Fiduciary Advisor - Wisconsin Trajan Wealth LLCFiduciary Advisor - WisconsinMilwaukee, WI$300,000–$600,000 / yearFull timeEducate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy Convert seminar attendees into long-term client relationships through a proven and repeatable process Expand and Grow the MarketServe as a lead representative of Trajan Wealth in Wisconsin, building brand presence and trust locally Expand a client base through seminars, referrals, and strategic community engagement Scale a local advisory practice as part of Trajan's national growth strategy Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within the community Conduct in-depth meetings with clients and prospective clients to understand their financial goals and overall financial picture Design and implement customized financial strategies integrating investment management, tax planning, and estate considerations Help clients make informed decisions and remain confident in their financial future across all market environments Collaborate with Internal TeamsYou're supported by a platform built to help you win. Leverage Trajan's CRM and operational infrastructure to manage client relationships and track opportunities Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale your practice QualificationsClean BrokerCheck / U4 recordBachelor's degree or equivalent experienceSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC).WI Life and Annuity license5+ years of financial advisory or investment experienceStrong presentation skillsExperience working with retirement planning clientsMinimum 3 years of experience using a CRM systemProficiency in Microsoft OfficeExcellent written and verbal communication abilitiesProactive work style and strong personal ethics aligned with fiduciary responsibilityBenefitsW2 position with a $100K base salary plus uncapped variable compensation.
Sr. Credit Analyst - To 95K - Milwaukee, WI - Job 3795-147206 The Symicor GroupSr. Credit Analyst - To 95K - Milwaukee, WI - Job 3795-147206Milwaukee, WI$95,000The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks. Analyzing factors such as income growth, margins, trends, quality of management, market shares, industry risks and collateral assessment.
Sr. Credit Analyst - To 120K - Milwaukee, WI - Job 3798-147210 The Symicor GroupSr. Credit Analyst - To 120K - Milwaukee, WI - Job 3798-147210Milwaukee, WI$120,000The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks. Analyzing factors such as income growth, margins, trends, quality of management, market shares, industry risks, and collateral assessment.
Entry Level - Credit Analyst - To 55K - Waukesha, WI - Job 3749 The Symicor GroupEntry Level - Credit Analyst - To 55K - Waukesha, WI - Job 3749Waukesha, WI$55,000The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
Pricing Analyst Beechwood Sales and ServicePricing AnalystNew Berlin, WIFull timeBeechwood provides industry leading benefits including competitive salaries, outstanding healthcare, a generous retirement package, paid vacation and holidays, career training, and opportunities for growth and development within our organization. General day to day duties include working with excel, calculating margins, and pricing items.
MuleSoft Tech Analyst TechDigital CorporationMuleSoft Tech AnalystMilwaukee, WIResponsibilities: • Lead end-to-end business analysis for complex enterprise integration initiatives, driving requirement discovery through structured stakeholder interactions and translating strategic objectives into actionable functional outcomes. • Develop comprehensive functional requirement specifications, including process flows, business rules, data mappings, and non-functional requirements with high emphasis on clarity, traceability, and testability.
Systems Analyst Compu-Vision Consulting Inc.Systems AnalystMilwaukee, WIThe Systems Analyst serves as a liaison between business users and technical teams by evaluating business processes, identifying system requirements, and designing technology solutions that improve operational efficiency and effectiveness. May supervise programmers and programmer/analysts and provide project leadership.
Sr. Credit Analyst – Job # 3741 Symicor GroupSr. Credit Analyst – Job # 3741Brookfield, WisconsinRemote$105,000Credit Analyst role The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks. Analyzing factors such as income growth, margins, trends, quality of management, market shares, industry risks and collateral assessment.
Sr. Credit Analyst – Job # 3795-147206 Symicor GroupSr. Credit Analyst – Job # 3795-147206Milwaukee, Wisconsin$95,000The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks. Analyzing factors such as income growth, margins, trends, quality of management, market shares, industry risks and collateral assessment.
