Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxMilwaukee, WI$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
PWM Transition Specialist Robert W Baird & Co IncPWM Transition SpecialistMilwaukee, WIAbout the Role: As a PWM Transition Specialist, you will play a critical role in welcoming experienced Financial Advisors and their teams to Baird and setting them up for long-term success. You will also support new branch openings and acquisitions, ensuring that advisors, staff, and clients experience a smooth, well-coordinated onboarding to Baird's Private Wealth Management platform.
CRT Operations Assistant BairdCRT Operations AssistantMilwaukee, WisconsinBaird’s Client Resource Team is a dedicated team designed to service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
Managing Director WealthBridge Financial GroupManaging DirectorOak Creek, WI$150,000–$225,000 / yearYou’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
Trust Strategist and Legal Assistant Robert W Baird & Co IncTrust Strategist and Legal AssistantMilwaukee, WIThe Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. The Impact You'll Make: Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.
Sales Executive, Great Lakes Territory Altruist CorpSales Executive, Great Lakes TerritoryWIContribute to the sales teams goal of creating predictable, scalable growth by proactively identifying ways to make the team better, meeting sales SLAs, and consistently maintaining accurate and complete records in Salesforce. At least 5 years of experience working as an independent financial advisor; as a sales professional at a B2B financial services, fintech, or SaaS organization; or as a consultant specializing in financial services at a top-tier management consulting firm.
Client Service Associate Russell Investments Group, LLCClient Service AssociateMilwaukee, WI$50,000–$60,000 / yearWork with financial advisors, sponsors and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA). Job Description: The primary purpose of this position is to be the first point of contact for existing and potential clients by answering inbound telephone calls and providing client service for products within US Advisor & Intermediary Solutions (AIS).
Wealth Trust Officer AllianceStaff, LLCWealth Trust OfficerMilwaukee, WIOperating within South Dakota’s highly favorable regulatory banking environment, YOU will protect, grow, and smoothly transition client legacies with the highest level of professionalism. Legacy Administration : Manage the day-to-day operations of a complex book of personal and pooled trust accounts, ensuring seamless asset and cash distributions.
Director Investor Relations Badger Meter IncDirector Investor RelationsMilwaukee, WIAs a key partner to the CEO, CFO, and executive team, you will lead investor relations strategy, oversee ESG communications, and help position Badger Meter with analysts, investors, and other stakeholders. What You Will Contribute: Badger Meter is seeking a strategic and highly visible Director, Investor Relations to lead the company's engagement with the investment community and serve as a trusted advisor to executive leadership.
Office Assistant SCOTT HERRMANN SHORELINE GROUPOffice AssistantBurlington, WI$15–$19 / hourDuties include being the first energetic face to the client, answering and transferring phone calls, sorting and delivering mail, greeting visitors, and providing general administrative support to the team. At Shoreline Group , we’re more than just a financial services firm—we’re a close-knit team driven by a shared passion for helping people secure their financial future.
Insurance Agent - Milwaukee, WI Country FinancialInsurance Agent - Milwaukee, WIMilwaukee, WICOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Waukesha, WI Country FinancialInsurance Agent - Waukesha, WIWaukesha, WICOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Book Opportunity - Milwaukee, WI COUNTRY FinancialInsurance Agent - Book Opportunity - Milwaukee, WIMilwaukee, WisconsinOur insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Insurance Agent - Franklin, WI COUNTRY FinancialInsurance Agent - Franklin, WIFranklin, WisconsinCOUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Insurance Agent - Burlington, WI Country FinancialInsurance Agent - Burlington, WIWICOUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.
Finance Director | Kenosha, WI Michael Page InternationalFinance Director | Kenosha, WIKenosha, Wisconsin$145,000–$165,000 / yearFull timeThe Finance Director will work closely with senior leadership to support strategic business decisions, identify opportunities to improve profitability, strengthen financial performance, and help drive the organization's continued growth. Reporting directly to the President, this individual will oversee the company's entire finance and accounting function while serving as a key business partner to leadership.
Finance Director - Kenosha, WI Michael Page InternationalFinance Director - Kenosha, WIKenosha, Wisconsin$145,000–$165,000 / yearFull timeThe Finance Director will work closely with senior leadership to support strategic business decisions, identify opportunities to improve profitability, strengthen financial performance, and help drive the organization's continued growth. Reporting directly to the President, this individual will oversee the company's entire finance and accounting function while serving as a key business partner to leadership.
Finance Director - Manufacturer - Pleasant Prairie, WI Michael Page InternationalFinance Director - Manufacturer - Pleasant Prairie, WIPleasant Prairie, Wisconsin$145,000–$165,000 / yearFull timeThe Finance Director will work closely with senior leadership to support strategic business decisions, identify opportunities to improve profitability, strengthen financial performance, and help drive the organization's continued growth. Reporting directly to the President, this individual will oversee the company's entire finance and accounting function while serving as a key business partner to leadership.
Finance Director - Manufacturer - Kenosha, WI Michael Page InternationalFinance Director - Manufacturer - Kenosha, WIKenosha, WisconsinFull timeThe Finance Director will work closely with senior leadership to support strategic business decisions, identify opportunities to improve profitability, strengthen financial performance, and help drive the organization's continued growth. Reporting directly to the President, this individual will oversee the company's entire finance and accounting function while serving as a key business partner to leadership.
Finance Director | $25M Contractor | Bristol, WI Michael Page InternationalFinance Director | $25M Contractor | Bristol, WIBristol, WI$155,000–$175,000 / yearFull timeThe Finance Director will work closely with senior leadership to support strategic business decisions, identify opportunities to improve profitability, strengthen financial performance, and help drive the organization's continued growth. Reporting directly to the President, this individual will oversee the company's entire finance and accounting function while serving as a key business partner to leadership.