Financial Advisor
Finance consultant job in Lakeville, MN
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Financial Advisor
Finance consultant job in Saint Paul, MN
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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SAP PaPM & Finance Consultant(USC/GC-W2)
Finance consultant job in Saint Paul, MN
Looking for USC and GC only who can work on W2 (NO C2C or 1099)
Must Have Skills
SAP PaPM
SAP Finance
Detailed Job Description
Strong experience in SAP PAPM configuration and modeling. Knowledge of SAP S4HANA Finance, SAP BW, and integration techniques. Proficiency in allocation logic, cost modeling, and profitability analysis. Understanding of financial processes COPA, cost allocation, planning. Handson experience with PAPM functions calculation units, allocation functions, join read functions. Analytical and problem solving skills. Excellent communication and stakeholder management abilities.
Client Advisor Intern
Finance consultant job in Milwaukee, WI
Expert Institute is the nation's leading expert consulting and insights platform, empowering law firms with expert witness recruiting, litigation research, medical insights, and comprehensive due diligence. Since 2010, we have partnered with over 5,000 law firms nationwide, providing strategic support through our proprietary SaaS platform, Expert iQ.
Job Description
About the Internship
Our January-May Research Advisory Internship offers hands-on exposure to litigation support, expert witness strategy, and client service within a fast-paced, technology-driven environment. Interns work closely with our Client Advisory team to support active attorney engagements, ensure timely delivery of our services, and strengthen client relationships through direct communication.
Key Responsibilities
Conduct multiple phone calls to attorney clients to confirm receipt of Expert Institute deliverables and surface any outstanding needs
Ensure client success through timely follow up on product delivery and completion
Track project progress in Expert iQ and help maintain accurate client records
Proactively identify missing information or potential issues and escalate to Client Advisors
Build rapport with attorney-clients through clear, professional communication
Qualifications
Pursuing a Bachelor's degree (BA or BS)
Available to work in person in Milwaukee ~15-20 hours per week
Confident phone communication skills and professional presence
Exceptional attention to detail and strong organizational abilities
Analytical thinker with problem-solving initiative
Strong written and verbal communication skills
Ability to manage multiple tasks in a deadline-driven environment
Interest in legal services, research, or professional consulting preferred
Additional Information
Opportunity to be hired full time following completion of the internship and graduation
All your information will be kept confidential according to EEO guidelines.
Investment Sales Analyst
Finance consultant job in Milwaukee, WI
Job Title:
Investment Sales Analyst
Team:
Investment Sales/Capital Markets
Reports To:
Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers
Job Summary
The Investment Sales Analyst supports Boerke's Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials. Under the direction of the Director of Transaction Management and Transaction Coordinator, this role also provides analytical and documentation support throughout the transaction lifecycle. This role is ideal for someone with strong analytical skills, attention to detail, and a desire to grow into a client-facing role within institutional commercial real estate.
You will work closely with senior producers in a fast-paced, entrepreneurial environment with meaningful exposure to deals, clients, and career advancement.
Essential Job Duties and Responsibilities
Financial Analysis & Valuation
Build and maintain detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections.
Help standardize and improve valuation models and underwriting templates used across the Investment Sales team, in coordination with the Transaction Coordinator.
Underwrite major commercial real estate asset classes with an emphasis on industrial, retail, multifamily, and office.
Review operating statements, leases, budgets, and market assumptions to support pricing and investment recommendations.
Prepare Broker Opinion of Value (BOV) analyses and pricing guidance.
Market Research & Data Management
Conduct market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking.
Help maintain internal databases of active investment opportunities, sales comps, rent comps, and pipeline activity, in partnership with the Transaction Coordinator.
Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts.
Track macroeconomic and capital markets trends relevant to institutional CRE.
Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach.
Deal Execution & Transaction Support
Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials.
Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers.
Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials.
Assist in assembling closed deal files, including commission sheets and essential documentation, as requested.
Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team.
