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Investment banker jobs in Milwaukee, WI

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  • Financial Representative Trainee (Sales) - Milwaukee, WI

    Mutual of Omaha 4.7company rating

    Investment banker job in Waukesha, WI

    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: Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings! $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. 401(k) plan with a 2% company contribution and 6% company match. Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details. 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 *************************. Fair Chance Notices
    $36k-75k yearly 5d ago
  • Internship - PWM Investment Solutions Support (Year-Round)

    Robert W. Baird & Co.Orporated 4.7company rating

    Investment banker job in Milwaukee, WI

    About the Role: The Investment Solutions team within Baird Private Wealth Management plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across the investment, lending, and liquidity platforms necessary for delivering great outcomes for our clients. The Investment Solutions Support team is responsible for partnering with financial advisors, branch associates, portfolio managers, and other key partners seeking general information on the solutions available. They also work with various areas of the firm to develop guidelines, tools, and best practices in support of the business. As an intern, you'll learn about investment offerings that we provide to our financial advisors and understand how they use our solutions for clients' investment needs. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday and working part time during the school semesters, 15-20 hours per week, in our downtown Milwaukee, WI office. We are seeking a local student who can start in May 2026. The Impact You'll Make: Support and maintain applications used for Managed Product offerings (e.g,. Envestnet) Collaborate with Investment Solutions Associates to define, evaluate, and deliver actionable data for field use Assess book of business efficiencies to assist field consultants in preparing for branch office visits Maintain and update content on the firm's intranet site (BairdWeb), ensuring accuracy and relevance Perform additional duties and assist with ad hoc projects as assigned What You'll Bring to Baird: Pursuing a bachelor's degree in finance, economics, business or related degree preferred Anticipated graduation date of May 2027 or later Strong written and verbal communication skills Ability to work in a team environment and manage priorities to meet specific deadlines Exceptional organizational and time management skills with a high attention to detail Strong client service critical thinking and troubleshooting skills About Our Intern Program: Jumpstart your career with Baird's high-impact summer intern program! You'll gain real-world experience, connect with inspiring leaders and grow through hands-on projects, mentorship and dynamic events. From our Intern Welcome and Baird Gives Back Day to firmwide networking and professional development, you'll be part of a vibrant, collaborative culture that values your voice and fuels your future. Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $60k-84k yearly est. Auto-Apply 51d ago
  • Investment Associate - Private Debt & Equity

    Northwestern Mutual 4.5company rating

    Investment banker job in Milwaukee, WI

    Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages ~$65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly-rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC's Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment. **Please note, this opening is for a targeted 2026 start date** Associate Responsibilities: Analyze and evaluate private equity and private credit investments across a wide range of industries. Develop investment theses. Perform detailed financial analysis and modeling. Assist in the writing of investment memos and present opportunities during investment committee discussions. Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors. Actively monitor portfolio performance. Qualifications: Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence. Two-to-Four years of relevant experience: investment banking, equity research, private equity, corporate development. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity. Strong interpersonal skills including written / oral communication and relationship building. #LI-Onsite Compensation Range: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits.
    $76k-115k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative

    Milwaukee 4.0company rating

    Investment banker job in Milwaukee, WI

    Returning from Military Service? Join Our Team Serving others is your calling. You should be proud of making a difference in the lives of our country. Agents at New York Life Insurance Company also take pride in making a difference in the lives of members of their communities by helping their clients build a more secure future for their families. Just like the military, New York Life values integrity, rewards hard work, and enjoys a long history of accountability and achievement. In fact, we've been protecting America's families and honoring our obligations since 1845. Join us. We are actively hiring talented people for sales and sales management positions. The discipline, drive, and leadership qualities you developed during your military service may make this career an ideal fit. You don't need previous experience in the financial industry to succeed in this career. Our top-notch, career-long training program will provide you with the foundation you need to hone your skills and continue to serve your community in a new way. You will have the support of a Fortune 100 company behind you, providing guidance, mentors, consultants, and marketing and sales resources. We're looking for motivated self-starters who want: Comprehensive and ongoing professional training and development State-of-the-art marketing and sales solutions A vast array of competitive insurance and financial products designed to meet the protection and financial needs of the clients A clearly defined career path, including opportunities in Management for qualified individuals Competitive benefits, including a defined benefit pension plan and significant income potential Visit nylbenefits.com and select ā€œNYL Agentsā€ to explore the benefits offered to our agents. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. New York Life Insurance Company equal opportunity M/F/Disability/Veteran/SexualOrientation/Gender Identity 1692148 (Exp. 2/10/2024) As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, long-term care insurance, and other products for insurance and retirement planning needs. You'll also: Develop and implement business and marketing plans Prospect for potential clients Discuss the financial concerns and needs of individuals Present potential solutions using our suite of products and services Develop your professional skills and knowledge Many of our financial professionals have served their country with distinction. Why not take the steps now to become a part of this great legacy? We are looking for people who possess the following background/characteristics: 4-year college degree Highly self-motivated and self-disciplined with the ability to work independently Outgoing personality with the ability to develop relationships (i.e., ā€œPeople Person") Fearless, positive attitude, and willingness to be accountable for results Organized, detail-oriented, and excellent time-management skills The desire for continuous learning Good communicator-excellent listening skills and ability to explain complex information in a simple and concise manner
    $28k-34k yearly est. 60d+ ago
  • BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)

