Wealth Management Consultant
6 days ago
Are you looking for a challenging and rewarding career in wealth management? As a Wealth Management Consultant at MBE Wealth, you'll have the opportunity to work with a diverse client base and develop your skills in financial planning and investment support.
About the PositionThis full-time role is based in one of our offices, supporting our core hours of Monday-Friday 8a-5p with occasional travel for client meetings. As a key member of our team, you'll be responsible for assisting current clients with their financial planning and investment needs.
Responsibilities- Develop relationships with existing clients to understand their financial goals and objectives
- Provide personalized financial planning and investment advice to clients
- Collaborate with internal teams to deliver comprehensive financial solutions to clients
- Bachelor's degree in finance, business administration, or a related field
- Minimum 3 years of experience in financial services or a related field
- Series 66 or Series 65 licensure
- Strong analytical and problem-solving skills, with ability to communicate complex financial concepts to clients
- Generous salary range of $70,000 - $100,000 per year, depending on experience
- Comprehensive benefits package, including medical, dental, and vision insurance
- Retirement plan with employer matching contributions
- Professional development opportunities through training and education programs
$80,000 - $120,000 per year, depending on experience.
-
Personal Finance Advisor
6 days ago
Sturgeon Bay, Wisconsin, United States MBE Wealth Full timeAs a Personal Finance Advisor at MBE Wealth, you'll have the opportunity to work with a diverse client base and develop your skills in financial planning and investment support. This role is perfect for individuals who are passionate about helping others achieve their financial goals.About the JobThis onsite role is based in one of our 19 office locations...
-
Director of Rehabilitation Services
3 weeks ago
Green Bay, Wisconsin, United States Clinical Management Consultants Full time**About Clinical Management Consultants**We are a leading healthcare consulting firm dedicated to delivering exceptional patient care and outcomes. Our team is passionate about empowering rehabilitation departments to achieve their full potential.**Competitive Salary:** $120,000 - $150,000 per year, depending on experience.**Job Summary:** We seek an...
-
Portfolio Manager Leader
4 days ago
Green Bay, Wisconsin, United States Disability Solutions Full timeJob Title: Portfolio Manager LeaderWe are seeking a skilled Portfolio Manager to join our team at Associated Bank.About the Role:As a Portfolio Manager, you will be responsible for managing investment portfolios of larger and more complex agency and fiduciary accounts. This involves leveraging capital market knowledge and experience to oversee assets under...
-
Solid Waste Management Expert
3 weeks ago
Green Bay, Wisconsin, United States The Foth Companies Full timeJob Title:Solid Waste Management ExpertAbout the Role:We are seeking a highly experienced Solid Waste Management Expert to join our team. The successful candidate will be responsible for providing technical leadership and expertise in solid waste facilities and planning.Key Responsibilities:Provide technical leadership and expertise in solid waste facilities...
-
Green Bay, Wisconsin, United States Harrison Consulting Solutions Full timeCompany OverviewHarrison Consulting Solutions, a reputable engineering firm in Green Bay, Wisconsin, seeks an accomplished Lead Structural Engineer/Project Manager to lead their team.
-
Contaminated Sediment Management Expert
3 weeks ago
Green Bay, Wisconsin, United States Foth Full timeFoth, a 100% member-owned science and engineering consulting firm with over 85 years of experience, is seeking an experienced Remediation Engineer to join our team. Our company values a collaborative and flexible work environment, offering professional growth opportunities and a 92%+ member retention rate.Job DescriptionWe are looking for a highly skilled...
-
Project Management Coordinator
2 weeks ago
Green Bay, Wisconsin, United States Barry-Wehmiller Full timeAt Barry-Wehmiller, we're a strategic alliance of resources and services that bring together industry leaders in the converting and packaging machinery sector.We're a diversified global supplier of engineering consulting and manufacturing technology for the packaging, corrugating, sheeting, and paper-converting industries.We strive to use the power of...
-
Senior Tax Strategist
3 weeks ago
Green Bay, Wisconsin, United States Hantz Group Full timeAbout the Role:Hantz Group, a leading financial services company in Michigan, is seeking a skilled Senior Tax Strategist to join its team of experts. As a key member of the firm, you will play a crucial role in developing and implementing tax strategies that meet the evolving needs of high-income and net worth clients.Responsibilities:Collaborate with...
