Financial Services Intern
3 days ago
At Associated Bank, we are committed to creating a culture where diverse perspectives are valued and recognized as key drivers of our success. If you thrive in an environment that encourages your growth and development, then this role may be the right fit for you.
This position is not eligible for Visa sponsorship due to work requirements. Candidates must be located within 30 miles of Chicago or Green Bay.
The Capital Markets Intern will gain foundational skills in Foreign Exchange (FX) operations, sales, and marketing while working in a fast-paced banking environment. This role focuses on understanding FX concepts, market mechanics, client management, and regulatory compliance.
- Assist with creating daily FX rate sheets and client market commentary.
- Support FX order monitoring, client inquiries, and marked-to-market reports.
- Help identify new FX prospects and shadow client meetings.
- Learn FX pricing, transactions, and risk management processes.
- Update reports and assist in compliance and regulatory tasks.
- Work on various projects within the Capital Markets department.
Estimated Salary: $60,000 - $80,000 per year.
We offer competitive salaries with professional development and advancement opportunities. Our benefits package includes retirement savings, paid time off, diversity-focused Colleague Resource Groups, and more.
-
Financial Services Coordinator
2 days ago
Green Bay, Wisconsin, United States TMS Financial Full time**Job Title:** Financial Services CoordinatorJob Description:At TMS Financial, we are seeking a highly skilled Financial Services Coordinator to join our team. This role is critical in ensuring that clients receive exceptional service and support.Responsibilities:Process new accounts, transfers, contributions, and redemptions, beneficiary changes, address...
-
Financial Services Professional
2 weeks ago
Green Bay, Wisconsin, United States TMS Financial Full timeWe are seeking a highly skilled Financial Services Professional to join our team at TMS Financial. This is a year-round position with fewer hours outside of tax season, offering a family-friendly culture, employee-focused work environment, and great work-life balance.Job DescriptionThe ideal candidate will have a Bachelor's or Associate's degree in Finance,...
-
Financial Accountant Expert
2 days ago
Green Bay, Wisconsin, United States TMS Financial Full timeJob Title: Financial Accountant ExpertCompany Overview: TMS Financial is a reputable accounting firm seeking an experienced Certified Public Accountant (CPA) to join our team. As a key player in business tax preparation, planning, and financial statement review, you will play a vital role in helping our clients achieve their financial goals.Salary: $80,000 -...
-
Financial Services Consultant
3 days ago
Green Bay, Wisconsin, United States Expert Seekers Training Full timeOpportunity SummaryWe are seeking a skilled and ambitious Financial Services Consultant to join our team at Expert Seekers Training, where you will have the opportunity to grow your career in a fast-paced and dynamic environment.About the RoleThis is a 1099 commission-only position focused on selling financial products such as IULs, annuities, and life...
-
Financial Tax Specialist
2 days ago
Green Bay, Wisconsin, United States TMS Financial Full timeJob Description:Certified Public Accountant (CPA)We are seeking an experienced and detail-oriented Certified Public Accountant (CPA) to join our firm with expertise in business tax returns, high net worth individuals, financial review, and business accounting. The ideal candidate will have a strong attention to detail, excellent analytical and organizational...
-
Green Bay, Wisconsin, United States Securian Financial Group Full timeJob OverviewThis role is ideal for a seasoned finance professional seeking to leverage their expertise in expense management, budget planning, and financial acumen. As a Strategic Financial Partner, you will collaborate with Securian Business Services (SBS) leaders to drive strong financial management while achieving business outcomes.
-
Customer Service and Administrative Assistant
4 weeks ago
Green Bay, Wisconsin, United States TMS Financial Full timeAbout TMS FinancialTMS Financial is a reputable tax, accounting, and financial advisory firm with over 30 years of experience.We pride ourselves on building long-term relationships with our clients, helping them achieve their financial goals through personalized service and expert advice.Job SummaryWe are seeking a highly skilled Customer Service and...
-
Financial Services Coordinator
4 weeks ago
Green Bay, Wisconsin, United States Nicolet National Bank Full timeAbout the RoleWe are seeking a highly skilled Financial Services Coordinator to join our team at Nicolet National Bank. This is an exciting opportunity to work in a dynamic environment where you will play a key role in providing administrative support to our financial advisors.
