Job(s) 1 to 15 of 90
DateJob TitleRelevanceCompanyJob LocationSalary
7/22/2014Associate Wealth Management AdvisorCharles T Sauer Northwestern M...Milwaukee, WI$50,000- $80,000
 
 
Associate Wealth Management Advisor With Charlie Sauer – Northwestern Mutual, Milwaukee, WI We are seeking a financial services professional to join an experienced team. Our team advises individuals and businesses on cash flow management, insurance needs, investment strategies and employee benefit programs. J ...
 Related:  Investment - Consultant,  Insurance - Sales,  Finance - Advisor/Services
7/21/2014Accounting Assistant (Part Time)Division 10 PersonnelMilwaukee, WINot Provided
 
 
There is an Accounting Assistant position immediately available with an investment advisory firm in the Milwaukee area. This company manages assets of high net worth individuals and retirement funds. They use fixed income products such as government, municipal  and corporate bonds for their clients.   The Accoun ...
 Related:  Accounting - Bookkeeping/Clerical,  Investment - Operations/Admin,  Finance - Operations/Admin
7/22/2014Administrative AssistantCharles T Sauer Northwestern M...Milwaukee, WI$30,000 -$45,000
 
 
Administrative Assistant   With Charlie Sauer – Northwestern Mutual, Milwaukee, WI We are seeking a full time administrative professional to support our growing team. Our team works with individuals and businesses on a range of insurance and investment products to help them accumulate and protect savings. ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Insurance - Admin/Clerical
7/22/2014Investment RepresentativeLandmark Credit UnionSussex, WI; Beaver Dam, WI; South Milwaukee, WINot Provided
 
 
Landmark Credit Union   Locations where this position is available:   Hartland/Sussex Beaver Dam area Southern Milwaukee County If you or someone you know is an experienced Investment Representative with a desire to work with a team of professionals at a fast growing Milwaukee financial institution, ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
7/22/2014Wealth Advisor I - IV (Fiduciary)Johnson Financial GroupMequon, 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
7/20/2014Internal 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
7/16/2014Investment Sales AssistantThe Benefit Companies, Inc.Brookfield, WINot Provided
 
 
Recognized as one of Wisconsin’s premier financial services firms, BeneVest, a member of The Benefit Companies, Inc., assists clients with achieving their financial goals.  We provide comprehensive, individualized service focused on understanding and achieving clients’ unique needs and objectives.   ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
7/15/2014Retirement Plan Services Account Manager - National Accounts...Great-West FinancialDenver, CO; Glendale, WINot Provided
 Retirement Plan Services Account Manager - National Accounts 403(b)Job ID 10044# Positions 1Location US-CO-Denver (DTC)US-WI-GlendalePosted Date 7/15/2014Category Account Operations Share this job on LinkedIn.Position HighlightsFASCore, LLC, the retirement plan recordkeeping division of Great-West Financial, is currently ...
 Related:  Investment - Consultant,  Finance - Management,  Finance - Advisor/Services
7/14/2014Investment AnalystVogel ConsultingBrookfield, WI; Milwaukee, WI; Waukesha, 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
7/14/2014Financial Services AssistantReis Financial Services, LLCBrookfield, WI; Pewaukee, WI; West Bend, WISalary based on experience
 Join a growth-oriented financial planning firm located in West Bend. We are looking for a qualified individual to fill our Financial Services Assistant position.  This position plays an important role in: Processing new accounts Transferring assets Preparing paperwork Gathering client data Updating exist ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
7/8/2014Licensed 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
7/17/2014Business Development Officer - Wealth ManagementWaukesha State BankOconomowoc, WINot Provided
 
 
  Business Development Officer - Wealth Management Prairie Financial Group  A Division of Waukesha State Bank    Position Summary: Business Development Officers identify individuals and businesses with fiduciary and investment management needs to be serviced through Prairie Financial Group, a d ...
 Related:  Investment - Consultant
7/17/2014Senior Specialist ERANorthwestern MutualMilwaukee, WINot Provided
 
 
Job ID: 14-0689 Description: BASIC FUNCTION: The Senior Audit Specialist for the Retail Investment Team serves as a team member on larger audits/projects or may plan and conduct smaller and more routine audits under the supervision of more senior audit staff. The Retail Investment Team focuses on audits of the retail br ...
 Related:  Accounting - General,  Investment - Consultant,  Finance - Advisor/Services
7/14/2014Global Portfolio ManagerSealed Air CorporationSturtevant, WINot Provided
 Global Portfolio ManagerJob Location US-WI-RacinePosted Date 1/20/2014Overview: Sealed Air Corporation creates a world that feels, tastes and works better. In 2012, the Company generated revenue of approximately $7.6 billion by helping our customers achieve their sustainability goals in the face of today's biggest social an ...
 Related:  Management and Supervision,  Investment - Operations/Admin
7/11/2014Financial AdvocateSummit Credit UnionLake Mills, WINot Provided
 Requisition Number14-0077BranchLake Mills BranchPost Date5/28/2014TitleFinancial AdvocateWork HoursPart Time-30 hoursCityLake MillsStateWIDescriptionBe a part of the Summit team at our Lake Mills Branch!The Financial Advocate does it all. This is a hybrid position where you will divide your time between the teller line and ...
 Related:  Investment - Consultant,  Finance - Advisor/Services

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