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Financial Advisor
Edward Jones 4.5
Finance consultant job in Greendale, WI
This job posting is anticipated to remain open for 30 days, from 05-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
$45k-100k yearly 21h ago
Financial Advisor
Edward Jones 4.5
Finance consultant job in Waupun, WI
This job posting is anticipated to remain open for 30 days, from 15-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
$45k-100k yearly 21h ago
Investment Sales Analyst
Cushman & Wakefield | Boerke 4.5
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.
$78k-126k yearly est. 2d ago
Financial Analyst
Rural King Supply 4.0
Finance consultant job in Zion, IL
About us Rural King is America's Farm and Home Store, providing essentials to the communities we serve. With a wide array of necessities ranging from food and feed to farm and home products, Rural King serves over 140 locations across 17 states and is constantly expanding. Our annual sales exceed $2.5 Billion, and our heart beats in Mattoon, IL, home to our corporate office, distribution center, and flagship store. One thing our customers appreciate is our unique shopping experience, complete with complimentary popcorn and coffee. It's just one way we show our appreciation for their support. At Rural King, we value our associates and strive to create a positive, rewarding workplace. We offer growth opportunities, competitive benefits, and a people-first environment where dedicated individuals come together to serve rural communities passionately. Join us, and you'll find not just a job but a chance to grow professionally, contribute meaningfully, and make a difference in the lives of those we serve. How we reward you 401(k) plan that provides a 100% match on the first 3% of your contributions and 50% of the next 2% Healthcare plans to support your needs Virtual doctor visits Access to Centers of Excellence with Barnes Jewish Hospital and Mayo Clinic's Complex Care Program 15% Associate Discount Dave Ramsey's SmartDollar Program Associate Assistance Program RK Cares Associate Hardship Program 24/7 Chaplaincy Services What You'll do As a Financial Analyst, you will be responsible for executing financial projects consisting of gathering, analyzing, interpreting, communicating, and monitoring financial data to drive business results across Rural King. You will partner with key stakeholders to address financial information. Support the financial project management needs of the Financial Planning and Analysis team. Understand the business unit(s) and the operating systems that support them. Serve as a project resource defining and executing projects regarding various business initiatives. Prepare business cases including financials and success factors for proposed operating and/or product changes. May conduct pilot tests of proposed operating and/or product changes. Complete post-audit of business cases after implementation is complete. May manage projects independently that typically cross multiple business units, divisions, or states. Create and maintain pro-forma and cash flow models for current and future areas/ projects. Prepare and/or train others on financial systems and serve as a technical resource to accounting team. Generate and present financial reporting to Finance Department. Provide input for setting project priorities and for project results. Use discretion and independent judgment in daily decisions while maintaining a high level of confidentiality and professionalism. Actively participate in learning initiatives offered such as training programs, workshops, and webinars. Leverage these opportunities to acquire new knowledge, refine existing skills, and stay current on the latest developments. Provide friendly, proactive, and professional internal and external support to others, assisting with inquiries, concerns, and issues promptly and effectively. Demonstrate behaviors that exemplify Rural King's Values: People First, Integrity, Attitude, Initiative, Teamwork, Accountability, and Continuous Improvement. Perform other duties as assigned. Supervisory Responsibilities None Essential Qualities for Success At least 1 year of financial experience or equivalent combination of experience and education. Confidence in playing an integral role in the annual business planning process. Experience and proficiency collaborating as a project team member and managing a segment of the project work. Proficient in completing financial projects and seeking out desired results. Experience and proficiency with problem-solving and interpersonal communication. Proficient presenting financial data to management. Proficient in financial analysis combined with insight into the nuances of the retail segment. Proficient preparing data sets, statistical reports, and computer applications to support financial analysis work. Experience and proficiency in analyzing financial statements and financial reports. Highly proficient in Microsoft Excel. Proficient with or the ability to quickly learn VBA programming. Excellent verbal and written interpersonal and communication skills. Excellent customer service skills. Strong understanding of retail business practices. Excellent negotiation and conflict resolution skills. Demonstrated ability to adapt in a fast-paced environment. Strong