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Investment Banker Jobs in Menomonee Falls, WI

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  • Financial Rep - Upcoming Grad - Starting at $16/hr

    Mutual of Omaha 4.7company rating

    Investment Banker Job 6 miles from Menomonee Falls

    Financial Representative Trainee (Sales)--Milwaukee, WI Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales) -- Richmond, VA Virginia | 503368 Financial Representative Trainee (Sales)- Guaynabo, Puerto Rico Puerto Rico | 503248 Summer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote Nebraska | 503585
    $36k yearly 4d ago
  • Financial Representative

    The Western and Southern Life Insurance Company 4.8company rating

    Investment Banker Job 10 miles from Menomonee Falls

    Explore Your Future at Western & Southern Life Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company
    $41k-70k yearly est. 2d ago
  • Personal Banker Hampton

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 10 miles from Menomonee Falls

    Job DescriptionWhy Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 7600 W Hampton Ave, MILWAUKEE, WI 53218 @RWF22 Posting End Date: *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-32k yearly est. 60d+ ago
  • Financial Services Specialist

    Otis Minnesota Services

    Investment Banker Job 13 miles from Menomonee Falls

    The primary focus of this role is to assist in the management of the time, travel, and expense programs to maintain adherence to corporate risk and control policies. Additionally, this role will assist the broader finance organization in other support functions. These tasks may include expense coding and review, internal and external reporting requests, project accounting requests, or other accounting tasks. This role will collaborate & communicate with all members of the accounting/finance departments and operations management across the broader Company footprint and other owner-operating companies. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Support and emulate the Company's Core Values Assist in the preparation and implementation of Travel/purchasing card policies/procedures Expense report platform user maintenance and user support Program compliance and control review Program reporting and analysis Lead in implementation of a standard tool, including communication and user training Assist accounts payable staff in additional expense coding/review Assist the controllership function in external reporting Assist with other finance and accounting support functions Collaborate with all members of the Accounting Department to implement process improvement initiatives to increase accuracy, efficiency, and timeliness of data/reporting. Support the process improvement group with company-wide initiatives that may include both accounting and operational processes Assist both the internal and external audit functions including maintaining proper documentation according to internal control framework Assist in preparing special reports and studies requested by management Perform other duties as assigned Physical Demands This is a largely sedentary role; however, while performing the duties of this job, the employee is frequently required to talk and hear, sit, use hands to finger, handle or feel objects, office equipment or controls and reach with hands and arms. The employee is occasionally required to stand, walk, and lift more than 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is required to work in an indoor environment. Required Education and Experience High school diploma Strong attention to detail and data accuracy Associate degree in accounting, finance, or related field, preferred 1+ years accounting work in public or corporate setting Additional Eligibility Qualifications Experience working with generally accepted accounting principles and accounting software. Professional work in a large company setting with exposure to GL coding and related accounting functions. Interactions with internal and external customers. Experience in communicating data and performance measures to the management team. Experience with company purchasing card programs and administration. ERP system experience - preferably PENTA Strong personal computer and business solutions software skills, specifically with Microsoft Office Software. Advanced Excel knowledge. Previous T&E system experience. System integration experience. Ability to perform computations with reasonable speed and accuracy. Solid organizational and communication skills with high attention to detail Strong analytical and problem-solving skills Strong willingness to learn. Otis Minnesota is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
    $23k-40k yearly est. 2d ago
  • Banker | Mt Zion

    Busey Bank 4.5company rating

    Investment Banker Job 50 miles from Menomonee Falls

    As a Banker at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customers financial wellbeing. Come grow your career at Busey! Duties & Responsibilities Identify customers' and non-customers' financial needs and sell all appropriate products and services. Service customer's accounts as needed and proactively communicate with customers to ensure their financial needs are met. Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers' financial needs. Assist with Teller duties on an as needed basis. Education & Experience Knowledge of: Strong sales and customer service skills Strong interpersonal communication skills Bank compliance, security, and operational policies Possess knowledge of all bank products, features, benefits as well as basic math functions. Ability to: Accurately count money Explain products and services to current and potential customers Perform duties and make decisions under frequent time pressures Learn to operate basic office equipment and banking systems Stand for extended periods of time Lift 50 pounds Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience. Cash handling experience (preferred) Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Banker must immediately attain active registration upon employment. Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment. #BBLP
    $66k-104k yearly est. 60d+ ago
  • Fall 2024 Baird Banking Bootcamp