Business Development
Assist brokers with pitch decks, client updates, competitor/market-share analysis, and custom client deliverables.
Support new business proposals, RFP responses, and customized client deliverables.
Help manage CRM records, active mandates, pipeline reporting, and relationship tracking.
Assist in planning client events and investor gatherings by preparing materials, lists, and follow-up tracking in partnership with the Transaction Coordinator.
Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings.
Required Qualifications
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field.
0-4 years of experience in real estate underwriting, capital markets, investment banking, appraisal, or financial analysis.
Strong proficiency in Excel (advanced modeling) and Microsoft Office Suite (Word, PowerPoint); ability to produce clean, visually compelling materials.
Understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals.
Excellent written and verbal communication skills, including the ability to simplify complex analyses.
High attention to detail with the ability to manage multiple projects and meet deadlines.
Comfortable operating in a dynamic, entrepreneurial environment.
Preferred Qualifications
Experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment.
Experience producing institutional-quality offering memoranda and BOVs.
Familiarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems.
Argus Enterprise experience or willingness to learn.
Knowledge of the Midwest commercial real estate markets.
______________________________________________________
About Cushman & Wakefield | Boerke
Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.
Sr Financial Analyst
Finance consultant job in Marshfield, WI
About the Company
At Forte Opening Solutions, we don't just manufacture doors; we create pathways to possibilities. We empower our employees to shape the future of our industry. Join a team where craftsmanship meets cutting-edge technology, and where your ideas can open new doors. Together, we build not just products, but a culture of excellence and collaboration.
About the Role
We are seeking an experienced Senior Financial Analyst to join our dynamic team. The successful candidate will play a critical role in driving data-informed decisions supporting our manufacturing operations. This position will be responsible for analyzing P&L results, identifying trends, engaging in cost optimization opportunities, and supporting strategic initiatives.
Responsibilities
Analyze financial performance and provide variance analysis for key cost drivers (sales, labor, materials, distribution, overhead).
Lead development of annual budgets and quarterly financial forecasts.
Partner with Supply Chain for freight forecasting and variance analysis.
Monitor KPIs to identify trends, inefficiencies, and cost-saving opportunities.
Collaborate with operations, engineering, and supply chain for continuous improvement.
Ensure accurate and timely month-end close with Accounting.
Provide ROI and NPV analysis for capital investment projects.
Support inventory management and working capital analysis.
Utilize ERP systems and represent Finance in ERP migration initiatives.
Collaborate on annual standard cost updates.
Assist with ad hoc FP&A projects.
Qualifications
Bachelor's degree in Business, Finance, Accounting, or related field.
3-5 years of experience as Sr. Financial Analyst (manufacturing experience a plus).
Strong analytical, organizational, and project management skills.
Ability to thrive in a fast-paced, deadline-driven environment.
Proactive and able to challenge the status quo.
Required Skills
Preferred Skills
Pay range and compensation package
Equal Opportunity Statement
We are committed to diversity and inclusivity in our hiring practices.
Senior Financial Analyst
Finance consultant job in Milwaukee, WI
The Senior Financial Analyst is responsible for leading financial planning activities, including maintaining sales and profit forecasts, and supporting the annual budgeting process to improve strategic decision-making and provide visibility into future performance. This role also delivers ad-hoc reporting across the organization, acts as a strategic financial partner by advising operational teams on cost and margin implications, and collaborates with relevant departments to ensure overhead rates, labor assumptions, and pricing align with organizational profitability goals and competitive strategy.
Essential Duties and Responsibilities
Provide ad-hoc reporting and analysis for various functions throughout the organization.
Use business intelligence tools to develop reports analyzing current and historical key performance indicators (KPIs).
Assist in developing annual budgets, forecasts (sales and profit & loss), and multi-year strategic financial plans.
Build financial models and analyses to support strategic initiatives.
Partner with operations to drive margin improvement initiatives.
Maintain financial files, including monthly reporting packages, forecasts, and budgets.
