Financial Advisor - Waukesha, WI And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Waukesha, WI And Surrounding AreasWaukesha, WIThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Milwaukee, WI And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Milwaukee, WI And Surrounding AreasMilwaukee, WIThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor DBHW Wealth PartnersFinancial AdvisorSouth Milwaukee, WisconsinThis role involves assessing clients’ financial situations, developing personalized strategies, and offering ongoing advice related to investments, retirement planning, insurance, tax-efficient strategies, and wealth management. With a strong, experienced support staff handling operations and planning support, our advisors can focus on building relationships, growing their practice, and making a meaningful impact for clients.
Licensed Office Professional (Financial Associate) SCOTT HERRMANN SHORELINE GROUPLicensed Office Professional (Financial Associate)Burlington, WI$20–$28 / hourAt 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. From answering calls and greeting clients to supporting securities and insurance-related processes, you’ll play a vital role in keeping the practice running efficiently.
Director of Student Financial Aid Washington Adventist UniversityDirector of Student Financial AidWaukesha, WI$58,000–$68,000 / yearAs a religiously affiliated institution, Washington Adventist University exercises its constitutional and statutory rights to give preference in employment to members of the Seventh-day Adventist Church and reserves the right to claim exemption from certain provisions of Title IX and Title VII where they conflict with the university's religious beliefs and values. Person will have primary responsibility for managing Financial Aid compliance by implementing federally required coordination of institutional funds with federal funds; performs fund management functions for Title IV and state programs and select institutional funds.
VP Financial Advisor Wealth Enhancement Group LLCVP Financial AdvisorMilwaukee, WI$164,000–$250,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Financial Advisor - Oconomowoc Associated Banc-CorpFinancial Advisor - OconomowocOconomowoc, WIThis role offers a commissions-based structure that includes a monthly draw equaling $48,000.00 per year plus generous commissions that increase based on sales volume achieved. In this role, you''ll build and deepen client relationships, grow an established book of business, and collaborate with banking and wealth management partners to deliver a comprehensive client experience.
Financial Advisor Northwestern MutualFinancial AdvisorMequon, Wisconsin$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Johnson Financial GroupFinancial AdvisorRacine, WisconsinFull timeBachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years’ client-facing financial industry experience in business development; relevant work experience may substitute for education. This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.
Financial Advisor-Downers Grove, IL and Milwaukee, WI RK PartnersFinancial Advisor-Downers Grove, IL and Milwaukee, WIMilwaukee, WI$100,000–$135,000 / yearAdvisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. As the firm continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.
Sr. Associate, FI Business Development Financial Institutions First National Bank of OmahaSr. Associate, FI Business Development Financial InstitutionsWI$81,662–$134,741 / yearThis role partners closely with the SVP, Business Development to define and execute the FI strategy, including prospecting, partnership structuring, pricing, and go-to-market initiatives that drive new account acquisition, portfolio growth, and fee income. They will also play a key role in shaping FI product strategy, ensuring programs deliver compelling value propositions, differentiated customer experiences, and strong financial performance for both FNBO and its FI partners.
Financial Advisor Sales Assistant Johnson Financial GroupFinancial Advisor Sales AssistantKenosha, WIThis position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts. Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance.
Financial Aid Advisor (Online Division) Herzing UniversityFinancial Aid Advisor (Online Division)Kenosha, WI$20.54–$27.78 / hourSchedule: A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzings Online Division, with one shift with evening hours and minimal Saturday hours required. Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.
Financial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerMequon, WIConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Registered Operations Leader - Financial Advisors AmeripriseRegistered Operations Leader - Financial AdvisorsBrookfield, WILeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
Associate Wealth Advisor - Financial Planning Center - Various Locations CliftonLarsonAllen LLPAssociate Wealth Advisor - Financial Planning Center - Various LocationsMilwaukee, WICLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings.
Associate Wealth Advisor - Financial Planning Center - Various Locations CliftonLarsonAllen Wealth AdvisorsAssociate Wealth Advisor - Financial Planning Center - Various LocationsMilwaukee, WisconsinCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. • Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings.
Premier Financial Advisor BMO (Bank of Montreal)Premier Financial AdvisorMilwaukee, WI$51,800–$95,900 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Financial Relationship Manager - Milwaukee / Green Bay, WI Advisor Talent SolutionsFinancial Relationship Manager - Milwaukee / Green Bay, WIMilwaukee, WisconsinIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first.
Junior Financial Advisor DBHW Wealth PartnersJunior Financial AdvisorSouth Milwaukee, WisconsinThat’s why we provide opportunities to attend industry conferences, workshops, and continuing education events — keeping you at the forefront of financial strategies, market insights, and client service excellence. We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering comprehensive financial planning and investment services.