    Robert W. Baird & Co.Orporated 4.7company rating

    Investment Banker Job 10 miles from Menomonee Falls

    People are our most important asset, and each is critical to our continued success. This is why we seek out individuals who embrace the values we live by, the selfless focus of our culture, the ethics that guide us and the results we expect. Baird Banking Bootcamp is a multi-day virtual program that will give undergraduate students an introduction to the world of investment banking. In partnership with Wall Street Prep, Baird will host four two-hour workshop sessions to cover fundamental investment banking concepts and keys to early success. Additional topics: Introduction to Accounting and Excel Investment Banking Soft Skills Introduction to Valuation Attendees will also have the opportunity to network with Baird Global Investment Banking bankers, and learn more about Baird's platform, including our summer internship opportunities. Competitive candidates will be current freshman and sophomores interested in learning more about investment banking. Certificates of competition will be distributed to participants who successfully complete the program requirements. Applicants will be notified of admittance into the program no later than Friday, October 18th. Dates: November 1, 8, 15, and 22 Time: 12pm-2pm CT followed by 30-minute Q&A 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.
    $96k-149k yearly est. 60d+ ago
  • BMO Catalyst Internship - Commercial Banking Freshman and Sophomore Internship Program Summer 2025 (8 weeks)Milwaukee, WI

    BMO Bank N.A 4.7company rating

    Investment Banker Job 10 miles from Menomonee Falls

    Application Deadline: 02/20/2025 Address: 790 N Water Street Job Family Group: Commercial Sales & Service BMO Commercial Banking BMO Commercial Banking provides clients with a comprehensive range of commercial products and services, including a variety of financing options and treasury and payment solutions, as well as risk management products. Our commercial bankers partner with clients to anticipate their financial needs, and offer valuable expertise and industry knowledge to help them manage and grow their businesses. As a member of BMO Financial Group, we are part of the eighth largest bank in North America by assets. We serve millions of customers across North America, and in select markets globally. Program Overview Catalyst is a 9-week internship program that brings together a cohort of talented rising sophomore and junior college students focused on training, development, mentorship, and networking. Catalyst interns individually report to a Sponsor who acts as a mentor, coach and manager and provides a highly engaging and interactive learning experience. Catalyst interns will work on real-time projects, attend informative lunch and learns, and prepare a final presentation all of which will enable them to build genuine relationships and gain meaningful work experience. Successful completion of the program may result in an offer to return as Commercial Banking Credit Analyst Intern. Qualifications: ·You are a rising sophomore or junior student at an accredited U.S. College/University, currently enrolled in an undergraduate program with an anticipated graduation date of Spring 2027 or Spring 2028 ·You are available to work 35 hours/week (Monday to Friday) June 9 - August 1, 2025 ·You have a preferred minimum GPA of 3.0/4.0 ·You are a U.S. citizen, permanent resident of U.S., or an individual who is legally authorized to work in the U.S. and will not require sponsorship in the future ·You have an interest in kick-starting your career in Commercial Banking and are pursuing an undergraduate degree in a related field of study e.g. Finance, Accounting, etc. ·You demonstrate excellent communication skills (written and oral), proven analytical skills, strong work ethic, and a high level of professional integrity Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. Provides accurate financial analysis and risk assessment of new and existing customers. Partners with internal stakeholders for accurate, detailed client information. Develops credit information to make lending decisions on new, renewal and extension loans. Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients. Prepares summary, present facts and offer opinions concerning credit worthiness. Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. Provides input into the planning and implementation of operational programs. Builds effective relationships with internal/external stakeholders. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,715.00 - $63,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-63.5k yearly 8d ago
  • Investment Consultant