Prepare and distribute monthly internal and external financial reporting packages.
Prepare quarterly presentation materials for finance and accounting leadership.
Prepare rolling cash forecasts.
Support the external audit process.
Job Skills Requirements
Strong leadership skills.
Experience in a manufacturing environment preferred.
Creative thinking, high motivation, and ability to work independently.
Willingness to work collaboratively in a hands-on management capacity.
Advanced proficiency in Microsoft Excel, Power BI, and SQL preferred.
Excellent verbal and written communication skills.
Cost accounting experience is a plus.
Proficiency with Microsoft Office suite (Outlook, Word, PowerPoint, etc.).
Experience with enterprise resource planning (ERP) systems preferred.
High standards of accuracy and organization.
Education & Experience
Bachelor's degree in accounting or finance required; MBA or professional certifications (CPA, CMA) are a plus but not required.
Cybersecurity Risk Analyst
Finance consultant job in Minneapolis, MN
The Cybersecurity Risk Analyst is a key member of the Digital & IT team, helping drive a culture of cybersecurity, improve risk posture, and enhance user-focused security practices across the enterprise.
This individual will serve as a backup to the Security Engineer(s), assisting with incident response, employee support, and cybersecurity projects. They will lead efforts to improve employee cybersecurity awareness, champion a Zero Trust approach to access and identity management, and help ensure business continuity and disaster recovery plans are in place, tested, and improved over time.
This role blends hands-on technical support with program management and education, making it ideal for someone who is both people-oriented and detail-driven.
Responsibilities ~Essential Job Functions
Security Operations Support
Act as a secondary resource for daily security monitoring, incident response, and vulnerability remediation.
Assist in configuring and managing tools related to endpoint protection, logging, email security, and access control.
Help execute security-related projects, such as patching programs, encryption rollouts, and policy enforcement.
Access Management & Zero Trust Initiatives
Help assess and improve identity and access management practices across systems.
Partner with IT teams to implement role-based access controls and Just-In-Time access principles.
Lead projects and process design supporting Zero Trust architecture, especially for remote access and SaaS tools.
Participate in account reviews and privilege audits to ensure appropriate access levels.
Cybersecurity Awareness & Culture
Develop and lead training and awareness campaigns to reduce employee-related cyber risk.
Manage phishing simulation programs and track effectiveness.
Deliver cybersecurity onboarding for new employees and ongoing training for all staff.
Serve as the go-to contact for employee questions related to phishing, passwords, or safe technology use.
Risk Management & Resilience
Own the development and maintenance of Business Continuity and Disaster Recovery plans.
Facilitate tabletop exercises and capture lessons learned to enhance resilience.
Collaborate with IT and business leaders to identify and reduce operational risk.
Contribute to regulatory, insurance, and customer security documentation as needed.
Governance, Policy, and Metrics
Assist in drafting and maintaining cybersecurity policies and procedures.
Track and report on training compliance, incidents, and risk KPIs.
Stay current on emerging cyber threats and security trends, providing proactive recommendations.
Coordinate with external vendors (e.g., MDR, IAM, phishing) and internal teams to support tool effectiveness and projects.
Qualifications
Minimum Requirements, Education & Experience (incl. KSA's and certifications)
Bachelor's degree in Cybersecurity, Information Technology, or a related field
2+ years in IT or cybersecurity roles, ideally with experience in user support, IAM, or risk management
Excellent communication and teaching skills; comfortable presenting to technical and non-technical audiences
Familiarity with Zero Trust concepts and tools (e.g., MFA, identity providers, conditional access)
Working knowledge of phishing, endpoint protection, and threat mitigation techniques
Strong organizational and documentation skills
Desirable Criteria & Qualifications
Security certifications (e.g., Security+, SSAP, GSEC, or similar)
Experience with identity & access management tools (e.g., Azure AD, Okta, Duo, etc.)