analytical and problem-solving skills. Excellent organizational skills and attention to detail. Physical Requirements Ability to maintain a seated or standing position for extended durations. Capability to lift 15 pounds periodically. Ability to navigate and access all facilities. Skill to effectively communicate verbally with others, both in-person and via electronic devices. Close vision for computer-related activities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions. The pay range for this position is $50,000 - $58,000 annualized and is bonus eligible. Exact compensation is determined by factors such as relevant geographic location, education, certifications, experience, job level, shift, and organizational needs. To learn more about our benefits, review here We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other characteristic protected by law. We use E-Verify to confirm the employment eligibility of all newly hired associates. To learn more about E-Verify, including your rights and responsibilities, please visit *********************
$50k-58k yearly 2d ago
Experienced Investment Banking Associate (Industrial)
Robert W. Baird & Co.Orporated 4.7
Finance consultant job in Milwaukee, WI
Complex deals, real ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. We're looking for an experienced Investment Banking Associate to join our team in Chicago, IL or Milwaukee, WI. What You'll Do Responsibility that shapes your skill. Work that deepens your impact. Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors Drive the preparation of company valuations, financial models, marketing materials, and client presentations Contribute to business development efforts through research and analysis Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making What You'll Gain A team that runs on trust, momentum, and shared values Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions Take on greater ownership through lean deal teams that offer more responsibility Navigate clear paths for progression with mentorship, visibility, and real opportunity Advance alongside elite, high-performing peers who hold each other to a high standard Collaborate across Baird's global investment banking platform-500+ banking associates working together to drive results across geographies, sectors, and specialties Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose What It Takes We're looking for people ready to lead with focus and integrity At least one year of full-time experience in a solution-focused financial or quantitative role Strong analytical skills, attention to detail, and a track record of delivering results Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment Compensation and Benefits: $175,000 - $200,000 annual salary with bonus potential Compensation and bonus are commensurate with experience, performance and/or GIB profitability In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
$175k-200k yearly Auto-Apply 30d ago
Financial Advisor
Milwaukee 4.0
Finance consultant job in Milwaukee, WI
At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful. What we offer... Wide range of products to address clients' needs. With New York Life, you can offer diverse products and services to help meet your clients' protection and financial needs. These products include life insurance, annuities, long-term care insurance, and investment products offered through our broker-dealer arm, NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor. As a New York Life Agent, you will also have access to the company's Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our 120 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your business name with a DBA. You have the flexibility at New York Life to do what's right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life's industry-leading learning platform for continuing education and specialization. Through our Practice Management Model, we provide the opportunity to specialize and hone market expertise in areas such as wealth management, estate planning, and business solutions. Beyond formal continuing education opportunities and subsidies for obtaining industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You'll also get rewarded and acknowledged with our sales incentives and professional development trips for top-performing agents. How we will compensate you: You have the power to drive your own income with our commission-based compensation. The average income of our more than 12,000 financial professionals who sold at least one life insurance policy in 2020 was $91,351. The average income of nearly 6,000 of our Registered Reps who sold at least one life insurance policy in 2020 was $134,369. Benefits include medical, dental, vision, a 401(k), and a pension Awards Accolades... We're proud of our financial strength A++ Superior (A.M. Best) AAA Exceptionally Strong (Fitch) Aaa Exceptional (Moody's) AA+ Very Strong (Standard Poor's) We're proud of our position in the industry Training Magazine 2021: Top Companies for Learning and Development Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World's Most Admired Companies list for Insurance: Life and Health JD Power Award 2020: #1 in the Best Annuity Provider category and #6 in the Best Life Insurer rankings We're proud to be recognized by organizations that also