Financial Consultant/Investment Strategist
2 weeks ago
Financial Consultant/Investment Strategist – Waukesha, WI
About Us
The Symicor Group is a specialized talent acquisition firm with a focus on the banking and accounting sectors. Our unique approach is built on the expertise of our recruiters, many of whom have backgrounds as bankers or accountants themselves.
Our Mission
We are dedicated to connecting exceptional talent with leading financial institutions. Whether you are a candidate exploring new career paths or a company leader in search of top-tier professionals, The Symicor Group is committed to delivering outstanding results.
Position Overview
Our client is looking for a Financial Consultant/Investment Strategist in the Waukesha, WI area. The ideal candidate will provide guidance on investment and insurance solutions, along with crafting comprehensive financial plans tailored to client needs.
Key Responsibilities
- Develop and maintain strong client relationships through effective business development and networking.
- Analyze various financial documents, including tax returns, account statements, and insurance policies.
- Foster collaboration with internal teams to identify and capitalize on investment opportunities.
- Engage in community outreach and networking events to expand professional connections.
Who You Are
You are an individual eager to shape your career trajectory. You seek an environment that encourages personal growth and aligns with your professional aspirations.
Qualifications
- High school diploma or equivalent required.
- Bachelor’s degree in Business or Finance preferred.
- Minimum of three years of experience as a Financial Advisor or in a related role.
- Required certifications: FINRA Series 7 and 66 (or 63, 65), along with Life and Health Insurance licenses.
- Proven ability to cultivate strong relationships with clients and colleagues.
- Strong focus and ability to manage multiple tasks under tight deadlines.
The next step in your career awaits.
-
Financial Consultant Manager
2 weeks ago
Waukesha, Wisconsin, United States Elevance Health Full timeJob 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...
-
Senior Financial Analyst
6 days ago
Waukesha, Wisconsin, United States Elevance Health Full timeJob SummaryWe are seeking a highly skilled Financial Consultant Manager to join our team at Elevance Health. As a key member of our finance department, you will be responsible for leading the preparation and interpretation of complex financial analysis for our lines of business.Key ResponsibilitiesLead projects and focus on business process improvement...
-
Investment Analyst
2 weeks ago
Waukesha, Wisconsin, United States Drake & Associates, LLC Full timeInvestment AnalystAre you enthusiastic about providing exceptional client service while playing a vital role in the daily operations of a thriving financial services firm? Drake & Associates, LLC is in search of a dedicated individual to undertake a variety of strategic planning and administrative tasks. The ideal candidate will quickly become an integral...
-
Senior Financial Consultant
2 weeks ago
Waukesha, Wisconsin, United States Jobot Full timeJoin a Leading Organization in Financial ServicesThis opportunity is hosted by Jobot, a partner with a distinguished workplace known for its commitment to employee development and satisfaction.About Us:Jobot collaborates with a reputable organization in the financial sector, recognized for its strong internal promotion culture and long-standing employee...
-
Financial Planning and Analysis Consultant
2 weeks ago
Waukesha, Wisconsin, United States Generac Power Systems Full timeAbout Generac: Generac is a prominent energy technology firm dedicated to advancing a more intelligent world. With over 60 years of innovation in energy solutions, we have pioneered the home standby generator market and are now evolving into a comprehensive energy technology solutions provider. A career with Generac means joining a company at the forefront...
-
Financial Planning Assistant
2 days ago
Waukesha, Wisconsin, United States Advisor Employee Services Full timeJob SummaryWe are seeking a highly skilled and detail-oriented Financial Planning Assistant to join our team at Advisor Employee Services. As a key member of our financial services team, you will be responsible for providing administrative support and assisting in the preparation of financial plans, investment allocation models, and insurance proposals.Key...
-
Lead Financial Accounting Analyst
1 week ago
Waukesha, Wisconsin, United States Elevance Health Full timePosition Overview:The Senior Financial Accounting Analyst plays a pivotal role in guiding the strategic direction of the Treasury Accounting team within Elevance Health. This position is essential for ensuring the integrity and accuracy of financial reporting and analysis.Key Responsibilities:As a Senior Financial Accounting Analyst, your primary...
-
Senior Analyst of Financial Accounting
2 weeks ago
Waukesha, Wisconsin, United States Elevance Health Full timePosition Overview:The Senior Financial Accounting Analyst plays a pivotal role in guiding the strategic direction of the Treasury Accounting team within Elevance Health. This position requires a blend of technical expertise and leadership skills to ensure the integrity of financial reporting and compliance.Key Responsibilities:Oversee the close processes,...
