NewInvestment Client Services Specialist - Top Advisor Northwestern MutualInvestment Client Services Specialist - Top AdvisorFranklin, WIRemote$49,560–$92,040 / yearResearches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients. Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
NewFinancial Counselor, Patient Access UnitedHealth GroupFinancial Counselor, Patient AccessMukwonago, WIRemote$17.74–$31.63 / hourThis position works with patients to resolve applicable financial concerns, including providing counseling on available financial assistance or healthcare coverage options, assessing payment sources, developing payment plans, and collecting patient payments. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Financial Analyst Molson CoorsFinancial AnalystMilwaukee, WI$69,800–$91,600 / yearJob Posting Total Rewards Offerings : $69,800.00 - $91,600.00 (posting salary range) + 10 % target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, retirement plan options with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources.
NewManager, Shared Services and Accounting MetalTek International, IncManager, Shared Services and AccountingWaukesha, WIKey responsibilities include leading and developing the Shared Services team, ensuring reconciliations and accruals are completed accurately, providing financial information and analysis to the Controller group, resolving accounting and service issues, and driving continuous improvement across people, processes, and technology. MetalTek International is seeking an experienced Manager, Accounting & Shared Services to lead our corporate Shared Services function in Waukesha, WI.
NewLicensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63) Northwestern MutualLicensed Customer Service Rep - Remote Nationwide (Series 6/63 or 7/63)Milwaukee, WIRemoteProficient in resolving basic and intermediate (semi-complex) inquiries and transactions from Financial Representatives and clients within a registered area, while continuing to develop proficiency in more complex work. Associates in this role handle phone-based and transactional work, navigate multiple systems, and follow established processes while applying sound judgment to resolve more complex scenarios.
NewCustomer Service Manager Collins Law Firm, LLCCustomer Service ManagerPewaukee, WI$50,000–$65,000 / yearWe all work hard to earn some money that will give us and our loved ones experiences that make life memorable: being able to work at things we enjoy; making memories on vacation with family; doing activities that make us happy; giving our children opportunities in a world that is becoming more and more competitive. Self-motivated problem solver: Works independently, takes ownership, and makes smart judgment calls without needing constant direction; thrives in a growing firm where systems are improving.
NewInvestment Client Srvcs Spec (NRF) - Account Reassignment Team Northwestern MutualInvestment Client Srvcs Spec (NRF) - Account Reassignment TeamFranklin, WI$56,640–$84,960 / yearJoin ICS’s Account Reassignment team and help deliver a smooth, high‑stakes transition experience for our field partners and their clients when representatives change (e.g., succession plans, ensembles, code moves, and terminations). You’ll own complex case work, consult with the field, and provide home‑office oversight that protects clients and meets fiduciary expectations—while contributing data‑driven insights that make the process better over time.
NewPrincipal Enterprise Architect Northwestern MutualPrincipal Enterprise ArchitectMilwaukee, WI$193,600–$290,400 / yearThe ideal candidate combines deep experience in enterprise technology architecture with a pragmatic, value‑driven approach to business architecture—supporting a complex financial services organization focused on insurance, investment, and wealth management solutions. Northwestern Mutual is seeking an Enterprise Architect with strong Business Architecture capabilities to help shape and evolve the firm’s enterprise-wide strategy, capabilities, and technology landscape.
NewPractice Management Consultant Northwestern MutualPractice Management ConsultantMilwaukee, WI$89,360–$134,040 / yearMinimum five years of progressively responsible experience in financial services or other business administration functions, to include a minimum of 2 years organizational and project management skills with ability to prioritize, lead, manage, and collaborate in multiple projects. As an integral consulting partner between the Home Office, Field Supervision and Financial Advisors, you will lead challenging, complex compensation conversations and provide direct consultation and guidance to align the interests of the employing Financial Advisor and the Enterprise.
NewAssistant Director Practice Management Northwestern MutualAssistant Director Practice ManagementMilwaukee, WI$118,960–$178,440 / yearConsulting quality and continuous improvement: Leadership in helping the consulting team improve the client experience, overall quality of the interaction, best practice sharing and improvement opportunities. Thought leadership: Developing thought leadership and furthering related strategy, content, resources and social media, incorporating outside financial services industry perspective and trends.