value diversity 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized LATINA Style 2019: Company of the Year Forbes 2019: America's Best Employers for Diversity Diversity Inc 2018: Top 50 Companies for Diversity We're proud of the help we've provided and continue to provide clients 5,500,000+ lives Protected (includes all owners of individual life insurance and annuity policies) $5,200,000,000+ in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid) $910,000,000+ lifetime annuity paid (includes all payouts on individual income annuity products) Over 29,000 professionals hired (including company employees, along with contracted financial professionals) New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 5/18/20. For methodology, please see ******************************* 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++ (7/22/20), Fitch Ratings AAA (as of 12/10/20), Moody's Aaa (as of 1/6/21), and Standard Poor's AA+ (as of 10/14/20). 3. New York Life agents have led the Million Dollar Round Table for 67 consecutive years. 2,283 of MDRT members are New York Life professionals. Source: MDRT, July 2021 4. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company. 5. As reflected by company data. Historical company data is provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. 6. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 7. Dividends are not guaranteed. 8. Full list of our awards is available here: *************************************************************** 9. Source: Fortune Magazine, 2021. Rankings are determined by a proprietary formula that weights nine criteria to create an overall score. 10. All figures on this page reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC,) for the 12 months ending December 31, 2020. AR10511_092021 SMRU1900837 (Exp.09.23.2023)
$35k-47k yearly est. 60d+ ago
High Yield Investment Analyst
Elevate Your Career
Finance consultant job in Milwaukee, WI
Elevate Your Career Work where your ideas have impact COMPANY Allspring Global Investments™ is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visitâ¯ About Us - Allspring Global Investments. At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey. POSITION Allspring Global Investments is seeking to hire a High Yield Investment Analyst with at least 7 years of experience to join the Global Fixed Income Research team. This team supports fixed income portfolios across fixed income markets, including US and European Investment Grade and High Yield. The primary responsibilities are to perform independent, bottom-up, fundamental credit research on high yield issuers within assigned sectors. This fundamental analysis will be the basis for relative value evaluations and investment recommendations provided by the analyst to the portfolio management teams. The successful candidate will be working alongside other research analysts in a collaborative, team-focused environment. The position requires strong quantitative skills, high attention to detail, teamwork, and effective communication skills. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week (transitioning to 4 days in the office in 2026). Location: Milwaukee, WI RESPONSIBILITIES The US High Yield Investment Analyst will be responsible for the primary coverage of a variety of industries and companies. The analyst will utilize fundamental research skills, including business risk analysis and financial ratio analysis, as well as relative value considerations to produce trade recommendations for portfolio managers and traders. The analyst's coverage will include high yield bond, leveraged loan and select crossover issuers, both in developed and developing markets. Perform thorough independent fundamental credit research on high yield issuers within assigned sectors. Provide timely and effective research opinions and investment recommendations, both written and verbal, to portfolios managers across various strategies. Assess broad industry trends such as shifts in competition, regulation and legislation, and/or general market dynamics with a view towards investment implications. Actively participate in daily, weekly, and quarterly research meetings, as well as an array of other meetings relevant to the investment process. Establish and build relationships with sell-side contacts and other market participants such as rating agency analysts. Work with portfolio managers, traders, and other research analysts on ad hoc projects as appropriate. Represent Allspring Global Investment's research capabilities at client, prospect, and consultant meetings. Attend company and industry presentations; liaise with sell-side contacts and build relationships with other market participants such as rating agency analysts. REQUIRED QUALIFICATIONS The candidate will be degree qualified. CFA designation or progress towards attaining the CFA designation. Strong qualitative and quantitative skills, including statistics. Bloomberg and Microsoft Office experience, including intermediate to advanced Excel knowledge. Excellent verbal, written, and interpersonal communication skills. Strong organizational, multi-tasking, and prioritizing skills. Ability to work effectively, as well as independently, in a team environment. PREFERRED QUALIFICATIONS Prefer 7+ years of relevant industry experience, such as investment research, investment banking, debt capital markets, or private equity experience. Considerable experience investing in loans and/or distressed securities. Base Pay Range: â¯$130,000 - $175,000 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location.â¯ In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.) #LI-KC1 #LI-Hybrid We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
