Financial Advisor
3 weeks ago
As a financial advisor, you will work closely with individuals, families, or businesses to assess their financial goals, develop personalized financial plans, and provide ongoing guidance to help them achieve their objectives. You will analyze financial information, recommend investment strategies, and assist clients in managing their assets and wealth.
Requirements
Bachelor's Degree: A minimum of a bachelor's degree is often required, preferably in finance, economics, accounting, business administration, or a related field. Some employers may also consider candidates with degrees in mathematics, statistics, or engineering.
Series 7 and Series 66 (or Series 63 and Series 65): In the United States, financial advisors who buy or sell securities must pass the Series 7 exam administered by the Financial Industry Regulatory Authority (FINRA), as well as either the Series 66 exam or both the Series 63 and Series 65 exams.
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Financial Advisor
1 week ago
Portage, Michigan, United States Mixed Staffing and Recruiting Full timeJob Description As a financial advisor, you will work closely with individuals, families, or businesses to assess their financial goals, develop personalized financial plans, and provide ongoing guidance to help them achieve their objectives. You will analyze financial information, recommend investment strategies, and assist clients in managing their assets...
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Financial Representative
2 months ago
Portage, United States Northwestern Mutual Full timeOur Portage District Office seeks new Financial Representatives to join our growing and highly productive practice. We specialize in recruiting “career changers” - these are professionals who have experienced success in one industry and may feel capped where they are and open to translating their skillset elsewhere. No financial advising experience is...
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Financial Representative
2 days ago
Portage, United States Northwestern Mutual Full timeOur Portage District Office seeks new Financial Representatives to join our growing and highly productive practice. We specialize in recruiting “career changers” - these are professionals who have experienced success in one industry and may feel capped where they are and open to translating their skillset elsewhere. No financial advising experience is...
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Block Advisors Tax Advisor
3 weeks ago
Portage, United States H&R Block Full timeOur Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our business and...
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Growth & Development Director
3 days ago
Portage, United States Northwestern Mutual Full timeRole Description Imagine partnering with the Managing Director of the Portage office to ensure the firm’s continuous growth. You’ll play an integral role in cultivating a culture that supports high-energy, positivity, and high expectations to foster the growth and development of the financial planning team. We are people on a mission to deliver...
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Growth & Development Director
3 weeks ago
Portage, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionRole DescriptionImagine partnering with the Managing Director of the Portage office to ensure the firm’s continuous growth. You’ll play an integral role in cultivating a culture that supports high-energy, positivity, and high expectations to foster the growth and development of the financial planning team. We are people on a...
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Growth & Development Director
1 week ago
Portage, Michigan, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionRole DescriptionImagine partnering with the Managing Director of the Portage office to ensure the firm's continuous growth. You'll play an integral role in cultivating a culture that supports high-energy, positivity, and high expectations to foster the growth and development of the financial planning team. We are people on a...
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Accelerated Tax Associate
1 month ago
Portage, United States H&R Block Full time**510444BR** **Title:** Accelerated Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel...
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Accelerated Tax Associate
3 weeks ago
Portage, United States H&R Block Full time**510444BR** **Title:** Accelerated Tax Associate **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel...
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Travel Nurse RN
1 week ago
Portage, Wisconsin, United States Synergy Medical Staffing Full timeSynergy Medical Staffing is currently looking for a Labor and Delivery RN for a nursing job opportunity in Portage, Wisconsin.Job Description & RequirementsSpecialty: Labor and DeliveryDiscipline: RN36 hours per weekShift: 12 hours, nightsEmployment Type: TravelJoining Synergy Medical Staffing means having a dedicated recruiter at your service, acting as a...
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Senior Universal Banker
1 week ago
Portage, Wisconsin, United States Summit Credit Union Full timeAre you looking to build your career in the finance and banking industry? Summit Credit Union provides an environment for relationship-building, collaboration, and resources for professional growth. In addition, get the day off on your birthday AND experience working for a top work place as voted by both Madison Magazine and the Wisconsin State Journal. We...
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Manager, Meetings and Events
1 week ago
Portage, United States Stryker Corporation Full time**Why join Stryker?** As a Meeting and Events Manager for Stryker Medical, you will be responsible for creating, delivering, and elevating first class experiences, events, and environments for the division based on the identified needs of our internal stakeholders. **Who we want** **Dedicated achievers**. People who thrive in a fast-paced environment and...