Job(s) 1 to 15 of 71
DateJob TitleRelevanceCompanyJob LocationSalary
8/31/2015Director, Investment Finance Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Recently PostedWork Location: This position is located in Madison, WIRelocation Assistance will be provided for the ideal candidate!We are seeking an uncommon professional to join our team as a Director, Investment FinanceAt CUNA Mutual Group, our in-house and external investment management teams oversee $12b+ in general account assets an ...
 Related:  Investment - Operations/Admin
8/31/2015Fund AccountantCrabel Capital Management, LLCMilwaukee, WINot Provided
 Recently PostedOutstanding Career Opportunity
Crabel Capital Management, LLC is a global alternative investment firm specializing in futures and foreign currency trading.  We manage approximately $1.5 billion in assets. This key position within our Accounting team is ideal for an experienced fund accountant seeking a challenging and dynamic work environment. & ...
 Related:  Accounting - General,  Investment - Operations/Admin,  Accounting - Management
8/31/2015Registered AssistantRetirement and Investment PlanningAppleton, WI; Fond du lac, WI; Oshkosh, 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
8/28/2015Investment Administrative AssistantGROUP IIWest Bend, WI$40K - $50K DOE
 Recently PostedOur client, a successful Financial Services firm has an immediate direct hire opportunity for an energetic Financial Services Assistant to work with their team of professionals. The organization provides financial, investment, retirement, tax and estate planning for individuals, families, and businesses.  ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin
8/31/2015Equity Analyst - Private Wealth Management Application on Employer's WebsiteRobert W. Baird & Co.Milwaukee, WINot Provided
 Recently PostedBaird Position Title:Equity Analyst - Private Wealth ManagementDepartmentPWM Research, Products & ServicesReq TypeExemptLocationWI - MilwaukeeJob DescriptionBaird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asi ...
 Related:  Investment - Operations/Admin,  Finance - Analysis
8/31/2015Investment AnalystCorporate Central Credit UnionMuskego, WINot Provided
 Recently PostedInvestment 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-year’s experience in investment or credit analysis and a sound ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Analysis
8/27/2015Client Services Assistant ManagerThe American Deposit Managemen...Delafield, WINot Provided
 Recently PostedNationally Recognized Firm-Unlimited Potential
Act as primary relationship manager for clients at ADM Meet with all clients reviewing client binder and communication requests Assist with needs of clients, available to answer questions Cross sell other products and services as available All client withdrawal/deposit requests are coordinated through this individual. ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Sales - Representatives/Service
8/26/2015Intern - Securities Trading Application on Employer's WebsiteSVAMadison, WINot Provided
 Recently PostedJob Description: SVA Plumb Wealth Management is looking for a student to serve an internship position as a Securities Trader. This 15 to 25 hours per week position will focus on assisting SVA Plumb Financials Securities Trading Team on their building and execution of Stock, ETF, Mutual Fund, and Bond trades.Accountabilities ...
 Related:  Investment - Trading,  Internships
8/24/2015Associate Wealth Management AdvisorCharles T Sauer Northwestern M...Milwaukee, WINot Provided
 Associate Wealth Management Advisor With Charlie Sauer – Northwestern Mutual, Milwaukee, WI   We are seeking a financial services professional to join an experienced team.   Responsibilities include: Execute investment trades, rebalance client portfolios, and invest new funds in existing client port ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
8/19/2015Internship - Quantitative Research AnalystCenturion Investment Managemen...Brookfield, WINot Provided
 Centurion Investment Management (CIM), LLC is a Hedge Fund specializing in the systematic trading of global equity, fixed income, commodity and foreign exchange futures markets. CIM seeks to capitalize on short-term price movements to generate high risk-adjusted returns while minimizing correlation to both traditional and a ...
 Related:  Engineering - General,  IT - Software Development,  Investment - Trading
8/17/2015Financial Representative - Milwaukee OfficeGuardian Life Insurance Compan...Milwaukee, WIBase + Performance Based
 Federal ContractorDelivering on our promises for over 150 years
      Financial Representative – Career Overview   As a Financial Representative (FR) with Guardian, you can do well while doing good. As an FR, you will leverage your networking skills in a professional setting, apply your problem solving skills to improve people’s lives and build a bu ...
 Related:  Investment - Consultant,  Insurance - Sales,  Finance - Advisor/Services
8/24/2015President - Prairie Financial Group - A Division of Waukesha...Waukesha State BankOconomowoc, WINot Provided
 Federal ContractorPresident Prairie Financial Group® A Division of Waukesha State Bank   Prairie Financial Group® Profile: Prairie Financial Group®, Waukesha State Bank's wealth management and trust division, is committed to delivering exceptional customer service in an environment that is transparent, engaging and d ...
 Related:  Banking - Management,  Investment - Management,  Finance - Advisor/Services
8/22/2015Key Retirement Plan Counselor-Government Markets-Help Employ... Application on Employer's WebsiteGreat-West FinancialMadison, WINot Provided
 Key Retirement Plan Counselor-Government Markets-Help Employees Plan & Save for Retirement!All times are in Central Daylight Time.Job ID 11443# Positions 1Location US-WI-MadisonPosted Date 6/10/2015Category Customer Service Share this job on LinkedIn.Position HighlightsThis position serves as the key day-to-day client con ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
8/17/2015Financial Advisor - Madison, WIGuardian Life Insurance Compan...Madison, WIBase + Performance Based
 Federal ContractorDelivering on our promises for over 150 years
      Financial Representative – Career Overview   As a Financial Representative (FR) with Guardian, you can do well while doing good. As an FR, you will leverage your networking skills in a professional setting, apply your problem solving skills to improve people’s lives and build a bu ...
 Related:  Investment - Consultant,  Insurance - Sales,  Finance - Advisor/Services
8/18/2015Client Services CoordinatorFinancial PlanningAppleton, WI; Fond du lac, WI; Oshkosh, WI$29,000 - $32,000
 Position Overview An exciting administrative position in Fond du Lac’s premier financial planning firm has recently become available!   A well-established high volume financial planning firm, in Fond du Lac, is recruiting for a client services professional.  We are a team-oriented office with an emphasis ...
 Related:  Accounting - Bookkeeping/Clerical,  Investment - Operations/Admin,  Insurance - Admin/Clerical

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