$130k-175k yearly 46d ago
Oracle Cloud SCM Finance Consultant
Tata Consulting Services 4.3
Finance consultant job in Milwaukee, WI
Job Function: Spearhead transformational ERP implementation projects in all phases: as-is study, requirement gathering, fit-gap analysis, to-be process, customizations design, CRPs, UAT, cutover and post-production support. is looking for transforming their Business Process. Understanding current business function and fit-gap analysis with Oracle SaaS offering will be first step on the process followed by POC and implementation. Roles & Responsibilities 1. Design & Implement Oracle SCM and finance SaaS Offering for TCS customer. 2. Help TCS team and it' s customer to evaluate and do fit gap analysis of current business function with Oracle SCM and finance offering 3. Using in-depth knowledge & Hands on of Oracle SaaS SCM and finance Cloud offering, as well as techno functional expertise, consults and gathers business requirements, determines the overall project scope and client expectations. 4. Participates in the preparation of proposals and statements of work, development of project estimates, work plans, and advises on implementation strategies in the area of specialization. 5. Thorough with Oracle Cloud Implementation Methodology or industry best practices. 6. Can work independently with customer to deliver solutions using Oracle Cloud Financial products. 7. Identifies and applies creative and innovative approaches to design & architect a user-friendly, cost-effective, value-added business solution. 8. Develops new or enhanced methods and techniques to implement, resolve product line problems and offers options, alternatives, outcomes and possible implications of various courses of action 9. Communicates product information and provides hands on guidance to clients and coworkers on issues, tools and techniques, enhancements, changes in processes and related information 10. Works collaboratively with consultants, managers, client users/ business leads and sub-ordinates to develop, test, and implement business solutions 11. Forecast resource needs and team skill mix to meet anticipated demand 12. Adjusts to changes in priorities and manages time and progress effectively 13. Takes initiative to achieve value-added results, within scope of responsibility 14. Applies strong analytical skills to resolve difficult client problems 15. Demonstrates strong presentation and communication skills Generic Managerial Skills, If any * Communicate effectively with different teams * Flexible to changing priorities, open to new ideas Salary Range: $130,000 $150,000 Year TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Di sability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & amp; Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. #LI-SP1
$130k-150k yearly 33d ago
Associate Financial Advisor
Transcend Practice Management
Finance consultant job in Brookfield, WI
Job Description Associate Financial Advisor Compensation: $120,000 to $130,000 + incentives Status: Full time in office We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our family-owned firm enjoys building relationships; we are passionate about providing the best experience possible to clients, prospects, and teammates. Customer service drives everything we do! We are looking for a highly motivated Associate Financial Advisor who will build strong relationships with clients and assist them with attaining their financial goals. There is tremendous room for growth for the right candidate! A successful candidate will value building meaningful relationships with clients and assisting them in their financial planning needs. Some of the top qualities that we seek in new team members include: A sincere commitment to both client and team success Reliability, integrity, and a proven record of strong client relationship-building Exceptional communication skills, both written and verbal Detail oriented Problem-solving skills Autonomous self-starter Client-first attitude Careful listening skills Professional demeanor and a team player A personal interest in continuous education and new planning concepts in the wealth management industry As an Associate Financial Advisor, you will support all aspects of financial planning and investment management for our valued clients. You'll be comfortable and confident when interacting with clients to ensure a thorough and robust financial planning experience. In your new role, you can expect to: Consistently provide superior professional service to clients. Consistently meet expectations of teamwork, punctuality, and regular, reliable attendance. Manage client accounts and processes. Process service requests, open accounts, place trades, and move money. Establish a business continuity plan and outreach strategy for existing clients. Onboarding new clients. Serve as the right hand to the President, Lead Advisor. Maintain all information in strict confidence. Manage