|12/5/2013||Financial Analyst||Alliance Wealth Management||Milwaukee, WI||Not Provided|
|Financial analyst position for an award winning registered investment advisory firmFinancial Analyst- Financial planning-Investment advisory firm.
Financial analyst position for a top registered investment advisory firm
Analyze mutual funds for correlation, overlap, peer group rankings and other metrics
Communicate effectively with mutual fund partners, clients and advisors
Prepare qu ...|
| ||Related: Investment - Operations/Admin, Finance - Analysis, Finance - Advisor/Services|
|11/25/2013||Marketing Assistant - Part Time||Prudential Financial||Wauwatosa, WI||Not Provided|
| ||PRUDENTIAL MARKETING ASSISTANT
Support the manager, financial services in recruiting and general administrative functions. No licenses, appointments or registrations are required. Specific duties and functions are determined by the manager, financial services in accordance with company ...|
| ||Related: Admin - Receptionist/Clerical, Investment - Operations/Admin, Insurance - Admin/Clerical|
|11/25/2013||IRA Qualified Retirement Plan Speci...||Robert W. Baird & Co.||Milwaukee, WI||Not Provided|
| ||Baird Position Title:IRA Qualified Retirement Plan Specialist (Milwaukee, WI)DepartmentPrivate Wealth ManagementReq TypeNon-ExemptLocationWI - MilwaukeeJob DescriptionSUMMARY:We are seeking a talented and motivated individual to join the IRA team to perform advanced functions necessary to acquire, distribute and maintain IR ...|
| ||Related: Investment - Operations/Admin|
|11/21/2013||Business Development & Client Relat...||Francis Investment Counsel LLC||Pewaukee, WI||Not Provided|
Francis Investment Counsel LLC is a nationally recognized and award winning institutional investment consulting organization located in Pewaukee, WI. The focus of Francis Investment Counsel’s practice is providing investment consulting and participant communication and education s ...|
| ||Related: Marketing - General, Investment - Operations/Admin, Business Ops - Business Development|
|11/19/2013||Financial Services Assistant||Reis Financial Services, LLC||West Bend, WI||Not Provided|
| ||We are a growth-oriented financial planning firm located in West Bend. We are seeking a Financial Services Assistant. This position plays an important role in processing new accounts, transferring assets, preparing paperwork, gathering client data, updating accounts. Individual must have excellent interper ...|
| ||Related: Investment - Operations/Admin, Finance - Operations/Admin, Finance - Advisor/Services|
|12/4/2013||Portfolio Lead - Personal Lines||QBE The Americas||Sun Prairie, WI; Madison, WI||Not Provided|
|Job Title: Portfolio Lead - Personal Lines Job ID: 24449 Location: WI-Madison \ Sun Prairie Full/Part Time: Full-Time Regular/Temporary: Regular Essential Job Responsibilities Contribute to the development and execution of the annual business plan and its context to drive agency performance in assigned geography Contribute ...|
| ||Related: Investment - Operations/Admin, Business Ops - Business Development|
|11/20/2013||Retirement & Investment Specialist||Educated Solutions Corp||Madison, WI||Not Provided|
| ||Our Client is seeking a Retirement & Investment Specialist.
Support credit union participants and members requesting pension, insurance or investment information.
Ability to communicate professionally through e-mail and telephone.
Assist CU plan participants with questions regarding ...|
| ||Related: Investment - Operations/Admin, Insurance - Sales, Finance - Advisor/Services|
|11/13/2013||Senior Account Administrator||Division 10 Personnel||Milwaukee, WI||Not Provided|
| ||Our client, a top Milwaukee area SEC registered investment management firm, is interviewing qualified individuals for a key role as the Senior Account Administrator. This individual will join the team that supports the investment management process by providing the portfolio managers with specific account and market informa ...|
| ||Related: Investment - Operations/Admin, Finance - Operations/Admin|
|11/12/2013||Client Relationship Manager / Execu...||Financial Wealth Management, L...||Madison, WI||$35,000-$55,000 p/yr|
| ||Position Summary:
Financial Wealth Management, LLC an investment advisory firm located on the west side of Madison is seeking a full-time Client Relationship Manager. Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, customer service oriented, and compute ...|
| ||Related: Admin - Secretarial and Office Mgmt, Investment - Operations/Admin, Finance - Operations/Admin|
|12/3/2013||Senior 401k Administrative Speciali...||Remedy Intelligent Staffing||Madison, WI||Based on Experience|
|Remedy Intelligent Staffing is seeking a Senior 401k Administrative Specialist. This is a direct hire opportunity with a respected company in our community.
Responsible for ongoing plan administration
Responsible for the review and interpretation of the plan document and current ...|
| ||Related: Accounting - Bookkeeping/Clerical, Investment - Operations/Admin, Finance - Operations/Admin|