    BMO Financial Group 4.7company rating

    Investment banker job in Milwaukee, WI

    **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 an 8-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. **What's in it for you?** + Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking + Technical Training - an engaging and interactive learning program including an introduction to credit + Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities + Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients + Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. + Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. **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 2028 or Spring 2029 + You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 + 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 The annual base salary for this position is USD $45,886 **Salary:** $44,300.00 - $66,400.00 **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.
    $44.3k-66.4k yearly 32d ago
  • BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)

    Bank of Montreal

    Investment banker job in Milwaukee, WI

    Application Deadline: 12/15/2025 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 an 8-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. What's in it for you? Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking Technical Training - an engaging and interactive learning program including an introduction to credit Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. 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 2028 or Spring 2029 You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 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 The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 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.
    $44.3k-66.4k yearly Auto-Apply 32d ago
  • US Private Bank- Private Banker- 2026 ReEntry Program 2026

    Jpmorgan Chase & Co 4.8company rating

    Investment banker job in Milwaukee, WI

    JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities * Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience * Generate business results and acquire new assets, both from existing client base and new client acquisition * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal specialists to provide interdisciplinary expertise to clients when needed * Connect your clients across all lines of business of J.P. Morgan Chase & Co. * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Required Qualifications, Capabilities, Skills * Three plus years of previous work experience in Private Banking or Financial Services * Bachelor's Degree required; MBA, JD, CFA, or CFP preferred * Proven sales success and strong business acumen * Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts * Focuses on the client experience and works tirelessly on the client's behalf Preferred Qualifications, Capabilities, Skills * Proactive, takes initiative, and uses critical thinking to solve problems * Strong community presence with an established network * Dynamic and credible professional who communicates with clarity and has exceptional presentation skills * Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business * Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
    $31k-67k yearly est. Auto-Apply 11d ago
  • Financial Representative

    Empire Growth Partners/Northwestern Mutual

    Investment banker job in Milwaukee, WI

    As business owners, Financial Representatives at Northwestern Mutual - Whitefish Bay help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: Fortune 500 company (2023) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023
    $29k-57k yearly est. 60d+ ago
  • Financial Counseling Representative I

    R1 Revenue Cycle Management

    Investment banker job in Mequon, WI

    R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $22.48 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #tj2022 #healthcare #customerservice #financialcounseling #banking #LI-TJ2022
    $15.4-22.5 hourly Auto-Apply 60d+ ago
  • Private Client Banker - Wisconsin West Market - Oconomowoc, WI

    JPMC

    Investment banker job in Oconomowoc, WI

    You have a passion 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 Compliance with Dodd Frank/Truth in Lending Act* 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: **************************************************************************
    $28k-53k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Dexter Smith-State Farm Agent

    Investment banker job in Sheboygan Falls, WI

    Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. Educate clients about insurance products and recommend appropriate coverage options. Foster strong client relationships through regular follow-ups and proactive communication. QUALIFICATIONS: Experience in financial services preferred. Analytical and communication skills. Goal-oriented and motivated by achieving measurable results. Ability to manage multiple priorities and work effectively in a fast-paced environment. Series 6, 63, 65 or 7 license preferred.
    $26k-42k yearly est. 20d ago
  • Financial Services Representative - State Farm Agent Team Member

    Joe Woelfle-State Farm Agent

    Investment banker job in Mequon, WI

    Job DescriptionBenefits: Hiring bonus Health stipend Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services preferred. Analytical and communication skills. FINRA Series 6/63/65 or 7 licenses will be required.
    $26k-41k yearly est. 23d ago
  • Main Banker

