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.
Premier Financial Advisor Bank of MontrealPremier 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 Aid Advisor (Online Division) Herzing UniversityFinancial Aid Advisor (Online Division)Brookfield, 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.
Senior Financial Aid Advisor - Team Lead Herzing UniversitySenior Financial Aid Advisor - Team LeadBrookfield, WI$26.35–$35.65 / hourRESPONSIBILITIES: 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. Examples may include, but are not limited to, management of Federal Work Study staff, managing team processes, responding to staff questions, leading projects, and assisting with onboarding new team members.
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.
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.
Financial Aid Advisor - Central Processing Team Herzing UniversityFinancial Aid Advisor - Central Processing TeamBrookfield, WI$21.74–$29.41 / hourMeet 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.
Registered Operations Leader - Ameriprise Financial Advisors - Brookfield WI AmeripriseRegistered Operations Leader - Ameriprise Financial Advisors - Brookfield WIBrookfield, WisconsinLeverage 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!
NewFiduciary Advisor - Wisconsin - 100K Base + Uncapped Performance-Based Upside Trajan Wealth LLCFiduciary Advisor - Wisconsin - 100K Base + Uncapped Performance-Based UpsideMilwaukee, 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.
Senior Wealth Strategist / Certified Financial Planner -JD / LLM BMO (Bank of Montreal)Senior Wealth Strategist / Certified Financial Planner -JD / LLMMilwaukee, WI$91,800–$171,000 / yearLeverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialized planning solutions that help to broaden the dialogue and enhance the client relationship in order to consolidate client assets and inrease revenues.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Mequon, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Mequon, WIMequon, WIFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WIMilwaukee, WIFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WIGermantown, WIFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WIDelafield, WIFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Racine, WIRacine, WIFull timeUsing 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.
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.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Mequon, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Mequon, WIMequon, WIUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Racine, WIRacine, WIUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WIMilwaukee, WIUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Germantown, WIGermantown, WIUsing 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.