2w
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Client Services Advisor
Neenah, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years office experience, client services experience preferred; post-secondary business education preferred; proficiency in Microsoft Word and intermediate Excel; strong communication, problem-solving, and regulatory knowledge.
Microsoft Word, Microsoft Excel
3w
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Work From Home - Client Benefits Advisor
De Pere, Wisconsin, United States
RemoteFull Time
Remote client-facing advisory role guiding and educating interested clients; requires a competitive, self-starting, coachable individual able to conduct video interviews and work without guaranteed hourly pay.
Zoom
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WI
Appleton, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; active Series 7 and Series 66 (or 63/65) required (66/63/65 may be obtained within 60 days); Life, Health and Long Term Care insurance license required (or to be obtained within 60 days); CFP® and Bachelor's preferred.
3mo
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Financial Advisor
Appleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Full-time financial advisor role requiring bachelor’s degree, entrepreneurial drive, client skills, and ability to build lasting relationships.
5d
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Financial Advisor - Sturgeon Bay
Sturgeon Bay, Wisconsin, United States
OnsiteFull Time
Bachelor's degree in finance/business, experience as a financial advisor, Series 66 or 65 licensure, Microsoft Office and CRM proficiency, strong communication and client skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
3mo
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Financial Advisor
Appleton, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree; entrepreneurial ambitions; client-facing skills; strong time-management; willingness to learn; legal work authorization in the US.
2mo
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Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Licenses: Life/Health, Securities Industry Essentials (SIE), Series 6, 7, and 63; entrepreneurial mindset; strong communication; ability to build relationships and manage client plans.
1w
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Financial Advisor
Oshkosh, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree preferred; must obtain Life/Accident & Health, SIE, Series 6, 7, 63; entrepreneurial, client-building, time-management, and strong communication skills; legal authorization to work in the US without sponsorship.
1mo
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Beauty Advisor - Part Time
Appleton, Wisconsin, United States
$18-$21/hr OnsitePart Time
Retail or client-facing experience, strong communication and interpersonal skills, product knowledge, ability to lift up to 50 lbs, availability for nights, weekends, and holidays, and meeting minimum weekly hours.
3mo
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Wealth RPS Advisor
Green Bay or Appleton
OnsiteFull Time
4+ YOEBachelor’s degree; 4+ years with leaders or affluent clients; Series 65 required or obtainable within 90 days; sales, networking, and advisory expertise; CEBS/QKA/AIF/CRPS or similar desired.
6d
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Part-Time Beauty Advisor - Sephora
Appleton, Wisconsin, United States
$16/hr OnsitePart Time
Afternoon/night availability; passion for beauty; client-facing retail/service experience; strong communication; ability to lift up to 50 lbs; basic math and computer skills; ability to use handheld scanners.
handheld scanners
2mo
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Part-Time Beauty Advisor - Sephora
Green Bay, Wisconsin, United States
$17/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), able to lift up to 50 lbs, complete company training, basic math/computer skills, use handheld scanners.
multiple frequency devices, handheld scanners
2w
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Full-Time Beauty Lead Advisor - Sephora
Appleton, Wisconsin, United States
$18/hr OnsiteFull Time
Passion for beauty, client-facing retail/service experience, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, and completion of company training.
multiple frequency devices, handheld scanners
3mo
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Part-Time Beauty Advisor (Rehire/Referral)
Neenah, Wisconsin, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills, complete required training.
handheld scanners, multiple frequency devices
1mo
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Full-Time Beauty Lead Advisor - Sephora
Marinette, Wisconsin, United States
$16/hr OnsiteFull Time
3+ YOE3 years client-facing retail/service experience, strong communication and sales skills, ability to lift up to 50 lbs and stand for full shifts, basic math and computer skills, availability for days/nights/weekends/holidays, complete company training.
handheld scanners, multiple frequency devices
2mo
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Block Advisors CSP
Manawa, Wisconsin, United States
OnsiteFull Time, Seasonal
Customer-service experience in a fast-paced environment, ability to multitask, strong organization, Microsoft Office proficiency, ability to work flexible schedules and multiple locations.
Microsoft Office
2mo
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Block Advisors CSP
Manawa, Wisconsin, United States
OnsiteSeasonal
H&R Block: Independent tax and financial services provider offering personal assistance and guidance.
High school diploma or equivalent; flexible schedule and/or multiple locations; sales/marketing experience
Microsoft Office
6d
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
1+ YOEProvide client and advisor support, process account administration and transfers, maintain accurate client records, and support project/workflow and process improvement; bachelor’s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
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