Experience managing phishing simulation platforms (Mimecast, KnowBe4)
Familiarity with business continuity planning and disaster recovery best practices
Experience conducting or facilitating tabletop exercises
Exposure to NIST, ISO 27001, or CIS Controls frameworks
Manufacturing, regulated industry, or multi-site IT experience
Financial Reporting Analyst
Finance consultant job in Plymouth, MN
We are looking for a skilled Financial Reporting Analyst to join our team in Plymouth, Minnesota. In this role, you will play a key part in preparing and analyzing financial reports, ensuring accuracy and compliance with accounting standards. You will collaborate with cross-functional teams and contribute to improving financial processes to support organizational goals.
Responsibilities:
• Prepare and consolidate financial reports on a monthly, quarterly, and annual basis using systems such as Hyperion and Oracle.
• Conduct detailed variance analyses and summarize findings in concise reports for executive review.
• Ensure financial statements adhere to established accounting standards and organizational policies.
• Collaborate with accounting teams and sales/service locations nationwide to address reporting and data requirements.
• Partner with external auditors and international corporate teams to resolve reporting inquiries and provide necessary documentation.
• Identify and implement improvements in manual reporting processes to enhance accuracy and efficiency.
• Support the monthly financial close process, including data validation and system uploads into Hyperion.
• Maintain accurate chart of accounts, reporting hierarchies, and consolidation structures.
• Contribute to financial policy compliance and strengthen internal controls related to reporting.
Qualifications:
• Bachelor's degree in Accounting, Finance, or related.
• A minimum of 2 years of experience in financial reporting.
• Comprehensive knowledge of US GAAP standards, with IFRS experience considered a plus.
• Hands-on experience with Hyperion.
• Advanced proficiency in Microsoft Excel for data manipulation and analysis.
• Strong attention to detail and the ability to work independently in a dynamic and fast-paced environment.
• Excellent interpersonal skills and the ability to collaborate effectively with diverse teams, including international stakeholders.
Director of Finance
Finance consultant job in Dane, WI
Director of Finance (41800)
Our client is an organization in the Dane County area that's looking for a Director of Finance. Our client is looking for someone with 8+ years of experience, with strong collaboration and communication skills. This company offers an inclusive culture, development opportunities, and competitive benefits/PTO. This position is onsite.
The salary for this position is $140K - $180K.
The Director of Finance will be responsible for, but not limited to, the following:
RESPONSIBILITIES
Build and manage financial forecasting processes, including valuations, compliance reporting, shareholder communications, etc.
Lead the development of cash forecasting tools and capital management strategies to ensure financial sustainability and growth.
Oversee annual budgeting, forecasting, and long-term modeling.
Forecast and allocate general and administrative expenses effectively, ensuring alignment with company priorities.
Provide financial oversight for subsidiaries, driving consistency and operational efficiency.
Serve as a key thought partner to executive leadership, supporting mergers, acquisitions, and strategic investments through modeling and valuation analysis.
Build scalable processes and systems from the ground up, implementing financial tools and strategies.
The Director of Finance will possess the following:
EXPERIENCE REQUIRED
8+ years of progressive finance experience, with at least 5 years in leadership roles.
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred.
Expertise in ESOP administration, ERISA compliance, and advanced financial modeling.
Familiarity with construction accounting and industry-specific financial operations preferred.
Proven ability to lead cross-functional initiatives and deliver actionable financial insights.
Strong collaboration and communication skills.
Equal Opportunity Employer
The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.
Senior Investment Performance Analyst
Finance consultant job in Minneapolis, MN
We are hiring a Senior Performance Analyst to support initiatives specific to investment performance measurement and analysis! You will be collecting, calculating, measuring and analyzing investment performance and presenting results to internal business clients including Marketing, Client Reporting, Portfolio Managers, Senior Business Leaders, Compliance, Product Development and other partners.
Key Responsibilities
Calculation and analysis of relevant fund performance and other analytical data, including ad-hoc data requests.
Production of recurring deliverables provided to internal business partners.
