Financial Services Professional

3 weeks ago


Oconomowoc, Wisconsin, United States LPL Financial Holdings, Inc. Full time
Unlock Your Potential as a Financial Advisor with LPL Financial

Are you looking for a career path that offers real opportunity and growth? Do you want to join a team that is dedicated to helping clients achieve their financial goals? Look no further than LPL Financial, a leading provider of financial services to banks and their clients.

As a Financial Advisor associated with LPL Financial, you will have the opportunity to build a strong client base with the bank's exceptional referral system. You will also have access to several branch territories with significant deposit bases, which includes current clients who need an advisor to support their financial goals.

Our partnership with LPL Financial offers you a range of benefits, including access to our proprietary technology and a suite of customized services. You will also have the freedom to create solutions specific to your clients' goals, and the support of a team that is committed to helping you succeed.

To be successful in this role, you will need to have a Series 7 and 66 (63/65) license, as well as three or more years of investment sales experience. You will also need to be able to apply online at the bank's website.

This is a great opportunity for anyone who wants to grow their career and business, and help the people and families that look to Bank Five Nine for financial solutions.

Key Benefits:

  • Build a strong client base with the bank's exceptional referral system
  • Access to several branch territories with significant deposit bases
  • Freedom to create solutions specific to your clients' goals
  • Support of a team committed to helping you succeed
  • Access to proprietary technology and customized services

Requirements:

  • Series 7 and 66 (63/65) license
  • Three or more years of investment sales experience
  • Ability to apply online at the bank's website

Tracking Pay Range:

$40,000 - $100,000 per year, depending on experience and qualifications.



  • Oconomowoc, Wisconsin, United States Thrivent Financial Full time

    Be a Financial Guidance ExpertAt Thrivent Financial, we're looking for entrepreneurial individuals to join our team as financial advisors. As a Thrivent financial advisor, you'll have the opportunity to build a successful career in financial guidance, helping clients make informed decisions about their financial futures.Key Responsibilities Provide...


  • Oconomowoc, Wisconsin, United States LPL Financial Holdings, Inc. Full time

    Financial Advisor Opportunity at Bank Five NineLPL Financial partners with banks to offer a comprehensive range of financial services to bank clients. This employment opportunity at Bank Five Nine in Oconomowoc, WI, would allow you to join the Investment Program at Bank Five Nine as a Financial Advisor associated with LPL Financial.About the RoleAs a...

  • Financial Controller

    4 weeks ago


    Oconomowoc, Wisconsin, United States Bruno Independent Living Aids Full time

    Job Title: Financial ControllerBruno Independent Living Aids is seeking a highly skilled Financial Controller to join our team. As a key member of our finance department, you will be responsible for overseeing all financial activities, including accounting, financial planning, and analysis.Key Responsibilities:Develop and implement financial strategies to...

  • Financial Controller

    2 weeks ago


    Oconomowoc, Wisconsin, United States Bruno Independent Living Aids Full time

    Job Summary: Bruno Independent Living Aids is seeking a highly skilled Financial Controller to lead our accounting and finance functions. The ideal candidate will have a strong background in financial management, strategic planning, and leadership.Key Responsibilities:Develop and implement financial strategies to drive business growth and...

  • Tax Professional

    3 weeks ago


    Oconomowoc, Wisconsin, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled and experienced Tax Professional to join our team at H&R Block. As a Tax Professional, you will play a critical role in providing exceptional client service and ensuring that our clients receive accurate and timely tax preparation and planning services.Key ResponsibilitiesConduct tax interviews with clients to...

  • Financial Analyst

    3 weeks ago


    Oconomowoc, Wisconsin, United States Ace Precision Machining Full time

    Job SummaryAs a Financial Analyst at Ace Precision Machining, you will play a critical role in driving continuous improvement and ensuring data integrity in our manufacturing environment. You will work closely with management to develop, analyze, and track key financial and operational performance indicators, including inventory, rework, direct and indirect...


  • Oconomowoc, Wisconsin, United States Bank Five Nine Full time

    Job OverviewAs a Financial Relationship Specialist at Bank Five Nine, you will play a vital role in creating and nurturing relationships with our customers, providing sound banking advice to help solve financial challenges. Your enthusiasm for making a difference in people's lives and in your community will be a great asset to our team.This part-time...

  • Banking Professional

    3 weeks ago


    Oconomowoc, Wisconsin, United States Associated Banc-Corp Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Banker. As a Banker, you will be responsible for building and maintaining strong relationships with our customers, providing exceptional service, and identifying opportunities to grow our business.Key ResponsibilitiesRecommend and sell Associated Bank...


