Financial Advisor
6 days ago
We are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Consultant. As a Financial Consultant, you will work directly with clients to understand their financial goals and develop personalized plans to achieve them.
Responsibilities- Customize financial plans for each client based on their unique needs and goals
- Help clients implement financial recommendations, such as life insurance, savings plans, and investment strategies
- Identify and pursue new business opportunities, establishing strong relationships with new clients
- Provide exceptional customer service to existing clients, tracking and monitoring communications and strategies
- Synthesize and present financial recommendations and strategies tailored to each client's risk tolerance and financial objectives
- Entrepreneurial spirit and self-motivation
- Strong relationship-building skills and ability to meet and exceed goals
- Highly motivated and driven to succeed
- Excellent math skills, communication skills, and customer service skills
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations
- Competitive compensation package, with average first-year compensation ranging from $60,000 to $100,000
- Base compensation, commission program, and bonus opportunities
- Experienced mentorship and coaching, comprehensive training and development program
- Family-owned and operated, successful organization with a strong reputation in the industry
We offer a comprehensive onboarding and development process, designed to get you familiar with the career, fully licensed as a financial advisor, and ultimately help you build a sustainable business. Our top field leaders will serve as mentors, providing guidance and support throughout your career. Additionally, you will have access to training courses and resources to help you succeed in your role.
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Financial Advisor
2 days ago
Milwaukee, Wisconsin, United States Johnson Financial Group LLC Full timeJob Title: Wealth Advisor/Relationship ManagerJob Summary:The Wealth Advisor/Relationship Manager is a key role within Johnson Financial Group LLC, responsible for building and maintaining strong relationships with high net worth clients. This individual will provide sound financial guidance, coordinate a consistent client service experience, and deliver...
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Financial Planning Assistant
1 week ago
Milwaukee, Wisconsin, United States Advisor Business Solutions Full timeFinancial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and...
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Financial Advisor
3 weeks ago
Milwaukee, Wisconsin, United States New York Life Insurance Company Full timeAbout New York Life Insurance CompanyNew York Life Insurance Company is a leading provider of life insurance, annuities, and other financial services. With a rich history dating back to 1845, we have established ourselves as a trusted partner for individuals, families, and businesses seeking financial security and peace of mind.Job SummaryWe are seeking a...
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Financial Advisor
2 days ago
Milwaukee, Wisconsin, United States Thrivent Full timeAbout the RoleWe are seeking a highly motivated and results-driven Financial Advisor to join our team at Thrivent. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing personalized financial guidance and advice.Key ResponsibilitiesBuild and maintain strong relationships with clients to...
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Senior Financial Advisor
2 days ago
Milwaukee, Wisconsin, United States Farther LLC Full timeUnlock Your Potential as a Senior Financial AdvisorAt Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team to deliver exceptional results for our clients.As a pioneering member of our advisor team, you'll have the autonomy to...
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Financial Advisor Foundations Associate
3 weeks ago
Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full timeFinancial Advisor Foundations ProgramBaird's Financial Advisor Foundations Program is a comprehensive training program designed for individuals passionate about a career in financial advising. The program provides a structured learning experience, combining work assignments, business development opportunities, and educational initiatives to equip...
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Financial Professional
1 week ago
Milwaukee, Wisconsin, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the greater Milwaukee area. As a Financial Professional, you will be responsible for working with plan sponsor relationships, providing retirement and investment strategies, and conducting participant education and seminars.Key...
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Financial Advisor Development Program
4 weeks ago
Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full timeAbout the ProgramBaird's Financial Advisor Foundations Program is a comprehensive training program designed for individuals passionate about a career in financial advising. The program provides a unique blend of work experiences, business development opportunities, and educational training to equip participants with the skills and knowledge necessary to...
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Financial Accountant I, II, or III
4 weeks ago
Milwaukee, Wisconsin, United States UMB Financial Corporation Full timeAbout the RoleThe UMB Registered Fund team, which manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients, is seeking a highly skilled Financial Accountant I, II, or III to join our team.Key ResponsibilitiesOversee general ledger accounting functions for multiple funds, ensuring accurate...