client relationships through ongoing client communication to establish and maintain a complete understanding of their financial objectives. Identify and deliver exceptional client-focused customer service in all aspects of asset management and financial plan development. Qualifications for this role include: Bachelor's Degree from an accredited college or university Series 7 required Series 65 or 66 preferred or willingness to obtain within first 3 months of employment 5-8 years of experience in the industry 3-5 years in a similar role Proficiency with computer programs, including Microsoft Office Suite Familiarity with LPL software and Right Capital preferred Demonstrated growth in current or past roles Exceptional listening, verbal, and written communication skills Ability to manage multiple projects and deadlines, with keen attention to detail Ability and desire to work successfully in a small company environment We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!
$120k-130k yearly 12d ago
Investment Analyst, application via RippleMatch
Ripplematch Internships 3.9
Finance consultant job in Milwaukee, WI
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Prior experience in financial analysis, investment banking, or related internship experience is preferred. Strong understanding of financial markets, investment strategies, and economic indicators. Proficiency in financial modeling and analysis, with strong quantitative skills. Excellent proficiency in Microsoft Excel, and familiarity with other financial analysis tools and software. Demonstrated ability to conduct in-depth research and analysis. Strong attention to detail and accuracy in handling financial data. Ability to synthesize complex information into clear, actionable insights. Excellent verbal and written communication skills, for presenting analysis and recommendations. Strong organizational and time management skills, with the ability to prioritize tasks in a fast-paced environment. Ability to work both independently and as part of a team.
$69k-110k yearly est. Auto-Apply 60d+ ago
Associate Financial Planner
Lakeshore Financial Group 3.3
Finance consultant job in Milwaukee, WI
Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Why Join Lakeshore Financial Group? Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life. Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed. Professional Development: Gain valuable experience in sales, finance, and client relationship management. Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan. Compensation: $75,000 - $100,000 per year Responsibilities: What You'll Do: Build relationships with potential clients and understand their financial needs Present and explain products and solutions Guide clients through the application and policy issuance process Provide ongoing support and service to clients Attend training and development sessions Qualifications: Who We're Looking For: Highly motivated and self-driven individuals Excellent communication and interpersonal skills A passion for helping others A strong work ethic and a desire to succeed Sales experience is a plus, but not required. We are willing to train the right person Must be able and willing to obtain a life insurance license This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support Why Join Us? Be part of a supportive and collaborative team Represent a reputable and respected company Enjoy the flexibility and freedom of a self-driven career Make a positive impact on the lives of others Earn a competitive income About Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.
$75k-100k yearly 8d ago
Investment Analyst - Private Debt & Equity
Northwestern Mutual 4.5
Finance consultant job in Milwaukee, WI
Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. **Please note, this opening is for Summer 2026 Openings** The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility. Analyst Responsibilities: Analyze and evaluate private equity and private credit investments across a wide range of industries. Develop investment theses. Perform detailed financial analysis and modeling. Assist in the writing of investment memos and contribute to investment committee discussions. Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors. Actively monitor portfolio performance. Qualifications: Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity. Strong interpersonal skills including written / oral communication and relationship building. 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles. #LI-Onsite Compensation Range: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
$77k-116k yearly est. Auto-Apply 60d+ ago
Financial Advisor - Waukesha, WI
Advisor Talent Solutions 4.3
Finance consultant job in Waukesha, WI
