Senior Financial Consultant

5 days ago


Waukesha, Wisconsin, United States Advisor Employee Services Full time
About the Role

We are seeking a highly skilled and experienced Lead Financial Advisor to join our team at Advisor Employee Services. As a key member of our organization, you will be responsible for providing exceptional financial planning and advisory services to our clients.

Key Responsibilities
  • Develop and implement customized financial plans for clients
  • Assist clients with annuities, life, long-term care, and managed money
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop and manage strong client relationships
  • Assist in meeting individual and team goals
Requirements
  • College degree preferred
  • 3+ years of financial services experience with an emphasis on sales
  • Life and Health Licensed; Series 65
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
  • Experience with Redtail/CRM preferred, but not required
Benefits
  • Competitive salary range: $75,000 - $150,000
  • Three weeks paid time-off each year
  • Additional days off when goals are met
  • Flexibility in a non-client facing role
  • Retirement plan with company contribution
  • Group health insurance plan
  • Free lunches and on-site gym
  • Mentorship and professional development opportunities
About Us

Advisor Employee Services is a consulting firm located in Overland Park, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. We are committed to providing exceptional service to our clients and employees.



  • Waukesha, Wisconsin, United States Advisor Employee Services Full time

    Lead Financial Advisor OpportunityWe are seeking a highly motivated and experienced Lead Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional financial planning and advisory services to our clients.Key Responsibilities:Develop and implement customized financial plans...


  • Waukesha, Wisconsin, United States Elevance Health Full time

    Job DescriptionLocation: This position will be part of Elevance Health's hybrid workforce strategy, which includes virtual work and 1-2 days in office per week.** The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (PulsePoint) locations. Elevance Health supports a hybrid workplace model with...


  • Waukesha, Wisconsin, United States Vaco Full time

    Job Title: Senior AccountantVaco Staffing is recruiting for a Senior Accountant for a client in Waukesha, WI. This is a direct hire position with our client.Job Summary:We are seeking a highly skilled Senior Accountant to join our team. The successful candidate will be responsible for preparing and reviewing financial statements, general ledger accounts, and...


  • Waukesha, Wisconsin, United States Elevance Health Full time

    Job SummaryElevance Health is seeking a highly skilled Financial Consultant Manager to lead the preparation and interpretation of complex financial analysis for lines of business. This role requires strong leadership and analytical skills to drive business process improvement initiatives and develop innovative financial solutions.Key ResponsibilitiesLead...


  • Waukesha, Wisconsin, United States KHS USA INC Full time

    Job Title: Senior Financial AnalystKHS USA INC is a leading manufacturer of filling and packaging systems for beverages and liquid food. We are seeking a highly skilled Senior Financial Analyst to join our team.The Senior Financial Analyst will play a key role in supporting reporting efforts across functions, with a focus on gathering and reconciling large...


  • Waukesha, Wisconsin, United States Elevance Health Full time

    Job DescriptionLocation: This position will be part of Elevance Health's hybrid workforce strategy, which includes virtual work and 1-2 days in office per week.** The ideal candidate will live within 50 miles and a 1-hour commute to one of our Elevance Health major office (PulsePoint) locations. Elevance Health supports a hybrid workplace model with...


  • Waukesha, Wisconsin, United States Generac Power Systems Full time

    Senior Accountant Job DescriptionWe are Generac Power Systems, a leading industrial power solution sales, service, and rentals company. Our commitment to excellence has made us one of the longest existing Generac Industrial Distributors in the United States.Job SummaryUnder the direction of the Controller, the Senior Accountant provides support for financial...


  • Waukesha, Wisconsin, United States Wegner CPAs Full time

    Job Title: Senior AccountantAt Wegner CPAs, we are seeking a highly skilled Senior Accountant to join our team. As a trusted advisor to our clients, you will provide expert guidance on GAAP compliance and advisory services.Key Responsibilities:Advise clients on corporate and flow-through assurance and business needsResearch GAAP matters, respond to...


