Financial Services Professional
23 hours ago
Equitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals provides personalized financial services and products tailored to meet the evolving needs of our clients.
Our MissionWe strive to deliver exceptional customer experiences by building long-term relationships based on trust, guidance, and technology. Our goal is to empower our clients to secure their financial well-being and pursue their aspirations with confidence.
Our Values- We value diversity and inclusion, fostering a work environment that celebrates individual backgrounds and perspectives.
- We prioritize social impact and community engagement, supporting initiatives that promote financial literacy and economic growth.
- We offer flexible work arrangements, enabling our professionals to maintain a healthy work-life balance and pursue their passions.
We provide comprehensive training and support to help our financial professionals develop the skills and knowledge needed to succeed. Our curriculum includes client relationship management, product knowledge, market development, and access to remote-work technology solutions.
Benefits and CompensationWe offer a competitive compensation package, including health and dental coverage options, vision care coverage, a 401(k) Plan with company match, and other benefits designed to support the well-being of our employees.
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Financial Professional
3 weeks 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 Services Professional
2 days ago
Milwaukee, Wisconsin, United States Cetera Advisor Networks Full timeUnlock Your Potential as a Financial AdvisorCetera Wealth Management Group is a dynamic and inclusive team seeking ambitious professionals to join our nationwide network of independent financial services firms.As a Financial Advisor, you will cultivate relationships, establish your own business, and provide expert financial guidance to individuals and...
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Financial Services Professional
3 days ago
Milwaukee, Wisconsin, United States Cetera Advisor Networks Full timeUnlock Your Potential as a Financial AdvisorCetera Wealth Management Group is a dynamic and inclusive team seeking motivated individuals to join as Financial Advisors. If you're driven to help individuals and families achieve their financial dreams, this is your chance to start a rewarding career in finance under the mentorship of seasoned professionals.Our...
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Financial Services Specialist
3 days ago
Milwaukee, Wisconsin, United States Cetera Financial Group Full timeJob Title: Financial ProfessionalCetera Financial Group is seeking a highly motivated and skilled Financial Professional to join our team. As a Financial Professional, you will be responsible for meeting with current and potential bank customers to help determine the best way to serve their investment planning goals.Key Responsibilities:Collect and analyze...
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Financial Services Professional
2 days ago
Milwaukee, Wisconsin, United States Bank of Montreal Full timeJob SummaryWe are seeking a skilled Associate Banker to join our team at the Bank of Montreal. As a key member of our Retail Banking Sales & Service team, you will be responsible for delivering exceptional service to our customers and prospects.Key ResponsibilitiesIdentify customer needs and provide advice and guidance regarding financial products and...
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Financial Services Professional
3 weeks 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 Services Professional
2 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAt Northwestern Mutual, we're committed to helping individuals and families achieve their financial goals. As a Financial Advisor, you'll have the opportunity to build a successful career in a dynamic and supportive environment.Key Responsibilities:Provide comprehensive financial planning and advice to clients,...
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Financial Services Professional
3 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial AdvisorAre 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? We are seeking motivated and ambitious individuals to join our team of Financial Advisors in Greater Milwaukee.As a Financial Advisor with Northwestern Mutual, you will...
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Insurance Professional
2 days ago
Milwaukee, Wisconsin, United States COUNTRY Financial Full timeAbout the RoleWe're seeking ambitious professionals who want to own their business and help clients prepare for life's planned and unexpected moments with the right insurance products.COUNTRY Financial Insurance Agents have the opportunity to build a rewarding, financially stable career while enriching lives in the communities we serve.The CareerOur...
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Insurance and Financial Services Professional
4 weeks ago
Milwaukee, Wisconsin, United States Dimitri Kondos - State Farm Agent Full timeROLE DESCRIPTION:As a vital member of the Dimitri Kondos - State Farm Agent team, you will play a crucial role in our daily business operations and customers' success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments. You will improve the lives...
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Insurance and Financial Services Professional
1 month ago
Milwaukee, Wisconsin, United States Dimitri Kondos - State Farm Agent Full timeRole OverviewAs a vital member of the Dimitri Kondos - State Farm Agent team, you will play a crucial role in our daily business operations and customers' success. Your primary responsibility will be to grow our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments.Key ResponsibilitiesDevelop and...
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Financial Advisor
2 weeks 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 Sales Professional
2 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock Your Potential as a Financial RepresentativeWe are seeking a talented and driven individual to join our team as a Financial Representative at Northwestern Mutual. As a key member of our team, you will have the opportunity to build strong relationships with clients, provide personalized financial planning, and help individuals achieve their financial...
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Experienced Financial Professional
5 days ago
Milwaukee, Wisconsin, United States New York Life Insurance Company Full timeUnlock Your Potential as a Financial ProfessionalAt New York Life Insurance Company, we're committed to helping you achieve your career goals and make a meaningful impact in the lives of our clients. As an Experienced Financial Professional, you'll have the opportunity to work with a diverse range of products and services, including life insurance,...
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Certified Financial Planning Professional
24 hours ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Title: Certified Financial Planning InternAt Northwestern Mutual, we are committed to building a talented team of professionals who share our passion for delivering exceptional financial services. As a Certified Financial Planning Intern, you will play a key role in providing financial planning services to our clients and developing your skills in...
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Certified Financial Planning Professional
3 days ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Title: Certified Financial Planning InternJoin Northwestern Mutual Life Insurance as a Certified Financial Planning Intern and embark on a rewarding career in financial services. As a member of our home office team, you will provide financial planning services to our financial representatives and gain hands-on experience in investment research, portfolio...
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Certified Financial Planning Professional
3 days ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Title: Certified Financial Planning InternJoin Northwestern Mutual Life Insurance as a Certified Financial Planning Intern and embark on a rewarding career in financial services. As a member of our home office team, you will provide financial planning services to our financial representatives and gain hands-on experience in investment research, portfolio...
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Chief Financial Officer
4 weeks ago
Milwaukee, Wisconsin, United States Creative Financial Staffing Full timeVP of Finance Job DescriptionSeeking a seasoned finance professional to lead financial planning, analysis, and reporting for a major manufacturing division. The ideal candidate will have a strong background in accounting and finance, with experience in a manufacturing environment and multi-site responsibility.Key Responsibilities:Collaborate with the...
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Certified Financial Planning Professional
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeJoin Our Team as a Certified Financial Planning InternWe are seeking a highly motivated and detail-oriented individual to join our team as a Certified Financial Planning Intern. As a member of our financial planning team, you will have the opportunity to work with experienced professionals and gain hands-on experience in financial planning and...
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Experienced Financial Professional
2 days ago
Milwaukee, Wisconsin, United States New York Life Insurance Company Full timeUnlock Your Potential as a Financial Professional with New York LifeJoin a team of experienced financial professionals at New York Life, where you can grow your practice with the backing of a Fortune 100 company. As a Financial Advisor, you'll have access to a wide range of products to address clients' needs, including life insurance, annuities, long-term...