Job(s) 1 to 15 of 44
DateJob TitleRelevanceCompanyJob LocationSalary
7/23/2014Associate Wealth Management AdvisorCharles T Sauer Northwestern M...Milwaukee, WI$50,000- $80,000
 
 
Associate Wealth Management Advisor With Charlie Sauer – Northwestern Mutual, Milwaukee, WI We are seeking a financial services professional to join an experienced team. Our team advises individuals and businesses on cash flow management, insurance needs, investment strategies and employee benefit programs. J ...
 Related:  Investment - Consultant,  Insurance - Sales,  Finance - Advisor/Services
7/23/2014Investment RepresentativeLandmark Credit UnionSussex, WI; Beaver Dam, WI; South Milwaukee, WINot Provided
 
 
Landmark Credit Union   Locations where this position is available:   Hartland/Sussex Beaver Dam area Southern Milwaukee County If you or someone you know is an experienced Investment Representative with a desire to work with a team of professionals at a fast growing Milwaukee financial institution, ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
7/23/2014Wealth Advisor I - IV (Fiduciary)Johnson Financial GroupMequon, WINot Provided
 
 
Tracking Code7679Job DescriptionThe 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 devel ...
 Related:  Investment - Consultant,  Finance - Operations/Admin,  Finance - Advisor/Services
7/14/2014Investment AnalystVogel ConsultingBrookfield, WI; Milwaukee, WI; Waukesha, WINot Provided
 Vogel Consulting is a leader in the Multi-Family Office (MFO) arena and a licensed Investment Advisory Corporation with over $2.7 billion assets under advisement. We consider ourselves to be a non-traditional CPA and investment advisory firm that provides clients with “one-stop shop” convenience for all of ...
 Related:  Investment - Management,  Investment - Consultant,  Finance - Advisor/Services
7/17/2014Business 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
7/15/2014Retirement Plan Services Account Manager - National Accounts...Great-West FinancialDenver, CO; Glendale, WINot Provided
 Retirement Plan Services Account Manager - National Accounts 403(b)Job ID 10044# Positions 1Location US-CO-Denver (DTC)US-WI-GlendalePosted Date 7/15/2014Category Account Operations Share this job on LinkedIn.Position HighlightsFASCore, LLC, the retirement plan recordkeeping division of Great-West Financial, is currently ...
 Related:  Investment - Consultant,  Finance - Management,  Finance - Advisor/Services
7/11/2014Financial AdvocateSummit Credit UnionLake Mills, WINot Provided
 Requisition Number14-0077BranchLake Mills BranchPost Date5/28/2014TitleFinancial AdvocateWork HoursPart Time-30 hoursCityLake MillsStateWIDescriptionBe a part of the Summit team at our Lake Mills Branch!The Financial Advocate does it all. This is a hybrid position where you will divide your time between the teller line and ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
7/17/2014Senior Specialist ERANorthwestern MutualMilwaukee, WINot Provided
 
 
Job ID: 14-0689 Description: BASIC FUNCTION: The Senior Audit Specialist for the Retail Investment Team serves as a team member on larger audits/projects or may plan and conduct smaller and more routine audits under the supervision of more senior audit staff. The Retail Investment Team focuses on audits of the retail br ...
 Related:  Accounting - General,  Investment - Consultant,  Finance - Advisor/Services
7/8/2014Licensed 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
7/14/2014Investment 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
7/10/2014Financial Consulting LeadNorthwestern 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
7/20/2014Wealth Portfolio ManagerJohnson Financial GroupMequon, WINot Provided
 
 
Tracking Code7736Job DescriptionThe 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 Ong ...
 Related:  Investment - Consultant,  Finance - Operations/Admin,  Finance - Advisor/Services
6/23/2014Purchasing/Buyer PositionLetsch Staffing ServicesRacine, WI$15.00 - $17.00
 Some purchasing experience , but don’t require a purchasing manager level person. We are unique and use a lot of self-developed systems so a flexible person who can problem solve , think on the fly  and can work independently is key. This is a temp assignment.  They said it may go have the potential to go te ...
 Related:  Customer Service - General,  Investment - Consultant,  Consumer Products
6/20/2014Senior Financial Planning Analyst - Financial ServicesCNH IndustrialRacine, WINot Provided
 The Senior Financial Planning Analyst role within our Financial Services Finance organization will be responsible for all financial activities related to CNH Industrial Financial Services, including cost control, pricing discipline, and financial review of monthly results to pursue the achievement of Trading Profit, and RO ...
 Related:  Investment - Consultant,  Finance - Analysis,  Finance - Advisor/Services
7/10/2014Personal Trust RM (6776)Johnson Financial GroupMilwaukee, WINot Provided
 Manages existing investment agency/personal trust relationships. Participates in business development of trust, banking and other JFG services. Networks & builds relationships with centers of influence. Participates & leads various projects & initiatives affecting company products, policies & procedures. ...
 Related:  Investment - Consultant,  Finance - Advisor/Services

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