Senior Manager of Advisor Insights Northwestern MutualSenior Manager of Advisor InsightsMilwaukee, WIRemote$89,360–$134,040 / yearPerform 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.
Senior Director-Advisor Equity Partnerships Northwestern MutualSenior Director-Advisor Equity PartnershipsMilwaukee, WI$176,000–$264,000 / yearBusiness 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.
NewWealth Planning Attorney Northwestern MutualWealth Planning AttorneyFranklin, WI$176,000–$264,000 / yearWhat You'll Do : Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans, deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients, with emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies. This client-facing role is part of a dynamic, growing team that designs and delivers comprehensive estate and business plans, thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth clients with complex planning needs.
NewHigh Net Worth Senior Tax Manager Northwestern MutualHigh Net Worth Senior Tax ManagerFranklin, WI$193,600–$290,400 / yearLearning Agility & Critical Thinking - Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends. In this role, you will provide advanced individual income tax planning and compliance support for high-net-worth and ultra-high-net-worth clients, while also bringing significant expertise in either business/pass-through taxation or fiduciary/trust taxation.
Branch Office Administrator Edward JonesBranch Office AdministratorLake Geneva, WIEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Retirement Services Specialist - Onsite Genesis10Retirement Services Specialist - OnsiteMilwaukee, WI$25–$28 / hourTemporaryContractorFull timeRanked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
NewAssistant Director & Actuary – Retirement Benefits Northwestern MutualAssistant Director & Actuary – Retirement BenefitsMilwaukee, WIThe Actuarial Department develops appropriate premiums, dividends, reserves, and surplus requirements by analyzing mortality, morbidity, persistency, investment and expense experience, striving to maintain equity and consistency among all policy owner underwriting classes, while safeguarding the Company's long term financial strength. Provides professional actuarial advice, analysis, and services in support of the company’s retirement benefit programs offered to its employees and financial advisors, including defined benefit pension plans and other postretirement benefit programs.
Senior Content Strategist - Hybrid Genesis10Senior Content Strategist - HybridMilwaukee, WI$30–$40 / hourTemporaryContractorFull timeRanked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. Reporting to the Assistant Director of Thought Leadership Strategy & Creation, the Senior Content Strategist will own the strategy and execution of a fast-growing, high-volume content program dedicated to the financial advisor career.
Merrill Advisor Development Program- Financial Advisor: Wisconsin Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Wisconsin MarketMilwaukee, WIOur 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. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Financial Advisor Northwestern MutualFinancial AdvisorGermantown, 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 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.
Financial Advisor - Oconomowoc Associated Banc-CorpFinancial Advisor - OconomowocSussex, 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 - WI Jmg Financial Group LtdFinancial Advisor - WIPewaukee, WIAdvisors 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 JMG 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.
Financial Advisor - Milwaukee, WI COUNTRY FinancialFinancial Advisor - Milwaukee, WIMilwaukee, 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 financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
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.
Virtual Financial Advisor - Milwaukee Thrivent Financial for LutheransVirtual Financial Advisor - MilwaukeeMilwaukee, WI$24.03–$26.44 / hourSuccessful 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.
Virtual Financial Advisor - Milwaukee - Hybrid Thrivent Financial for LutheransVirtual Financial Advisor - Milwaukee - HybridMilwaukee, WI$21.64–$24.04 / hourSuccessful 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.
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.
Financial Advisor - Muskego, WI And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Muskego, WI And Surrounding AreasMuskego, 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 - 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.