7 strategic advisor jobs at 2 companies in Slinger, WI

2w
Save
Mark Applied
Hide
Associate Financial Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Baird
Baird: Privately held, employee-owned financial firm serving clients with wealth management, investment banking, asset management and capital markets.
5+ YOEBachelor's degree, 5+ years of industry experience, and SIE, Series 7, 66, 9, 10, Life, Health, and Variable Annuity Insurance licenses required. Strong leadership, communication, compliance, recruiting, and strategic management skills.
1mo
Save
Mark Applied
Hide
Regional Vice President
West Allis, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Proven senior leader in financial services with experience leading advisor teams, recruiting and coaching, strategic thinking, and strong understanding of compliance and financial planning.
1mo
Save
Mark Applied
Hide
Regional Vice President
Milwaukee, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Proven senior leadership in financial services, experience leading advisor teams, recruiting and coaching talent, strategic thinking, and strong knowledge of compliance and wealth management.
1mo
Save
Mark Applied
Hide
Regional Vice President
Greenfield, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Proven senior leadership in financial services, experience leading advisor teams, recruiting and coaching talent, strategic thinking, and strong knowledge of compliance and wealth management.
1mo
Save
Mark Applied
Hide
Regional Vice President
Franklin, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Proven senior leadership in financial services, experience leading advisor teams, recruiting and coaching talent, strategic thinking, and strong knowledge of compliance and financial planning.
1mo
Save
Mark Applied
Hide
Regional Vice President
Wauwatosa, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Proven senior leader in financial services with experience leading advisor teams, recruiting and coaching talent, strong compliance and financial planning knowledge, and strategic leadership skills.
1mo
Save
Mark Applied
Hide
Regional Vice President
Oak Creek, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Proven senior leadership in financial services, experience leading advisor teams, recruiting and coaching high-performing professionals, strategic thinking, and strong compliance and wealth management knowledge.