    NW Mutual Investment Services

    Investment Banker Job 10 miles from Menomonee Falls

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Act as a sales coach and consultant to our advisors on our investment products; eventually to IRAs and Qualified Business Retirement plans as well. On a high performing team of deep experts, provide case consultations using sales execution strategies within the context of client financial planning. Possess a mindset of innovation and drive excellence in field sales support by combining product knowledge, investment planning solutions and sales strategies. Primary Duties & Qualifications: Drive advisor engagement to deliver investment product education and training to support our advisors and their growth. Define the implementation of product solutions to complete financial plans and guide the future of our support activities. Collaborate across departments and divisions to align to our mission and goals by leading high impact projects and/or have liaison responsibilities for various regions, product areas and/or market segment teams. Deliver training on a full breadth of products, markets, sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Deliver expert guidance to a variety of audiences and collaborate closely with the Sales Professionals to help them achieve corporate sales goals. Featured speaker at events in the home office or in the network office on planning, product and markets Act as a sales coach and consultant to our advisors on our investment products and planning. Drive advisor engagement to deliver investment product education and training to support our advisors and their growth. Define the implementation of product solutions to complete financial plans and guide the future of our support activities. Collaborate across departments and divisions to align to our mission and goals by leading high impact projects and/or have liaison responsibilities for various regions, product areas and/or market segment teams. Deliver training on a full breadth of products, markets, sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Deliver expert guidance to a variety of audiences and collaborate closely with the Sales Execution Team to help them achieve corporate sales goals. Featured speaker at events in the home office or in the network office on planning, product and markets Qualifications: Bachelor's degree in business, finance, marketing or related field desired. Minimum of 8 years' experience in a financial services environment focused on presenting and educating the audience on a multitude of financial products. In-depth understanding of financial services products including financial planning. Excellent knowledge and application of consultation skills. FINRA Series 7 required Confident ability to consult with the field on complex topics and scenarios and propose effective, needs-based solutions. Ability to identify and address the problems, opportunities, wants and needs of the field and their clients in a suitable manner. Demonstrated ability to be a team player. Excellent ability to assert own ideas and persuade others to a point of view. Ability to gain support and commitment from others while mobilizing them to take action. Demonstrated ability to lead large and/or high impact projects, or has had liaison responsibilities across division or departments for Region, Product or Markets. Demonstrated ability to develop and deliver clear and smooth presentations. Demonstrated ability to carry self well in all settings including large group engagements. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting. Required Certifications: Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $75,180.00 Pay Range - End: $139,620.00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures. Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now! We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
    $75.2k-139.6k yearly 60d+ ago
  • Investment Consultant

