Insurance and Wealth Manager

About the PositionWe are seeking a skilled Wealth Management Professional to join our team. As a key member of our investment product management team, you will be responsible for understanding the products the role is responsible for and analyzing/developing solutions for complex Legal/Regulatory/Competitive issues that may arise.

As a Tax Director - Wealth Management, you will play a critical role in leading our team of professionals and reporting to the Tax Director. You will be responsible for reviewing tax returns for Individuals, Businesses, trusts, estates, and non-for-profits, and communicating advice and answering questions of other associates relating to clients' accounting...

About UsWith a rich history dating back to 1879, Bankers Life has grown from our founders simple wish to make insurance affordable. Today we remain true to our heritage.Our MissionAt Bankers Life, strength, stability, and service shape our culture as we help provide financial security solutions.What We OfferWe offer a comprehensive compensation package...

About the OpportunityWe are looking for a skilled Insurance Sales Professional to join our team. In this role, you will have the chance to build a career and not just a job. You will work with clients who are genuinely interested in purchasing life insurance, mortgage protection, burial policies, wealth accumulation, retirement solutions, and financial...

We are seeking a skilled and dedicated FSS Wealth Ops Specialist to join our team at Northwestern Mutual. As a key member of the Field Shared Services team, you will play a vital role in delivering exceptional service to our clients by providing investment operational support to advisors and Network Office teams.Job OverviewThe ideal candidate will possess a...

Job DescriptionThe Wealth Engineering team at Northwestern Mutual seeks an experienced engineer to build modern top-tier applications by collaborating with product, engineers, and designers. The role requires an agile engineering mindset, patience, and persistence to solve complex problems.

Aon is seeking an experienced Insurance Sales Manager to join our team in Milwaukee, WI. As an Insurance Sales Manager, you will be responsible for managing existing client relationships and identifying new business opportunities to drive sales growth. You will work closely with clients to understand their risk management needs and provide tailored solutions...

Insurance Account Management OpportunityAon is seeking a skilled Account Manager to join our team. As an Account Manager, you will be responsible for managing client relationships, identifying new business opportunities, and developing solutions to meet client needs. The ideal candidate will have 3+ years of experience in the insurance industry, with strong...

Northwestern Mutual Life Insurance Company OverviewWe are a strong, innovative and growing company that invests in our people. We care and make a positive difference.The Wealth Engineering team is seeking an experienced software engineer to build modern top-tier applications by collaborating with product, engineers, and designers. The role requires an agile...

Job SummaryWe are looking for a talented and driven individual to join our Wealth Management team as a Financial Planning Assistant. In this role, you will provide critical support to our Wealth Planning Team, helping them deliver exceptional service to our clients. This is an excellent opportunity to develop your skills in financial planning, business...

Job SummaryWe are looking for a skilled Insurance Claims Specialist to join our team at Byrider's regional office in Brown Deer, WI.The successful candidate will be responsible for managing traditional and CPI insurance claims, communicating with vendors, and performing other related claims management duties.Key Responsibilities:Manage and resolve...

Job 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...

Job DescriptionWe are seeking a seasoned software engineer to join our Wealth Engineering team. As a senior application developer, you will be responsible for building modern top-tier applications that provide future visions of digital experiences for our clients. If you have 4-5+ years of experience in Python, Databricks, S3, SQL, Node.js, and are...

Northwestern Mutual Life Insurance seeks a seasoned Lead IAM Engineer to drive identity management initiatives forward. This full-time position offers a unique blend of remote and onsite work opportunities in Milwaukee or NYC. As a key player in our IAM team, you will be responsible for designing and implementing scalable, secure, and user-friendly identity...

Baird's Financial Advisors provide tailored solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. We understand it begins with learning all we can about what our clients want for themselves and their families.Job OverviewThe Private Wealth Management...

What You'll DoKey responsibilities include:Building Client Relationships: Establish trust with clients by providing personalized service and tailored financial solutions.Educating Clients: Equip clients with knowledge of financial products and market trends to make informed decisions about their financial futures.Influencing Decisions: Present clients with...

About the RoleWe are seeking an experienced Investment Product Consultant to join our team at Northwestern Mutual. This role will be responsible for managing investment products, including design and implementation of new or existing products, promotional strategies, and overall execution of the product strategy.Key ResponsibilitiesAssist with management of...

Job SummaryWe are seeking an experienced Finance Operations Specialist to join our team. In this role, you will be responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients.About the JobYou will communicate timely and effectively with trust administration,...

Job OverviewThis full-time onsite position at Byrider's regional office in Brown Deer, WI, offers a unique opportunity to advance your career as an Insurance Claims Representative.The successful candidate will be responsible for managing traditional and CPI insurance claims, ensuring timely closure and effective communication with vendors.As a key member of...

Company Overview">Northwestern Mutual is a leading provider of financial services, with a strong reputation for delivering innovative solutions and exceptional customer service.SalaryThe estimated salary for this role is between $75,180.00 and $139,620.00 per year, based on industry standards and location.Job DescriptionThis position demonstrates a keen...