Actively support implementation of changes impacting performance, including development of solutions.
Partner with internal organizations to ensure good data quality and to identify and resolve issues related to reporting.
Ensure documentation of relevant processes are complete, detailed and well-maintained.
Work on ad-hoc projects as needed.
Required Qualifications
BS/BA degree in Business, Finance, Accounting, or similar
Knowledge of investments, fund accounting and reporting
5-7 years work experience in the financial services or investment management industry
A standout colleague who can efficiently meet fast paced target dates
Critical thinker with strong problem-solving skills
Strong verbal and written communications skills
Strong organizational skills
Ability to work independently
Preferred Qualifications
Curiosity about financial markets
Work experience specific to performance measurement and analytics
Experience with investment analytic systems like FactSet or BlackRock
CIPM, CFA or eager to pursue
Proficiency with Microsoft Excel and Access
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $74,800- $101,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Mutual Fund Operations
Line of Business
AMINV US Asset Management
Auto-ApplyFinancial Advisor - Madison, WI
Finance consultant job in Madison, WI
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
* Diversify their income through multiple product lines beyond financial services.
* Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
* Educate clients and prospects about our products and services.
* Collaborate with COUNTRY Financial Insurance Agents to secure business.
* Establish an office and build a staff.
* Conduct financial solution seminars.
* Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
* Opportunities to earn performance-based global trips and financial rewards.
* Access to continued learning and marketing resources.
* Corporate office support.
* Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
* There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
* Entrepreneurial and self-motivated.
* Goal-driven with track records of business growth in the insurance and or financial services industry.
* Strong communicators with excellent business acumen.
* Committed to building and maintaining solid connections between their efforts and their rewards.
* Focused on achieving professional success through securing clients' trust.
* Passionate about making positive impacts in their communities.
Required Qualifications
* Series 6/63 licenses
* Passed SIE
* Life/Health State Insurance License*
* Property/Casualty State Insurance License*
Preferred Experience
* Accredited Asset Management Specialist (AAMS)
* Chartered Financial Analyst (CFA)
* Certified Public Accountant (CPA)
* Certified Financial Planner (CFP)
* Chartered Financial Consultant (ChFC)
* Bachelor's Degree
* 2+ years of experience in the insurance and or financial services industry
* 5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
* These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Minneapolis Industrials
Finance consultant job in Minneapolis, MN
Business Unit:
Corporate Finance
Industry:
Industrials Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.
Industrials
Houlihan Lokey's Industrials Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market for more than a decade, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Industrials Group was once again ranked as the No. 1 M&A advisor for all global industrials transactions by LSEG (formerly Refinitiv).*
*Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals.
Qualifications
Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028
Possess basic knowledge of and a keen interest in finance
Excellent verbal and written communication skills
Strong work ethic and leadership skills
Preferred Qualifications
A fundamental understanding of valuation theory, methodologies, and applications
Strong analytical and computer skills (Excel)
Ability to work cooperatively with all levels of staff
Application Requirement
To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Auto-ApplyFinancial Advisors Operations Assistant
Finance consultant job in Madison, WI
New grads welcome to apply! The Financial Advisors Operations Assistant provides support for training, compliance, operations and marketing to JFG Financial Advisors, Financial Advisor Assistants, Operations and Program Manager. Additionally, acts as the primary internal backup for the Operations Manager.
KEY RESPONSIBILITIES
* Works with JFG Marketing to facilitate requests for all materials including but not limited to; brochures, market letters, statement stuffers, advertising and sales literature to ensure compliance with broker dealer. Coordinates and supports marketing campaigns of line of business.
* Compiles and completes the Operations Manager's recurring items.
* Accurately and timely compiles and completes Program Manager Reporting for senior leadership.
* Technology support for broker dealer website and applications of all vendor Operating Systems.
* First line technical contact for Operating System issues and follow up through to resolution.
* Database administration updates, revisions and corrections for all clients transferred between Financial Advisors. Supports facilitation of all client communications regarding transfers.
