138 Results for

Financial Representative Jobs in Wisconsin

Jobs

New!

Waukesha, WIToday

$80,000–$85,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Milwaukee, WI1 day ago

$176,000–$264,000 Per Year

Business 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.

New!

Franklin, WIToday

Join the General Trading team within Northwestern Mutual's Investment Client Services division, where you'll serve as a trusted advisor to clients and Financial Representatives on securities transactions across equities, fixed income, and options. Manage the transition and ongoing servicing of advisory and retirement accounts when a local advisor is no longer available, including annual reviews, investment guidance, suitability determinations, and administrative coordination.

New!

Milwaukee, WIToday

Partner with functional and FrontRunner leaders to advance Forge initiatives, aligning claims operations strategy with enterprise transformation efforts to accelerate capability building, drive execution of priority initiatives, and scale new ways of working. In this role, you’ll help shape the strategy and future of Claims across Life/Annuities, Disability Income, and Long-Term Care—partnering with product and operational leaders to deliver a consistent, high-quality experience that strengthens Northwestern Mutual’s brand.

Green Bay, IL30+ days ago

Remote

Full-time

We are currently hiring Account Sales Representatives who enjoy connecting with people, providing valuable financial solutions, and working in a performance-driven environment. At Vanguard Nexus, we are expanding our team with motivated individuals who are ready to build a meaningful career while maintaining a healthy work-life balance.

Milwaukee, WI30+ days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

Milwaukee, Wisconsin24 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Ashland, Wisconsin30+ days ago

$15.75–$22.25 Per Hour

Oak Creek, Wisconsin13 days ago

$16.75–$23.25 Per Hour

Fond du Lac, Wisconsin30+ days ago

$15.75–$22.25 Per Hour

Oak Creek, Wisconsin13 days ago

$16.75–$23.25 Per Hour

Mequon, WI30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options.

Sheboygan Falls, WI30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Before becoming an agency owner, he worked in a State Farm office and was driven by the goal of building a business, leading a strong team, and creating meaningful earning opportunities.

Green Bay, WI30+ days ago

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

New!

Monona, WI4 days ago

Julie Bass Insurance & Financial Services is growing, and we’re looking for the right person to help customers navigate: Retirement planning. If you’re looking for meaningful work, strong growth potential, and a career built on relationships instead of pressure, let’s talk.

Middleton, Wisconsin24 days ago

$61,000–$250,000 Per Year

Northwestern 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.

Mequon, WI30+ days ago

Conduct 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.

Waukesha, WI30+ days ago

Full-time

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. 1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services.

New Berlin, WI30+ days ago

Full-time

Racine, Wisconsin16 days ago

Bachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years’ client-facing financial industry experience in business development; relevant work experience may substitute for education. This opportunity offers the chance to join a respected institution where advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.

Middleton, WI30+ days ago

You’ll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success. Sell financial securities products including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs.

Middleton, WI30+ days ago

Remote

Middleton, WI30+ days ago

Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).

New!

Stevens Point, WI3 days ago

$100,000–$350,000

If you’re a high-caliber, licensed financial professional ready to plug into a system designed to ease your biggest pain points—marketing, prospecting, and paperwork—while maximizing your impact and income, this could be your next step. Competitive, commission-based compensation with strong six-figure potential; typical Advisors earn between $100,000 and $200,000 annually, while top producers earn $300,000+ based on performance.

Milwaukee, WI30+ days ago

Full-time

Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures. Manage fixed asset accounting system and applicable accounting entries for monthly transactions, asset purchase disposal and inventory; maintain fixed asset system in accordance with required regulations.

Kenosha, Wisconsin30+ days ago

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. As part of the #1 advisory team at JFG and with the lead Financial Advisor, the FC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products.

Wauwatosa, WI30+ days ago

Full-time

As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce. Use generative AI for drafting board materials, member communications, and financial narratives while maintaining accuracy and compliance; Leverage AI tools (LLM's, predictive analytics, automation) to enhance financial analysis, budgeting, and predictive financial planning.

Milwaukee, WI30+ days ago

Full-time

Daily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).