NewAsst Dir Practice Management Northwestern MutualAsst Dir Practice ManagementMilwaukee, WI$118,960–$178,440 / yearThe Practice Management Business Lead is responsible for developing and managing programs, services, and support that help advisors and firms successfully build, grow, and transition their businesses within Northwestern Mutual. This role focuses on defining needs, shaping solutions, and driving collaboration across the field and home office to deliver meaningful practice management support to growing practices and teams across the system.
NewSenior Manager of Advisor Insights Northwestern MutualSenior Manager of Advisor InsightsMilwaukee, WIRemote$89,360–$134,040 / yearPerform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners. Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.
NewPrincipal, Field Performance Northwestern MutualPrincipal, Field PerformanceMilwaukee, WI$160,000–$240,000 / yearAbility to engage in and model courageous and constructive dialogue; confidence to offer a new and potentially challenging idea to foster conversation and critical thinking; ability to deliver difficult and complex messages and help others understand multiple points of view. A key member of the Field Performance team who partners, advises and influences Managing Partners and their executive leadership teams to drive aligned growth in their organizations.
NewSr. Director Records Management, Transparency and Choice, and Privacy Incidents Northwestern MutualSr. Director Records Management, Transparency and Choice, and Privacy IncidentsMilwaukee, WI$160,000–$240,000 / yearDrives for results through others to include:• Integrating and designing measurement systems, targets, and specific initiatives in support of the various strategies• Directing teams and individuals to ensure business outcomes are achieved• Identifying and cultivating relationships with key stakeholders representing a broad range of functions and levels in order to ensure alignment with departmental and enterprise business strategies. Strategic Vision & Planning (NM) - Expert, Continuous Improvement (NM) - Expert, Decision Making (NM) - Expert, Project Management (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Expert, Accountability (NM) - Expert, Talent Development & Planning (NM) - Expert, Attention to Detail (NM) - Expert, Policy & Procedure (NM) - Expert, Business Influence (NM) - Expert, Risk Assessment & Identification (NM) - Expert.
NewAdvisory Platform Consultant Northwestern MutualAdvisory Platform ConsultantMilwaukee, WISummary: The primary responsibility of this role is to lead the growth, enhancement, and maintenance of all aspects of NMWMC’s advisory platform, including trading capabilities, proposal workflow, billing capabilities, investment policy violations, reporting, and integrated solutions. A key component of the role includes designing and implementing new platform features and configurations in support of product enhancements and additions that advance usability, scalability, and advisor satisfaction.
NewAssistant Store Manager Community Choice Financial Family of BrandsAssistant Store ManagerMilwaukee, WIOur 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. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
NewBranch Office Administrator Edward JonesBranch Office AdministratorGermantown, WIEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewPart Time Branch Office Administrator Edward JonesPart Time Branch Office AdministratorDousman, WIPart-time associates who work an average of at least 30 hours a week over a 12-month measurement period are eligible for: Medical and prescription drug coverage, Health Savings Account and Flexible Spending Account, Voluntary Benefits (such as accident, hospital indemnity, and critical illness), Well-being programs (such as the Employee Assistance Program), and. Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerMilwaukee, WIThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerMilwaukee, WI$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
Financial Services Representative - State Farm Agent Team Member Joe Woelfle - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMequon, WIROLE 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.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerMilwaukee, WI$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Insurance and Financial Services Position - State Farm Agent Team Member Andy Balistreri - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberGreendale, WIAs 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.
Technology Strategy Manager/Sr Manager, Financial Services Accenture PlcTechnology Strategy Manager/Sr Manager, Financial ServicesMilwaukee, WIKnown for our ability to execute at speed, we help our clients disrupt their markets through creating strategies that capabilities in operating model, enterprise architecture, and emerging technologies such as GenAI, rethinking business models for growth, efficiency, and customer satisfaction. • Build strong relationships with senior clients that go beyond the workplace, including beginning to develop C-suite relationships; drive a spirit of collaboration and teaming with client while serving as a true trusted advisor.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesWIThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
Financial Services Representative World Acceptance CorporationFinancial Services RepresentativeWatertown, WI$15–$19 / hourWorld Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesMilwaukee, WIRemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateWI$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Financial Service Advisor - Milwaukee / Green Bay, WI Advisor Talent SolutionsFinancial Service Advisor - Milwaukee / Green Bay, WIMilwaukee, WisconsinIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities, while providing superior client service; always putting the clients first.