* Plan and coordinate logistics, technology and catering for Financial Advisor's Meetings and Financial Advisor Assistant meetings conducted by the Program Manager and Operations Manager.
* Develop and maintain strong working relationships with all internal JFG departments to ensure effective and appropriate communications.
* Acts as virtual assistant to Financial Advisors who are without an assistant, opening client accounts, placing trades, processing client funds, and fulfilling client service requests.
* Assist in any other projects the Operations Manager or Program Manager assign.
Required Experience
* Bachelor's degree preferred; experience will be considered in lieu of education. Looking for an analytical mindset, we're willing to train!
* Series 7 and 65 or 66 Licenses - General Securities Representative Licenses. If you don't have it, you will need to obtain within 1 year from hire.
* Position requires strong analytical, project management and technical skills. Experience in data base management and system technology is required.
* Ability to communicate effectively at all levels and develop rapport and relationships with internal business partners.
* Understanding and strong working knowledge of MS Office products, CRM; ability to effectively utilize Bank and Broker Dealer Operating Systems.
(entry level)
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Auto-ApplyFinancial Analyst
Finance consultant job in Sartell, MN
DeZURIK is seeking a Financial Analyst to support our Municipal Business Unit (MBU) and associated manufacturing plants. In this role, you'll turn data into insight-helping leaders make informed decisions that drive growth, profitability, and long-term strategic success.
You will prepare and analyze MBU KPIs, financial statements, and cost, margin, and revenue trends. Your work will support forecasting, budgeting, and strategic planning, as well as quarterly sales (SIOP) forecasts and annual cost updates. You'll partner with sales, marketing, sourcing, engineering, and manufacturing to evaluate capital projects, support product development opportunities, and conduct pricing and competitive analysis.
A typical week might include building dashboards in Excel or Tableau/DOMO, reviewing variances to plan, analyzing product and operational costs to identify improvement opportunities, and preparing data-driven recommendations for management. You'll also work with third-party data providers to prepare industry and government business reports and support cross-functional projects and improvement initiatives.
Qualifications:
* Bachelor's degree in Accounting, Business, or Finance.
* 1-3 years of experience in financial analysis (manufacturing experience preferred).
* Strong analytical skills, with the ability to summarize findings clearly.
* Proficiency in Excel and PowerPoint; experience with data visualization tools (Tableau, DOMO) is a plus.
* Effective verbal and written communication skills, with the ability to work across all levels and departments.
* Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Bring your analytical mindset and help shape the future of our Municipal Business Unit.
DeZURIK offers a competitive base salary in the $64,680 to $80,849 range, based on experience and qualifications, along with annual bonus opportunities tied to performance.
Beyond pay, our market-leading benefits are designed to support your wellbeing. These include medical, dental, vision, and life insurance, as well as short- and long-term disability coverage. DeZURIK also provides a health savings account with company match, a retirement plan for employer contributions through Vanguard, and access to the Granite Assistance Fund for support when it's needed most. We value time for rest and personal growth, offering generous paid time off, including volunteer time off and paid holidays.
DeZURIK, Inc. is an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.
#LI-JW1
DeZURIK, Inc. is an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.
Financial Analyst
Finance consultant job in Minneapolis, MN
At Jamf, we believe in an open, flexible culture based on respect and trust. Our track record and thriving work environment all stem from the freedom we grant ourselves to get the job done right. We take pride in helping tens of thousands of customers around the globe succeed with Apple.
The secret to our success lies in our connectivity, while operating with a high degree of flexibility. Work-life balance remains our priority while feeling connected is important to maintain our strong culture, achieve our goals, and thrive as #OneJamf.
What you'll do at Jamf:
The Financial Analyst will provide financial decision support to key leadership team members by providing in-depth analyses of key performance indicators, by tracking and benchmarking financial trends, and by significantly contributing to the forecasting, budgeting, and monthly close processes.
