Job(s) 1 to 15 of 73
DateJob TitleRelevanceCompanyJob LocationSalary
8/22/2014Client Relationship AssociateFinancial Wealth Management, L...Madison, WI$32,000-$40,000 p/y
 
 
Financial Wealth Management, LLC an investment advisory firm located on the west side of Madison is seeking a full-time Client Relationship Associate.  Candidate must be extremely professional in appearance and manner, willing to accept direction, quick to learn, customer service oriented, and computer savvy. Working h ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
8/22/2014Operations SpecialistAnnex Wealth Management, LLCElm Grove, WINot Provided
 
 
We are seeking a talented professional to assist in the management of the day-to-day investment operations of our wealth management firm.  The Specialist will develop and demonstrate an in-depth knowledge of the investment management and/or securities brokerage industry including a detailed understanding of custodians, ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
8/21/2014ParaplannerAmeriprise FinancialMadison, WI$40K-$45K
 
 
Madison, WI - Financial Advisor is seeking a fulltime (40 hours/week) fully licensed Paraplanner.  Licenses include Series 7, 66 and WI life/health.  Key responsibilities include financial plan case preparation, including detailed analysis and recommendations; Assistance with case strategy and investment managemen ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin,  Finance - Advisor/Services
8/21/2014Wealth 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
8/20/2014Investment ConsultantScottrade, IncMequon, WINot Provided
 
 
Job ID: 20140108-9441 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
8/12/2014Retirement Plan Participant Services - Enhanced Customer Ser...Great-West FinancialDenver, CO; Glendale, WINot Provided
 Retirement Plan Participant Services - Enhanced Customer ServiceJob ID 10143# Positions 1Location US-CO-Denver (DTC)US-WI-GlendalePosted Date 8/12/2014Category Customer Service - Financial Services Share this job on LinkedIn.Position HighlightsFASCore, LLC, the record keeping services division of Great-West Financial, cur ...
 Related:  Investment - Operations/Admin
8/13/2014Financial Analyst - Real Estate DevelopmentCapri Communities LLCWaukesha, WINot Provided
 Capri Communities, the premier provider of resident-focused senior living communities in Wisconsin, is currently searching for a Financial Analyst to assist the Real Estate Development leadership team in evaluating potential development opportunities, completing market analysis, and managing the financing modeling of acquis ...
 Related:  Investment - Management,  Finance - Treasury/Risk,  Finance - Analysis
8/15/2014Financial Service SpecialistSummit Credit UnionSun Prairie, WINot Provided
 Requisition Number14-0113BranchSun Prairie BranchPost Date8/14/2014TitleFinancial Service SpecialistWork HoursFull TimeCitySun PrairieStateWIDescriptionFinancial Service Specialists are responsible for building relationships with our members. Your knowledge of financial products and services will assist members with their ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
8/11/2014Investment RepresentativeLandmark Credit UnionBeaver Dam, WI; South Milwaukee, WI; Sussex, 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
8/21/2014Investment 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
8/20/2014Investment Accounting ConsultantNorthwestern MutualMilwaukee, WINot Provided
 
 
Job ID: 14-0619 Description: BASIC FUNCTION: The incumbent oversees the financial accounting and reporting for all investment subsidiary entities including the production of unconsolidated and consolidated financial statements and Northwestern Mutual's portfolio of securities partnerships. This includes preparation of ...
 Related:  Accounting - General,  Investment - Consultant
8/17/2014Global 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
8/11/2014Licensed 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
8/20/2014Business 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
8/13/2014Wealth Portfolio ManagerJohnson Financial GroupMequon, WINot Provided
 Tracking Code7736Job DescriptionThe Wealth Portfolio Manager 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 Ong ...
 Related:  Investment - Consultant,  Finance - Operations/Admin,  Finance - Advisor/Services

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