Financial Advisor Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our established financial service firm, Drake & Associates, in Waukesha, WI, is seeking to add a Financial Advisor to our Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads. Duties include: meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you! Key Traits: ● Strong initiative ● Positive attitude ● Ability to create connection with families ● Persistence ● An entrepreneurial perspective to build a client base ● Persuasive ability Minimum Requirements: ● College degree preferred ● 3+ years of financial services experience with an emphasis on sales ● Life and Health Licensed; Series 65, or 66 and 7. ● Strong organizational, prioritization, interpersonal, and management skills ● Strong mathematical and analytical skills ● Excellent communication skills; both verbal and written ● Proficient with Google Suite ● Experience with Salesforce preferred, but not required Position Responsibilities: ● Prepare, present, and implement customized financial plans ● Assist clients with annuities, life, and long-term care, and managing money ● Provide financial planning advice to include investment, insurance, and retirement ● Develop, manage, and retain strong client relationships Income $150,000 - $500,000 Money for Nothing Three weeks of paid time off each year Retirement We offer Traditional and Roth 401(k)s with a company contribution of 3% regardless of team member contributions. We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money, it's what we do! Let's Stay Healthy Blue Cross Blue Shield group health insurance plan with a great provider network It's the same health insurance that Tony has for himself. We pay for part of health, dental, and life insurance. Paid time off to go to the doctor, dentist, etc. Hungry? Free coffee, tea, sodas, water, and hot cocoa - all on-site Want To Lend a Hand? We support local charities financially and with paid time off to volunteer Use The Force, Luke! Mentorship is part of the deal. We want to help you as a person, not just as an employee. We'll pay for you to obtain your life insurance license, health insurance license, and Series 65 securities registration. We'll even pay for your Certified Financial Planner designation. Want to get your CPA license? Let's do it. How Do I Get There? Waukesha location is just off the Guerke's Corner exit on I-94. Mequon location is right off I-43 on Mequon and Port Washington Rd Let's have fun! Quarterly team lunches and team-building events off-site Annual Team Holiday Party Paid-for Annual Trips Company hits our goals, let's all travel together! Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.
$65k-122k yearly est. 60d+ ago
Entry Level - Financial Advisor - WI, Milwaukee (5109)
AXA Equitable Holdings, Inc.
Finance consultant job in Milwaukee, WI
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$57k-109k yearly est. 49d ago
Entry Level - Financial Advisor - WI, Milwaukee (5109)
EQH
Finance consultant job in Milwaukee, WI
Skills & Experience Education\: Bachelor's degree or equivalent skills and work experience Licensing\: State Life & Health, SIE, Series 7, Series 66 Personal Attributes\: values-driven with a track record of success and accomplishment Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence Mindset\: entrepreneurial spirit with a desire to positively impact others' lives Collaboration\: ability to work with and learn from top performers Work Authorization\: must be authorized to work in the United States Training & Development FINRA Sponsorship\: provided for required FINRA licensing Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training Virtual University\: access to Equitable Advisors' Virtual University for continuous learning Mentorship\: opportunities for joint work and mentorship Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development\: access to Leadership Development School for those with management ambition Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations Location\: In-office presence required Work-Life Balance\: Flexible schedule to maximize productivity and personal time
$57k-109k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Waterstone Financial, Inc. 4.0
Finance consultant job in Germantown, WI
Duties and responsibilities * Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client. Provides timely direction and follow-up. * Identify suitable investment opportunities that align with clients' risk profiles and objectives. * Partners and prospects within WaterStone Bank by establishing relationships with bank employees to obtain qualified referrals. * Develops prospects for new client relationships through networking and COI building. * Keeps apprised of current financial market trends, strategies, product offerings, regulations and provides objective advice based on this information. * Focused on growing and protecting client assets including but not limited to; tax planning, retirement planning, estate planning and other financial matters, growth and protection of assets. * Responsible for significant growth and development of the bank's book of business, including GDC and Assets under Management. * Actively works with WSB Supervisor and Broker Dealer to refine selling and communication skills. * Periodically present seminars to WSB staff or prospects to educate, inform and garner business. * Design and implement follow up plans for clients in a manner that matches their communication style and investment needs. * Adhere to ethical standards and fiduciary responsibilities, always acting in the best interest of the client. * Other duties as assigned. Qualifications Experience Required * 3-5 years sales and business development experience Preferred * 5-7 years of experience in the investment/wealth management field. Education Required * High School diploma or general education degree (GED) * Series 7 and series 63/65 or 66. Valid Wisconsin Life Insurance License Preferred * Bachelor's degree in finance or business is preferred. * Additional education and/or experience: List if applicable. Working Conditions: Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance. A valid driver's license in required. Driving record must be in accordance with WSB's Vehicle Safety Policy. Benefits for Full-Time Position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
