29 senior advisor jobs at 18 companies in Beaver Dam, WI
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Senior Commercial Real Estate Advisor
Madison, Wisconsin, United States
OnsiteContract
10+ YOE10+ years commercial real estate brokerage experience; Wisconsin real estate license; proven production; strong Madison/Wisconsin network.
1mo
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Senior Care Advisor - Madison, WI
Madison, Wisconsin, United States
FieldFull Time
2+ YOE2+ years experience in senior living/healthcare/care management, strong networking and communication skills, field-based/home-office work in Madison metro area, self-motivated and empathetic.
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
1w
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Family Advisor
McFarland or Madison
OnsiteFull Time
Strong communication, customer service, telephone marketing, and sales skills; senior-care knowledge; valid driver's license, clean driving record, and local travel availability.
1w
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Family Advisor
Fond du Lac, Wisconsin, United States
FieldFull Time
Requires strong English communication, customer service and telephone marketing skills, a valid driver's license, clean driving record, and local travel availability. Senior marketing, sales, or healthcare experience preferred.
1w
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Family Advisor
Menomonee Falls, Wisconsin, United States
OnsiteFull Time
Requires strong English communication, customer service, telephone marketing, senior-care knowledge, clean driving record, valid state driver's license, and local travel availability; relevant degree and experience preferred.
telephone
1w
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Family Advisor
Fond du Lac, Wisconsin, United States
FieldFull Time
Requires strong English communication, customer service and telephone marketing skills, senior-care knowledge, clean driving record, valid state driver's license, and local travel; marketing or human services degree preferred.
1w
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Family Advisor
Fond du Lac or Stevens Point
FieldFull Time
Requires excellent English communication, customer service and telephone marketing skills, senior-care knowledge, valid state driver's license, clean driving record, and local travel; marketing or human services degree preferred.
1w
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Family Advisor
McFarland or Madison
FieldFull Time
Requires strong English communication, customer service and telephone marketing skills, senior care knowledge, clean driving record, valid state driver's license, and local travel availability; marketing or human services degree preferred.
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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.
4d
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EXPERIENCED SERVICE ADVISOR - POWERSPORTS
Cedarburg or Milwaukee
OnsiteFull Time
Experienced service sales professional with strong communication, phone, organization, multitasking, customer service, and problem-solving skills; able to work in a fast-paced team environment.
VIN
4d
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EXPERIENCED SERVICE ADVISOR - POWERSPORTS
Cedarburg or Milwaukee
OnsiteFull Time
Experienced service sales professional with strong conversation and phone skills, attention to detail, organization, prioritization, initiative, multitasking, and customer service abilities.
VIN
1mo
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Vice President - Wealth Advisor
Brookfield, Wisconsin, United States
OnsiteFull Time
7+ YOEBachelor's degree,7+ years financial services experience,proven sales and business development success; CFP/CFA/CPA/JD preferred; strong communication, organization, and judgment skills.
3w
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Lead Product Advisor (Hybrid)
Madison or Denver or Boston
$99k-$167k/yr HybridFull Time
Experience in product strategy, pricing, P&L accountability, data and financial analysis, lean/agile innovation, product lifecycle and project leadership; regulatory compliance knowledge and ability to lead cross-functional initiatives.
3w
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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 Financial Aid Advisor - Team Lead
Brookfield, Wisconsin, United States
$26-$36/hr OnsiteFull Time
1+ YOEBachelor's degree preferred; minimum 1 year financial aid or related experience required; 3–5 years Title IV administration preferred; strong customer service, attention to detail, and experience with financial aid systems.
1w
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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
2mo
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
5+ YOE5+ years progressive accounting experience, GAAP knowledge, client-facing skills, bookkeeping/payroll/financial reporting experience, associate's degree or equivalent, Microsoft Office and accounting software proficiency, experience mentoring staff.
Microsoft Office
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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Technical Service Advisor HVAC Hydronics
Madison, Wisconsin, United States
$72k-$85k/yr OnsiteFull Time
5+ YOERequires 5+ years in HVAC, hydronic, plumbing, mechanical systems, or technical support; troubleshooting skills; equipment knowledge; technical diagram interpretation; communication skills; and a valid driver's license.
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