Madison, WI13 days ago

$50,000–$100,000 Per Year

products, access to powerful sales tools, and a large resource network so you can. Are you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and.

De Pere, Wisconsin17 days ago

Support: Our associates receive support for their total well-being; including 3 weeks of paid parental leave, a fitness reimbursement program offering savings off of fitness membership fees; our EAP (Employee Assistance Program) and LEAPCare Care Coaches, which provide associates confidential care related to hospital visitation, conflict resolution, stress management, marriage or divorce, family issues and depression or anxiety. In the event a recruiter or agency submits a resume or candidate without an agreement, Festival Foods shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.

Greendale, WI30+ days ago

As a State Farm team member for Andy Balistreri - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

West Bend, WI22 days ago

$19.15–$21.40 Per Hour

As a Member Service Representative/Teller at our West Bend Meijer branch, you will provide high-quality service by assisting members with their financial transactions, answering inquiries, and recommending appropriate products. Starting at $19.15-21.40 per hour, this role requires no prior experience, making it the perfect opportunity to begin a rewarding career in financial services.

Manitowoc, WI23 days ago

$19.15–$21.40 Per Hour

As a Member Service Representative/Teller at our Manitowoc Rapids branch, you will provide high-quality service by assisting members with their financial transactions, answering inquiries, and recommending appropriate products. Starting at $19.15-$21.40 per hour, this role requires no prior experience, making it the perfect opportunity to begin a rewarding career in financial services.

Madison, WI30+ days ago

Full-time

Our respect for people shines through patient care interactions and our daily work practices as we work to embrace the knowledge, unique perspectives and qualities each employee and faculty member brings to work each day. We are seeking a Patient Access Representative - Ambulatory to: Enter and verify demographic and insurance information, identify and collect patient financial obligations, and register or admit patients.

Wausau, WI9 days ago

In this role, you will help customers stay on track with their vehicle payments while contributing to the financial strength and stability of our organization. Kocourek Byrider is seeking a motivated and detail-oriented Customer Account Representative to support our CNAC financing program.

Wausau, WI11 days ago

MILWAUKEE, Wisconsin25 days ago

Our Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

Sparta, WI24 days ago

We value a supportive, team-oriented workplace, promote a healthy work/life balance, and maintain a strong sense of community both inside and outside the credit union. With branch locations in Sparta, West Salem, and Tomah, we focus on providing the tools and support our members need to achieve financial success.

Greendale, WI30+ days ago

$50,000–$60,000 Per Year

Position Overview: The Outside Sales Representative is responsible for driving revenue growth by developing and maintaining customer relationships, identifying new business opportunities, and executing sales activities. Key Responsibilities:Sales and Business Development:Develop client and prospect relationships to drive sales through direct interactions via telephone, video calls, email, and in-person visits.

New!

Milwaukee, WI4 days ago

$15–$21.10 Per Hour

We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law.

New!

Brookfield, WI5 days ago

$15–$21.10 Per Hour

New!

Milwaukee, Wisconsin5 days ago

$70,000–$120,000 Per Year

Serve as an empathetic problem solver for commercial customers by utilizing the in-depth training provided to recommend the best innovative overall solution for each customer's needs. As part of the Orkin Commercial sales team, you get the advantage of a highly persuasive pitch: top-notch service from an iconic brand name and the industry leader with almost 125 years of protecting homes and businesses.

Sheboygan, WI10 days ago

$17.45–$19.50 Per Hour

As a Member Service Representative at Kohler Credit Union, you'll be the friendly face and voice for our members, delivering exceptional customer service that creates positive experiences across various channels, including phone, email, chat, and secure messaging. Start your career in banking customer service and financial services with a team that values your contributions, supports your development, and makes a meaningful impact in the community every day.

New!

Mequon, WI3 days ago

$17.45–$19.50 Per Hour

If you're looking to build a rewarding career in customer service and financial services, this role provides the training, support, and growth opportunities to help you succeed while making a meaningful impact on our members' financial well-being. You will also identify opportunities to recommend products and services that meet members' needs, collaborate with team members to achieve service goals, and participate in ongoing training and development to enhance the overall member experience.

