Job(s) 1 to 15 of 86
DateJob TitleRelevanceCompanyJob LocationSalary
7/30/2014Investment 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
7/30/2014Associate 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
7/30/2014Administrative 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
7/30/2014Investment 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
7/30/2014Wealth 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
7/29/2014ParaplannerAmeriprise 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
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
7/17/2014Business 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
7/29/2014Account Executive - LA County, CAJewelers Mutual Insurance Comp...Neenah, WINot Provided
 
 
JEWELERS MUTUAL INSURANCE COMPANY POSITION DESCRIPTION       POSITION TITLE: Territory Account Executive  - LA County (California)  DEPARTMENT:  JMIS REPORTS TO:  Regional Sales Director FLSA STATUS: Exempt   POSITION SUMMARY  This is a business production and t ...
 Related:  Investment - Consultant,  Insurance - Sales,  Insurance - Admin/Clerical
7/28/2014Senior Financial Planning Analyst - Financial ServicesCNH IndustrialRacine, WINot Provided
 
 
Through its people and brands, CNH Industrial delivers power, technology and innovation to farmers, builders and drivers all around the world. Each of its brands, including Case IH, New Holland Agriculture, Case and New Holland Construction, FPT Industrial, Capital, and Parts & Service, is a major international force in its ...
 Related:  Investment - Consultant,  Finance - Analysis,  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
7/8/2014Licensed 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
7/14/2014Global 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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