Focus Area: Annual Recurring Revenue (ARR) and Recognized Revenue
#LI-Remote
What you can expect to do in this role:
Deliver timely financial insights and analysis to support executive decision-making and strategy.
Lead budgeting and forecasting activities for assigned business areas, ensuring accurate application of accounting policies (if applicable) and best practices.
Analyze monthly results, prepare variance explanations, and communicate findings to business partners.
Aggregate, analyze, and present data to support operational and strategic decisions.
Build and maintain data, reports, and key metrics within planning and reporting tools.
Create financial modeling, scenario planning, and analysis for key initiatives.
Produce non-standard management reports and support ad hoc analyses.
Prepare information used for corporate reporting.
Foster strong partnerships across teams to ensure aligned financial results and insights.
Demonstrate and uphold the organization's core values while contributing to a positive, inclusive workplace.
What we are looking for:
Minimum of 2 years of financial planning & analysis experience (Required)
Experience in the software industry (Preferred)
Experience using forecasting, reporting, & accounting software (Preferred)
Ability and desire to learn with a positive attitude
Focus on accuracy and efficiency
Excellent written and verbal communication skills, including the ability to explain finance concepts to non-financial leaders
EDUCATION & CERTIFICATIONS
Bachelor's degree in Finance, Accounting, or equivalent (Required)
A combination of relevant experience and education may be considered
How we help you reach your best potential:
Named a 2025 Best Companies to Work For by U.S. News
Named a 2025 Newsweek America's Greatest Workplaces for Mental Well-being
Named a 2025 Newsweek America's Greatest Workplaces for Gen Z
Named one of Forbes Most Trusted Companies in 2024
Named a 2024 Best Companies to Work For by U.S. News
Named a 2024 Newsweek America's Greatest Workplaces for Parents & Families
Named a 2024 PEOPLE Companies That Care by PEOPLE and Great Place To Work
Named a 2024 Best Technology Company to Work For by U.S. News
Named a 2023 Best Workplaces for Womenâ„¢ by Great Place to Work and Fortune Magazine
We know that big ideas can come from anyone, so we empower everyone to make an impact. Our 90% employee retention rate agrees!
You will have the opportunity to make a real and meaningful impact for more than 75,000 global customers with the best Apple device management solution in the world.
We put people over profits - which is why our customers keep coming back to us.
Our volunteer time off allows employees to support and give back to our communities.
The below annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/annual salary to be offered to the selected candidate. Factors include, but are not limited to the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.
Pay Transparency Range$59,800-$127,400 USD
What it means to be a Jamf?
We are a team of free-thinkers, can-doers, and problem-crushers. We value humility and the relentless pursuit of knowledge. Our culture flows from a spirit of selflessness and relentless self-improvement - driving both personal growth and collective progress throughout our company. We unite around common goals while respecting personal approaches, believing that fulfilled individuals create a thriving, vibrant workplace.
Our aim is simple: hire exceptionally good people who are incredibly good at what they do and let them do it. We provide the support and resources to let everyone be their authentic, best selves at work, at rest, and at play. We are committed to supporting the continual improvement of Apple in the workplace, the organizations that rely on them and the people who keep it all running smoothly.
Above it all, waves our banner of #OneJamf - and the knowledge that when we stand together, we accomplish so much more than we could alone. We seek individuals who share this unwavering journey toward growth to join us in our quest for constant improvement.
What does Jamf do?
Jamf extends the legendary Apple experience people enjoy in their personal lives to the workplace. We believe the experience of using a device at work or school should feel the same, and be as secure as, using a personal device. With Jamf, customers are able to confidently automate Mac, iPad, iPhone and Apple TV deployment, management, and security - anytime, anywhere - to protect the data and applications used by employees in the workplace, students learning in the classroom, and streamline communications in healthcare between patients and providers. More than 2,500 Jamf strong worldwide, we are free-thinkers, can-doers, and problems crushers who are encouraged to bring their whole selves to work each and every day.
