6d
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J.P. Morgan Wealth Management - Private Client Advisor - Roscoe, IL
Roscoe, Illinois, United States
$48k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, demonstrated client acquisition and relationship skills, Series 7 and Series 66 required (or obtained within 60 days), life/health/long-term care insurance license required (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
5d
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Client Services Associate - Freeport, IL
Freeport, Illinois, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Salesforce
2w
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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.
2mo
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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.
1mo
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Part-Time Beauty Advisor - Sephora
Madison, Wisconsin, United States
$14/hr OnsitePart Time
Passion for beauty, client-facing retail experience, strong communication skills, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic computer and handheld device operation.
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.
20h
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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.
1w
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Branch Office Administrator - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Provide administrative and client support to financial advisors; manage accounts, process transactions, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
5d
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Block Advisors Bookkeeper
Rockford, Illinois, United States
$15-$58/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent, minimum 1 year related experience; duties include bookkeeping, reconciliations, payroll preparation, and maintaining client records.
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