Job(s) 1 to 15 of 59
DateJob TitleRelevanceCompanyJob LocationSalary
11/29/2015Director, Investment Finance Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 Recently PostedWork Location This position is located in Madison, WI Relocation Assistance will be provided for the ideal candidate! We are seeking an uncommon professional to join our team as a Director, Investment Finance At CUNA Mutual Group, our in house and external investment management teams oversee $12b+ in general account assets ...
 Related:  Investment - Operations/Admin
11/29/2015Executive AssistantGentian Financial, Inc.Mequon, WINot Provided
 Recently PostedJob Title Executive Assistant Work Hours 8 00am 5 00pm Hours per Week 24 40 Start Date As soon as possible Job Description Looking for an energetic Executive Assistant to work with our team of professionals. You will be responsible for general administrative duties including client correspondence, data entry, client paperwo ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
11/28/2015Retirement & Investment Services Officer Application on Employer's WebsiteFirst Business Financial Servi...Madison, WINot Provided
 Recently Posted
Federal Contractor
Join the winning team at First Business Trust & Investments as a Retirement & Investment Services Officer ! First Business is a locally managed successful, entrepreneurial, and growth oriented financial services company that specializes in focused financial solutions for businesses, key executives, and high net worth indivi ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
11/26/2015Private Equity Administrative Assistant - Menomonee Falls, W... Application on Employer's WebsiteContinental PropertiesMenomonee Falls, WINot Provided
 Recently PostedSeeking a talented and dedicated Private Equity Administrative Assistant! Continental Properties Company, Inc. is looking for the absolute best and brightest to join our team of dedicated professionals as a Private Equity Administrative Assistant at our home office in Menomonee Falls, Wisconsin. This position works closely ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin,  Finance - Operations/Admin
11/25/2015Special Handling & Research Manager Application on Employer's WebsiteNorthwestern MutualFranklin, WINot Provided
 Recently Posted
Federal Contractor
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. We're strong and growing. In a company with such a long and sto ...
 Related:  Management and Supervision,  Insurance - Management,  Investment - Consultant
11/24/2015Branch Manager for SEC Registered Investment AdvisorGlobal View Capital AdvisorsWaukesha, WINot Provided
 Recently PostedGlobal View Capital Management (GVCM) is a SEC Registered Investment Advisor located in Waukesha, Wisconsin. GVCM delivers tactical asset management through its proprietary strategies and mutual fund. GVCM has approximately 110 Investment Adviser Representatives (IAR’s) located in 9 branch locations across the United ...
 Related:  Accounting - Audit,  Investment - Operations/Admin,  Finance - Operations/Admin
11/19/2015Senior Operations AssociateEllenbecker Investment GroupPewaukee, WINot Provided
 Great career opportunity!
JOB TITLE SENIOR OPERATIONS ASSOCIATE STATUS FULL TIME / SALARIED REPORTS TO DIRECTOR OF BUSINESS OPERATIONS SUMMARY The Senior Operations Associate is responsible for working one on one with Wealth Advisors, Wealth Advisor Associates, their clients, and internal staff to provide exceptional client relationship support, ...
 Related:  Investment - Operations/Admin,  Finance - Operations/Admin
11/24/2015NM Capital Financial Analyst Application on Employer's WebsiteNorthwestern MutualMilwaukee, WINot Provided
 Recently Posted
Federal Contractor
At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company nearly 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. We're strong and growing. In a company with such a long and sto ...
 Related:  Accounting - Audit,  Investment - Consultant,  Finance - Advisor/Services
11/23/2015Investment 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. The Financial Servi ...
 Related:  Admin - Secretarial and Office Mgmt,  Investment - Operations/Admin
11/19/2015Financial AdvisorIxonia BankDousman, WI; Hartland, WI; Oconomowoc, WINot Provided
 Federal ContractorIxonia Bank, a locally owned independent community bank, is seeking a Financial Advisor to join our Ixonia Wealth Management (IWM) Team. This person will be responsible for sales of mutual funds, annuities, securities, alternative investments, and insurance, and will also service an existing portfolio of clients. The succes ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
11/19/2015Financial Adjustment Analyst Application on Employer's WebsiteGreat Lakes Educational Loan S...Madison, WINot Provided
 Federal ContractorGreat Lakes a leader in the student financial services industry is seeking a Financial Adjustment Analyst to work in our Madison Borrower Accounts department. This individual will audit student loan accounts to determine accuracy with respect to interest accrual, payment application to principal and interest, loan status, p ...
 Related:  Accounting - General,  Investment - Consultant,  Finance - Analysis
11/25/2015Investment Sales AssistantFinancial Service FirmBrookfield, WINot Provided
 Recently PostedBased on our rapid growth, we are seeking an Investment Sales Assistant for our team. The successful candidate will perform various advanced administrative and/or operational industry and professional functions. Provides specialized services and works closely with the Financial Professionals and clients to assist in the tea ...
 Related:  Investment - Consultant,  Investment - Operations/Admin,  Finance - Advisor/Services
11/25/2015President - Prairie Financial Group - A Division of Waukesha...Waukesha State BankOconomowoc, WINot Provided
 Recently Posted
Federal Contractor
The President of Prairie Financial Group leads the bank’s wealth management services division and works collaboratively with the rest of Waukesha State Bank’s Senior Management team to develop, execute and achieve the strategic objectives of the organization. Reports to Waukesha State Bank President Job Responsi ...
 Related:  Banking - Management,  Investment - Management,  Finance - Advisor/Services
11/18/2015Sr. Business Strategy Analyst Job Application on Employer's WebsiteCUNA MutualMadison, WINot Provided
 The TruStage Sr. Business Strategy Analyst constructs and supports the overall business development roadmap for the TruStage Business Unit. The position must build a solid understanding of key processes and proposed initiatives across the TruStage business, including costs and benefits, dependencies, performance parameters ...
 Related:  Investment - Consultant,  Finance - Advisor/Services
11/23/2015SR Insurance Consultant Application on Employer's WebsiteR&R Insurance Services, Inc.Beaver Dam, WINot Provided
 Recently PostedThe main accountability for this commissioned, full time position will be to manage the existing client base as well as grow the client base through cross selling and new sales. Community networking, on the street cold calling, scheduling client appointments, proposal writing, and client presentations are just some of the d ...
 Related:  Investment - Consultant,  Finance - Advisor/Services

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