    Full House Resorts 3.2company rating

    Investment banker job in Waukegan, IL

    Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include: Bank Vault Attendant Vault Attendant What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need: High School/GED preferred Minimum of 1 year cash handling in a high volume environment. Ability to handle high volume and stress situations. Basic math skills with knowledge of currency Excellent guest service communication skills Ability to handle high volume and stressful situations Proficiency in Excel and/or Google Docs Computer and typing skills Bilingual a Plus ( Preferred) Physical Requirements: Frequently speak, read, write, stand, walk, bend and stoop Able to push, lift and carry up to 50 lbs. Certificates, Licenses, Registrations: Ć¢Ā—Ā Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary: Medical, Dental, Vision Matches 50% of your contribution, up to 4% of eligible contribution Educational Tuition Reimbursement Paid Time Off Ventra Program, EAP programs, etc. Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. Salary Range: $19.00-$30.00
    $19-30 hourly 23d ago
  • Cage Main Banker

    Potawatomi Hotel & Casino 4.1company rating

    Investment banker job in Milwaukee, WI

    Starting at $17.88 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.
    $17.9 hourly 2d ago
  • Personal Banker Hales Corners

    Wells Fargo 4.6company rating

    Investment banker job in Hales Corners, WI

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! 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: * 5620 S 108th St, Hales Corners, WI 53130 Posting End Date: 12 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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. 8d ago
  • Personal Banker Hales Corners

    W.F. Young 3.5company rating

    Investment banker job in Hales Corners, WI

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces ā€œto grow your careerā€ in the U.S. Join us! 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: 5620 S 108th St, Hales Corners, WI 53130 Posting End Date: 12 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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.
    $28k-32k yearly est. Auto-Apply 9d ago
  • Financial Representative - State Farm Agent Team Member

    Manuel Torres II

    Investment banker job in Waukegan, IL

    Replies within 24 hours Benefits: Competitive salary Opportunity for advancement Training & development 🌟 Join the Team at Manuel Torres State Farm in Waukegan! 🌟 Bilingual Spanish Sales Representative Location: Waukegan, IL Type: Full-Time Are you ready to make a difference while speaking your native language? Manuel Torres State Farm is on the hunt for a vibrant, bilingual Spanish Sales Representative to join our dynamic team in Waukegan! If you're passionate about helping others, love building relationships, and thrive in a fast-paced environment, this is the role for you! What You'll Be Doing: 🌟 Connect & Engage: Use your Spanish-speaking skills to build lasting relationships with our diverse clients. Your ability to communicate clearly and effectively will be key in delivering exceptional customer service. šŸ’¼ Sales & Solutions: Dive into the exciting world of insurance! Help clients understand their options, recommend products that fit their needs, and close sales with confidence and enthusiasm. šŸ› ļø Team Player: Collaborate with our awesome team to reach sales goals and contribute to a fun, supportive work environment. Your positive attitude and teamwork will shine here! šŸ“ˆ Grow & Learn: Take advantage of professional development opportunities and advance your career with us. We're committed to your growth and success! What We're Looking For: šŸ—£ļø Bilingual Brilliance: Fluency in Spanish and English is a must! Your language skills will be the key to connecting with our clients. 🌟 Sales Savvy: Experience in sales is a plus, but if you're a quick learner with a passion for customer service, we want to hear from you! šŸ’¬ People Person: Excellent communication skills, a friendly demeanor, and a knack for problem-solving. We need someone who can build rapport and make clients feel valued. šŸŽ‰ Energetic & Enthusiastic: Bring your positive energy and enthusiasm to our team. We're looking for someone who's ready to dive in and make an impact! Perks & Benefits: Competitive salary with performance-based incentives Paid time off and holidays Opportunities for career advancement and professional development A fun, inclusive, and supportive work environment Ready to join a team where your skills and personality will truly shine? Apply today and let's make a difference together at Manuel Torres State Farm in Waukegan! How to Apply: Send your resume and a brief cover letter highlighting why you're the perfect fit for this role to [email address]. We can't wait to meet you! Manuel Torres State Farm is an Equal Opportunity Employer. Compensation: $17.00 - $20.00 per hour We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance. We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $17-20 hourly Auto-Apply 60d+ ago
  • Personal Banker