Sr. Credit Analyst – Job # 3798-147210 Symicor GroupSr. Credit Analyst – Job # 3798-147210Milwaukee, Wisconsin$120,000The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks. Analyzing factors such as income growth, margins, trends, quality of management, market shares, industry risks, and collateral assessment.
Managing Commercial Credit Analyst Team– Job # 3820-147012 Symicor GroupManaging Commercial Credit Analyst Team– Job # 3820-147012Waukesha, Wisconsin$140,000Managing Commercial Credit Analyst Team responsibilities include: Responsible for preparing and managing a credit analyst team that provides comprehensive credit analyses on commercial loans that facilitate the credit approval process for use by loan officers or committees in the making of lending decisions regarding new, renewal, and extension loans. This position will be responsible for managing credit analysis, financial statements, and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks.
Entry Level - Credit Analyst – Job # 3749 Symicor GroupEntry Level - Credit Analyst – Job # 3749Waukesha, Wisconsin$55,000The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
Telecommunications Analyst III V-Soft Consulting Group, IncTelecommunications Analyst IIIMilwaukee, WIFor more information or to view all our open jobs, please visit www.vsoftconsulting.com or call (844) 425-8425. V-Soft Consulting is currently hiring for a Telecommunications Analyst III for our premier client in Milwaukee, WI.
HRIS Analyst Constellation Search GroupHRIS AnalystMilwaukee, WI$110,000–$130,000 / yearPlease note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. Engage in user acceptance testing during semi-annual Workday and UKG Pro Workforce Management Feature Releases to ensure workflow stability.
Ariba Supplier Enablement Analyst Revive Business SolutionsAriba Supplier Enablement AnalystMilwaukee, WIThe role operates with a high degree of independence, managing supplier enablement activities end-to-end while proactively resolving issues and contributing to process improvements across the P2P organization. This role supports ERP transformation initiatives and ensures suppliers successfully transact electronically, driving adoption, compliance, and operational performance.
NewLogistics Analyst eTeam Inc.Logistics AnalystMilwaukee, WI$25–$30 / hourMonitor shipment lifecycles from tender to delivery confirmation, proactively resolving issues that could impact customer service or network flow. Monitor carrier service metrics (on-time pickup, on-time delivery, dwell, tender acceptance) and address day-to-day service opportunities.
NewData Analyst ALINED Consulting Group, LLCData AnalystMilwaukee, WIRemoteWe are looking for someone who is naturally investigative, technically comfortable, and able to work directly with business users to understand how data is being created, changed, and used across different systems. You will work across business and technical teams to investigate data inconsistencies, understand existing processes and system behavior, identify root causes, and help drive issues toward resolution.
Cost Analyst Henderson ProductsCost AnalystMilwaukee, WIAs a team member at Douglas Dynamics, you can expect to make a difference through your work, to have a direct impact on the achievement of a very meaningful mission to serve our customers, to advance your career, and to have room for fun and fulfillment in your daily life. Reporting to the Controller, this role partners closely with estimating, engineering, and operations to ensure the cost data driving quoting, margin visibility, and management reporting is accurate and timely.
NewTelecommunications Analyst Mitchell MartinTelecommunications AnalystMilwaukee, WI$1 / hourBy applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. This contract position involves managing and transitioning telecommunications systems to a modern voice platform in a hybrid setting located in Milwaukee, WI.
Technical Systems Analyst Veracity Software IncTechnical Systems AnalystMilwaukee, WIThe ideal candidate will possess strong technical expertise supporting enterprise computing environments, including legacy and modern platforms, with experience in IBM VM, VSE/ESA, CICS, VTAM, data communications, databases, and systems software support. Client is seeking an experienced Technical Systems Analyst to provide enterprise-level technical support, administration, maintenance, and operational oversight for critical infrastructure platforms supporting City departments and business operations.