52 senior advisor jobs at 31 companies in Franklin, WI
3w
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Lead Wealth Advisor
Milwaukee, Wisconsin, United States
$131k/yr HybridFull Time
5+ YOEBachelor's (preferably accounting/finance),5+ years fee-based advisor experience,Series 65 required,CFP or CPA/PFS preferred,excellent communication and multitasking,proficient with software.
6d
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Senior Talent Acquisition Advisor
Dallas or Monroe or Cudahy
OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of full-cycle corporate recruiting experience, or 7+ years without a degree; manufacturing, ATS, communication, sourcing, and analytics experience preferred.
ADP RM, Microsoft Excel, LinkedIn, Indeed
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
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
1mo
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Conversions - Advisor I
Milwaukee, Wisconsin, United States
OnsiteFull Time
6+ YOE6+ years in banking or loan operations, strong loan-data analysis and reconciliation skills, client-facing implementation experience, Microsoft Excel proficiency, bachelor's degree or equivalent, valid U.S. work authorization required.
Microsoft Office, Microsoft Excel, Cleartouch
1w
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Family Advisor
Menomonee Falls, Wisconsin, United States
FieldFull Time
Requires excellent English communication, customer service and telephone marketing skills, senior-focused relationship building, valid state driver's license, clean driving record, and local travel availability; related degree and industry experience preferred.
1w
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Client Advisor
Urbandale or Houston or Miami or Milwaukee or Atlanta
$68k-$145k/yr HybridFull Time
5+ YOEBachelor's degree and insurance industry experience required, with 5+ years managing client relationships. Requires project management, communication, analytical, problem-solving, and stakeholder collaboration skills.
1w
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Client Advisor
Urbandale or Houston or Miami or Milwaukee or Atlanta
$68k-$145k/yr HybridFull Time
5+ YOEBachelor's degree, insurance industry experience, and 5+ years managing client relationships are required, preferably in transportation or commercial insurance. Strong project management, communication, analytical, and stakeholder-management skills needed.
LinkedIn
1mo
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VP Financial Advisor
Milwaukee, Wisconsin, United States
$164k-$250k/yr OnsiteFull Time
Requires 4-year degree, advanced designation (CFP/CPA/MBA) and Series 65/insurance licenses, substantial wealth-management experience, strong analytical and communication skills, ability to source and close prospects.
2mo
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Vice President - Wealth Advisor
Lake Forest, Illinois, United States
OnsiteFull Time
5+ YOE5+ years of relevant experience; Bachelor's degree; progress toward CFP/CFA a plus; strong networking and client relationship skills; entrepreneurial, sales-driven; on-site 5 days a week.
3d
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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
3d
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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
2mo
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Vice President - Wealth Advisor
Lake Forest, Illinois, United States
$100k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years relevant experience, proven business development skills, strong networking and communication, progress toward CFP/CFA a plus.
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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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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Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
5d
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Business Leadership Advisor
Pleasant Prairie or Milwaukee or Waukegan or Glenview or Kenosha
OnsiteFull Time
15+ YOEBachelor's degree and 15+ years in business analysis, operations management, or finance. Requires Excel, data visualization, reporting, communication, presentation, critical thinking, and organizational skills.
Microsoft Excel
4d
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Associate Financial Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years of financial services industry experience, and SIE, Series 7, 66, 9, 10, life, health, and variable annuity insurance licenses required.
5d
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Business Leadership Advisor
Pleasant Prairie, Wisconsin, United States
OnsiteFull Time
15+ YOEBachelor's degree and 15+ years in business analysis, operations management, or finance. Requires Excel, data visualization, reporting, communication, presentation, critical thinking, and organizational skills.
Microsoft Excel
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.
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