2mo
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Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Motivated, customer-focused auto sales role; strong communication and negotiation skills; valid driver’s license.
2mo
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Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
Experience in sales or customer service preferred; strong communication and negotiation skills; valid driver's license with clean driving record.
2mo
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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.
4w
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Legal Client Advisor - Upcoming Opportunities
Milwaukee, Wisconsin, United States
HybridFull Time
1+ YOEBachelor's preferred, minimum 1 year client or customer service experience, strong analytical and communication skills, attention to detail, ability to work independently in a fast-paced environment; legal/research experience preferred.
Expert iQ
3w
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J.P. Morgan Wealth Management - Private Client Advisor - Deerfield, IL
Deerfield, Illinois, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or 63/65 within 60 days); life, health and long-term care insurance license; goals-based planning and digital client education.
2mo
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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.
2mo
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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
1w
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Wealth Management Client Associate
Deer Park, Illinois, United States
$25-$44/hr OnsiteFull Time
Client-service support for financial advisors, high school diploma required, client-centric, able to learn new platforms, strong communication and detail orientation; FINRA SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Service Specialist
Deerfield, Illinois, United States
$53k-$71k/yr HybridFull Time
1+ YOEAssociate degree or equivalent,1-3 years relevant experience,confidentiality,strong written and oral communication,ability to multitask in fast-paced environment,and understanding of a financial advisor practice.
1w
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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
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Service Advisor
Lincolnshire, Illinois, United States
OnsiteFull Time
2+ YOE2+ years in financial services, active Series 65, experience with tax return review, eMoney and Salesforce proficiency, strong client service, analytical and communication skills.
eMoney, Salesforce, Black Diamond, Microsoft Office
3w
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Service Advisor
Lincolnshire, Illinois, United States
OnsiteFull Time
2+ YOE2+ years in financial services, Series 65 required, experience with eMoney, tax return review, retirement account knowledge, strong client service and analytical skills.
eMoney, Salesforce, Black Diamond, Microsoft Office
2mo
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Financial Advisor
Racine, Wisconsin, United States
OnsiteAll Commitments Available
2+ YOEBachelor’s or advanced degree in finance or related field; minimum 2 years client-facing financial industry experience; Series 7/63/66 and state insurance licenses required or obtained within 6 months; strong analytical, relationship-building, and product knowledge.
2mo
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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.
1w
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Tax Strategy Advisor
Rockford or Chicago or Lincolnshire or Middleton or Satellite Beach or Westwood
$100k-$135k/yr HybridFull Time
6+ YOEProvide advanced tax planning and advisory services for high-net-worth clients; prepare complex returns; research tax issues; client-facing experience and strong communication required.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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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
1mo
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Wealth Advisor II
Milwaukee, Wisconsin, United States
$92k-$171k/yr OnsiteFull Time
7+ YOE7+ years relevant experience and post-secondary degree or equivalent; experience with HNW/UHNW clients; advanced industry and regulatory knowledge; NMLS registration required for consumer loan origination; CFP preferred.
2mo
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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.
1w
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Associate Relationship Advisor
Lake Forest, Illinois, United States
$100k-$169k/yr OnsiteFull Time
3+ YOE3+ years in asset servicing or relationship management; college degree preferred; knowledge of investments, estate and financial planning, fiduciary practices, and accounting; analytical, negotiation and client communication skills; U.S. work authorization required.
1w
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AFAT Advisor Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
1+ YOE1+ year client-facing experience, undergraduate degree required, must hold SIE and Series 7/66 or Series 7/63/65, committed to pursuing CFP/CPWA/CPA within one year; strong communication and organizational skills.
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