Senior Financial Navigating Specialist Ensemble Health PartnersSenior Financial Navigating SpecialistAppleton, WI$20.45–$22.50 / hour3-5 years' experience in multiple areas of the revenue cycle is preferred, including but not limited to a financial counselor role, customer service role, or other applicable roles. Must be inquisitive and demonstrate openness to innovation including AI to explore better processes and ways to alleviate friction and improve patient and client experiences.
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.
Administrative and Financial Services Manager City of AppletonAdministrative and Financial Services ManagerAppleton, WI$29.12–$40.77 / hourAssociate degree in Business Administration, Management Information, Project Management, Finance, Organizational Administration, Accounting, or related field, five years professional, responsible experience in accounting and budgeting. or equivalent combination of experience and training which provides the following knowledge abilities, and skills: Considerable knowledge of the principles of accounting, budget and finance in local government.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalGreen Bay, WisconsinRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Team-Based Financial Advisor - Apex Financial Group Thrivent Financial for LutheransTeam-Based Financial Advisor - Apex Financial GroupManitowoc, WIA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Team-Based Financial Advisor - Apex Financial Group (Manitowoc) Thrivent Financial for LutheransTeam-Based Financial Advisor - Apex Financial Group (Manitowoc)Manitowoc, WIA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Financial Advisor - Green Bay, WI And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Green Bay, WI And Surrounding AreasGreen Bay, WIThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Appleton, WI And Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Appleton, WI And Surrounding AreasAppleton, WIThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
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.
Financial Advisor Nicolet National BankFinancial AdvisorGreen Bay, WisconsinAdvisory: Prepares and updates financial plans, including working with clients to obtain the necessary information and ensure that it is accurately entered into the firm’s financial planning systems. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers.
NewFinancial Advisor BMO (Bank of Montreal)Financial AdvisorAppleton, WI$65,000–$140,000 / 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.
Associate Financial Advisor Nicolet National BankAssociate Financial AdvisorGreen Bay, WisconsinClient Service: Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports. Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
Personal 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.
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.
Trust Centralized Services Specialist Associated Banc-CorpTrust Centralized Services SpecialistGreen Bay, WI$18.21–$31.21 / hourJoin Associated Bank as a Trust Centralized Services Specialist and play a key role in supporting trust administration and delivering exceptional service to our clients. We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
Financial Crimes Model Risk Manager - Emerging Threats Associated Banc-CorpFinancial Crimes Model Risk Manager - Emerging ThreatsGreen Bay, WI$122,290–$209,640 / yearWe welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. Associated Bank is seeking an experienced Financial Crimes Model Risk Manager-Emerging Threats to strengthen and advance our fraud prevention capabilities.
Guest Services Specialist Bank First NAGuest Services SpecialistManitowoc, WIThis position is responsible for answering the main reception line and electronic banking phone lines to provide expert customer service and informational needs to customers, while focusing on the GUEST experience. Our vision is to remain the top-performing, independent provider of financial services, delivering personalized solutions and value to guests and communities alike.
Financial Solutions Advisor Registration Candidate - Winnetka, IL Bank of AmericaFinancial Solutions Advisor Registration Candidate - Winnetka, ILGreen Bay, WisconsinOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Analyst II Plexus Corp.Financial Analyst IINeenah, WI$63,900–$95,900 / yearDriven by a passion for excellence, we partner with leading Aerospace/Defense, Healthcare/Life Sciences and Industrial companies to design, manufacture and service some of the world's most transformative products, including advanced surgical systems, diagnostic instruments, healthcare imaging equipment, mission critical aerospace systems, and electric vehicle (EV) charging solutions. Follow the financial month-end close processes; work with corporate accounting, Global Technology management and supporting teams to ensure functional financial results are correctly stated in accordance with corporate procedures and that we meet all audit and control requirements.