New!

Sheboygan, WI3 days ago

$19.15–$21.40 Per Hour

As a Floating Teller/Member Service Representative, you will be the first point of contact for our members, assisting them with financial transactions, addressing their banking needs, and offering valuable products and services that support their financial goals. Build lasting relationships with both new and existing members by helping them achieve their financial goals through the products and services we offer.

New!

Racine, WI4 days ago

With more than 30-years of experience, QCHI has grown to become a trusted leader in the Alternative Financial Services marketplace, primarily providing credit options for consumers under-served by traditional banking institutions. As a Customer Service Representative you will:* Complete cash transactions for our customers* Initiate customer loans* Contact customers about past due payments* Work rotating shifts and some Saturdays.

Lake Geneva, WI12 days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. With your proven track record in door-to-door sales, you’ll hit the ground running, introducing homeowners to cutting-edge fiber internet, TV, and phone services that transform how they live, work, and play.

Sheboygan, WI30+ days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.

Lake Geneva, WI30+ days ago

TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide. Engage with potential customers: Reach out to both new and existing prospects through door-to-door visits, networking, and referrals to inform them about TDS's voice, data, and television services within your assigned territory.

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Financial Representative Jobs in Wisconsin

Lead Financial Advisor Vaco LLC

Senior Director-Advisor Equity Partnerships Northwestern Mutual

Fixed Income Trader Consultant Northwestern Mutual

Vice President-Claims Operations Northwestern Mutual

Account Sales Representative (Remote) Vanguard Nexus

Financial Representative - Seeking Growth Wisconsin Region - Modern Woodmen of America

College Financial Representative, Internship Program Northwestern Mutual

Financial Service Representative Heights Finance Corporation

Bilingual Financial Service Representative Heights Finance Corporation

Financial Service Representative Attain Finance

Bilingual Financial Service Representative Attain Finance

Financial Services Representative - State Farm Agent Team Member Joe Woelfle - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Dexter Smith - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Tiona Petrouske - State Farm Agent

Financial Services Representative - State Farm Agent Team Member Julie Bass - State Farm Agent

Financial Advisor Northwestern Mutual

Financial Advisor/Wealth Manager Professions Inc

Senior Financial Advisor World Insurance Associates, LLC.

Junior Financial Advisor World Insurance Associates, LLC.

Financial Advisor Johnson Financial Group

Financial Advisor Professions Inc

Financial Advisor – Remote (Wisconsin) Professions Inc

Financial Advisor Ameriprise

Estate & Retirement Financial Advisor United Placement Group

Financial Liaison III - Finance Department United Migrant Opportunity Services (UMOS)

Financial Consultant Johnson Financial Group

Chief Financial Officer MRA Recruiting Services

Financial Services - Work From Home Spade Recruiting

Financial Advisor WestPoint Financial Group

Senior Financial Analyst Festival Foods

Insurance and Financial Services Position - State Farm Agent Team Member Andy Balistreri - State Farm Agent

Member Service Representative/ Teller Kohler Credit Union

Teller/Member Service Representative Kohler Credit Union

Patient Access Representative Ambulatory University of Wisconsin Medical Foundation

Customer Account Representative PART TIME Byrider

Customer Account Representative FULL TIME Byrider

Customer Service Representative Community Choice Financial Family of Brands

Member Service Representative I 1st Community Credit Union

Outside Sales Representative - Metals Manufacturing SITE Staffing Inc.

Part time Patient Customer Service Representative R1 RCM

Part Time Patient Customer Service Representative R1 RCM

Outside Sales Representative Orkin

Member Service Representative Kohler Credit Union

Contact Center - Member Service Representative Kohler Credit Union

Floating Teller/Member Service Representative Kohler Credit Union

Customer Service Representative QC Holdings

Sr Direct Sales Representative TDS Telecom

Senior Direct Sales Representative (Door to Door) TDS Telecom

Entry Level Sales Representative TDS Telecom

Field Sales Representative TDS Telecom

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