Job(s) 1 to 15 of 82
DateJob TitleRelevanceCompanyJob LocationSalary
9/22/2014Financial Advisor/SalesCodeworks, Inc.Milwaukee, WIbase plus commish
 
 
Looking for someone with a 4 year degree and about 3 years of experience selling securities or insurance products. 1. Cultivate strong relationships with members by consistently using the prescribed sales process.   2. Cultivate strong working relationships and trust among credit union staff by conducting regular ...
 Related:  Investment - Consultant,  Insurance - Sales,  Finance - Advisor/Services
9/22/2014Security DirectorDepartment of Health ServicesMauston, WINot Provided
 
 
Security DirectorJob Announcement Code(s): 14-03934County(ies):JuneauClassification Title: / JAC: Job Working Title:DHS Security Director 14-03934 Security DirectorType of Employment:Full Time (40 hrs/week)Salary:Salary is negotiable based on qualifications and will be between $32.000 and $42.000 per hour (approx $66,8 ...
 Related:  Insurance - Management,  Insurance - Broker,  Investment - Operations/Admin
9/22/2014Wealth Advisory Services Market ManagerWisconsin Bank & TrustMadison, WINot Provided
 
 
Requisition Number: 628 Job Title: Wealth Advisory Services Market Manager Area of Interest: Wealth ManagementCity: MadisonState / Province: WisconsinJob Description: The Wealth Advisory Services Market Manager II is responsible for overall management and performance of a regional Wealth Management Group market/office and p ...
 Related:  Banking - Management,  Investment - Management,  Investment - Consultant
9/18/2014Insurance Case ManagerFirst Bank Financial CentreOconomowoc, WINot Provided
 
 
Summary: The Insurance Case Manager is responsible for support and coordination of all activities related to client service and coordination of business development activities in Wealth Management. Core Competencies I. People Skills Customer Focus Interpersonal Communication II. Business Skills Quality Driven Info ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Insurance - Admin/Clerical
9/22/2014Wealth Advisor I - IV (Fiduciary)Johnson Financial GroupMequon, WINot Provided
 
 
Tracking Code7679Job Description The Wealth Advisor is responsible for developing new relationships by delivering exceptional advice to high net worth client relationships. The ability to balance new business activities and servicing of existing relationships will be critical in this role. Key Responsibilities Ongoing de ...
 Related:  Investment - Consultant,  Finance - Operations/Admin,  Finance - Advisor/Services
9/20/2014Wealth ManagerSVAAppleton, WINot Provided
 
 
Job Description: SVA Plumb Wealth Management is seeking an experienced Wealth Manager to service our clients out of our Appleton, WI office. SVA Plumb Wealth Management provides individual clients with comprehensive financial planning, investment advisory and portfolio management services. We also provide services to busine ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/15/2014Investment ConsultantScottrade, IncMilwaukee, WINot Provided
 Job ID: 20140509-9616 Description: Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values. We offer an ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/12/2014Senior Operations/Compliance SpecialistWaukesha State BankOconomowoc, WINot Provided
 Senior Operations/Compliance Specialist Prairie Financial Group® A Division of Waukesha State Bank   Prairie Financial Group® Profile: Prairie Financial Group®, Waukesha State Bank's wealth management division, is committed to delivering exceptional customer service in an environment that is transpa ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
9/21/2014Head of Residential Property ManagementBrickman Real EstateFranklin, WI; Milwaukee, WI$45,000-$60,000 p/yr
 
 
Innovative and rapidly growing company
Property Manager Job Purpose: Maintains property rentals by advertising and filling vacancies; negotiating and enforcing leases; designing and implementing processes; and overseeing the maintenance team. Company and Position Overview: Brickman Real Estate is a rapidly growing residential investment company that uses t ...
 Related:  Real Estate and Property Mgmt,  Investment - Operations/Admin,  Business Ops - Business Development
9/20/2014Client Relationship ManagerGreat-West FinancialMilwaukee, WI; Madison, WINot Provided
 
 
Client Relationship ManagerJob ID 10220# Positions 1Location US-WI-MadisonUS-WI-MilwaukeePosted Date 8/28/2014Category Relationship Management Share this job on LinkedIn.Position HighlightsGreat-West Retirement Services, a division of Great-West Life & Annuity is currently seeking a Client Relationship Manager to support ...
 Related:  Investment - Management,  Investment - Consultant
9/15/2014Investment ConsultantScottrade, IncMequon, WINot Provided
 Job ID: 20140409-9611 Description: Scottrade is seeking an energetic, career-minded professional to join our award-winning financial services company. This person needs to be a results-driven individual with an optimistic, team-oriented attitude. At Scottrade, individual development is one of our core values. We offer an ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/11/2014Licensed Investment RepresentativeWaukesha State BankWaukesha, WICommissioned Sales Position
 Waukesha State Bank Licensed Investment Representative Job Duties: • Facilitate the sales and service of securities, annuities,registered investment advisory products and life insurance to qualified buyers • Coordinate sales appointments, presentations and all necessary sales and account servicing documentatio ...
 Related:  Investment - Consultant
9/19/2014Investment Closing CoordinatorNorthwestern MutualMilwaukee, WINot Provided
 
 
Job ID: 14-0947 Description: BASIC FUNCTION: Under the direction of the Director - Investment Closing and the general guidance of the Investment Closing Specialists, responsible for the initial preparation of the loan closing documentation on selected investments. Provides legal and general administrative assistant supp ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin
9/17/2014Client Service Assoc -1/TellerBremer Financial Corp.Eau Claire, WINot Provided
 
 
Job Description Job Title: Client Service Assoc -1/Teller Job ID: 3426 Location: Eau Claire, WI Full/Part Time: Part-Time Regular/Temporary: Regular Application Deadline Application Deadline:Job Description Support clients' banking needs by completing a variety of teller transactions in compliance with all applicable st ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
9/15/2014Financial AdvisorBank MutualBrookfield, WINot Provided
 Financial AdvisorJob Code:3125Location:Milwaukee Corporate 300ZIP/Postal code:53005Department:BancMutual Financial and InsuranceEmployment Duration:Full TimeDescriptionSUMMARYThe Financial Advisor is responsible for meeting client needs to help them achieve financial security and concurrently meeting sales production goals ...
 Related:  Investment - Consultant,  Finance - Advisor/Services

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