-
Account Manager
4 weeks ago
Green Bay, Wisconsin, United States Hilti Corporation Full timeJob OverviewHilti Corporation is seeking a dedicated individual to serve as the primary point of contact for our customers, embodying our purpose to make construction better by being their partner for productivity, safety, and sustainability. As a key member of our team, you will be responsible for managing your own portfolio of customer accounts and...
-
Insurance Client Relationship Manager
3 days ago
Green Bay, Wisconsin, United States Aon Full timeAon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.We are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.As a client leader, you will be responsible for the day-to-day account management of...
-
Risk Management Specialist
4 days ago
Green Bay, Wisconsin, United States Aon Full timeAon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.We are looking for a client leader who is responsible for the day-to-day, account management of Aon's relationships with assigned clients as their primary role. You will lead client service teams to identify and...
-
Senior Account Manager
4 days ago
Green Bay, Wisconsin, United States United Placement Group Full timeEstate Planning Specialist OpportunityUnited Placement Group seeks a seasoned sales professional to join our team as an Estate Planning Sales Consultant. In this role, you'll have the opportunity to empower clients by educating them on our estate planning services.Compensation and BenefitsThe estimated annual salary for this position ranges from $80,000 to...
-
Civil Engineering Project Manager
3 weeks ago
Green Bay, Wisconsin, United States Vierbicher Associates, Inc Full timeVierbicher Associates, Inc. is a leading provider of comprehensive solutions for private development projects.About UsWe are a team of professional engineers, planners, community development specialists, land surveyors and GIS specialists who strive to deliver exceptional results.Our goal is to provide clients with innovative consulting services and...
-
Green Bay, Wisconsin, United States Harrison Consulting Solutions Full timeAbout Harrison Consulting SolutionsWe are an engineering firm in Green Bay, Wisconsin seeking a highly skilled Lead Structural Engineer/Project Manager to join our team.OverviewThe ideal candidate will possess a strong background in structural engineering and project management, with the ability to create, execute, and revise work plans as needed. This...
-
Strategic HR Consultant
6 days ago
Green Bay, Wisconsin, United States Truity Partners Full timeIn this challenging and rewarding role, you will have the opportunity to work closely with the management team at Truity Partners to develop and implement effective HR strategies. Your expertise will be essential in shaping the company culture and ensuring that all employees feel valued and supported.A key aspect of this position is providing guidance and...
-
Senior Civil Engineering Project Manager
3 weeks ago
Green Bay, Wisconsin, United States Harrison Consulting Solutions Full timeJob OverviewHarrison Consulting Solutions is seeking a Senior Civil Engineering Project Manager to lead their structural engineering projects in Green Bay, Wisconsin.About the JobThis position offers a challenging opportunity for an experienced structural engineer to take on a leadership role and drive project success. The ideal candidate will have a strong...
-
Travel Nursing Opportunity for RN Case Manager
2 weeks ago
Green Bay, Wisconsin, United States Planet Healthcare Full timeJob Title: Travel Nursing Opportunity for RN Case ManagerAbout Planet Healthcare:We deliver vital healthcare talent, today. As a global leader in clinical staffing, we take a candidate-first approach. Our consultative method helps create the right opportunity at the right time with each healthcare professional. We understand market demands and trends within...
-
Snowflake Cloud Platform Manager
3 weeks ago
Green Bay, Wisconsin, United States Genesis10 Full timeGenesis10 is seeking a highly skilled Snowflake Administrator for a direct hire, fully remote role in the financial services sector. This opportunity offers a competitive salary and benefits package, making it an attractive choice for professionals looking to advance their careers.Key Responsibilities:Administer and manage Snowflake accounts, including user...
-
Sales Territory Manager
4 weeks ago
Green Bay, Wisconsin, United States FutureRecruit Full timeFutureRecruit is seeking a highly motivated and results-driven Sales Territory Manager to join our team. As a Sales Territory Manager, you will be responsible for developing and executing an annual sales plan for the assigned territory, overseeing lead generation activities, and traveling throughout the territory to build client relationships.Salary: $70,000...
-
Green Bay, Wisconsin, United States Harrison Consulting Solutions Full timeCompany OverviewHarrison Consulting Solutions, a reputable engineering firm based in Green Bay, Wisconsin, is seeking an experienced Lead Structural Engineer to join their team.