$64k-116k yearly est. 60d+ ago
Business Analyst - Finance
Alto-Shaam 4.1
Finance consultant job in Menomonee Falls, WI
Whether you're just beginning your career or have years of experience-you've come to the right place! Working at Alto-Shaam means you're a part of a passionate team working together towards one goal. Since 1955, Alto-Shaam has pioneered industry-leading commercial foodservice equipment that anticipates and responds to our customers' needs. Our solutions help foodservice businesses like Sendik's Food Market and Saz's Hospitality Group enhance their menus while providing a greater return on their investment. Our world-class products are made in a world-class facility. Alto-Shaam's headquarters and manufacturing space is dynamic, clean and safe for all. As a family company, we also take care of our people by providing market-leading benefits: Earn an annual bonus on your gross income, which has averaged 15% over the past five years Low Cost premiums for full coverage healthcare with wellness participation 11 paid holidays and generous earned PTO Advancement opportunities to grow through our career ladders program Tuition assistance to pursue a degree or certification Fitness reimbursement for gym memberships, classes, or training sessions Biannual performance reviews with yearly merit increases Annual free lunch with the company president to celebrate your work anniversary Job Description The Business Analyst - Finance is a hybrid role that combines financial planning and analysis (FP&A) with business intelligence and analytics (BI&A). This position is responsible for delivering timely and actionable insights through financial modeling, forecasting, and data visualization. The analyst will partner cross-functionally to understand business needs, improve reporting processes, and support strategic decision-making through data-driven analysis and will serve as a liaison between the Finance and Information Technology departments. The ideal candidate for a Business Analyst - Finance would be able to do the following: Lead weekly and monthly forecasting and reporting of sales, orders, and key performance indicators. Analyze monthly/quarterly financial results (vs. forecast, prior year, budget) and communicate key drivers and trends. Collaborate with operations and product management to support pricing, margin, and ROI analysis. Develop and maintain BI dashboards and visualizations in alignment with governance standards. Partner with business stakeholders to identify reporting needs and recommend BI solutions to improve decision-making. Assist in the monthly forecast and annual planning processes. Perform ad-hoc financial and business analysis to support strategic initiatives and special projects. Become a subject matter expert in business processes and data sources within the finance area. Stay current with BI&A trends and share best practices across the enterprise. Support self-service BI enablement by assisting users with analytical tools and training, as well as report ideation and development. Qualifications Education / Skills Required: Bachelor's degree in Finance, Accounting, MIS, Computer Science, or related field. 3+ years of experience in financial analysis and/or business intelligence, preferably in a manufacturing environment. Proficiency with BI tools such as Tableau or Power BI; experience with ERP systems like Oracle or SAP is a plus. Strong analytical, problem-solving, and data storytelling skills. Ability to communicate complex financial and technical concepts to diverse audiences. Experience with cloud-based data platforms (e.g., SAP/Oracle) is preferred. Self-starter with a continuous improvement mindset and strong sense of accountability. Ability to work cross-functionally and manage multiple priorities under tight deadlines. Additional Information We are looking for team-members that exemplify and live our High FIVE values: Highest Quality: Are you detailed-oriented and ensure the accuracy of your work? Win together as a Family: Do you exceed expectations by being attentive and going above and beyond? Unleash the Innovative Spirit: Are you passionate about finding solutions to streamline and enhance the way you and your peers work? Be a Helpful Voice: Are you a positive person who wants to make an impact on others? Every Individual Makes an Impact: Are you a go-getter who takes initiative and pride in your work? If you share our values, we want you to be a part of our Alto-Shaam family!
$52k-68k yearly est. 60d+ ago
Financial Advisor
Johnson Financial Group 3.9
Finance consultant job in Racine, WI
