Job(s) 1 to 5 of 5
The Investment Client Service Administrator is responsible for set up and maintenance of client accounts; compilation and completion of client, custodian and firm paperwork; review and maintenance of client transactions and activity; and execution of client and firm tasks such as asset transfers and ...
9/13/2016
Pewaukee, WI; Whitefish Bay, WI
Not Provided
The Wealth Advisor is the principal contact with the client. This individual will have a broad and deep understanding of sophisticated wealth management practices and investment strategies. The Wealth Advisor is responsible for maintaining the ongoing relationships and leading in the development of ...
Gentian Financial Inc. is a financial planning firm that specializes in working with corporate executives, small business owners, high net worth individuals and retirees. We are looking for someone to join our family who is sincere, ambitious, willing to learn and grow as the company does. Our offic ...
8/24/2016
Madison, WI
Not Provided
Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives. Responsible for significant new business resulting in revenue growth. Clearly communicate financial solutions and effectively overcomes objections, matching ...
8/26/2016
Milwaukee, WI; Chicago, IL
Not Provided
We are seeking an experienced recruiting professional to lead multiple aspects of our US Investment Banking team's talent acquisition needs. This includes Developing and executing a proactive sourcing and hiring strategy that targets individuals with 1 5 years of prior investment banking experience ...