    Northwestern Mutual 4.5company rating

    Investment Banker Job 10 miles from Menomonee Falls

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Act as a sales coach and consultant to our advisors on our investment products; eventually to IRAs and Qualified Business Retirement plans as well. On a high performing team of deep experts, provide case consultations using sales execution strategies within the context of client financial planning. Possess a mindset of innovation and drive excellence in field sales support by combining product knowledge, investment planning solutions and sales strategies. Primary Duties & Qualifications: Drive advisor engagement to deliver investment product education and training to support our advisors and their growth. Define the implementation of product solutions to complete financial plans and guide the future of our support activities. Collaborate across departments and divisions to align to our mission and goals by leading high impact projects and/or have liaison responsibilities for various regions, product areas and/or market segment teams. Deliver training on a full breadth of products, markets, sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Deliver expert guidance to a variety of audiences and collaborate closely with the Sales Professionals to help them achieve corporate sales goals. Featured speaker at events in the home office or in the network office on planning, product and markets Act as a sales coach and consultant to our advisors on our investment products and planning. Drive advisor engagement to deliver investment product education and training to support our advisors and their growth. Define the implementation of product solutions to complete financial plans and guide the future of our support activities. Collaborate across departments and divisions to align to our mission and goals by leading high impact projects and/or have liaison responsibilities for various regions, product areas and/or market segment teams. Deliver training on a full breadth of products, markets, sales concepts and related planning topics to advanced audiences (e.g. field leadership and senior management). Deliver expert guidance to a variety of audiences and collaborate closely with the Sales Execution Team to help them achieve corporate sales goals. Featured speaker at events in the home office or in the network office on planning, product and markets Qualifications: Bachelor's degree in business, finance, marketing or related field desired. Minimum of 8 years' experience in a financial services environment focused on presenting and educating the audience on a multitude of financial products. In-depth understanding of financial services products including financial planning. Excellent knowledge and application of consultation skills. FINRA Series 7 required Confident ability to consult with the field on complex topics and scenarios and propose effective, needs-based solutions. Ability to identify and address the problems, opportunities, wants and needs of the field and their clients in a suitable manner. Demonstrated ability to be a team player. Excellent ability to assert own ideas and persuade others to a point of view. Ability to gain support and commitment from others while mobilizing them to take action. Demonstrated ability to lead large and/or high impact projects, or has had liaison responsibilities across division or departments for Region, Product or Markets. Demonstrated ability to develop and deliver clear and smooth presentations. Demonstrated ability to carry self well in all settings including large group engagements. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting. Required Certifications: Series 6 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $75,180.00 Pay Range - End: $139,620.00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures. Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now! We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.
    $75.2k-139.6k yearly 7d ago
  • Corporate Intern - Corporate Banking - Summer 2025 (Hybrid Milwaukee or Chicago)

    Associated Bank 4.6company rating

    Investment Banker Job 10 miles from Menomonee Falls

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. This internship opportunity is intended for first-generation students only. Due to work requirements, candidates must be located within 30 miles of Milwaukee or Chicago. We invite you to view the opportunity below. The Corporate Banking Intern Program is a 12-week introduction to key disciplines within Corporate Banking, including Loan Syndications, Private Equity, Asset-Based Lending, Equipment Finance, Treasury Management Services, Foreign Exchange, and Interest Rate Derivatives. During the program, interns will follow a structured sequence of tasks to learn the fundamentals of commercial lending activities, with the goal of contributing to daily client deliverables within the respective lines of business. This person will: Learn and understand Associated Bank's credit approach and underwriting process. Spread and analyze financial data Assist in the preparation of quarterly monitoring memos, including financial statement summaries, cash flow templates, and spreads, under the guidance of Portfolio Managers. Learn and understand Associated Bank's lending cycle and wide range of banking products. Expand knowledge and expertise through ongoing specialized training. Support the successful execution of assigned initiatives through project planning, partnership coordination, project management, and communication with stakeholders, under supervision. Complete required program training and assignments, within prescribed timeframes, mastering assessments, and meeting minimum performance and production standards. Review the qualifications listed below: Education Associate's or Bachelor's Degree Student in freshman, sophomore, junior, or senior year standing, Required Business, Accounting, Finance, Economics Majors, Required At least two accounting classes, Preferred Experience Less than 2 years Entry Level, Preferred In addition to core traditional benefits, we take pride in offering benefits for every stage of life. Retirement savings including both 401(k) and Pension plans. Paid time off to volunteer in your community. Opportunities to connect with others through our diversity-focused Colleague Resource Groups. Competitive salaries with professional development and advancement opportunities. Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more. Personal banking, loan, investment and insurance benefits. Associated Bank serves more than 120 communities throughout Wisconsin, Illinois and Minnesota and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X. Compliance Statement Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline. Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process. Associated Banc-Corp is an Affirmative Action and Equal Opportunity Employer. Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish. Associated Bank is Pay Transparency compliant. The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role. $20.00 - $25.80
    $47k-66k yearly est. 3d ago
  • 2025 Investment Services Summer Intern

