55 client advisor jobs at 20 companies in Beaver Dam, WI
2mo
Save
Mark Applied
Hide
Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
Previous sales experience preferred; strong communication and negotiation; self-motivated; professional appearance; valid driver's license.
1mo
Save
Mark Applied
Hide
Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
5+ YOE5+ years progressive accounting experience, GAAP knowledge, client-facing skills, bookkeeping/payroll/financial reporting experience, associate's degree or equivalent, Microsoft Office and accounting software proficiency, experience mentoring staff.
Microsoft Office
2d
Save
Mark Applied
Hide
J.P. Morgan Wealth Management - Private Client Advisor - Mequon, WI
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills; active Series 7 and Series 66 (or 63/65 within 60 days) and life/health/LTC insurance license required; CFP and bachelor’s preferred.
2mo
Save
Mark Applied
Hide
Alfa Maserati Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
Experience in automotive sales preferred; strong communication; self-motivated; valid driver’s license; clean driving record.
1mo
Save
Mark Applied
Hide
Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, client communication; bachelor’s in finance/economics preferred; CRM and Microsoft Office proficiency; strong organization and client focus.
Microsoft Office Suite, CRM, custodial platforms
2mo
Save
Mark Applied
Hide
Financial Advisor - Client Relationship Focus
Waukesha, Wisconsin, United States
$100k-$200k/yr OnsiteFull Time
2+ YOETwo+ years in financial services; Series 65 or Series 66 with 7, plus Life and Health licenses; strong organizational and communication skills; Salesforce experience preferred.
Salesforce
3mo
Save
Mark Applied
Hide
Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Build and manage client relationships, create holistic financial plans, obtain industry licenses (insurance and securities), and grow a client-facing advisory business.
1w
Save
Mark Applied
Hide
Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
3w
Save
Mark Applied
Hide
Associate Advisor
Middleton, Wisconsin, United States
$65k-$85k/yr HybridFull Time
Entry-level advisory role pursuing CFP®, ability to obtain Series 65 within 6 months, bachelor's degree background preferred, strong analytical, communication, and client service skills, clean U4, willingness to sign non-compete.
2mo
Save
Mark Applied
Hide
Financial Advisor - WI
Pewaukee, Wisconsin, United States
HybridFull Time
5+ YOEFive+ years client-facing financial planning experience; CFP required; CFA and/or CPA acceptable; strong knowledge of finance, taxes, investments, estate planning; proficient with Microsoft Office.
1mo
Save
Mark Applied
Hide
Senior Claims Advisor
Hartland, Wisconsin, United States
OnsiteFull Time
4+ YOEActive or obtainable Property & Casualty license, 4+ years claims experience in commercial P&C, AIC/CPCU preferred, Mod Master report proficiency, strong client advocacy and leadership skills.
Mod Master
3w
Save
Mark Applied
Hide
Wealth Advisor, Director
Madison, Wisconsin, United States
$92k-$171k/yr OnsiteFull Time
7+ YOE7+ years relevant experience, post-secondary degree or equivalent, experience with HNW/UHNW clients, deep wealth management and product knowledge, strong relationship management and commercial acumen; CFP/MBA preferred.
2mo
Save
Mark Applied
Hide
Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
1mo
Save
Mark Applied
Hide
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.
2d
Save
Mark Applied
Hide
Beauty Advisor - Part Time
Madison, Wisconsin, United States
$17-$19/hr OnsitePart Time
Retail or client-facing experience, strong communication, ability to lift up to 50 pounds, available nights/weekends/holidays, ability to meet minimum weekly shifts/hours.
2mo
Save
Mark Applied
Hide
PWM Private Wealth Advisor
Madison, Wisconsin, United States
$127k-$149k/yr OnsiteFull Time
8+ YOEBachelor's degree or equivalent experience; 8+ years serving high net worth clients.
1w
Save
Mark Applied
Hide
Part-Time Beauty Advisor - Sephora
Berlin, Wisconsin, United States
$15-$19/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, ability to handle merchandise, flexible availability including afternoons/evenings, weekends and holidays.
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Part-Time Beauty Advisor (Rehire/Referrral)
Germantown, Wisconsin, United States
$18-$23/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
handheld scanners, multiple frequency devices
1mo
Save
Mark Applied
Hide
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Madison, WI Merrill Office
Madison, Wisconsin, United States
OnsiteFull Time
0+ YOEMust obtain SIE, Series 7 and Series 66 (63/65 accepted in lieu of 66) within required timelines; sales aptitude, client relationship skills, regulatory due diligence; SAFE Act registration for mortgage-related activities.
Explore Jobs