Family Wealth Strategist Northwestern MutualFamily Wealth StrategistGreenfield, WI$160,000–$240,000 / yearThe individual will be responsible for designing and integrating a wide array of wealth management strategies and family office services to align a high-net-worth or ultra-high-net-worth family’s financial capital with its values, long-term vision, and family dynamics for a seamless client experience. Strong expertise across multiple areas of wealth management including financial planning, insurance and investment products, estate and business planning, and other HNW planning strategies with a deep understanding of the implications a particular solution may have on others.
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.
NewPersonal 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 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.
Personal Financial Counselor; Madison, WI Magellan Health ServicesPersonal Financial Counselor; Madison, WIMadison, WIServices 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.
Personal Financial Counselor; Chippewa Falls, WI Magellan Health ServicesPersonal Financial Counselor; Chippewa Falls, WIChippewa Falls, WIServices 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.
Personal Financial Counselor - Wausau, WI Magellan Health ServicesPersonal Financial Counselor - Wausau, WIWausau, WIServices 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.
Personal Financial Counselor- Truax Field, WI Magellan Health ServicesPersonal Financial Counselor- Truax Field, WIMadison, WIServices 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.
NewPersonal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WI Magellan Health Services, Inc.Personal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WIAppleton, 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.
NewDemand Planner JobotDemand PlannerRockfield, WI$130,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Cross-Functional Exposure: Partner closely with Sales, Marketing, Finance, Supply Planning, Key Account Management, PMO, and senior leadership.
Personal Financial Counselor; Assignment Ready Counselor, Camp Douglas, WI Magellan Health IncPersonal Financial Counselor; Assignment Ready Counselor, Camp Douglas, WIWIServices 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WI Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WIAppleton, WIServices 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WI Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WIGreen Bay, WIServices 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.
Personal Financial Counselor- Truax Field, WI Magellan Health IncPersonal Financial Counselor- Truax Field, WIMadison, WIServices 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.
Personal Financial Counselor - Wausau, WI Magellan Health IncPersonal Financial Counselor - Wausau, WIWausau, WIServices 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.
Personal Financial Counselor; Chippewa Falls, WI Magellan Health IncPersonal Financial Counselor; Chippewa Falls, WIChippewa Falls, WIServices 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.
Personal Financial Counselor; Madison, WI Magellan Health IncPersonal Financial Counselor; Madison, WIMadison, WIServices 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.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Wisconsin Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, WisconsinWIServices 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 Advisor - Oconomowoc Associated Banc-CorpFinancial Advisor - OconomowocOconomowoc, 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 Associated Banc-CorpFinancial AdvisorStevens Point, WICollaborate with banking and Wealth Management teams and bring expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals. In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.