The Financial Advisor plays a vital role in driving growth by developing new business opportunities across securities, mutual funds, annuities, and other licensed products. In addition to cultivating new relationships, this position expertly manages and strengthens existing client portfolios within the local markets. Through proactive outreach and engagement, this role seeks to uncover and pursue potential business prospects, while skillfully cross-selling a comprehensive suite of bank and company products to meet clients' diverse financial needs. Key Responsibilities * Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth. * Achieve significant growth in assets under management and revenue for a profitable book of business. * Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources. * Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services. * Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process. * Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships. * Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect. Required Experience * Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business development; relevant work experience may substitute for education. * Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings. * Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence. * Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively. * Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses. 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.
$46k-55k yearly est. Auto-Apply 2d ago
Accounting & Financial Analyst Intern
Twin Disc, Incorporated 4.3
Finance consultant job in Milwaukee, WI
Job DescriptionTWIN 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. Powered by JazzHR 6pfkeNLrww
$39k-47k yearly est. 8d ago
Summer Intern, Finance and Accounting
Betanxt
Finance consultant job in Brookfield, WI
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. We are seeking a detail-oriented and analytical Summer Finance and Accounting Intern to join our team. This opportunity offers hands-on experience in financial planning, budgeting & forecasting, and accounting processes within a dynamic corporate environment. You'll work closely with experienced professionals to analyze financial data, assist with forecast preparation, and support initiatives that ensure accuracy and compliance. This role will help develop strong quantitative, organizational, and problem-solving skills while gaining exposure to real-world financial operations and strategic decision-making. Duties and Responsibilities of the Intern, Finance and Accounting * Support the management and tracking of financial transactions, and forecasts that align with critical business objectives * Assist in preparing, analyzing, and reconciling financial management reports * Collaborate with internal stakeholders to ensure accurate and timely financial data collection and reporting * Help identify potential financial risks, assist in creating mitigation plans, and contribute to resolving issues efficiently * Participate in the forecasting process, including data gathering, variance analysis, and reporting * Learn and apply financial management tools and software (such as Excel, NetSuite and NSPB) in a professional setting * Assist in preparing presentations and updates tailored to various audiences, including leadership and cross-functional teams Skills and Experience of the Intern, Finance and Accounting * Currently pursuing a degree in Finance, Accounting, Business, or a related field * Self-starter with an open mind to exploring new ideas and solutions in financial management * Proven analytical, quantitative, and problem-solving skills * Solid understanding of financial management software (e.g., Excel, NetSuite) and basic accounting principles * Above-average organizational, interpersonal, and communication skills * Ability to multi-task, stay calm under ambiguity, and thrive in a fast-paced environment * Detail-oriented with a commitment to accuracy and confidentiality Details: * Pay for this position with be $25/hour * The intern will be located in our Brookfield, WI office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered * The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026 * Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US
$25 hourly 1d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Waukesha, WI?

The average finance consultant in Waukesha, WI earns between $52,000 and $109,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Waukesha, WI

$75,000

$52,00010%

$75,000Median

$109,00090%

What are the biggest employers of Finance Consultants in Waukesha, WI?

The biggest employers of Finance Consultants in Waukesha, WI are:

Charles Schwab

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Finance consultant jobs in Waukesha, WI

Financial Advisor

Financial Advisor

Investment Sales Analyst

Financial Analyst

Experienced Investment Banking Associate (Industrial)

Financial Advisor

High Yield Investment Analyst

Oracle Cloud SCM Finance Consultant

Associate Financial Advisor

Investment Analyst, application via RippleMatch

Associate Financial Planner

Investment Analyst - Private Debt & Equity

Financial Advisor - Waukesha, WI

Entry Level - Financial Advisor - WI, Milwaukee (5109)

Entry Level - Financial Advisor - WI, Milwaukee (5109)

Financial Advisor

Business Analyst - Finance

Financial Advisor

Accounting & Financial Analyst Intern

Summer Intern, Finance and Accounting

Learn more about finance consultant jobs

How much does a finance consultant earn in Waukesha, WI?

What are the biggest employers of Finance Consultants in Waukesha, WI?