VP, Financial Consultant- Madison, WI Charles SchwabVP, Financial Consultant- Madison, WIMiddleton, WIOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Employment Consultant Best Buddies InternationalEmployment ConsultantWauwatosa, WI$40,000–$44,000 / yearBest Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD). Guide participants, guardians and family members in navigating Social Security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation.
Property Risk Consultant Northwestern MutualProperty Risk ConsultantGlendale, WIEvaluates Real Estate investments to ensure compliance with architectural, construction and environmental risk policies for the Real Estate Investment Department within the mortgage loan portfolio and select equity investments within the equity portfolio as directed by the Director of Environmental and Architectural Services. Reviews and approves construction related documentation (design and construction contracts, budgets, soils reports, drawings and specifications) prior to construction commencement, monitors compliance, progress and quality during construction.
NewSenior Director - Enterprise Insights - Consumer & Client Northwestern MutualSenior Director - Enterprise Insights - Consumer & ClientMilwaukee, WIBuild and lead a team to deliver the full scope of consumer and client research projects, including deeply understanding business issues, identifying specific questions to address for different stakeholders, determining best research methodology and vendor, negotiating best price, and delivering actionable learning to drive business growth within needed timelines. •8–10 years of research experience specifically with brand, consumer, and client marketing communication research, including tracking (continuous and wave), copy-testing, concept-testing, and segmentation, positioning, and brand architecture development; B2C category experience strongly preferred.
NewSenior 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.
Associate Financial Consultant - Johnson Financial Group LPL Financial ServicesAssociate Financial Consultant - Johnson Financial GroupKenosha, WI$65,000–$100,000 / yearThis 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.
Associate Financial Consultant - Johnson Financial Group LPL FinancialAssociate Financial Consultant - Johnson Financial GroupKenosha, Wisconsin$65,000–$100,000 / yearThis 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WI Magellan Health Services, Inc.Personal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WIGreen Bay, WIFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Consultant I UW Credit UnionFinancial Consultant I53705, WisconsinFull timeJoin one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive: Responsibilities: Develop and maintain an active sales pipeline built with referrals from the Credit Union, existing clients, and through conducting outreach to lead lists and other prospecting activities.
Financial Consultant Brown & Brown IncFinancial ConsultantWIEvaluates proposed pricing and negotiating with vendors to ensure fair and competitive costs for our clients; Makes complex and accurate claim picks, developing reserves, and calculating expense factors and components; Prices self-insured products using complex data extracts; Supports the Account teams with ad-hoc financial analysis; Provides ROI analysis and exhibits; Creates client-ready reports and presentations; Develops new reports and tools; Participates in client meetings and conference calls as needed to provide underwriting and financial expertise; Monitors the SNS book of business, identifying trends by product, industry, account team, and vendor; Develops client-specific statutory feasibility analysis. Serves as the primary financial expert and contact for the account teams and is responsible all financial aspects of SNS' clients' programs, including RFP, renewal negotiations, statutory feasibility, ad-hoc analysis and providing experience analysis on a regular cadence.
Financial Consultant WealthBridge Financial GroupFinancial ConsultantMadison, WisconsinJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
VP, Financial Consultant Madison, WI The Charles Schwab CorpVP, Financial Consultant Madison, WIMiddleton, WIOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Principal Financial Implementation Consultant (Healthcare) Workday IncPrincipal Financial Implementation Consultant (Healthcare)WI$140,300–$210,500 / yearWe know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). As an experienced financial functional consultant, you will play a key role in ensuring the successful implementation of Workday's financial solutions for our healthcare customers and guiding them through transforming their financial operations.
Workday Certified Financials Consultant/Lead - P2P/WSS Accenture PlcWorkday Certified Financials Consultant/Lead - P2P/WSSMilwaukee, WIAs a Workday Workday Financials P2P/WSS Consultant, your primary responsibilities may include: Identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. With learning resources, interactive classroom courses, real-life client simulations and ongoing mentoring available when you need it, you'll expand your thinking beyond the core Workday implementation.
Benefits & Financial Consultant Alliant Insurance Services, Inc.Benefits & Financial ConsultantMadison, WISells renewal business to existing clients and where applicable, sells additional lines of coverage. Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities.
Financial Consultant- Madison, WI FidelityFinancial Consultant- Madison, WIMiddleton, WisconsinRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Financial Consultant- Milwaukee, WI FidelityFinancial Consultant- Milwaukee, WIWisconsinRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
NewFinancial Planning Business Consultant Northwestern MutualFinancial Planning Business ConsultantWisconsinAnalytical Thinking - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.
Workday Certified Financials WSS/CLM/Evisort Consultant Accenture PlcWorkday Certified Financials WSS/CLM/Evisort ConsultantMilwaukee, WIAs a Workday WSS/CLM/Evisort Consultant, your primary responsibilities may include: Identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures. New doesn't mean being ahead of the curve; new is pushing forward the curve, riding the edge where the impossible meets the transformational and making it reality where it matters.
Workday Financials Sr Consultant Deloitte Touche Tohmatsu LtdWorkday Financials Sr ConsultantMilwaukee, WI$116,000–$229,100 / yearExperience defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines Ability to work independently, manage small engagements or parts of large engagements. Additional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software, assisting with prioritization and sequencing of the workstream's efforts and assisting project leadership as required.