Job(s) 1 to 20 of 92
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
4/17/2014Internal Marketing AssociateReinhart Partners, Inc.Mequon, WINot Provided
 
 
Firm Description Reinhart Partners, Inc. is a Registered Investment Advisor headquartered in Mequon, WI.  Our mission is to employ a highly skilled team of professionals dedicated to one goal: to exceed our clients’ investment objectives through the active management of equity and fixed income portfolios.  ...
 Related:  Marketing - General,  Investment - Operations/Admin,  Sales - Representatives/Service
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
4/18/2014Wealth Advisor I - IV (Investment,...Johnson Financial GroupMadison, WINot Provided
 
 
Tracking Code7517Job DescriptionThe 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 devel ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  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
4/18/2014Investment AnalystCorporate Central Credit UnionMuskego, WINot Provided
 
 
Investment Analyst   Investment analyst needed to perform research, analysis and other functions to support the management of the fixed income and loan portfolios of a unique wholesale financial institution. The qualified candidate will be a college graduate with at least two-years experience in investment or credit ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Analysis
4/18/2014Wealth Advisor I - IV (Fiduciary)Johnson Financial GroupMilwaukee, WINot Provided
 
 
Tracking Code7679Job DescriptionThe 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 devel ...
 Related:  Investment - Consultant,  Finance - Operations/Admin,  Finance - Advisor/Services
4/18/2014Investment Associate IBMO Harris BankBrookfield, WINot Provided
 
 
The Investment Associate I is accountable to provide sales and administrative support to assigned Financial Advisor(s) to support the achievement of sales objectives, client service objectives and overall business growth. This role will provide specialized support related to investment client services issues, addressing da ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Management
4/17/2014Investment Sales Assistant/Executiv...Wangard Investment Consulting...Milwaukee, WI; Brookfield, WI; Menomonee Falls, WINot Provided
 
 
Wangard Investment Management (a Wells Fargo Advisor Financial Network independent firm) is an independent investment management practice in Brookfield, WI.  The partners are accredited investment professionals focusing on providing institutional level investment management services to middle market orga ...
 Related:  Investment - Trading,  Investment - Operations/Admin,  Finance - Operations/Admin
4/11/2014Associate Financial ConsultantSVABrookfield, WINot Provided
 Job Description: SVA Plumb Wealth Management, Inc. provides individual clients with comprehensive financial planning, investment advisory and portfolio management services. We also provide services to business clients to include all aspects of qualified and non-qualified retirement plans. All services are provided on a fee- ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Operations/Admin
4/13/2014Solutions ArchitectBeacon Hill Staffing Group, Te...Madison, WI100,000 - 135,000 per year
 
 
Solutions Architect The solution architect candidate should have experience designing and implementing large corporate technical projects; likely, as a senior developer or technical lead.  The candidate should have a strong working understanding of the latest technologies, the ability to work with and influence both ...
 Related:  IT - Software Development,  Investment - Operations/Admin,  IT - Analysis/Project Mgmt
4/9/2014Registered Client Relationship Assi...Robert W. Baird & Co.Oconomowoc, WINot Provided
 Baird Position Title:Registered Client Relationship Assistant II-III (Oconomowoc, WI)DepartmentPrivate Wealth ManagementReq TypeNon-ExemptLocationWI - OconomowocJob DescriptionSUMMARY:A team of well-established and successful Private Wealth Management Financial Advisors are seeking a Registered Client Relationship Assistant ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
4/11/2014Middle Office Support - SettlementsFinancial ServicesMilwaukee, WINot Provided
 Financial services company in Milwaukee is looking to hire a consultant in their Settlements Department.  Individual will be responsible for handling all international trade settlement activity by coordinating with brokers, banks, and internal business associates.  This will include handling the following end of d ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Finance - Operations/Admin
4/8/2014Financial Specialist 2 - PDCCIWisconsin Department of Correc...Prairie Du Chien, WINot Provided
 Financial Specialist 2 - PDCCIJob Announcement Code(s): 14-01603County(ies):CrawfordClassification Title: / JAC: Job Working Title:FINANCIAL SPECIALIST 2 14-01603 Financial Specialist 2 PDCCIType of Employment:Full Time (40 hrs/week)Salary:Starting annual salary will be $31,541 and includes the State benefits package. ...
 Related:  Investment - Consultant,  Finance - Advisor/Services,  Sales - Representatives/Service
4/4/2014Investment OperationsReinhart Partners, Inc.Mequon, WINot Provided
 Reinhart Partners, Inc. a Wisconsin based investment advisor focused on active management of equity and fixed income portfolios, is looking for an organized, professional, and motivated Account Administrator to join our team. Responsibilities include; opening and closing accounts, balancing accounts, client reporting, month ...
 Related:  Accounting - Bookkeeping/Clerical,  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
4/15/2014Regional Financial ConsultantNorthwestern MutualMilwaukee, WINot Provided
 
 
Job ID: 14-0379 Description: BASIC FUNCTION: Under the direction of the Director of Field Financial Consulting, consults with the Regional Vice President ("RVP") and/or Regional Director ("RD") regarding the financial health and growth of assigned Network Offices. The incumbent proactively identifies financial issues, ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
4/15/2014Mutual Fund Accounting SpecialistNorthwestern MutualMilwaukee, WINot Provided
 
 
Job ID: 14-0378 Description: BASIC FUNCTION: Supervises and maintains the control environment for the financial and tax accounting functions for the Northwestern Mutual Series Fund and/or separate aaccounts. Co-supervises the work of staff accountants, including providing training and individual guidance on technical to ...
 Related:  Investment - Consultant,  Finance - Advisor/Services

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