    Citizens Bank 3.7company rating

    Investment banker job in Mukwonago, WI

    Hours/Schedule*: Business Hours: Sunday closed, Monday - Friday 8:30am-5:30pm, Saturday 8:30am-12pm 38-40 hours/week *Hours may change at any time based upon business needs Description: The individual is responsible for building relationships with customers by handling virtually any non-lending transaction. May handle specialized accounts. Cross selling is a main job function. Essential duties and responsibilities: Represents the Bank to customers in a courteous, professional manner Listens, assesses and explains effectively, thoroughly, and professionally the products would best suit the customer's needs Opens/closes savings, checking, money market and CD accounts (individual, joint, custodial and business) as well as add on products including but not limited to: debit cards, ATM cards, NetTeller, BillPayer, sweeps, Good Life Club, etc Processes Vertex transaction including but not limited to: deposits, withdrawals, loan payments, check cashing, money orders, and cashier's checks Answers the phone and assists customers as needed Maintains prescribed security controls to protect against criminal or fraudulent activity and unnecessary risk/exposure Assists customers with account inquiries Processes wire transfers Processes changes of address Processes stop payments Unlocks and resets digital banking access Processes CD deposits and batching Processes account status changes Enrolls Good Life Club members Redeems savings bonds Assists customer in balancing accounts Orders customer checks Creates new CIFs Purchases and redeems foreign currency Any and all other duties as assigned These additional duties may be assigned based upon branch needs: Safe Deposit Box access Vault authority Override authority Safe Deposit Box rentals Opening and maintaining IRA and HSA accounts Notary services Critical Competencies: Accuracy Customer Service Excellence Relationship Selling Teamwork Requirements: High School Diploma or GED required 1-2 years of related experience in banking required Vault experience preferred Personal banking experience preferred High level of professionalism Basic computer skills, using Word, Excel, Internet, e-mail, and other data or software programs and applications Professional communication skills High level of confidentiality Excellent organizational skills Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines. ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
    $28k-33k yearly est. Auto-Apply 52d ago
  • BMO Catalyst - Commercial Banking Freshman and Sophomore Internship Program, Summer 2026 (8 Weeks)

    BMO (Bank of Montreal 4.7company rating

    Investment banker job in Milwaukee, WI

    Application Deadline: 12/15/2025 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 an 8-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. What's in it for you? * Training and Orientation - learn about BMO, our Enterprise Resource Groups and the foundations of Commercial Banking * Technical Training - an engaging and interactive learning program including an introduction to credit * Mentorship Program - dedicated mentorship from Commercial Banking leaders to build your skills and capabilities * Networking - build your network via senior leadership exposure and collaboration with high-performing teams and diverse clients * Soft Skill Development - including communication skills, professionalism in the workplace, presentation skills, building your personal brand, etc. * Capstone Project - complete a capstone project over your 9-week internship present to Senior leaders within Commercial Banking We are looking to assemble a cohort of rising sophomore and junior students which reflect the customers and communities BMO serves. 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 2028 or Spring 2029 * You are available to work 35 hours/week (Monday to Friday) June 1 - July 31, 2026 * 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 The annual base salary for this position is USD $45,886 Salary: $44,300.00 - $66,400.00 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.
    $44.3k-66.4k yearly Auto-Apply 33d ago
  • Financial Services Representative - State Farm Agent Team Member

    Manuel Torres II

    Investment banker job in Waukegan, IL

    Replies within 24 hours Benefits: Competitive salary Opportunity for advancement Training & development Job Title: Bilingual Spanish Sales and Service Representative Join the Winning Team with Manuel Torres! Are you ready to be part of a dynamic team that values both hard work and fun? Manuel Torres, a State Farm Chairman's Circle Agent and Great Lakes Leader Club Agent, is looking for a Bilingual Spanish Sales and Service Representative to join his amazing crew in Waukegan! About Manuel: Since 2001, Manuel has been dedicated to providing exceptional service and support to his clients. With a passion for helping people and a commitment to excellence, he's not just an agent-he's an ambassador of trust and reliability. He has also earned the prestigious Ambassador Travel award, proving that he knows how to take care of business (and have a good time)! What You'll Do: Connect with clients in both Spanish and English to provide top-notch service. Help customers understand their insurance needs and find the right solutions. Be the friendly face of our agency, creating lasting relationships in the community. Collaborate with a supportive team that celebrates every success-big or small! What We're Looking For: Bilingual in Spanish and English-your language skills are key! A knack for sales and a passion for customer service. A positive attitude and a willingness to learn and grow. Previous experience in sales or customer service is a plus, but not required! Why Join Us? Be part of a successful team with a leader who values your contribution. Enjoy a fun, collaborative work environment where your ideas are welcomed. Opportunities for career advancement and professional development. Competitive salary and benefits-because we believe in rewarding hard work! Ready to take your career to the next level with a top-tier agent? If you're enthusiastic, motivated, and ready to make a difference in people's lives, we want to hear from you! Join Manuel's Team and Help Shape the Future-One Conversation at a Time! Compensation: $17.00 - $19.00 per hour We're Hiring! We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team is comprised of results-oriented individuals that are serious about their development. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Health Insurance, and Renters Insurance. We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $17-19 hourly Auto-Apply 60d+ ago

Learn more about investment banker jobs

How much does an investment banker earn in Milwaukee, WI?

The average investment banker in Milwaukee, 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 Milwaukee, WI

$163,000
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