Job(s) 1 to 15 of 38
DateJob TitleRelevanceCompanyJob LocationSalary
9/21/2014Wealth Advisor I - IV (Fiduciary)Johnson Financial GroupMequon, WINot Provided
 
 
Tracking Code7679Job Description The Wealth Advisor is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role. Key Responsibilities Ongoing de ...
 Related:  Investment - Consultant,  Finance - Operations/Admin,  Finance - Advisor/Services
9/15/2014Investment ConsultantScottrade, IncMilwaukee, WINot Provided
 Job ID: 20140509-9616 Description: Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values. We offer an ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/20/2014Client Relationship ManagerGreat-West FinancialMilwaukee, WI; Madison, WINot Provided
 
 
Client Relationship ManagerJob ID 10220# Positions 1Location US-WI-MadisonUS-WI-MilwaukeePosted Date 8/28/2014Category Relationship Management Share this job on LinkedIn.Position HighlightsGreat-West Retirement Services, a division of Great-West Life & Annuity is currently seeking a Client Relationship Manager to support ...
 Related:  Investment - Management,  Investment - Consultant
9/15/2014Investment ConsultantScottrade, IncMequon, WINot Provided
 Job ID: 20140409-9611 Description: Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values. We offer an ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/11/2014Licensed Investment RepresentativeWaukesha State BankWaukesha, WICommissioned Sales Position
 Waukesha State Bank Licensed Investment Representative Job Duties: • Facilitate the sales and service of securities, annuities,registered investment advisory products and life insurance to qualified buyers • Coordinate sales appointments, presentations and all necessary sales and account servicing documentatio ...
 Related:  Investment - Consultant
9/15/2014Financial AdvisorBank MutualBrookfield, WINot Provided
 Financial AdvisorJob Code:3125Location:Milwaukee Corporate 300ZIP/Postal code:53005Department:BancMutual Financial and InsuranceEmployment Duration:Full TimeDescriptionSUMMARYThe Financial Advisor is responsible for meeting client needs to help them achieve financial security and concurrently meeting sales production goals ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/15/2014Investment ConsultantScottrade, IncMilwaukee, WINot Provided
 Job ID: 20142608-9563 Description: Investment Consultant - Milwaukee (Downtown), WIScottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual de ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/19/2014Wealth Portfolio ManagerJohnson Financial GroupMequon, WINot Provided
 
 
Tracking Code7736Job Description The Wealth Portfolio Manager is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role. Key Responsibilities ...
 Related:  Investment - Consultant,  Finance - Operations/Admin,  Finance - Advisor/Services
9/15/2014Registered RepresentativeBank MutualBrookfield, WINot Provided
 Registered RepresentativeJob Code:3025Location:Milwaukee Corporate 300ZIP/Postal code:53005Department:BancMutual Financial and InsuranceEmployment Duration:Full TimeDescriptionSUMMARYThe Registered Representative is responsible for meeting client needs to help them achieve financial security and concurrently meeting sales p ...
 Related:  Investment - Consultant,  Finance - Analysis,  Finance - Advisor/Services
9/11/2014Business Development Officer - Wealth ManagementWaukesha State BankOconomowoc, WINot Provided
   Business Development Officer - Wealth Management Prairie Financial Group  A Division of Waukesha State Bank    Position Summary: Business Development Officers identify individuals and businesses with fiduciary and investment management needs to be serviced through Prairie Financial Group, a d ...
 Related:  Investment - Consultant
9/19/2014Financial Advisor/SalesCodeworks, Inc.Milwaukee, WIbase plus commish
 
 
Looking for someone with a 4 year degree and about 3 years of experience selling securities or insurance products. 1. Cultivate strong relationships with members by consistently using the prescribed sales process.   2. Cultivate strong working relationships and trust among credit union staff by conducting regular ...
 Related:  Investment - Consultant,  Insurance - Sales,  Finance - Advisor/Services
9/19/2014Wealth Investment AnalystJohnson Financial GroupRacine, WINot Provided
 
 
Tracking Code7887Job Description Job Purpose The primary role of the Investment Analyst is to conduct fundamental research and due diligence on mutual funds and money managers. The Investment Analyst is responsible for developing and maintaining the Approved List of mutual funds for use by Relationship Managers and Portfol ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
9/19/2014Wealth Investment EconomistJohnson Financial GroupRacine, WINot Provided
 
 
Tracking Code7888Job Description The Investment Economist provides expert advice and forecasts on the impact of economic events on investment portfolios managed by Johnson Bank. The Investment Economist will be responsible for asset allocation recommendations, writing position papers on the impact current events will or mi ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
9/2/2014Assistant Director, Regional Financial ConsultingNorthwestern MutualMilwaukee, WINot Provided
 Job ID: 14-0701 Description: BASIC FUNCTION: Accountable for development and delivery of field financial consulting discipline in regional team model. Works cross-departmentally to establish financial consulting standards and resulting best practices and guidelines for financial consulting. Manages the Regional Financia ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
8/20/2014Investment Accounting ConsultantNorthwestern MutualMilwaukee, WINot Provided
 Job ID: 14-0619 Description: BASIC FUNCTION: The incumbent oversees the financial accounting and reporting for all investment subsidiary entities including the production of unconsolidated and consolidated financial statements and Northwestern Mutual's portfolio of securities partnerships. This includes preparation of ...
 Related:  Accounting - General,  Investment - Consultant

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