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.
Trust Officer Capital First Trust CompanyTrust OfficerMilwaukee, WIFull timeTrust Officer - Wealth Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures. Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.
Insurance Office Professional SCOTT HERRMANN SHORELINE GROUPInsurance Office ProfessionalMadison, WI$16–$24 / 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. As an independent practice of Thrivent Financial , we serve our members with a holistic, relationship-first approach, guiding them toward financial success with confidence and care.
Relationship Manager Referral Partnerships (Insurance Agency) Fallon Insurance AgencyRelationship Manager Referral Partnerships (Insurance Agency)Oshkosh, WI$40,000–$80,000 / yearDeliver real value to partners using the agency's toolkit: features on our website Partnership Page, spotlights in our monthly client magazine, co-branded client resources, and quarterly community campaign tie-ins. Work a monthly agency-funded business development budget: bagel and pizza drops for partner office staff, and sit-down breakfasts, lunches, and dinners with the broker-owners and top producers who steer referrals.
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.
Restaurant Leader Raising Cane'sRestaurant LeaderWausau, WIFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Financial Advisor/Wealth Manager Professions IncFinancial Advisor/Wealth ManagerOshkosh, 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 - Sturgeon Bay MBE WealthFinancial Advisor - Sturgeon BaySturgeon Bay, WIFull timeWe support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado. General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.Excellent personal skills when dealing with clients of all ages and from all walks of life.
Financial Advisor - Marshfield MBE WealthFinancial Advisor - MarshfieldMarshfield, WIFull timeWe support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado. General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.Excellent personal skills when dealing with clients of all ages and from all walks of life.
Trusts & Estates Associate GpacTrusts & Estates AssociateMilwaukee, WI140000–170000GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. • Advise clients on comprehensive estate and wealth transfer strategies, including wills, trusts, and powers of attorney.
Restaurant Manager Raising Cane'sRestaurant ManagerLa Crosse, WIFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Operations Manager Raising Cane'sOperations ManagerWausau, WIFull timeOccasionally drive on behalf of the Company for work-related purposes (e.g., picking up product for the Restaurant) when required by business needs (e.g., when a salaried leader is on a leave of absence or there is a role vacancy). Perkspot Employee Discount Programs*Raising Cane's pays weekly, except in some states (e.g., California) where the company pays bi-weekly.
Assistant Restaurant Leader Raising Cane'sAssistant Restaurant LeaderWausau, WIFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
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.
Client Specialist Robert W. Baird & Co. IncorporatedClient SpecialistMadison, WIThe Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Part-Time Client Specialist BairdPart-Time Client SpecialistSheboygan, WisconsinResponsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.
Financial Advisor Northwestern MutualFinancial AdvisorAppleton, 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.
Wealth Management Advisor- Milwaukee, WI RK PartnersWealth Management Advisor- 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.
Associate Financial Advisor Wealth Enhancement Group LLCAssociate Financial AdvisorMadison, WI$70,000–$90,000 / yearIn this role, you will partner with senior advisors and serve as an integral member of the advisory team, helping clients achieve their financial goals through personalized guidance and exceptional service. Actual 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.
NewAcademic and Career Advisor Viterbo UniversityAcademic and Career AdvisorLa Crosse, WIFull timeProvide balanced support, grounded in the appreciative advising model, to help students identify strengths, clarify career goals/interests, understand degree requirements, create graduation plans, schedule and register for coursework, understand the use of advising technology tools, and assist students with the transition to college and their major areas of studyAccurately advise on curriculum, academic programs (majors, minors, certificates), degree requirements, and engagement options (service learning, study abroad, internships, research)Serve as an Academic Advising liaison to a specific college or school, collaborating to update sample graduation plans and assist in providing faculty advisor training and supportUtilize the Starfish Early Alert systems to ensure student success through applying timely, individual intervention to support and follow-up with students Participate in and help with HUB programming: welcome back bash, workshops, visit days, new student registration (STAR), new student orientation, etc. Values: In keeping with the tradition of our Franciscan founders, we hold the following core values:Contemplation, reflecting upon the presence of God in our lives and workHospitality, welcoming everyone we encounter as an honored guestIntegrity, striving for honesty in everything we say and doService, working for the common good in the spirit of humility and joyStewardship, practicing responsible use of all resources in our trustAbout the University: Viterbo University is a private, not-for-profit, Catholic, Franciscan institutions founded by the Franciscan Sisters of Perpetual Adoration in 1871.