation: $125,000–$175,000 Base Salary + Bonus (based on experience) Location : Kohler, WI About... ...deepening existing client relationships while providing holistic wealth management advice. Position Summary The Financial...Full timeLocal areaMOHR Talent
Kohler, WI5 days ago$105,000 per week
...commitment to customer focus and innovation, is seeking a Financial Advisor to join our dynamic team. In this role, you will provide... ...grow their financial portfolios. This includes investment advice, wealth management, and retirement planning, tailored to the client's...PNC Financial Services Group
Pewaukee, WImore than 2 months ago$61k - $119k
...way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Compensation & Benefits Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on...Work at officeNorthwestern Mutual
Milwaukee, WI11 days ago$46k
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Financial Aid Counselor Job Category: Academic Staff Employment Type: ...Work experience placementH1bWork at officeLocal areaVisa sponsorshipWork visaMonday to FridayFlexible hoursUniversities of Wisconsin
La Crosse, WI5 days ago