Senior Auditor Financial Services (Insurance) Wipfli LLPSenior Auditor Financial Services (Insurance)Waukesha, WIWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
Senior Editor, Economics & Financial Services Deloitte Touche Tohmatsu LtdSenior Editor, Economics & Financial ServicesWI$113,100–$208,300 / yearYour responsibilities will include: Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics. Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.).
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesMilwaukee, WIDeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Financial Services Representative World FinanceFinancial Services RepresentativeWatertown, WisconsinWorld Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. Based in Greenville, SC, World reaches over one million customers annually – turning their financial possibility into reality through services like personal loans and tax preparation.
Financial Services Supervisor - KWU City Of KenoshaFinancial Services Supervisor - KWUKenosha, WI$75,876–$113,088 / yearPrepares all financial statements including Statements of Net Position, Statements of Revenues, Expenses and Changes in Fund Net Position, Statements of Cash Flows, Notes to Basic Financial Statements, Required Supplemental Information, Supplementary Schedules and Management's Discussion and Analysis for use in audited financial statements. Prepares year-end financial closing including reconciling account balance sheets, reviewing expense and revenue accounts and accruals, reviewing fixed asset additions and retirement schedules, reviewing fixed asset depreciation and accumulated depreciation schedules.
Financial Services - Accounts Receivable UlineFinancial Services - Accounts ReceivableKenosha, WI$25–$26 / hourUline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations. Collaborate with Cash Applications, Credit, Customer Service and Sales teams to reduce aging and minimize bad debt.
Financial Services - Work From Home Spade RecruitingFinancial Services - Work From HomeMilwaukee, WisconsinDaily 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).
PAT FIN SRV REP-CUST RECEPTION, PATIENT FINANCIAL SERVICES Froedtert & The Medical College of WisconsinPAT FIN SRV REP-CUST RECEPTION, PATIENT FINANCIAL SERVICESMENOMONEE FALLS, WIAbility to listen empathetically; Ability to logically and accurately organize details; Ability to manage multiple tasks with ease and efficiency; Strong problem-solving skills and basic math skills and knowledge of general accounting principles is required. The Froedtert & the Medical College of Wisconsin regional health network is a partnership between Froedtert Health and the Medical College of Wisconsin supporting a shared mission of patient care, innovation, medical research and education.
Senior Auditor - Financial Services (Insurance) Wipfli Advisory LLCSenior Auditor - Financial Services (Insurance)Milwaukee, WisconsinFull timeWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesMilwaukee, WIData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalMilwaukee, 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.
Financial Service Analyst Continuus Technologies LLCFinancial Service AnalystGermantown, WIFull timeThis role requires experience in a portfolio management or investment services environment, strong database querying skills, and the ability to build clear, actionable insights using data visualization tools such as Tableau and Power BI. Query and manage large datasets using SQL or similar database tools to support financial analysis and reporting needs.
Bilingual Financial Service Representative CURO Group Holdings CorpBilingual Financial Service RepresentativeOak Creek, WI$16.75–$23.25 / hourAs a Bilingual Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Bilingual Financial Service Representative Heights Finance CorporationBilingual Financial Service RepresentativeOak Creek, WI$16.75–$23.25 / hourAs a Bilingual Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
Bilingual Financial Service Representative Attain FinanceBilingual Financial Service RepresentativeOak Creek, Wisconsin$16.75–$23.25 / hourFull timeResponsibilities: As a Bilingual Financial Service Representative , you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
NewFinancial Solutions Advisor - Greendale Financial Center Bank of America CorpFinancial Solutions Advisor - Greendale Financial CenterOak Creek, WIKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Financial Advisor Summit Credit UnionFinancial AdvisorWaukesha, WIThis employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union 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 Summit Credit Union for financial solutions.
Virtual Financial Advisor - Milwaukee Thrivent Financial for LutheransVirtual Financial Advisor - MilwaukeeMilwaukee, WI$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent 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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorWest Bend, WI$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Financial Advisor – Bank Five Nine LPL FinancialFinancial Advisor – Bank Five NineOconomowoc, WisconsinThis exciting position will allow you to grow your career and business, helping the people and families that look to Bank Five Nine for financial solutions. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.
Financial Advisor - Bank Five Nine LPL Financial Holdings IncFinancial Advisor - Bank Five NineOconomowoc, WI$50,000–$90,000 / yearThis exciting position will allow you to grow your career and business, helping the people and families that look to Bank Five Nine for financial solutions. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.