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Senior Investment Advisor
3 weeks ago
Milwaukee, Wisconsin, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insight, and reporting on investment results.Key...
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Senior Investment Advisor
3 weeks ago
Milwaukee, Wisconsin, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Senior Investment Advisor to join our team. As a key member of our organization, you will be responsible for delivering exceptional investment experiences to our clients, providing actionable advice, market insights, and reporting on investment results.Key...
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Investment Advisor
1 week ago
Milwaukee, Wisconsin, United States Heck Capital Advisors Full timeJob SummaryWe are seeking a highly motivated and experienced Investment Advisor to join our team at Heck Capital Advisors. As an integral part of our Investment Advisory team, you will provide sound financial advice to current and future clients, meeting with them to determine their financial objectives, risk tolerance, and future goals.Key...
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Financial Accountant I, II, or III
4 weeks ago
Milwaukee, Wisconsin, United States Umb Financial Corporation Full timeJob SummaryThe UMB Registered Fund team is seeking a highly skilled Financial Accountant I, II, or III to manage the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients.Key ResponsibilitiesOversee general ledger accounting functions for multiple fundsPrepare and review preliminary trial balance and...
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Fund Accountant I, II, or III
3 weeks ago
Milwaukee, Wisconsin, United States UMB Financial Corporation Full timeJob Summary: We are seeking a highly skilled Fund Accountant I, II, or III to join our UMB Registered Fund team. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and integrity of our mutual fund and collective trust clients' financial data.Key Responsibilities:Financial Statement Preparation: Prepare and...
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Milwaukee, Wisconsin, United States Blue Skye Financial Full timeJob Opportunity**About Us**Blue Skye Financial is a dynamic organization dedicated to revolutionizing the financial futures of American families. Our mission is to empower individuals to achieve independence and wealth through innovative financial solutions.**Job Summary**We are seeking a seasoned Licensed Life/Health Agent to join our team. As a key player...
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Senior Investment Advisor
1 month ago
Milwaukee, Wisconsin, United States PNC Financial Services Group Full timeJob SummaryPNC Financial Services Group is seeking a highly skilled Senior Investment Advisor to join our team. As a key member of our Private Bank organization, you will be responsible for managing client relationships and providing expert investment advice to help them achieve their financial goals.Key ResponsibilitiesClient Relationship ManagementDevelop...
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Financial Services Professional
3 weeks ago
Milwaukee, Wisconsin, United States Robert W. Baird & Company, Inc. Full timeRobert W. Baird & Company, Inc. is seeking a talented Financial Advisor Foundations Associate to join our team. As a key member of our Financial Advisor Foundations Program, you will have the opportunity to develop your skills and knowledge in financial advising, business development, and client service.Key Responsibilities:Participate in a rotational...
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Financial Services Professional
7 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial Advisor with Northwestern MutualAre you passionate about helping others achieve their financial goals and dreams? Do you have a strong work ethic and a desire to learn and grow? If so, we may have the perfect opportunity for you!As a Financial Advisor with Northwestern Mutual, you will have the chance to build your own...
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Financial Aid Advisor
2 weeks ago
Milwaukee, Wisconsin, United States Milwaukee Area Technical College Full timeFinancial Aid SpecialistMilwaukee Area Technical College (MATC) is a leading institution in Wisconsin, offering a wide range of high-quality programs that connect students to in-demand careers in as little as one to two years.The college provides a cost-effective path to higher education, with a focus on technical and vocational training. As a Financial Aid...
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Financial Aid Advisor
4 weeks ago
Milwaukee, Wisconsin, United States Milwaukee Area Technical College Full timeAbout Milwaukee Area Technical CollegeMilwaukee Area Technical College (MATC) is a leading institution in technical education, offering a wide range of programs that cater to diverse student needs. Our mission is to provide high-quality, affordable education that prepares students for in-demand careers.Our ProgramsWe offer over 170 programs that connect...