  • Waukesha, Wisconsin, United States Waukesha Foundry Full time

    Job Summary:We are seeking a highly skilled Senior Accountant to join our team at Waukesha Foundry. The successful candidate will be responsible for maintaining the financial accuracy and internal controls of our cost accounting system, as well as assisting with the preparation of financial statements and monitoring inventory control functions.Key...


  • Waukesha, Wisconsin, United States Vaco Full time

    Job Title: Senior AccountantVaco Staffing is recruiting for a Senior Accountant for a client in Waukesha, WI. This is a direct hire position with our client.About the Role:This is a hybrid position with a growing company offering growth potential. The ideal candidate will have 5+ years of previous experience in accounting and previous supervisory...


  • Waukesha, Wisconsin, United States Waukesha Foundry Full time

    Job Summary:The Senior Accountant will play a critical role in ensuring the financial accuracy and internal controls of the cost accounting system, product costing and pricing, and inventory controls at Waukesha Foundry. This individual will assist with the preparation of financial statements, monitor inventory control functions, and manage working capital....


  • Waukesha, Wisconsin, United States Waukesha Foundry Full time

    Job Summary:As a Senior Accountant at Waukesha Foundry, you will play a critical role in ensuring the financial accuracy and internal controls of our cost accounting system, product costing, and inventory controls. This position requires strong analytical skills, attention to detail, and the ability to work effectively across functional areas.Key...


  • Waukesha, Wisconsin, United States Waukesha Foundry Full time

    Job Summary:As a Senior Accountant at Waukesha Foundry, you will play a critical role in ensuring the financial accuracy and internal controls of our cost accounting system, product costing, and inventory controls. Reporting to the CFO, you will assist with financial statement preparation, monitor inventory control functions, and manage working capital....


  • Waukesha, Wisconsin, United States Vaco Full time

    Job Title: Senior AccountantVaco Staffing is recruiting for a Senior Accountant for a client in Waukesha, WI. This is a direct hire position with our client.About the Role:This is a hybrid position with a growing company offering growth potential. The ideal candidate will have 5+ years of previous experience in accounting and previous supervisory...


  • Waukesha, Wisconsin, United States Waukesha Foundry Full time

    Job SummaryAs a key member of the Waukesha Foundry team, the Senior Accountant will play a critical role in ensuring the financial accuracy and internal controls of our cost accounting system. This individual will be responsible for maintaining the integrity of our financial data, identifying areas for improvement, and implementing changes to optimize our...


  • Waukesha, Wisconsin, United States Waukesha Foundry Full time

    Job Summary:As a Senior Accountant at Waukesha Foundry, you will play a critical role in ensuring the financial accuracy and internal controls of our cost accounting system, product costing, and inventory controls. Reporting to the CFO, you will assist with financial statement preparation, inventory control functions, and working capital management....


  • Waukesha, Wisconsin, United States Waukesha Foundry Full time

    Job Summary:As a Senior Accountant at Waukesha Foundry, you will play a critical role in ensuring the financial accuracy and internal controls of our cost accounting system, product costing, and inventory controls. This position requires strong analytical skills, attention to detail, and the ability to work effectively across functional areas.Key...


  • Waukesha, Wisconsin, United States Wegner CPAs Full time

    Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Wegner CPAs. As a trusted advisor, you will provide GAAP compliance and advisory services to industry-specific clients.Key ResponsibilitiesAdvise clients on corporate and flow-through assurance and business needsResearch GAAP matters, respond to regulatory inquiries, and make...


  • Waukesha, Wisconsin, United States Wegner CPAs Full time

    Job OverviewWe are seeking a highly skilled Senior Accountant to join our team at Wegner CPAs. As a trusted advisor, you will provide GAAP compliance and advisory services to industry-specific clients, utilizing your expertise to help them navigate complex assurance and business issues.Key ResponsibilitiesAdvise clients on various areas of corporate and...

  • Management Consultant

    2 weeks ago


    Waukesha, Wisconsin, United States R&M Marketing Full time

    Job DescriptionWe are seeking a highly motivated and ambitious individual to join our team as an Entry-Level Management Consultant. As a top leader in the Sales, Marketing, and Business Consulting industry, we take great pride in leading with integrity and hard work while having a passion for genuinely helping our clients and their customer base.This is an...