-
Financial Services Associate
4 weeks ago
Green Bay, Wisconsin, United States Kroger Full timeAbout UsBased in Wisconsin, Kroger is a leading retailer with a rich history of innovation and customer service. Our mission is to feed the human spirit by providing exceptional food and experiences for our customers and communities.Job SummaryWe are seeking a Financial Services Associate to join our team. As a key member of our financial services...
-
Hantz Group Financial Professional
2 days ago
Green Bay, Wisconsin, United States Hantz Group Full timeJoin Our Team as a Financial Planning AssistantHantz Group, a renowned financial services company in Michigan, invites applications for the position of Financial Planning Assistant. We seek a motivated and detail-oriented individual to support our financial advisors and specialists in delivering exceptional client service. In this role, you will play a vital...
-
Financial Services Representative
3 weeks ago
Green Bay, Wisconsin, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Financial Services Representative to join our team at Edward Jones. As a key member of our branch, you will play a vital role in deepening relationships with existing clients and gathering information to open new accounts.In this role, you will have the opportunity to research portfolio performance, cost/fees,...
-
Financial Services Senior Professional
4 weeks ago
Green Bay, Wisconsin, United States Hawkins Ash CPAS, LLC Full timeJob OverviewHawkins Ash CPAS, LLC is seeking a Financial Services Senior Professional to join our team in Green Bay. This role offers an excellent opportunity for career growth and professional development.ResponsibilitiesAs a Financial Services Senior Professional, you will be responsible for:Performing financial audits, reviews, and compilations for...
-
Financial Transactions Coordinator
2 days ago
Green Bay, Wisconsin, United States Nicolet National Bank Full timeAbout the RoleWe are seeking a highly skilled and organized Banking Operations Assistant to join our team at Nicolet National Bank. As a key member of our operations team, you will play a critical role in ensuring the smooth execution of financial transactions and maintaining the highest level of customer satisfaction.In this role, you will be responsible...
-
Financial Services Coordinator
2 weeks ago
Green Bay, Wisconsin, United States Nicolet National Bank Full timeJob Overview: As a Deposit Processing Assistant at Nicolet National Bank, you will play a critical role in processing and verifying items for commercial, agricultural, and consumer accounts. This position requires strong analytical skills, attention to detail, and excellent communication skills.Key Responsibilities:Process and verify items for commercial,...
-
Financial Services Relationship Builder
4 weeks ago
Green Bay, Wisconsin, United States Edward Jones Full timeWe are seeking a Branch Office Administrator to join our team at Edward Jones. This role is an excellent opportunity for someone who wants to build strong relationships with clients and contribute to the success of our organization.Job OverviewThe Branch Office Administrator will work closely with our Financial Advisors to provide exceptional service to our...
-
Insurance Agent Financial Services Specialist
4 weeks ago
Green Bay, Wisconsin, United States Bankers Life Full timeWe are seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives.Bankers Life is a respected brand in the Financial Services industry, offering award-winning training and advancement opportunities within local branch structures.As a Bankers Life Financial Services Professional, you can expect:1. Build strong...
-
Financial Planning Assistant Position
3 days ago
Green Bay, Wisconsin, United States Hantz Group Full timeJob OverviewHantz Group, a leading financial services company in Michigan, is seeking a highly skilled Financial Planning Assistant. This role plays a crucial part in the success of our clients by providing exceptional support to our financial advisors and specialists. The ideal candidate will have strong organizational skills, excellent communication...
-
Financial Support Specialist
6 days ago
Green Bay, Wisconsin, United States Nicolet National Bank Full timeJob OverviewThe Transaction Operations Coordinator will play a critical role in supporting the bank's operations teams, ensuring smooth execution of wire transfers and other financial transactions. This individual will be responsible for communicating with internal and external stakeholders, resolving issues, and providing exceptional customer service.Duties...
-
Insurance Business Owner
3 weeks ago
Green Bay, Wisconsin, United States COUNTRY Financial Full timeCOUNTRY Financial Insurance Agent OpportunityWe are seeking ambitious, entrepreneurial professionals to become independent contractors and own their insurance business. As a COUNTRY Financial Insurance Agent, you will have the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve.The CareerDiversify your...
-
Financial Advisor
2 days ago
Green Bay, Wisconsin, United States Hantz Group Full timeJob OverviewHantz Group is a Michigan-based financial services company that provides comprehensive wealth management solutions to individuals and businesses. As a Financial Advisor, you will work with a team of experts to help clients achieve their financial goals.