22 client advisor jobs at 11 companies in Verona, WI
2w
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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
2w
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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
6d
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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
4w
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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.
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.
1w
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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
2d
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Special Advisor, Public Sector Advisory
Frisco or Florida or Philadelphia or Milwaukee or Tampa or Connecticut or Austin or Madison
$87k-$164k/yr OnsitePart Time
5+ YOEBachelor's degree required; 5–10 years of government organization experience preferred. Requires MS Office Suite experience, strong writing, research, analytical, interpersonal, and communication skills, plus client-site travel.
Microsoft Office Suite, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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.
3w
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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
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