Job(s) 1 to 9 of 9
DateJob TitleRelevanceCompanyJob LocationSalary
4/19/2014Registered Sales AssistantClearygull.comMilwaukee, WI55,000- 70,000 per experience
 
 
COMPANY BACKGROUND Cleary Gull is an SEC-registered investment advisory firm specializing in financial security management for affluent individuals and families. We are known for our combination of attentive service and sophisticated capabilities. With our decades of experience in financial security strategies for such div ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Management,  Sales - Representatives/Service
4/19/2014Registered Client Service Represent...Maureen McCabe LLCGlendale, WI40,000+
 
 
  Registered Client Service Representative SUMMARY: Excellent opportunity for a Series 6 or 7 licensed individual who is interested in pursuing a challenging career in Financial Services in a small North Shore Office working closely with a CFP® professional. The Registered Client Service Re ...
 Related:  Investment - Management,  Investment - Operations/Admin,  Finance - Operations/Admin
4/19/2014Investment AnalystVogel ConsultingBrookfield, WI; Waukesha, WI; Milwaukee, WINot Provided
 
 
Vogel Consulting is a leader in the Multi-Family Office (MFO) arena and a licensed Investment Advisory Corporation with over $2.7 billion assets under advisement. We consider ourselves to be a non-traditional CPA and investment advisory firm that provides clients with “one-stop shop” convenience for all of ...
 Related:  Investment - Management,  Investment - Consultant,  Finance - Advisor/Services
4/17/2014Retirement & Investment Services Of...First Business Financial Servi...Madison, WINot Provided
 
 
Exciting opportunity with the preferred business bank in Madison in our Trust & Investments divisionJoin the winning team at First Business Trust & Investments as a Retirement & Investment Services Officer! First Business is a locally managed, Wisconsin-based, successful, entrepreneurial, and growth-oriented financial services company that specializes in focused financial solutions for businesses, key executive ...
 Related:  Banking - General,  Investment - Management,  Investment - Operations/Admin
4/3/2014Vice President of Landmark Investme...Landmark Credit UnionNew Berlin, WIBase sal + commissions + bonus
 Primary Accountability The position is accountable for hiring, developing, and supervising the sales and compliance activities of licensed LIC sales representatives who offer securities, annuities and insurance products to Landmark Credit Union members and non-members.  Apply various management skills to motivate staf ...
 Related:  Investment - Management,  Finance - Management
3/26/2014Senior Sales ExecutiveQuest CEMilwaukee, WI$45,000 to $50,000 base
 Join one of Milwaukee's Best Places to Work - Quest CEPosition Overview:   The Senior Sales Executive will contribute to Quest CE’s Sales Team and directly report to the Manager of Business Development. The Senior Sales Executive will introduce and promote Quest CE’s products and services to C-Level prospects in the Broker-Dealer and Financial Services Indus ...
 Related:  Insurance - Broker,  Investment - Management,  Investment - Trading
4/11/2014Assistant OSJ Branch ManagerJohnson Financial GroupRacine, WINot Provided
 Tracking Code7744Job DescriptionThe Assistant to OSJ provides support for training, compliance, operations and marketing to JFG registered representatives, sales assistants, OSJ and Financial Advisory Sales Manager. Additionally, acts as the primary internal backup for the OSJ Branch Manager. Key ResponsibilitiesActs as v ...
 Related:  Investment - Management,  Investment - Consultant,  Finance - Management
4/3/2014Retirement and Investment Consultan...Remedy Intelligent StaffingMadison, WINot Provided
 Remedy Intelligent Staffing is seeking a Retirement and Investment Consultant for our valued client located in the Madison Area. This is a direct hire opportunity for an established, well-respected, and growing business in the community. Apply with Remedy today! Responsibilities:   Answer inbound and ...
 Related:  Investment - Management,  Investment - Consultant,  Finance - Management
4/4/2014Wealth Management Advisor - The Pri...U.S. BankMilwaukee, WINot Provided
 Wealth Management Advisor - The Private Client ReserveResponsible for retention and growth of small to medium size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert ca ...
 Related:  Banking - General,  Investment - Management,  Finance - Management

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