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This position is responsible for providing advice and solutions that effectively address the financial goals and objectives as well as the needs and concerns of members. The role develops long term relationships to grow business. Job Responsibilities Cultivate strong relationships with members by consistently using the prescribed sales process. Provide fee based financial planning and asset manage
Posted Today
1) Achievement in Balanced Scorecard Results 50% a. Meet specified goals for product sales, referrals, and sales behaviors b. See current year scorecard for details. 2) Acquire, Develop, & Build Member Relationships 40% a. Consistently educate members about their financial choices. Appropriately analyzes their needs, and recommends appropriate financial& products and services. b. Educate members
Posted 1 day ago
Provide telephone support to mutual fund shareholders, prospective shareholders and the public. Respond to incoming calls from existing and prospective shareholders Assist shareholders with inquiries and provide account information Answer questions regarding investment style, fund performance, account options and history Analyze, research and resolve shareholder concerns Educate callers about fund
Posted 3 days ago
1) Achievement in Balanced Scorecard Results 50% a. Meet specified goals for product sales, referrals, and sales behaviors b. See current year scorecard for details. 2) Acquire, Develop, & Build Member Relationships 40% a. Consistently educate members about their financial choices. Appropriately analyzes their needs, and recommends appropriate financial& products and services. b. Educate members
Posted 1 day ago
As a Client Specialist, you will Be responsible for the client service & marketing functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. Client Service and Operations Assist with proposal generation, preparing new account paperwork, opening accounts, tra
Posted 3 days ago
WageWorks, Inc.
- Irving, TX / Mequon, WI
Build and maintain strong working relationships with the client's key operational and strategic decision makers, including the executive buyers. Partner with key internal WageWorks departments to understand and resolve client issues during all phases of client engagement and better understand the client's requirements. Conduct quarterly reviews with analysis of client specific utilization, trends
Posted Today
CUNA Mutual
- Madison, WI / Omaha, NE / Remote, OR / 10 more...
Lead and facilitate the Business & data transformation strategy panning process for AdvantEdge Analytics. Help in defining and leading on the overall vision and objectives of the strategy. Develop and implement processes to measure and monitor value capture. Defines end to end credit union data transformation strategy. Ensure consistent strategy /execution to drive value for our credit unions Shar
Posted Today
Financial Advisor (1591) Dec. 02, 2016 Dept Wealth Management Location Germantown Full Time Job Summary The position of Financial Advisor, in the Glendale area, is responsible for investment sales, including mutual funds, annuities, asset management, stocks, bonds and insurance. The Financial Advisor's primary objective is to act as a liaison with bank branches to generate sales leads and cross s
Posted Today
This position ensures adherence to corporate policies as well as banking regulations by assisting with the administration of the Bank's AML compliance program. The Senior Analyst's primary responsibilities will be risk qualification of high risk customers, customer due diligence (CDD) and enhanced due diligence (EDD) on both existing and prospective customers; assistance with new business account
Posted Today
Ongoing development and execution of an individual business plan to achieve new business development, client referral and retention objectives. Responsible for significant new business and revenue growth. Deliver a distinctive client experience that leverages our unique value proposition through investment management, financial planning and advisory services. Understand client's financial objectiv
Posted Today
Hammes Partners is a private investment platform focused exclusively on the U.S. healthcare real estate market, including investments in existing assets, entitled development projects and adaptive reuse opportunities. Hammes Partners is complemented by the suite of services offered by its affiliates, including Hammes Company Healthcare, a nationally recognized healthcare industry leader. The Fund
Posted 1 day ago
The Worksite Benefit Consultant (WBC) provides excellent customer service by representing the WEA Member Benefits’ (Member Benefits) personal insurance and financial service programs to union leaders, school district officials, union members, and other employees of eligible school districts. The incumbent obtains agreements with school districts to provide Member Benefits’ programs, co
Posted 2 days ago
Our client, a full service advisory and wealth management company recently voted as one of Milwaukee’s Fastest Growing Firms, is searching for a Client Service Manager. This position acts as one of the primary points of contact for wealth management clients and works closely with a Financial Advisor to assist with administration and organization of all responsibilities. Duties include but ar
Posted 2 days ago
Independent Financial Advisory Opportunity
Posted 3 days ago
hr@wbd.org WBD Inc . is seeking a Small Business Loan Closer to work in our Madison office. We are looking for a quality focused, detail oriented team player with an interest in supporting small business growth. WBD Loan Closers interact with borrowers, bankers, insurance companies, and other agencies as part of the U.S. Small Business Administration (SBA) lending process. Position Summary Works w
Posted 8 days ago
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