    U.S. Bank 4.6company rating

    Investment Banker Job 10 miles from Menomonee Falls

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** **Our Investment Services t** **eam** Our Investment Services organization provides you the opportunity to support our Global Corporate Trust & Custody or Global Fund Services team as you launch your career: + **U.S. Bank Global Corporate Trust & Custody** is a leading provider of corporate trust services and custody solutions in the United States and Europe, serving private and public companies, government and tax-exempt entities, and financial services companies. Our teams provide expert guidance backed by financial strength and resources to help our clients achieve success. + **U.S. Bank** **Global Fund Services** offers a full array of finance functions: fund accounting, fund administration, regulatory support, transfer agent and custody. Our solutions are available as a comprehensive suite or independently. Clients serviced are firms that offer registered and unregistered investment vehicles. Vehicles we provide services to include open-ended, closed-ended, hedge funds, fund of funds, offshore funds, exchange-traded products or UCITS. Some of our client relationships began at our inception. Creating and maintaining strong partnerships with our clients is at the core of what we do. **What** **you'll** **do** Our 10-week paid internship will provide you with the foundational knowledge on how investment services meet clients' needs. You will be exposed to diverse roles broadly focused on operational, comprehensive asset servicing management. You will receive accelerated learning and skill development through a mix of on-the-job training, mentorship, a community of peers and advisors, and a pathway to our full-time Investment Services Development Program upon graduation. **As an Investment Ser** **v** **ices** **Intern,** **you'll** **:** + Get hands-on experience working on projects that impact the business such as: + Performing research, analysis, review, development, implementation, and monitoring of new and/or revised products/services. + Analyzing current costs and estimates the cost or cost savings and enhanced benefits that may be achieved by implementing a recommendation. + Compiling and analyzing information for an assigned project or area and making recommendations based on findings. + Co-leading and influencing a working team of project staff. + Acting as a project liaison with other departments. + Develop technical and business acumen through training, mentorship, and exposure to senior executives + Build a supportive community of peers through a variety of cohort strengthening activities such as social events, volunteer days, and development workshops **Who** **we're** **looking for** Are you interested in understanding how assets move in our financial markets? Would you like working in an operations-focused environment, ensuring consistent process execution in support of our domestic and global institutional client relationships? If you are process-savvy and detail-oriented, with strong data analytics and communications skills, then the Investment Services Internship may be right for you! Our ideal candidate is operations-minded, with interests in data analytics and serving our clients across an end-to-end lifecycle of transaction management. **Basic qualifications:** + Pursuing a bachelor's degree with a target graduation date of December 2025 or May 2026 + Basic understanding of Financial/Accounting terms, concepts, and applications + Ability to start internship program on June 9, 2025 **Preferred qualifications:** + Strong interest in finance, accounting, operations, and/or investment management + Exceptional communication and presentation skills + Strong work ethic with a proactive, flexible attitude and a desire to pitch in wherever needed + Developed problem solving skills and a solutions-focused approach to addressing challenges + Outstanding teamwork and project execution skills with multitasking capability + Unwavering integrity and ethics + Proficient in Office 365, with strong skills in Excel **Internship benefits** + Meaningful, hands-on work that impacts the business + Networking opportunities with senior leadership, U.S. Bank team members, and interns + Option for sign-on bonus + Potential for a fulltime offer upon graduation into a development program **Work** **ing model and hours:** This role is hybrid. Interns who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days. Interns work approximately 40-hours each week during the internship. **The application** **process** If you are interested in applying and learning more, click on the Apply Now icon to submit your application. This position is not eligible for visa sponsorship. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law **EEO is the Law** U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (********************************************************************************************* EEO poster. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.39 - $29.03 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank accepts applications for this position on an ongoing basis.
    $20-26.4 hourly 26d ago
  • Private Client Banker - Wisconsin Central Market - Germantown, WI

    224219-Core Engineering Us

    Investment Banker Job 5 miles from Menomonee Falls

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $29k-54k yearly est. 11d ago
  • Private Client Banker - Glendale Area - WI

    144780-Payments_Us

    Investment Banker Job 10 miles from Menomonee Falls

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $29k-54k yearly est. 60d+ ago
  • Cage Main Banker

