Financial Services Consultant

Company OverviewPrudential Financial is a leading provider of life insurance, retirement solutions, and investment products. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals.

At Northwestern Mutual, we prioritize growth, innovation, and collaboration.We're looking for a seasoned professional to drive business consulting processes, design future state experiences, and provide top-level expertise to meet functional and cross-functional goals. As a Field Relations Business Lead, you will be responsible for mapping out business...

Wintrust Financial is a dynamic and growing company that offers a unique blend of traditional banking services and innovative financial solutions. As a Financial Services Professional, you'll have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional service to our customers.About the Role:In this role,...

Job DescriptionAs a Relationship Banker at Wintrust Financial, you will be responsible for building and maintaining strong relationships with customers, providing them with personalized financial solutions tailored to their needs. This role requires excellent communication and interpersonal skills, as well as the ability to identify customer financial needs...

We are looking for a seasoned professional to assume the role of Assistant Branch Manager at Wintrust Financial, a dynamic financial services company with a strong presence in the greater Chicago and southern Wisconsin market areas. The successful candidate will have a proven track record of delivering outstanding customer service and driving business growth...

About 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...

Pursue a fulfilling career as a Life Insurance Sales Agent with Meron Financial Agency. With our streamlined lead generation system, you'll only be contacting individuals who have already requested information.Our AdvantageNo cold calling means more time for relationship-building and customer satisfaction. Enjoy a supportive team environment and...

Northwestern Mutual seeks a Senior Finance expert to join our team.Job OverviewThe Travel and Expense Specialist is responsible for supporting the Company's overall expense management process, ensuring optimal use of Company resources, and protecting or maintaining product value and financial strength.This role involves developing timely and accurate...

About the RoleWe are seeking an experienced Wealth Admin Supervisor to join our team at Johnson Financial Group. In this role, you will be responsible for managing the Wealth Administrative team, overseeing daily operations, and providing exceptional client service.ResponsibilitiesManage trade executions and verifications at the direction of Wealth...

Company OverviewMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals.We offer a client-centric approach, cutting-edge technology, and a supportive team environment to help our agents succeed.

About Disability Solutions:We strive to provide innovative solutions for individuals with disabilities, empowering them to live fulfilling lives.Job Title:Virtual Customer Service Associate IIJob Type:Full-timeAbout the Role:We're seeking a highly skilled Virtual Customer Service Associate II to deliver exceptional customer experiences to our financial...

North Star Resource Group is a Minneapolis-based financial services firm dedicated to providing individuals, families, and businesses with the resources needed to create, preserve, and protect their wealth.As a Financial Advisor with our company, you will have the opportunity to work directly with one of our top field leaders, who will serve as your mentor...

ResponsibilitiesDevelop and execute quality assurance plans to ensure high-quality services and client satisfaction.Collaborate with cross-functional teams including Business Consultants, Project Managers, Solution Architects, and Conversion Teams.Implement quality metrics and monitoring processes to track and improve service quality.

Key Responsibilities:As a Senior Commercial Banking Executive at Bank of America, your key responsibilities will include:• Providing expert financial advice and guidance to our clients and prospects, helping them to achieve their financial goals and objectives• Managing an extensive portfolio of clients, with a focus on building long-term relationships...

About Northwestern Mutual - Greater DelafieldWe are a growing team passionate about building strong future leaders who share our mission to empower individuals to live their life by design. In addition to supporting clients, we are deeply committed to giving back to the community through partnerships with organizations that support families and children.At...

OverviewUW Credit Union is seeking a skilled Financial Services Professional to join its growing team in the Milwaukee area. This role offers an opportunity to provide exceptional service and support to members, helping them achieve their financial goals.CompensationThe estimated salary for this position is $52,000 per year, with a competitive range of...

About This Opportunity: Join our team as an AWS Redshift Technical Consultant and contribute your expertise in designing and implementing scalable data architectures. You will collaborate with clients to develop tailored solutions that drive business outcomes.Responsibilities and Skills:Design, implement, and manage data warehouses using Amazon...

At Northwestern Mutual, we pride ourselves on being a strong, innovative, and growing organization that invests in our people. We strive to make a positive difference in the lives of our clients and employees alike.Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through our distinctive whole-picture...

Requirements and QualificationsEducation: Bachelor's degree in business, accounting, finance, or a relevant area preferred; minimum 5 years' experience managing in the financial services industry and/or wealth services may be considered in lieu of education.Skills and Experience: Proficient with MS Office Suite, wealth accounting systems, and bank operating...

About the RoleWe are seeking a skilled and ambitious Financial Advisor to join our team. As a Financial Advisor, you will be responsible for serving as a trusted advisor to new clients, identifying their financial needs, and developing tailored financial plans to suit their goals.You will work closely with our experienced mentors and coaches to develop your...