-
Financial Planning Associate
2 weeks ago
Waukesha, Wisconsin, United States Drake & Associates, LLC Full timeInvestment Analysis SpecialistAre you enthusiastic about providing exceptional client service while playing a vital role in the daily operations of a thriving financial services firm? Drake & Associates, LLC is in search of a dedicated individual to undertake a variety of planning and administrative tasks. The ideal candidate will contribute immediately and...
-
Financial Services Professional
4 days ago
Waukesha, Wisconsin, United States Advisor Employee Services Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services.Key ResponsibilitiesMeet one-on-one with existing clients to build strong relationships and provide exceptional client service.Develop and implement customized financial plans to meet clients' needs.Assist clients with...
-
Senior Financial Accounting Specialist
2 weeks ago
Waukesha, Wisconsin, United States Elevance Health Full timePosition Overview:The Senior Financial Accounting Analyst plays a crucial role in providing technical leadership and establishing the strategic direction for the Treasury Accounting team.Key Responsibilities:As a Senior Financial Accounting Analyst, your primary responsibilities will include:Overseeing the close processes, along with related analysis and...
-
Financial Services Coordinator
5 days ago
Waukesha, Wisconsin, United States Advisor Employee Services Full timeJob Summary:We are seeking a highly skilled and motivated individual to join our team as an Assistant Financial Planner at Advisor Employee Services.Key Responsibilities:Prepare comprehensive financial plans, investment allocation models, and insurance proposals for clients.Utilize industry software and websites to obtain client and product...
-
Waukesha, Wisconsin, United States GE Healthcare Full timePosition OverviewThe Chief Financial Officer (CFO) for GE Healthcare's Solutions Enterprise Imaging (SEI) division plays a pivotal role in steering the financial strategy and driving sustainable growth within the Radiology and Cardiology IT sectors.This leadership position collaborates closely with the SEI CEO and the executive team, which encompasses Sales,...
-
Automotive Sales Consultant
2 weeks ago
Waukesha, Wisconsin, United States Lithia Motors Full timeDealership:L0552 Wilde HondaAre you seeking a fulfilling career with a company that is consistently expanding and offers ample opportunities for professional development? At Wilde, part of Lithia & Driveway (NYSE:LAD), we are committed to fostering growth through our people.Wilde Honda is in search of a dedicated Automotive Sales Consultant to cultivate...
-
City Clerk
2 days ago
Waukesha, Wisconsin, United States City of Waukesha, WI Full timeAbout the PositionThe City of Waukesha, WI is seeking a highly skilled and experienced Clerk/Treasurer to join our team. As a key member of our municipal government, you will be responsible for overseeing various administrative functions, including elections, tax collections, and financial management.Key ResponsibilitiesElectoral Administration: Ensure the...
-
Program Supervisor
2 weeks ago
Waukesha, Wisconsin, United States LSS Full timeJob SummaryLutheran Social Services of WI and Upper MI (LSS) is seeking a dedicated and passionate Program Supervisor to join our Birth to Three team. As a Program Supervisor, you will play a crucial role in ensuring the delivery of high-quality early intervention services to children with disabilities and developmental delays.Key ResponsibilitiesProgram...
-
Senior Vice President of Business Growth
2 weeks ago
Waukesha, Wisconsin, United States eXtension Full timePosition OvervieweXtension is in search of a Senior Vice President of Business Growth for a direct hire opportunity.About eXtensionWe are a dedicated investment organization that prioritizes our clients' needs.Our team is cohesive and thrives on collaboration.We are committed to enhancing the community we serve.Key Responsibilities- Lead a team of 7...
-
Senior Vice President of Strategic Partnerships
2 weeks ago
Waukesha, Wisconsin, United States eXtension Full timePosition OvervieweXtension is in search of a Senior Vice President of Strategic Partnerships to lead business development initiatives. This role is essential for driving growth and enhancing client relationships.About eXtensionWe are a dedicated investment group focused on prioritizing our clients' needs. Our team is collaborative and values community...
-
Electrician
2 months ago
Waukesha, Wisconsin, United States Electrical Concepts Full timeElectrical Concepts, a reputable and well-established contracting firm with a proven track record in the industry, is actively seeking a highly skilled electrician proficient in both residential and commercial wiring. As a cornerstone of our operations, we prioritize excellence in every project we undertake, and we are committed to maintaining the highest...
-
Sales Account Executive
2 weeks ago
Waukesha, Wisconsin, United States Red Oak Label, LLC Full timeSales Account ExecutiveCompany Overview: Red Oak Label, LLC is a reputable organization recognized for delivering premium products and outstanding customer support. We are on the lookout for a dynamic Sales Account Executive to enhance our sales efforts and contribute to our growth trajectory.Qualifications We Value:Possession of a Bachelor's...