    Potawatomi Hotel & Casino 4.1company rating

    Investment Banker Job 10 miles from Menomonee Falls

    Starting at $16.26 per hour | Requires flexibility to work various shifts Are you good at staying organized and keeping track of multiple transactions during your shift? If so the Cage Main Banker position is for you. Below are some of the responsibilities as a Potawatomi Casino Hotel Cage Main Banker: * Maintain security and accountability of all money transactions by tracking and securing issuance of cashier banks and reconciliation of banks during shift. * Assist in the flow of work during shift and act as resource for team member and guest questions. * Process cashier window exchanges and replenish cashier's drawer. Assist with verification of employee transactions. * Verify daily paperwork to resolve any variance errors during shift. * Count and verify all funds into assigned bank. * Process, track, report, and balance the high volume of transactions. What you will love about us: * Paid time off * Medical, dental, vision, and life insurance * 401(k) retirement plan with company match * Free onsite health clinic * Shift premiums * Team Member referral bonus program * Affordable breakfast, lunch and dinner meal options in our employee dining room * Free uniforms with in-house laundry service * Discounted bus pass * Free off-street parking * Free or discounted tickets to area attractions, festivals, and events * Paid training and advancement opportunities * Team member appreciation events * And more! What you need: * The ability to work irregular hours and extended shifts including late nights, early mornings, weekends, and holidays. * High School Diploma or equivalent. * Two years of cash handling experience. Even better if you have one or more of the following: * One year of supervisory experience. * Previous experience using a point-of-sale (POS) system.
    $16.3 hourly 60d+ ago
  • Financial Services Specialist

    Artera

    Investment Banker Job 13 miles from Menomonee Falls

    The primary focus of this role is to assist in the management of the time, travel, and expense programs to maintain adherence to corporate risk and control policies. Additionally, this role will assist the broader finance organization in other support functions. These tasks may include expense coding and review, internal and external reporting requests, project accounting requests, or other accounting tasks. This role will collaborate & communicate with all members of the accounting/finance departments and operations management across the broader Company footprint and other owner-operating companies. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. + Support and emulate the Company's Core Values + Assist in the preparation and implementation of Travel/purchasing card policies/procedures + Expense report platform user maintenance and user support + Program compliance and control review + Program reporting and analysis + Lead in implementation of a standard tool, including communication and user training + Assist accounts payable staff in additional expense coding/review + Assist the controllership function in external reporting + Assist with other finance and accounting support functions + Collaborate with all members of the Accounting Department to implement process improvement initiatives to increase accuracy, efficiency, and timeliness of data/reporting. + Support the process improvement group with company-wide initiatives that may include both accounting and operational processes + Assist both the internal and external audit functions including maintaining proper documentation according to internal control framework + Assist in preparing special reports and studies requested by management + Perform other duties as assigned Physical Demands This is a largely sedentary role; however, while performing the duties of this job, the employee is frequently required to talk and hear, sit, use hands to finger, handle or feel objects, office equipment or controls and reach with hands and arms. The employee is occasionally required to stand, walk, and lift more than 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is required to work in an indoor environment. Required Education and Experience + High school diploma + Strong attention to detail and data accuracy + Associate degree in accounting, finance, or related field, preferred + 1+ years accounting work in public or corporate setting Additional Eligibility Qualifications + Experience working with generally accepted accounting principles and accounting software. + Professional work in a large company setting with exposure to GL coding and related accounting functions. + Interactions with internal and external customers. + Experience in communicating data and performance measures to the management team. + Experience with company purchasing card programs and administration. + ERP system experience - preferably PENTA + Strong personal computer and business solutions software skills, specifically with Microsoft Office Software. + Advanced Excel knowledge. + Previous T&E system experience. + System integration experience. + Ability to perform computations with reasonable speed and accuracy. + Solid organizational and communication skills with high attention to detail + Strong analytical and problem-solving skills + Strong willingness to learn. Otis Minnesota is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
    $23k-40k yearly est. 3d ago
  • Financial Services Specialist

