Job(s) 1 to 15 of 53
DateJob TitleRelevanceCompanyJob LocationSalary
4/27/2015Operations Clerk - Part-TimePaulaHoganGlendale, WINot Provided
 Recently PostedPaulaHogan, a Milwaukee-based fee-only financial advisory firm offering portfolio management and comprehensive planning services to individuals and families, is expanding its operations support team. This newly created position in Glendale is perfect for a detail-oriented, personable individual with a desire to ...
 Related:  Admin - Data Entry/Billing,  Investment - Operations/Admin,  Finance - Operations/Admin
4/27/2015Executive AssistantFinancial Wealth Management, L...Madison, WI$35,000-$45,000 p/y
 Recently PostedFinancial Wealth Management, LLC an investment advisory firm located on the west side of Madison is seeking a full-time Executive Assistant.  Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, customer service oriented, and computer savvy. Working hours are 8 ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
4/27/2015Associate Wealth Management AdvisorThomas J HorkyMiddleton, WINot Provided
 Recently PostedStrong Organizational Associate Wealth Management Needed
We are in search of a positive, team based Series 7 licensed individual to join our team.  This individual must possess strong organizational skills and have a high attention to detail.  The selected candidate will be working closely with two Wealth Management Advisors affiliated with the Northwestern Mutual Wealt ...
 Related:  Investment - Management,  Investment - Trading,  Investment - Operations/Admin
4/23/2015Retirement Plan Specialist/Account ManagerJ.A. CounterNew Richmond, WINot Provided
 Recently PostedAre you passionate about taking care of people? We have the position for you!
We have a unique job opportunity for someone to join JACounter....   This position has the primary responsibility for supporting and servicing the firm’s group retirement plan clients, profiling their retirement plan needs and presenting appropriate products and services to fit their needs.  To build relat ...
 Related:  Investment - Consultant,  Finance - Advisor/Services,  Sales - Representatives/Service
4/23/2015Head of Fund Administration Application on Employer's WebsiteUMB Financial CorporationMilwaukee, WINot Provided
 Recently Posted
Federal Contractor
Requisition Number 4699BR Job Title Head of Fund Administration Employee Type Full Time Requisition Type Exempt Function Asset Servicing Work Schedule Monday-Friday: 8:00am-5:00pm Address 803 W. Michigan Street City Milwaukee State WI Postal Code 53233 Why UMB Energetic. Friendly. Fun. Not exa ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Management
4/24/2015Registered AssistantRetirement and Investment PlanningAppleton, WI; Fond du lac, WI; West Bend, WINot Provided
 Recently PostedPosition Overview This is a professional position supporting a financial advisor serving existing and potential clients in a high volume established financial planning practice.  You will be expected to complete various tasks including working directly with the financial advisor, meeting preparation, processing of wor ...
 Related:  Investment - Operations/Admin,  Insurance - Admin/Clerical,  Finance - Advisor/Services
4/24/2015Client Service Assoc -1/Teller Application on Employer's WebsiteBremer Financial Corp.Eau Claire, WINot Provided
 Recently Posted
Federal Contractor
Job Description Job Title: Client Service Assoc -1/Teller Job ID: 3425 Location: Eau Claire, WI Full/Part Time: Full-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
4/24/2015Commercial Lines ManagerThe Benefit Companies, Inc.Brookfield, WINot Provided
 Recently PostedPosition Description Our Company:                     Our Motto: We have “THE VISION, SKILLS, AND TECHNOLOGY TO MEET A CHANGING FUTURE”.  We are The Benefit Companies, Inc., a group of nine diff ...
 Related:  Insurance - Broker,  Investment - Management,  Insurance - Admin/Clerical
4/16/2015Business Ownership Opportunity (Racine County)Farmers Insurance GroupRacine, WI; Sturtevant, WINot Provided
 If you are a business savvy entrepreneur seeking an opportunity to align yourself with one of the strongest brands in the insurance and financial services industry, Farmers Insurance has an agency in the Racine County area that is now eligible for our Agency Seed Program. We are seeking licensed candidates who desire an opp ...
 Related:  Investment - Consultant,  Finance - Advisor/Services,  Contracts/Acquisitions
4/15/2015Banc Mutual Financial Administrative Assistant Application on Employer's WebsiteBank MutualEau Claire, WINot Provided
 Federal ContractorBanc Mutual Financial Administrative AssistantJob Code:3044Location:Eau Claire Mall Drive 43ZIP/Postal code:54701Department:BancMutual Financial and InsuranceEmployment Duration:Full TimeDescriptionSUMMARYThe BancMutual Financial Administrative Assistant is responsible for a variety of duties including answering phones, gre ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Consultant,  Finance - Advisor/Services
4/23/2015Financial Advisor - Madison, WI Application on Employer's WebsiteFirstMerit BankLancaster, WINot Provided
 Recently Posted
Federal Contractor
Job Title: Financial Advisor - Madison, WIJob Number:: 14-1140Location: WisconsinDept/Branch: INV SERVICES WI Job Description: Provides financial advice to FirstMerit customers as well as provides FirstMerit with referrals from relationships developed outside of the Bank by successfully selling financial products in a b ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
4/11/2015Educational Funding AdvisorHerzing UniversityMenomonee Falls, WINot Provided
 JOB PURPOSE AND REPORTING STRUCTURE:This position involves performing customer service and administrative job duties in the university Educational Funding Department. This position typically reports to the Associate Director of Educational Funding or the Director of Educational Funding.PRIMARY DUTIES AND RESPONSIBILTIES:1. ...
 Related:  Investment - Operations/Admin
4/8/2015Client Service ManagerAnnex Wealth Management, LLCElm Grove, WINot Provided
 Join an exciting fast growing team!
Client Service Manager You will be one of the primary points of contact for all service related needs of a wealth management client, which means you must have the ability to multi-task and remain extremely organized.  In addition to service tasks, you must be skilled at maintaining and building client r ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
4/20/2015Retirement & Investment Specialist Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Work Location: Madison, WIWe are seeking an uncommon professional to join our team as a Retirement & Investment SpecialistJob Responsibilities50% 1. Support credit union participants and members requesting pension, insurance or investment information. Requests can be received through incoming telephone calls and e-mails. As ...
 Related:  Investment - Operations/Admin
4/6/2015Client Relationship AssociateSattell, Johnson, Appel & Co,...Menomonee Falls, WI; Milwaukee, WI; Waukesha, WI$40,000-$60,000
 Position Description: We are seeking a Client Relationship Associate to participate in all aspects of the financial advisory practice.  The Client Relationship Associate serves as a primary point of contact for clients and leverages our entire team to consistently deliver a superior client experience.    KE ...
 Related:  Investment - Consultant,  Finance - Advisor/Services

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