  • Oconomowoc, Wisconsin, United States Bank Five Nine Full time

    Job DescriptionAs a Financial Relationship Manager at Bank Five Nine, you will be responsible for creating and nurturing relationships with our customers and providing sound banking advice to help solve financial challenges. Your focus will be on identifying customer needs and offering custom financial solutions to help them achieve their goals.This is a...


  • Oconomowoc, Wisconsin, United States Bruno Independent Living Aids Full time

    Job SummaryThe Chief Accounting Officer will oversee the financial operations of Bruno Independent Living Aids, Inc. This role requires a strategic thinker who can develop and implement financial strategies, manage accounting and finance functions, and ensure compliance with GAAP and cash flow management. The ideal candidate will have a minimum of 10 years...


  • Oconomowoc, Wisconsin, United States Bank Five Nine Full time

    Job DescriptionAs a Financial Relationship Specialist at Bank Five Nine, you will be responsible for creating and nurturing relationships with our customers and providing sound banking advice to help solve financial challenges.This part-time position (19 hours/week) is located at our Corporate branch and requires a high school diploma or GED, basic...

  • Cleaning Professional

    2 weeks ago


    Oconomowoc, Wisconsin, United States ENVIRONMENTDETAILS Full time

    Job Summary:We are seeking a highly motivated and detail-oriented Cleaning Professional to join our team as an Office Services Assistant. In this role, you will be responsible for maintaining a clean and organized office environment, ensuring the highest level of quality and customer satisfaction.Key Responsibilities:Perform daily cleaning tasks, including...


  • Oconomowoc, Wisconsin, United States Lake Country Health Services Full time

    Lake Country Health Services is seeking a dedicated and compassionate Social Services Director to join our team. As a key member of our leadership team, you will be responsible for providing social services to our residents, evaluating their needs, and coordinating services with our interdisciplinary team. Your expertise in social work and ability to...


  • Oconomowoc, Wisconsin, United States Advocate Health Full time

    Job Summary:As a Patient Service Representative at Advocate Health, you will play a vital role in ensuring a smooth and efficient patient experience. Your primary responsibility will be to greet and check in patients arriving for their appointments, verifying their information and collecting any necessary payments. You will also be responsible for completing...


  • Oconomowoc, Wisconsin, United States National Staffing Solutions-Surgical Services Full time

    Radiology Technologist Job DescriptionNational Staffing Solutions-Surgical Services is seeking a skilled Radiology Technologist to fill a travel position in a dynamic healthcare environment.Job Details:Specialty: Radiology TechnologistDiscipline: Allied Health ProfessionalAssignment Length: 13 weeksTotal Hours Per Week: 40Shift Breakdown: 5x8 hoursAbout the...


  • Oconomowoc, Wisconsin, United States Merry Maids Full time

    Job Summary:We are seeking a reliable and detail-oriented Housekeeping Professional to join our team at Merry Maids. As a Housekeeping Professional, you will be responsible for providing exceptional cleaning services to our clients, ensuring their homes are clean and healthy environments.Key Responsibilities:Provide basic housekeeping duties, including...


  • Oconomowoc, Wisconsin, United States Advocate Health` Full time

    Job Summary:We are seeking a highly skilled and experienced Surgical Services Manager to join our team at Advocate Health. As a key member of our leadership team, you will be responsible for managing all patient care services, including nursing, and ensuring adequate staffing of nursing and ancillary services staff.Key Responsibilities:Develop and implement...


  • Oconomowoc, Wisconsin, United States Service Master clean Full time

    Job SummaryAs a Housekeeper at ServiceMaster Clean, you will be responsible for maintaining a clean and safe environment for our clients. Your duties will include:Key ResponsibilitiesPerforming all cleaning duties for facilities using provided ServiceMaster products, tools, and proceduresCleaning offices, bathrooms, and eating areas, as well as sweeping,...


  • Oconomowoc, Wisconsin, United States Lake Country Health Services Full time

    Job Summary: We are seeking a Certified Nursing Assistant to join our team at Lake Country Health Services. As a member of our skilled nursing and rehabilitation team, you will provide high-quality patient care and support to our residents.Responsibilities:Provide personal care and support to residents, including bathing, dressing, and groomingAssist with...

  • Medical Professional

    2 weeks ago


    Oconomowoc, Wisconsin, United States HarmonyCares Full time

    About HarmonyCaresHarmonyCares is a leading provider of home-based primary care services, dedicated to delivering high-quality, coordinated healthcare to patients in the comfort of their own homes.Our MissionTo bring personalized, quality-based healthcare to patients who face challenges accessing care, our team of skilled professionals is committed to making...