    Artera Company

    Investment Banker Job 13 miles from Menomonee Falls

    The primary focus of this role is to assist in the management of the time, travel, and expense programs to maintain adherence to corporate risk and control policies. Additionally, this role will assist the broader finance organization in other support functions. These tasks may include expense coding and review, internal and external reporting requests, project accounting requests, or other accounting tasks. This role will collaborate & communicate with all members of the accounting/finance departments and operations management across the broader Company footprint and other owner-operating companies. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Support and emulate the Company's Core Values * Assist in the preparation and implementation of Travel/purchasing card policies/procedures * Expense report platform user maintenance and user support * Program compliance and control review * Program reporting and analysis * Lead in implementation of a standard tool, including communication and user training * Assist accounts payable staff in additional expense coding/review * Assist the controllership function in external reporting * Assist with other finance and accounting support functions * Collaborate with all members of the Accounting Department to implement process improvement initiatives to increase accuracy, efficiency, and timeliness of data/reporting. * Support the process improvement group with company-wide initiatives that may include both accounting and operational processes * Assist both the internal and external audit functions including maintaining proper documentation according to internal control framework * Assist in preparing special reports and studies requested by management * Perform other duties as assigned Physical Demands This is a largely sedentary role; however, while performing the duties of this job, the employee is frequently required to talk and hear, sit, use hands to finger, handle or feel objects, office equipment or controls and reach with hands and arms. The employee is occasionally required to stand, walk, and lift more than 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee is required to work in an indoor environment. Required Education and Experience * High school diploma * Strong attention to detail and data accuracy * Associate degree in accounting, finance, or related field, preferred * 1+ years accounting work in public or corporate setting Additional Eligibility Qualifications * Experience working with generally accepted accounting principles and accounting software. * Professional work in a large company setting with exposure to GL coding and related accounting functions. * Interactions with internal and external customers. * Experience in communicating data and performance measures to the management team. * Experience with company purchasing card programs and administration. * ERP system experience - preferably PENTA * Strong personal computer and business solutions software skills, specifically with Microsoft Office Software. * Advanced Excel knowledge. * Previous T&E system experience. * System integration experience. * Ability to perform computations with reasonable speed and accuracy. * Solid organizational and communication skills with high attention to detail * Strong analytical and problem-solving skills * Strong willingness to learn. Otis Minnesota is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
    $23k-40k yearly est. 3d ago
  • Financial Rep - Upcoming Grad - Starting at $16/hr

    Mutual of Omaha 4.7company rating

    Investment Banker Job 29 miles from Menomonee Falls

    Financial Representative Trainee (Sales)--Milwaukee, WI Work Type: Full Time Regular Application Closes: Open Until Filled SHARE Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: Hourly Wage: $16/hour during the trainee period, which lasts up to 30 days. Upon completion of the trainee period, promotion to a Financial Representative with a $36,000 annual base plus unlimited monthly sales incentive. $1000 bonus after successful completion of trainee period and promotion to a Financial Representative. An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2025, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2025, which is prorated based on the start date. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test. You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media. You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel. Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam. Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program. Be highly self-motivated and results-oriented, working both independently and as part of a team. Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Summer 2025 Graduate Data Science Intern - Remote Remote | 503664 Summer 2025 Finance & Accounting Development Program Intern - Omaha, NE or Remote Nebraska | 503585 Financial Representative Trainee (Sales) - Omaha, NE Nebraska | 503247
    $36k yearly 4d ago
  • Personal Banker Mayfair

    Wells Fargo Bank 4.6company rating

    Investment Banker Job 9 miles from Menomonee Falls

    Job DescriptionWhy Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today. About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work weekends and holidays as needed or scheduled Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 2675 N Mayfair Rd Ste 100, WAUWATOSA, WI 53226 @RWF22 Posting End Date: *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $27k-32k yearly est. 60d+ ago
  • 2025 Investment Services Summer Intern

