152 Results for

Financial Advisor Jobs in South Milwaukee, WI

Jobs

Waukesha, WI

$80,000–$85,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

1 day ago

Milwaukee, WI

Remote

$98,320–$147,480 / year

li>

Perform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners.

Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.

1 day ago

Waukesha, WI

$75,000–$100,000

Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

1 day ago

Pleasant Prairie, WI

As a Business Leadership Advisor at Uline, you’ll work directly with Uline’s President and Executive team to analyze key areas of our business and shape strategies for a growing company backed by 45+ years of success. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.

7 days ago

Milwaukee, WI

$176,000–$264,000 / year

Business Influence (NM) - Advanced, Industry Knowledge (NM) - Advanced, Program Management (NM) - Advanced, Analytical Thinking (NM) - Expert, Accountability (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Expert, Customer, Market & Ecosystem Knowledge (NM) - Expert, Vision Setting (NM) - Advanced. In addition, this role will lead external research to access benchmarks, build valuation models, coordinate cross-departmental team activities, and work collaboratively with senior leaders of business areas, legal, finance, communications and other areas of the organization.

17 days ago

Franklin, WI

Remote

li>

Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.

Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.

1 day ago

Milwaukee, WI

$225,000–$300,000 / year

li>Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions.

Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.

24 days ago

Milwaukee, WI

$98,320–$147,480 / year

li>

Minimum five years of progressively responsible experience in financial services or other business administration functions, to include a minimum of 2 years organizational and project management skills with ability to prioritize, lead, manage, and collaborate in multiple projects.

As an integral consulting partner between the Home Office, Field Supervision and Financial Advisors, you will lead challenging, complex compensation conversations and provide direct consultation and guidance to align the interests of the employing Financial Advisor and the Enterprise.

4 days ago

Milwaukee, WI

Expert at expressing the value of affiliation with Northwestern Mutual’s leader led field system and partner with field leaders to ensure advisors optimize their affiliation with Northwestern Mutual by capitalizing on the support, products, practice platforms, and services available.

Respond to the unique needs of key firms to improve their experience and endear firms (and G2s) to Northwestern Mutual (Advisors being recruited away, external acquisitions, navigation of the policies and platforms, exception requests).

4 days ago

Milwaukee, Wisconsin

$61,000–$250,000 / year

Northwestern 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.

17 days ago

Brookfield, WI

p>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. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

30+ days ago

Milwaukee, WI

Effectively prioritizing sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

30+ days ago

New Berlin, WI

$45,000–$100,000 / year

p>Compensation:

We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
Key Responsibilities:
- Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.

30+ days ago

Milwaukee, WI

$24.03–$26.44 / hour

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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.

30+ days ago

Remote

$24.03–$26.44 / hour

30+ days ago

Milwaukee, WI

About the Role: The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction and analysis, and investment research. Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e, CFP, CPWA, CFA, CPA) within one year of assuming the Associate Financial Advisor role or demonstrate high-level education equivalent (i.e, JD).

30+ days ago

Mequon, WI

Conduct 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.

17 days ago

$50,000–$80,000 / year

This exciting position will allow you to grow your career and business, helping the people and families that look to Bank Five Nine for financial solutions. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.

30+ days ago

Hartland, Wisconsin

30+ days ago

Kenosha, WI

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth. Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education.

30+ days ago

Milwaukee, WI

$80,000–$120,000 / year

This employment opportunity at BMO Bank in Milwaukee, WI would allow you to partner with a current Financial Advisor and join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.

30+ days ago

This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

Manage litigation filed nationwide against insureds; appoint, direct and manage defense counsel; proactively work toward expeditious and economical resolution of claims; assist Company claims vendor management, disbursement and legal collections teams with defense counsel, bill payment and collection issues.

30+ days ago

Kenosha, WI

This 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.

22 days ago

Waukesha, WI

This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Summit Credit Union for financial solutions.

30+ days ago

Waukesha, WI

$50,000–$75,000 / year

This employment opportunity at TruStage located at Summit Credit Union in Waukesha, WI would allow you to join Summit Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Summit Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

30+ days ago

Milwaukee, WI

This position will offer: • The ability to build a strong client base with the Banks exceptional referral system • The opportunity to find new clients via the banks client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPLs combination of tools, technology, and support • The benefit of LPLs experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the banks reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your clients goals.

30+ days ago

Kenosha, WI

$20.53–$29.41 / hour

Responsibilities: Meet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds. Provide gap funding options to students and support students in determining the best option to meet their financial needs and support their educational goals.

30+ days ago

Milwaukee, WI

$51,800–$95,900 / year

Builds 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.

23 days ago

Milwaukee, WI

$51,800–$95,900 / year

li>Builds 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards.

30+ days ago

Kenosha, WI

$20.54–$27.78 / hour

p>Schedule: 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.

6 days ago

Wisconsin, WI

Remote

$80,900–$115,500 / year

Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Ensures data integrity, manages system interfaces, completes the chart of accounts, maintains access/controls, owns the financial data warehouse application and creates report building mechanisms and interfaces with IT.

21 days ago

Milwaukee, WI

p>CLA 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.

30+ days ago

Milwaukee, WI

$21.74–$29.41 / hour

li>Meet with new students to understand funding needs, provide guidance on completion of the FAFSA and required documents, and review eligibility for funding options including Federal Title IV funds, scholarships, state funding, and military funds.