Get social with us and follow the conversation at #OneJamf
Jamf is committed to creating an inclusive & supportive work environment for all candidates and employees. Candidates with disabilities or religious beliefs are encouraged to reach out if they need additional support or alternative options to our recruiting processes to accommodate their disability or religious belief. If you need an accommodation, please contact your Recruiter or Recruiting Coordinator directly. Requests for accommodation will be handled confidentially by Recruiting and will not be shared with the hiring manager. Jamf is an equal opportunity employer and does not discriminate against individuals who request reasonable accommodation for disability or religious beliefs. To request accommodations please email us at *******************
Auto-ApplyFinancial Advisor
Finance consultant job in Pewaukee, WI
JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals.
Investment News
recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure. The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team. Qualifications Required:
CFP designation (Certified Financial Planner)
CFA and/or CPA designations acceptable
Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
Proficient in basic computer skills especially Microsoft Office
Education: Bachelor's Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business Compensation: Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position. Your resume and cover letter referring to this posting are required to be considered. JMG is an equal opportunity employer.
Compensation details: 100000-150000
PI1c5be76fa9f8-31181-38428186
Accounting & Financial Analyst Intern
Finance consultant job in Milwaukee, WI
TWIN DISC, Inc. has a proud history of engineered transmission and propulsion solutions for equipment that fuels the world, feeds the globe, and creates our societies' infrastructures. Through the ingenuity of our employees, we've built a strong company that is respected throughout the world and is a leader in the markets we serve.
The Finance Intern is primarily responsible for assisting and performing a variety of administrative tasks and projects that support the needs of the Finance team at our Corporate Headquarters office in Milwaukee, WI (Third Ward).
Responsibilities
Assist in year-end reporting preparation and review, including annual report.
Participate in controls testing at direction of internal audit and/or external auditors.
Assist with periodic inventory cycle counting.
Various financial analysis, including peer group reporting.
Qualifications & Requirements
Currently pursuing a bachelor's degree in accounting, finance, economics or related field.
Basic understanding of accounting/finance.
Proficient in Microsoft suite.
Working knowledge of ERP systems.
TWIN DISC is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, genetic information, gender, gender identity, gender expression, national origin, race, religion, sexual orientation, or veteran status.
Auto-ApplyCollege Financial Representative, Internship Program
Finance consultant job in Milwaukee, WI
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Analyst Intern
Finance consultant job in Hopkins, MN
Job DescriptionBenefits:
Employee discounts
Opportunity for advancement
Job Title: Financial Analyst Intern Reports to: Financial Analyst Status: Part Time/Non-Supervisor/Non-Exempt As a Finance Intern, you will be an integral part of the Financial Planning & Analysis (FP&A) team, providing support for budgeting, forecasting, financial reporting, and business analysis. Working closely with experienced professionals, including the Financial Analyst and senior management, you will gain exposure to a wide variety of financial tasks, contributing to both short-term and long-term company goals.
Essential Duties and Responsibilities
Assist in the preparation and analysis of financial reports, budgets, and forecasts.
Support the monthly and quarterly reporting processes, ensuring data accuracy and consistency.
Assist in analyzing key performance indicators (KPIs) and other financial data to provide insights for performance improvement.
Help with the preparation of management reports and dashboards, presenting financial insights in a clear and actionable manner.
Help develop and maintain tools and templates to streamline financial reporting and analysis.
Collaborate with other departments to ensure financial alignment and assist with operational insights.
Participate in ad-hoc financial analysis and special projects as required.
Minimum Qualifications
Detail oriented, organized and focused on quality.
Currently pursuing a Bachelors degree in Finance, Accounting, Economics, or a related field.
Strong analytical skills and a passion for understanding financial data.
Proficient in Microsoft Excel
Ability to work independently
Benefits
Dollars for Scholars Program
Employee Appreciation Program
Free Membership for self and one family member or friend
Team Member Support Team
Advancement Opportunities