    Us Bank 4.6company rating

    Investment Banker Job 10 miles from Menomonee Falls

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Our Investment Services team Our Investment Services organization provides you the opportunity to support our Global Corporate Trust & Custody or Global Fund Services team as you launch your career: * U.S. Bank Global Corporate Trust & Custody is a leading provider of corporate trust services and custody solutions in the United States and Europe, serving private and public companies, government and tax-exempt entities, and financial services companies. Our teams provide expert guidance backed by financial strength and resources to help our clients achieve success. * U.S. Bank Global Fund Services offers a full array of finance functions: fund accounting, fund administration, regulatory support, transfer agent and custody. Our solutions are available as a comprehensive suite or independently. Clients serviced are firms that offer registered and unregistered investment vehicles. Vehicles we provide services to include open-ended, closed-ended, hedge funds, fund of funds, offshore funds, exchange-traded products or UCITS. Some of our client relationships began at our inception. Creating and maintaining strong partnerships with our clients is at the core of what we do. What you'll do Our 10-week paid internship will provide you with the foundational knowledge on how investment services meet clients' needs. You will be exposed to diverse roles broadly focused on operational, comprehensive asset servicing management. You will receive accelerated learning and skill development through a mix of on-the-job training, mentorship, a community of peers and advisors, and a pathway to our full-time Investment Services Development Program upon graduation. As an Investment Services Intern, you'll: * Get hands-on experience working on projects that impact the business such as: * Performing research, analysis, review, development, implementation, and monitoring of new and/or revised products/services. * Analyzing current costs and estimates the cost or cost savings and enhanced benefits that may be achieved by implementing a recommendation. * Compiling and analyzing information for an assigned project or area and making recommendations based on findings. * Co-leading and influencing a working team of project staff. * Acting as a project liaison with other departments. * Develop technical and business acumen through training, mentorship, and exposure to senior executives * Build a supportive community of peers through a variety of cohort strengthening activities such as social events, volunteer days, and development workshops Who we're looking for Are you interested in understanding how assets move in our financial markets? Would you like working in an operations-focused environment, ensuring consistent process execution in support of our domestic and global institutional client relationships? If you are process-savvy and detail-oriented, with strong data analytics and communications skills, then the Investment Services Internship may be right for you! Our ideal candidate is operations-minded, with interests in data analytics and serving our clients across an end-to-end lifecycle of transaction management. Basic qualifications: * Pursuing a bachelor's degree with a target graduation date of December 2025 or May 2026 * Basic understanding of Financial/Accounting terms, concepts, and applications * Ability to start internship program on June 9, 2025 Preferred qualifications: * Strong interest in finance, accounting, operations, and/or investment management * Exceptional communication and presentation skills * Strong work ethic with a proactive, flexible attitude and a desire to pitch in wherever needed * Developed problem solving skills and a solutions-focused approach to addressing challenges * Outstanding teamwork and project execution skills with multitasking capability * Unwavering integrity and ethics * Proficient in Office 365, with strong skills in Excel Internship benefits * Meaningful, hands-on work that impacts the business * Networking opportunities with senior leadership, U.S. Bank team members, and interns * Option for sign-on bonus * Potential for a fulltime offer upon graduation into a development program Working model and hours: This role is hybrid. Interns who are in a hybrid role typically spend three days a week at the listed U.S. Bank location(s), while having flexibility on their work location for the other working days. Interns work approximately 40-hours each week during the internship. The application process If you are interested in applying and learning more, click on the Apply Now icon to submit your application. This position is not eligible for visa sponsorship. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law EEO is the Law U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.39 - $29.03 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. U.S. Bank accepts applications for this position on an ongoing basis.
    $20-26.4 hourly 26d ago
  • Private Client Banker - Glendale Area - WI

    144780-Payments_Us

    Investment Banker Job 10 miles from Menomonee Falls

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $29k-54k yearly est. 11d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Menomonee Falls, WI?

The average investment banker in Menomonee Falls, WI earns between $89,000 and $297,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Menomonee Falls, WI

$163,000
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