Lead Financial Advisor

Lead Financial Advisor OpportunityWe are seeking a highly motivated and experienced Lead Financial Advisor to join our team at Drake & Associates LLC in Waukesha, WI. As a key member of our financial services team, you will be responsible for meeting with clients, developing financial plans, and providing expert advice on investments, insurance, and...

Lead Financial Advisor OpportunityWe are seeking a highly motivated and experienced Lead Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional financial planning and advisory services to our clients.Key Responsibilities:Develop and implement customized financial plans...

Financial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will play a critical role in building and maintaining strong relationships with our clients, providing personalized financial planning and investment advice to help them achieve their long-term goals.Key...

About the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services.Key ResponsibilitiesMeet one-on-one with existing clients to build strong relationships and provide exceptional client service.Develop and implement customized financial plans to meet clients' needs.Assist clients with...

Assistant Financial PlannerWe are seeking a highly skilled and motivated individual to join our team as an Assistant Financial Planner. As a key member of our financial services team, you will be responsible for providing exceptional customer service, preparing financial plans, and performing administrative tasks.Responsibilities:Prepare financial plans,...

Job SummaryWe are seeking a highly skilled and detail-oriented Financial Planning Assistant to join our team at Advisor Employee Services. As a key member of our financial services team, you will be responsible for providing administrative support and assisting in the preparation of financial plans, investment allocation models, and insurance proposals.Key...

Job Summary:We are seeking a highly skilled and motivated individual to join our team as an Assistant Financial Planner at Advisor Employee Services.Key Responsibilities:Prepare comprehensive financial plans, investment allocation models, and insurance proposals for clients.Utilize industry software and websites to obtain client and product...

Job Title: Senior AccountantAt Wegner CPAs, we are seeking a highly skilled Senior Accountant to join our team. As a trusted advisor to our clients, you will provide expert guidance on GAAP compliance and advisory services.Key Responsibilities:Advise clients on corporate and flow-through assurance and business needsResearch GAAP matters, respond to...

Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Wegner CPAs. As a trusted advisor, you will provide GAAP compliance and advisory services to industry-specific clients, utilizing your expertise to help them navigate complex assurance and business issues.Key ResponsibilitiesAdvise clients on various areas of corporate and...

Financial Advisor RoleWe are seeking a skilled Financial Advisor to join our team at Drake & Associates, LLC in Waukesha, WI. As a Financial Advisor, you will be responsible for building and maintaining strong relationships with our existing clients, providing personalized financial planning and investment advice, and helping them achieve their financial...

Join a Leading Workplace in the Financial SectorThis opportunity is presented by Jobot, a company dedicated to connecting talented professionals with exceptional organizations.About Us:Jobot collaborates with a premier employer in the Southeastern Wisconsin area, known for its commitment to employee growth and a culture that promotes from within.Benefits of...

Position Overview: We are seeking a Senior Financial Officer to join our dynamic team at ProHealth Care. This role is essential in ensuring the precise and timely preparation of financial statements across all our entities. Compensation: $67,000-$99,000 annually based on experience About ProHealth Care: At ProHealth Care, we pride ourselves on fostering...

Financial Consultant/Investment Strategist – Waukesha, WIAbout UsThe Symicor Group is a specialized talent acquisition firm with a focus on the banking and accounting sectors. Our unique approach is built on the expertise of our recruiters, many of whom have backgrounds as bankers or accountants themselves.Our MissionWe are dedicated to connecting...

Position Overview:The Senior Financial Accounting Analyst plays a pivotal role in guiding the strategic direction of the Treasury Accounting team within Elevance Health. This position is essential for ensuring the integrity and accuracy of financial reporting and analysis.Key Responsibilities:As a Senior Financial Accounting Analyst, your primary...

Position Overview:Reporting directly to the Chief Financial Officer, the Senior Accountant plays a crucial role in ensuring the precision of financial records and the integrity of internal controls related to the cost accounting framework, product costing data, and inventory management. This role involves collaboration in the preparation of financial...

Position Overview: We are seeking a Senior Accountant to join our dynamic team at ProHealth Care. This is a full-time role that offers a competitive salary ranging from $67,000 to $99,000 annually, commensurate with experience. About ProHealth Care: At ProHealth Care, we foster a warm and inclusive culture where every employee is valued. We are committed...

About the RoleWe are seeking a highly skilled National Account Advisor to join our team at Elevance Health. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our national accounts, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesConsult with clients...

Join our team as a full-time Automotive Service Advisor at Jerry's Automotive Service. This role allows you to engage with your enthusiasm for automobiles while supporting a successful workshop.What We Offer:This position provides a competitive pay of $45.00/hour. You will enjoy comprehensive benefits, including uniforms, paid time off (PTO), paid holidays,...

About the RoleWe are seeking a highly skilled National Account Advisor to join our team at Elevance Health. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our national accounts, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesConsult with clients...

About the RoleWe are seeking a highly skilled National Account Advisor to join our team at Elevance Health. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with our national accounts, providing exceptional service and support to ensure their needs are met.Key ResponsibilitiesConsult with clients...