19 client advisor jobs at 10 companies in Dane, WI
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI
Fitchburg, Wisconsin, United States
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) and life/health/long term care insurance license (or obtained within 60 days); CFP and bachelor’s degree preferred.
1mo
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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
3d
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Financial Advisor
Middleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, continuous learning, and legal US work authorization without sponsorship.
planning software
3d
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Financial Advisor
Middleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, time-management, critical thinking, communication, motivation, and legal US work authorization without sponsorship. Must obtain specified financial licenses.
Northwestern Mutual planning software
1mo
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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.
2w
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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
3w
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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.
1w
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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.
5d
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Part-Time Beauty Advisor - Sephora
Madison, Wisconsin, United States
$16/hr OnsitePart Time
Beauty passion, client-facing retail or service experience, strong written and verbal communication, flexible availability, basic math and computer skills, and ability to lift up to 50 pounds.
handheld scanners
3mo
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Part-Time Beauty Advisor - Sephora
Lake Delton, Wisconsin, United States
$16/hr OnsitePart Time
Client-facing retail/service experience, passion for beauty, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic math and computer skills, complete company training.
6d
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Part-Time Beauty Advisor - Sephora
Watertown, Wisconsin, United States
$17-$22/hr OnsitePart Time
Authentic passion for beauty, client-facing retail/service experience, strong written/verbal communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills.
2mo
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Part-Time Beauty Advisor - Sephora
Johnson Creek, Wisconsin, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong verbal/written communication, ability to influence sales, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs and complete required training.
3mo
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Full-Time Beauty Lead Advisor - Sephora
Madison, Wisconsin, United States
$18/hr OnsiteFull Time
Passion for beauty, retail or client-facing experience, strong written and verbal communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic computer and scanner operation, complete company training.
handheld scanners, multiple frequency devices
1mo
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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.
1mo
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Madison, WI Merrill Office
Madison, Wisconsin, United States
OnsiteFull Time
1+ YOEObtain SIE, Series 7 and 66 licenses; build client relationships; apply regulatory due diligence; sales-oriented, strong communication, time management, and results-driven mindset. Bachelor’s or 1+ year financial services/sales experience preferred.
1w
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Outside Sales Consultant / Business Performance Advisor
Wauwatosa or Madison
$95k-$110k/yr FieldFull Time
Consultative outside salesperson for small and midsized businesses; ability to build relationships, advise C-suite, meet sales goals, and complete client onboarding paperwork.
2w
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Branch Office Administrator - Baraboo, WI
Baraboo, Wisconsin, United States
OnsiteFull Time
Provide exceptional client service, manage account administration, support financial advisors, handle scheduling and documentation, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator - Mt Horeb, WI
Mount Horeb, Wisconsin, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and branch business planning; proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Part Time Branch Office Administrator - Sun Prairie, WI
Sun Prairie, Wisconsin, United States
OnsitePart Time
Provide client service, account management, and administrative support for financial advisors; strong attention to detail, analytical thinking, conversational skills, and computer literacy with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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