Financial Representative Trainee Milwaukee, WI Job no 502870 Work type Full Time Regular Location Wisconsin Categories Sales, Early Career Programs, Financial Representative Trainee As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance prod

The Guardianship of Estate Representative (GOE) is responsible for the daily financial aspects of the Guardianship program. Also, the GOE Representative will assist with coordinating all estate related functions of the program, assist with overseeing the financial assets and liabilities of the wards. ESSENTIAL DUTIES (FUNCTIONS) include the following Assist with the compl

This registered (7/63) role will support the Brokerage Services team which specializes in supporting Northwestern Mutual financial advisors with mutual fund trading, tax statements, and cost basis operational support and consultation as well as holistically providing consultation and superior customer service to Northwestern Mutual Investment Services client's acting in a

#LI Remote Compensation Range Pay Range Start $20.52 Pay Range End $30.78 Northwestern Mutual pays on a geographic specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwe

Responsible for providing overall direction and leadership on a Mechanical, Electrical, and Plumbing (MEP) dominant project or for MEP scopes of work on medium to large projects to include the management of project quality, timeliness, safety, as well as mentoring the project team. Develop and enhance customer relationships by providing excellent service. RESPONSIBILITIES

Field Development Supervisor (Mutual of Omaha Advisors) Milwaukee, WI (Relocation Assistance Available) Job no 502982 Work type Full Time Regular Location Wisconsin Categories Sales We are seeking a dynamic Field Development Supervisor to oversee and elevate the performance of our financial representatives. Join our team and take charge of ensuring training development le

Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financ

Work with the field to educate, train, and provide sales support on risk insurance. Primary interactions with the field will take place through inbound phone calls where financial representatives and/or staff will have questions on how products work or a case consultation to walk through a specific client situation. Additional field training takes place through outbound c

Duties WHAT IS THE "APPEALS (AP) " DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Independent Office of Appeals; Case and Operations Support; Specialized Exam Prog and Ref; Collection Appeals; Examination Appeals. The following are the duties of this position at the full working level. If this vacanc

Incumbent manages the process for developing policies and standards to meet regulatory learning requirements as prescribed by FINRA. Analyze and interpret financial representative and home office registered representatives Continuing Education (CE) requirements. Ensure financial representatives comply with CE requirements per FINRA regulation by established deadline. Assi

Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment. Works on becoming proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi complex) level calls and transactions

Contributes to the planning process for the business unit. Partners with relevant business leader in determining strategy for their area of responsibility and developing implementation and monitoring plan. Enables strategy translation into detailed business plans and monitors measurable targets. Drives business planning and forecasting process for their area of responsibi

Responsible for supporting the Finance Team and Chief Financial Officer (CFO), especially in the areas of procurement/contract coordination, payroll, records maintenance, and general administrative duties. Responsibilities Maintains CFO's calendar and schedule of meetings Maintain continuous communication with the CFO Open and distribute mail for Finance Schedule meetings

Prepare, monitor, and analyze the financial activity and serve as a financial advisor for an assigned number of operating units (club site locations, program activities, and/or administrative departments) regarding general operations, grants, and restricted gifts for assigned operating units. Identify compliance/non compliance with internal controls and policies and proce