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The Associate Financial Advisor (AFA) primarily focuses on helping credit union members assess and meet the core financial needs of growth, income, protection and legacy. They will also work with credit union employees to help credit union members meet the other two core financial needs of cash management and credit. As a member of a financial advisor team, AFAs will focus on adding new credit uni
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This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
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Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among othe
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& Duties Monitor lockbox and effectively communicate balances with CFO and Director of Accounting Log checks, ACH, and wire receipts and apply cash receipts to related client invoices Communicate cash receipts to billing and collections teams Process transfers between trust and operating accounts Perform bank reconciliations Approve expense reimbursements Approve invoices for payment and process c
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At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Financial Advisor to join our CB Investments team. As a Financial Advisor at Citizens Bank you will Consult on investment and insurance strategies, as well as the development of financial plans for clients. Build
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First Midwest, with assets over $20billion, is the premier relationship based banking franchise in the dynamic Chicagoland banking market. As one of the Chicago metropolitan area's largest independent bank holding companies, First Midwest provides the full range of commercial, retail banking, and wealth management services through some 120+ offices located in communities in metropolitan Chicago, N
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Position Specific Responsibilities Responsible for resolving customer related issues with a favorable outcome. Performs mortgage loan administration duties including answering incoming customer phone calls, responding to customer inquiries, processing balloon renewals, processing mortgage payments/payoffs, preparing mortgage satisfactions and amendments, and recording mortgage documents. Assists w
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Responsible for coordinating a consistent client service experience and delivering overall financial advisory guidance to sustain new business development, client referral and retention objectives. Responsible for managing the onboarding of new clients. Understand client's financial objectives utilizing a purposeful discovery process and financial planning approach. Responsible for accurately open
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Understanding of and ability to articulate full scope of JFG products and services. Responsible for accurately opening, closing and performing maintenance on accounts within bank operating systems including the administration of the NAICS coding assignments. Proactively assist and train clients on effective use of full breadth of JFG products including on line and mobile banking solutions. Assists
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Milwaukee Area Financial Specialist ID 2021 4042 Location City Wauwatosa Category Financial Specialist FTE 1.0 Schedule 40 hours per week, availability Monday Friday 7 15am 6 15pm & six Saturdays per quarter 8 30am 1 30pm Salary Grade 7 Min USD $20.05/Hr. Mid USD $24.57/Hr. Overview UW Credit Union is hiring for Financial Specialists to serve our members in the Milwaukee area. Financial Speciali
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Milwaukee Area Financial Specialist (Spanish Bilingual Required) ID 2021 4043 Location City Wauwatosa Category Financial Specialist FTE 1.0 Schedule 40 hours per week, availability Monday Friday 7 15am 6 15pm & six Saturdays per quarter 8 30am 1 30pm Salary Grade 7 Min USD $20.05/Hr. Mid USD $24.57/Hr. Overview UW Credit Union is hiring for Spanish Bilingual Financial Specialists to serve our me
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Are you interested in working on the cutting edge of regulatory compliance? Are you focused on helping others comply with regulations and policies? Are you passionate about research and subject matter expertise in a professional services environment? Are you interested in gaining exposure to auditor independence rules promulgated by our regulators? Then our ICN Personal Consultation team may be th
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Wells Fargo
- Menomonee Falls, WI
Benefits Visit for benefits information.
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Fidelity Investments
- Waukegan, IL
Planning Consultant Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Consultant, you will provide a world class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implement
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Set product strategy and influence acceptance and adoption of that strategy with the end user's experience at the center of your decision making within our Digital Product space.Demonstrate strong knowledge of the business area you support within our organization.Manage the product line life cycle from the strategic planning to tactical initiatives.Specify the market requirements in relation to th
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