Career Financial Services Specialist
5 days ago
Are you looking for a career that involves sales and marketing with the ability to have ownership and autonomy? Do you want to make a lasting impact in people's lives and help them achieve their financial goals?
As a Financial Advisor with North Star Resource Group, you will have the opportunity to build a world-class, client-centered practice and work under the guidance and mentorship of an experienced financial advisor.
Our ideal candidate will be a self-starter with a strong work ethic, a desire to learn and grow, and a passion for serving others. They will have excellent communication and interpersonal skills, as well as a keen understanding of the financial industry and its many complexities.
The estimated annual salary for this position is between $60,000 and $100,000, based on location and performance.
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Financial Services Specialist
1 week ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAbout 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...
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Financial Services Professional
1 week ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeWintrust Financial is a dynamic and growing company that offers a unique blend of traditional banking services and innovative financial solutions. As a Financial Services Professional, you'll have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional service to our customers.About the Role:In this role,...
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Financial Service Representative
2 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeJob 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...
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Financial Services Manager
2 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeWintrust 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...
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Career Advancement in Financial Services
4 weeks ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeWe are seeking highly motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable financial practice.About the RoleAs a Financial Representative Trainee, you will participate in a dynamic...
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Financial Services Coordinator
4 weeks ago
Milwaukee, Wisconsin, United States Mosaic Financial Partners Full timeAbout 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...
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Customer Service Representative
1 month ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAs a customer service representative at Wintrust Financial, you will be responsible for delivering exceptional banking experiences to our clients. We are seeking a motivated and detail-oriented individual to join our team as a Teller.About UsWintrust Financial is a leading financial holding company with a strong presence in the Chicago area. Our company...
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Financial Services Specialist
4 days ago
Milwaukee, Wisconsin, United States WallStJobs Full timeJob OverviewA Major Investment Advisory Firm, WallStJobs, seeks a Financial Services Representative to help clients achieve financial success through expert guidance and personalized investment strategies.Key ResponsibilitiesBuild strong relationships with clients, understanding their financial needs and goals.Provide tailored financial advice and recommend...
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Financial Services Representative
5 days ago
Milwaukee, Wisconsin, United States Meron Financial Agency Full timeCompany OverviewMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals.We offer a client-centric approach, cutting-edge technology, and a supportive team environment to help our agents succeed.
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Financial Planning Specialist
1 week ago
Milwaukee, Wisconsin, United States Swipejobs Full timeJob 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...
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Career Advisor
4 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual - Greater Delafield Full timeCareer OpportunityWe are seeking a talented Career Advisor - Financial Planning to join our team at Northwestern Mutual - Greater Delafield. In this role, you will work closely with clients to understand their financial goals and aspirations, and develop tailored solutions to help them achieve their objectives. With a strong focus on building long-term...
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Financial Professional
4 weeks ago
Milwaukee, Wisconsin, United States Mutual of Omaha Full timeAbout the RoleWe are seeking highly motivated and self-driven individuals to join our Financial Representative Trainee program in Milwaukee, WI. This comprehensive trainee experience is designed to equip you with the skills and knowledge necessary to excel as a Financial Representative.Key Responsibilities:Develop a strong understanding of individual...
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Financial Operations Specialist
2 weeks ago
Milwaukee, Wisconsin, United States Mosaic Financial Partners Full timeJob OverviewMosaic Financial Partners is seeking a highly motivated and detail-oriented Investment Operations Associate to join our team. This role plays a vital part in supporting the growth of our investment portfolio.Salary$60,000 - $80,000 per year, depending on experienceKey Responsibilities:Prepare and process paperwork for new and existing investment...
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Financial Reporting Specialist
2 weeks ago
Milwaukee, Wisconsin, United States CSM Corporation Full timeJob SummaryA challenging opportunity has arisen for a skilled Financial Reporting Specialist to join our team at CSM Corporation. The successful candidate will be responsible for balancing and closing previous business days, as well as completing daily financial reports.This role requires strong analytical skills, attention to detail, and the ability to work...
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Financial Relationship Professional
4 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeJob 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...
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Financial Protection Specialist
6 days ago
Milwaukee, Wisconsin, United States Peterson Agency Full timeAbout the RoleWe are looking for a highly skilled and dedicated individual to fill the position of Financial Protection Specialist at the Peterson Agency. As a specialist, you will play a key role in helping clients navigate the complexities of life insurance and ensure that they have the right coverage in place.This is a 1099/commission-based position,...
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Financial Services Coordinator
7 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeJob Title: Financial Services CoordinatorWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Northwestern Mutual. As a Financial Services Coordinator, you will play a critical role in supporting the delivery of our financial services to clients and partners.About Us:Northwestern Mutual is a leading...
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Strategic Vendor Management Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we foster a culture of innovation and growth. Our commitment to investing in our people drives us to excel in the financial services industry.We are seeking an experienced Strategic Vendor Management Specialist to join our team. In this role, you will be responsible for developing and managing strategic business plans for...
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Financial Services Representative
2 weeks ago
Milwaukee, Wisconsin, United States Equitable Advisors LLC Full timeEstimated Salary: $60,000 - $80,000 per yearJob DescriptionWe are seeking a motivated Financial Services Representative to join our Retirement Benefits Group. As a key member of our team, you will be responsible for providing financial products and services to individuals who work for public schools, colleges, universities, hospitals, nonprofit...
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Community Relationship Specialist
4 weeks ago
Milwaukee, Wisconsin, United States Wintrust Financial Full timeAbout Wintrust FinancialWintrust Financial is a financial holding company with a strong presence in the Chicago area, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. Our unique business model is powered by our talented colleagues who put customers first and achieve better results for clients.Salary RangeThe estimated...