Financial Planning Specialist
2 days ago
We 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 financial planning and analysis.
Benefits:
- Competitive salary: $27.34 per hour (full-time), negotiable for part-time.
- Opportunities for career growth and professional development.
About Swipejobs:
We offer a dynamic work environment and a chance to work on exciting projects with a talented team.
-
Financial Planning Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Empire Growth Partners Northwestern Mutual Full timeEmpire Growth Partners / Northwestern Mutual OpportunityWe are seeking a talented and ambitious Financial Representative to join our team at Empire Growth Partners / Northwestern Mutual. As a Financial Representative, you will be responsible for helping clients achieve their financial goals through personalized financial planning.About the RoleThis is an...
-
Financial Planning Expert
2 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeTake your career as a Financial Planning Expert to new heights with Northwestern Mutual. We are seeking an experienced tax professional to assist HNW clients with complex planning needs, providing in-depth conceptual and practical knowledge, case consultation, and customized financial plans. This role requires strong communication skills, advanced Excel...
-
Financial Planning Expert
3 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeAbout Us:Northwestern Mutual is a leading life insurance company dedicated to helping individuals and families achieve their financial goals. With a long history of innovation and excellence, we have established ourselves as a trusted partner in the financial services industry.About the Role:We are seeking an experienced Financial Planning Expert to join our...
-
Financial Services Specialist
2 days 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...
-
Tax Specialist
2 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Careers Full timeAbout the Role:We are seeking a skilled Tax Specialist to join our team at Northwestern Mutual Careers. In this role, you will be responsible for preparing complete and accurate tax returns for our organization and affiliated entities in accordance with income tax rules and regulations.Key Responsibilities:Prepare and execute federal income tax return...
-
Financial Operations Specialist
1 week 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...
-
Financial Planning Manager
4 weeks ago
Milwaukee, Wisconsin, United States Eastridge Full timeJob Opportunity:We are seeking a highly skilled Financial Planning Manager to support the growth initiatives in our Milwaukee, WI facility for a global manufacturing company.About the Role:The ideal candidate will provide leadership and direction in the daily management of all general accounting and financial planning & analysis activities. This includes...
-
Financial Planning Assistant
1 week ago
Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full timeJob DescriptionWe are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our Wealth Management team in Milwaukee, WI. As a key member of our team, you will be responsible for supporting our Wealth Planning Team's processes, structure, and expertise. This includes assisting with plan construction, presentations, and analyses...
-
Financial Relationship Professional
3 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...
-
Financial Transaction Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Staffpros Full timeJob OverviewWe are seeking a detail-oriented Financial Transaction Specialist to join our team at Staffpros. This role will be responsible for managing the accounts payable function for multiple locations, ensuring accurate and timely completion of financial transactions.About the RoleThe Financial Transaction Specialist will be responsible for:Managing...
-
Financial Operations Specialist
1 week ago
Milwaukee, Wisconsin, United States Foxconn-PCE Technology Full timeJob Summary:We are seeking a highly skilled Financial Operations Specialist to join our team at Foxconn-PCE Technology. In this role, you will be responsible for ensuring the smooth operation of our financial systems and processes.About the Role:This is an exciting opportunity for a motivated and detail-oriented individual to work in a dynamic environment....
-
Financial Services Manager
1 week 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...
-
Financial Reporting Specialist
6 days 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...
-
Community Relationship Specialist
3 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...
-
Financial Data Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Hire Evolution Consulting Full timeJob OverviewHire Evolution Consulting is seeking a Financial Data Specialist to join our team in Milwaukee, Wisconsin. The successful candidate will be responsible for performing data entry and financial balancing tasks in a fast-paced environment, ensuring accuracy and compliance with company procedures.Estimated Salary: $40,000 - $55,000 per yearKey...
-
Financial Services Coordinator
3 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...
-
Milwaukee, Wisconsin, United States Regal Rexnord Full timeJob OverviewWe are seeking a highly skilled Senior Financial Planning and Analysis (FP&A) professional to join our team. As a key member of our FP&A function, you will play a crucial part in advancing financial planning, reporting, and analysis functions for the Industrial Powertrain Solutions segment.Main Responsibilities:Support the development of annual...
-
Financial Representative Contract Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeJob SummaryWe are seeking a highly skilled Financial Representative Contract Specialist to join our team at Northwestern Mutual. As a key member of our organization, you will play a critical role in supporting the growth and success of our financial representatives.
-
Financial Reporting Specialist
3 weeks ago
Milwaukee, Wisconsin, United States Hinshaw Full timeHinshaw & Culbertson LLP, a national law firm, is seeking a highly skilled Financial Reporting Specialist to join its team.We offer a competitive salary of $75,000 - $90,000 per year, depending on experience, as well as a full benefits package and a 35-hour work week.The successful candidate will be responsible for working with the Financial Reporting...
-
Electrical Assembly Specialist
2 weeks ago
Milwaukee, Wisconsin, United States Employment Specialist Group LLC Full timeCompany Overview">We are a leading manufacturer of power plants located in Milwaukee, Wisconsin.Our company is committed to delivering high-quality products and services to our customers.Salary">The salary range for this position is $20.00 - $24.00 per hour.This rate is based on previous experience and is competitive with industry standards.Job...