13 Results for

Investment Jobs in Kenosha, WI

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Franklin, WI3 days ago

This role leads an Investment Client Service Operations team that supports financial representatives and home office partners by ensuring reliable access, support, and oversight of investment-related systems and processes. Improve field productivity, support growth, and help retain customer assets by identifying system issues and enhancement opportunities, increasing operational efficiency, and coordinating with service providers.

Franklin, WI30+ days ago

$89,440–$134,160 Per Year

This role is ideal for someone who enjoys solving problems through data, telling a story through analysis, and partnering with business stakeholders to improve processes, identify opportunities, and drive measurable outcomes. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Franklin, Wisconsin30+ days ago

Remote

Researches 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.

Highland Park, Illinois12 days ago

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Franklin, Wisconsin30+ days ago

Join 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.

Bannockburn, Illinois20 days ago

$70,000–$94,000 Per Year

Your primary objective is to assist in the oversight of the transition process in North America ensuring advice provided to clients appropriately addresses the key risks inherent in transitioning client portfolios across all asset classes. Meeting Facilitation, Portfolio Management, Process Improvements, Project Management, Quality of Service, Sales, Business Development, Strategic Consulting, Client Relationship Management, Customer Relationship Management, Market Research.

Barrington, IL7 days ago

You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

Kenosha, WI30+ days ago

$123,000–$215,000 Per Year

Using AI and advanced CRM tools, the Velocity Selling methodology boosts efficiency, productivity, and decision-making through automation, predictive analysis, and personalized customer approach. Discounts up to 50% off on Verizon products and services, Fios, high-speed home internet solutions to accessories and exclusive Verizon features, including 50% off Verizon wireless calling plans and much more.

Lake Forest, IL30+ days ago

$136,933–$204,463 Per Year

Foster and sustain strategic partnerships with the outsourced investment accounting provider and internal stakeholders, providing technical guidance and leadership to drive continuous process improvement, strengthen internal controls, and support enterprise-wide investment objectives. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $136,933 - $204,463 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors.

Lake Forest, IL30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.

North Chicago, IL30+ days ago

Supports Accounting Shared Service monthly close and financial reporting processes by reviewing results for completeness and providing variance commentary, which may include P & amp; L, headcount and balance sheet components. Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position.

North Chicago, IL12 days ago

Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. new product development analysis, product portfolio analysis, expense/investment analysis, profitability of new opportunities, impacts of regulatory changes, capital analysis, revenue models and profit margin analysis).

North Chicago, IL30+ days ago

Works directly with Accounting Shared Service contact on monthly close and financial reporting processes to ensure complete, accurate and timely monthly actual results, including variance analysis and commentary for P&L, headcount and balance sheet. Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law: The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position.

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Investment Jobs in Kenosha, WI

Mgr Investment Client Srvcs (S7/S24) - Application Support Northwestern Mutual

Data Analyst III - Investment Client Services - Hybrid The Northwestern Mutual Life Insurance Co

Investment Client Services Specialist - Top Advisor Northwestern Mutual

Investment Consultant - Highland Park, IL Fidelity

Investment Client Srvcs Spec (NRF) - Account Reassignment Team Northwestern Mutual

Investment Portfolio, Transition Management Specialist Aon Corporation

Investment Consultant Barrington, IL The Charles Schwab Corp

Senior Client Partner Investment Sales Verizon Communications Inc

Executive Director, Investment Accounting Trustmark Insurance Company

J.P. Morgan Wealth Management - Private Client Investment Associate - Lake Forest, IL JPMorgan Chase Bank, N.A.

Finance Analyst AbbVie Inc

Analyst Finance AbbVie Inc

Senior Analyst Finance AbbVie Inc

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