Financial Planning Expert

About Us:Northwestern Mutual is a leading life insurance company dedicated to helping individuals and families achieve their financial goals. With a long history of innovation and excellence, we have established ourselves as a trusted partner in the financial services industry.About the Role:We are seeking an experienced Financial Planning Expert to join our...

As a Financial Services Expert at Northwestern Mutual, you will have the opportunity to leverage your expertise in financial services to drive advisor growth and success. With a focus on delivering training and education, this role requires excellent knowledge of financial products and services, including financial planning.The ideal candidate will possess...

Job DescriptionAs a Relationship Banker at Wintrust Financial, you will be responsible for building and maintaining strong relationships with customers, providing them with personalized financial solutions tailored to their needs. This role requires excellent communication and interpersonal skills, as well as the ability to identify customer financial needs...

About the RoleThe ideal candidate for this Controller - Financial Expert position will have at least 6 years of related experience in accounting, preferably in a manufacturing environment. A bachelor's degree from a four-year college/university with a major in accounting is required.

About Us:At Wintrust Financial Corporation, we pride ourselves on being a leader in community banking. With over 200 retail banking locations across 16 community bank subsidiaries, we offer a wide range of financial services to individuals and businesses.Your Role:As a Relationship Banker, you will play a critical role in helping our customers achieve their...

Job DescriptionWe are looking for a Financial Planning Specialist to join our team at Swipejobs.Key Responsibilities:Prepare financial statements and tax returns with accuracy and efficiency.Provide tax planning services, including risk analysis and financial forecasting.Requirements:Bachelor's degree in Accounting or related field.2+ years of experience in...

Empire Growth Partners / Northwestern Mutual OpportunityWe are seeking a talented and ambitious Financial Representative to join our team at Empire Growth Partners / Northwestern Mutual. As a Financial Representative, you will be responsible for helping clients achieve their financial goals through personalized financial planning.About the RoleThis is an...

We are seeking a highly skilled Manufacturing Financial Expert to join our team at Sellars Absorbent Materials. The successful candidate will have a solid understanding of manufacturing combined with excellent analytical and interpersonal skills.About the RoleThis key liaison between manufacturing and finance will be responsible for analyzing cost, plant...

About the Role:We are seeking a skilled Tax Specialist to join our team at Northwestern Mutual Careers. In this role, you will be responsible for preparing complete and accurate tax returns for our organization and affiliated entities in accordance with income tax rules and regulations.Key Responsibilities:Prepare and execute federal income tax return...

About Northwestern Mutual">We are a leading provider of financial services, committed to helping our clients achieve their long-term goals. Our team is dedicated to delivering exceptional customer experiences and building lasting relationships.">Compensation Range">The salary for this position is estimated at $93,401.00 - $169,341.00, based on the company's...

Job Opportunity:We are seeking a highly skilled Financial Planning Manager to support the growth initiatives in our Milwaukee, WI facility for a global manufacturing company.About the Role:The ideal candidate will provide leadership and direction in the daily management of all general accounting and financial planning & analysis activities. This includes...

About the RoleWe are seeking a skilled Senior Financial Planning Specialist to join our team at Swipejobs.Key Responsibilities:Prepare accurate and detailed financial reports and tax returns.Analyze financial data to ensure accuracy and identify areas for improvement.Develop and implement effective tax planning strategies for clients.Provide insightful...

Job DescriptionWe are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our Wealth Management team in Milwaukee, WI. As a key member of our team, you will be responsible for supporting our Wealth Planning Team's processes, structure, and expertise. This includes assisting with plan construction, presentations, and analyses...

About the RoleWe are seeking a skilled Tax Planning Expert to join our team at Northwestern Mutual. In this role, you will work closely with tax, financial, and legal professionals to provide consultation services to advisors and design plans for clients with complex needs.Key ResponsibilitiesCollaborate with CPA team members to consult on tax planning and...

Job OverviewWe are seeking a talented Financial Relationship Professional to join our team at Wintrust Financial. As a key member of our organization, you will play a crucial role in building and maintaining strong relationships with our customers.Salary InformationThe estimated annual salary for this position is between $60,000 and $80,000, depending on...

We are seeking an experienced and talented individual to join our team as an Assistant Branch Manager. As a key member of our leadership team, you will be responsible for driving financial results and delivering exceptional customer service.About the CompanyWintrust Financial is a proud advocate for diversity, equity, and inclusion. We believe that...

Wintrust Financial is a leading financial holding company with approximately $50 billion in assets under management. We operate 15 community bank subsidiaries with over 170 banking locations in the Chicago and southern Wisconsin market areas.About the JobThis Assistant Branch Manager position plays a critical role in driving financial results and delivering...

Job SummaryWe are seeking a skilled and experienced Tax Planning Consultant to join our team at Northwestern Mutual. As an Expert Financial Strategist, you will work closely with high net worth clients to develop and implement comprehensive financial plans that meet their complex needs.Key Responsibilities:Analyze clients' financial and tax statuses to...

About the RoleWe are seeking a highly skilled and organized Financial Services Coordinator to join our team at Mosaic Financial Partners.As a key member of our operations team, you will play a vital role in supporting the daily activities of our financial advisors and ensuring the smooth delivery of our services to clients.Job ResponsibilitiesPrepare and...

Company Overview">Northwestern Mutual, a leading financial services company, has been helping people and businesses achieve financial security for over 165 years. With $366 billion in total assets and $36 billion in revenues, the company provides a wide range of financial products and services to its clients.">About the Role">We are seeking an experienced...