Click Here or use the following link to learn more about careers at Herzing University: https://tinyurl.com/HerzingU.

10 days ago

This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

30+ days ago

Racine, WI

30+ days ago

Milwaukee, WI

At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

30+ days ago

This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

30+ days ago

Germantown, WI

Full time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Racine, WI

Full time

30+ days ago

Fox Point, WI

Full time

30+ days ago

Milwaukee, WI

Full time

30+ days ago

Delafield, WI

Full time

30+ days ago

Remote

$250,000–$325,000 / year

This leader will serve as a trusted advisor to CFOs and executive leadership teams, helping clients transform finance organizations, improve operational performance, modernize technology and data capabilities, and drive enterprise value creation. Why Join Us: You will have the opportunity to shape and grow a market-leading Office of the CFO consulting practice, partner directly with executive clients on high-impact transformations and influence the future direction of finance organizations across various industries.

30+ days ago

Kenosha, Wisconsin

This employment opportunity at Johnson Financial Group in Kenosha would allow you to join the Investment Program at Johnson Financial Group as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Johnson Financial Group for financial solutions.

30+ days ago

Milwaukee, WI

$63,830–$136,580 / year

Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software.

30+ days ago

Milwaukee, WI

$91,800–$171,000 / year

p>Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning.

30+ days ago

Milwaukee, Wisconsin

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

28 days ago

Mequon, WI

The advisor serves as an educator, guide, and partner in the student experience, helping students connect their academic choices, co-curricular involvement, and vocational interests with their broader educational and professional goals. Concordia University is a HLC accredited, co-educational, liberal arts school offering more than 72 undergraduate majors, over 35 master's degree programs, and 5 doctoral programs.

9 days ago

Mequon, WI

p>The advisor serves as an educator, guide, and partner in the student experience, helping students connect their academic choices, co-curricular involvement, and vocational interests with their broader educational and professional goals.

Concordia University is a HLC accredited, co-educational, liberal arts school offering more than 72 undergraduate majors, over 35 master's degree programs, and 5 doctoral programs.

8 days ago

FIELD, WI

Remote

$80,900–$103,950 / year

Global Sourcing is responsible for creating and managing diverse strategic supplier partnerships that drive enterprise value with innovation, best cost and competitive advantages that benefit customers, suppliers and patients. Strategic Sourcing Indirect - IT Software is responsible for developing and executing strategy to source indirect software, SaaS, cloud services, and other related IT software related services to support our business stakeholders and programs.

19 days ago

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Advisor job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Advisor Jobs in South Milwaukee, WI

Lead Financial Advisor Vaco LLC

Senior Manager of Advisor Insights Northwestern Mutual

Relationship Advisor Vaco LLC

Business Leadership Advisor Uline

Senior Director-Advisor Equity Partnerships Northwestern Mutual

Investment Client Services Specialist - Top Advisor Northwestern Mutual

Managing Director, Investment Banking - Capital Advisors bdo consulting

Practice Management Consultant Northwestern Mutual

Assistant Director, Field Growth & Engagement Northwestern Mutual

Financial Advisor Northwestern Mutual

VP Financial Advisor Wealth Enhancement Group LLC

Merrill Advisor Development Program- Financial Advisor: Wisconsin Market Bank of America Corp

Financial Advisor Edward D Jones & Co LP

Virtual Financial Advisor - Milwaukee Thrivent Financial for Lutherans

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Associate Financial Advisor Robert W Baird & Co Inc

Financial Advisor/Wealth Manager Professions Inc

Financial Advisor - Bank Five Nine LPL Financial Holdings Inc

Financial Advisor – Bank Five Nine LPL Financial

Financial Advisor Johnson Financial Group

Financial Advisor - BMO Bank LPL Financial Holdings Inc

Claims Examiner II, Lawyers and Financial Advisors Markel Group Inc

Financial Advisor Sales Assistant Johnson Financial Group

Financial Advisor Summit Credit Union

Financial Advisor - Summit Credit Union LPL Financial Holdings Inc

Financial Advisor - Old National Bank LPL Financial Holdings Inc

Financial Aid Advisor Herzing University

Premier Financial Advisor Bank of Montreal

Financial Advisor Bank of Montreal

Financial Aid Advisor (Online Division) Herzing University

Advisor, Financial Systems - SAP FI/CO Cardinal Health Inc

Associate Wealth Advisor - Financial Planning Center - Various Locations CliftonLarsonAllen LLP

Financial Aid Advisor - Central Processing Team Herzing University

J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WI JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Fox Point, WI JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Bristol, Kenosha, and Racine, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Fox Point, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI JPMorgan Chase Bank, N.A.

Financial Advisory Senior Director, Office of the CFO Huron Consulting Group Inc

Associate Financial Consultant - Johnson Financial Group LPL Financial

Wealth Advisor UMB Financial Corp

Wealth Advisor II Bank of Montreal

Banking Advisor III PNC Bank

Academic Advisor- Undergraduate Concordia University Wisconsin/Ann Arbor

Academic Advisor- Undergraduate Concordia University Wisconsin

Advisor, Indirect Procurement Sourcing - IT Software Cardinal Health Inc

Resume Resources