10 banking advisor jobs at 6 companies in Franklin, WI
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Conversions - Advisor I
Milwaukee, Wisconsin, United States
OnsiteFull Time
6+ YOE6+ years in banking or loan operations, strong loan-data analysis and reconciliation skills, client-facing implementation experience, Microsoft Excel proficiency, bachelor's degree or equivalent, valid U.S. work authorization required.
Microsoft Office, Microsoft Excel, Cleartouch
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Senior Business Banking Director-Growth Advisors & market RMs
Chicago or St Louis Park or Indianapolis or Louisville or Nashville or Milwaukee
$136k-$279k/yr OnsiteFull Time
10+ YOEBachelor's in accounting/finance/economics/management or equivalent experience; minimum 10 years commercial/business banking experience; senior leadership and relationship management experience; knowledge of deposit, treasury, and lending products.
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Conversions - Advisor I
Milwaukee, Wisconsin, United States
$78k-$138k/yr OnsiteFull Time
6+ YOE6+ years deposit operations/banking experience, strong Excel and Office skills, experience analyzing deposit data and reconciling portfolios, Bachelor’s degree or equivalent, strong communication and client-facing skills.
Microsoft Office, Microsoft Excel, Cleartouch
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Financial Advisor – Bank Five Nine
Oconomowoc, Wisconsin, United States
$50k-$90k/yr OnsiteFull Time
3+ YOERequired Series 7 and securities license (66 or 63/65), insurance license, and 3+ years of investment sales experience; ability to develop client solutions and grow a book of business.
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Financial Advisor – Bank Five Nine
Hartland, Wisconsin, United States
$50k-$90k/yr OnsiteFull Time
3+ YOERequires Series 7 and 66 (63/65), insurance license, and 3+ years of investment sales experience; ability to build client base and create client-specific investment solutions.
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Financial Advisor – Bank Five Nine
Oconomowoc, Wisconsin, United States
$50k-$90k/yr OnsiteFull Time
3+ YOERequired Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to build client relationships and create tailored financial solutions.
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Financial Advisor – Bank Five Nine
Hartland, Wisconsin, United States
$50k-$90k/yr OnsiteFull Time
3+ YOESeries 7 and 66 (63/65) required, insurance license required, three or more years of investment sales experience.
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
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Trust Administration - Trust Officer Senior
Milwaukee, Wisconsin, United States
OnsiteFull Time
Senior trust administration experience with account administration, team leadership, policy development, client/advisor coordination, and handling specialized assets; background in private banking, wealth management, or estate settlement preferred.
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Trust Administration - Trust Officer Senior
Milwaukee, Wisconsin, United States
OnsiteFull Time
Oversee trust account administration, lead a team, develop policies, work with financial advisors, perform account reviews and reconciliations; experience supervising trust staff and background in private banking or wealth management preferred.