Relationship Banker
Johnson Financial Group job in Appleton, WI
Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. The Relationship Banker is a great entry point into branch banking which will give you a strong foundation of banking fundamentals. JFG offers a lot of opportunity through our training and development program to help pave your way to continued professional growth and success. Get started with JFG by building meaningful relationships with clients…this role really is the first step towards a great career at JFG!
As Wisconsin's largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As part of the Consumer Banking team, that starts with you. Being the face of the bank as a Relationship Banker, you will deepen client relationships by providing solutions to their unique financial situations. You'll be part of a team with a strong commitment to the community. You make a real impact on every client you serve by helping them financially protect their most important asset - their family.
At JFG you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired.
Key Responsibilities:
* Perform cash handling transactions on the teller line.
* Balance cash drawer daily and verifies cash provided from/returned to the vault.
* Assist in opening and closing the branch and vault daily; assists in balancing vault currency and coin; balances ATM.
* Uncover important financial client needs and make recommendations to provide solutions to their unique financial situations.
* Meet and exceed referral goals to different line of business partners. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients' full financial needs.
* As you grow in your role, you may have a small portfolio of clients that you'll work proactively to deepen relationships and ensure client retention
Qualifications and Benefits:
* High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically!
* National Mortgage Licensing System (NMLS) registration will be obtained upon hire
* Excellent client service and communication skills essential with a genuine care and passion for helping people
* Eligible for our company profit sharing bonus
* Upon hire, you receive a generous logo wear allowance to get your JFG wardrobe started
* As a birthday present, enjoy your birthday off - paid!
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
Auto-ApplyFinancial Advisor
Greendale, WI job
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Registered Branch Associate
McFarland, WI job
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 4721 Farwell St Suite A, McFarland, WI
This job posting is anticipated to remain open for 30 days, from 24-Nov-2025. The posting may close early due to the volume of applicants.
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Training which may include mentoring, job shadowing, coaching and branch office visits
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There are opportunities for merit-based salary increases as you progress in the Registered Branch Associate role.
Hiring Minimum: $29.08
Hiring Maximum: $30.90
Read More About Job Overview
Skills/Requirements
Skills:
Ability to learn and apply legal and regulatory requirements related to selling financial solutions
Work independently with strong problem solving, critical thinking, and sound judgement
A resilient, creative and progressive mindset
Motivated to achieve results as an individual and team
Attention to detail, organization, and time management
Key responsibilities:
Deepening relationships with existing clients
Gather information and collect suitability information to open new accounts
Research portfolio performance, cost/fees, asset allocation, changes to portfolio construction/investments, and make recommendations to Financial Advisor and communicate to client on behalf of Financial Advisor when in agreement with recommendation
Execute Financial Advisor solicited buy/sell orders and confirm with clients
Answer general client questions regarding Edward Jones Stock recommendations and withdrawals
Actively business plan and work as a team to continuously evaluate and execute branch strategies
Continually develop yourself to grow personally and professionally
Can you see yourself...
Building meaningful connections and long-lasting relationships with clients
Managing multiple projects in a dynamic and highly collaborative organization
Identifying, analyzing, and resolving a wide variety of issues related to personalized investment solutions, involving the financial advisor when appropriate
Desire to be part of a continuous learning environment, incorporating feedback and adapting to changes
Requirements:
High School Diploma/Equivalent required; Bachelor's degree preferred
3-5 years of relevant experience in securities/financial services industry preferred
Series 7 and Series 66 required; if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
FINRA registrations are required within three months. State insurance licenses are also required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities FINRA and/or SEC
Complete required CE training to ensure license(s) are in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Branch Office Administrator
Beaver Dam, WI job
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 203 Corporate Dr Ste 200, Beaver Dam, WI
This job posting is anticipated to remain open for 30 days, from 24-Nov-2025. The posting may close early due to the volume of applicants.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
You can also expect...
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $21.38
Hiring Maximum: $22.71
Read More About Job Overview
Skills/Requirements
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Production Operator* (Menomonie, WI)
Wilson, WI job
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a diversity of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Production Operator, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Demonstrating hazard recognition and safe work behaviors to avoid injury to self and others
Following operating procedures and customer specifications to produce quality products that are delivered to customers on time
Contributing to continuous improvement and problem solving to drive growth and increase efficiency
Creating a positive, inclusive work environment that fosters learning and development for all
Driving hand and power trucks
Using a computer and computer controls to run process operations
We offer:
Competitive pay starting at $22.14 to $27.61 per hour plus shift differential
Pay increases throughout the first year of employment
Medical, vision, dental, and life insurance starting on your first day
401k with generous company match
Up to three weeks paid vacation in your first year
Twelve company holidays
On-site physical therapy, employee assistance program, and medical support
On-site fitness center and cafeteria
Opportunities for advancement
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess a High School Diploma/GED or higher (completed prior to start).
Must be interested and available to work weekends, overtime, and holidays as scheduled on an 8 to 12-hour fixed shift or rotating shift, depending on shift availability.
This position is located in Menomonie, WI, 54751. Must be able to reliably commute to Menomonie, WI or plan to relocate prior to start.
Applicants meeting the basic qualifications above may be required to take and pass 3M elected testing as a part of the selection process
Additional qualifications that could help you succeed even further in this role include:
Experience working in a manufacturing environment
Basic computer knowledge
Post-high school education
Self-motivated, team-oriented, and excellent interpersonal skills
Work location:
Menomonie, Wisconsin
May include up to 5% domestic
Relocation Assistance: NA
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
The starting rate of pay for this position is $22.14 and $27.61. This targeted compensation range represents a good faith estimate and can vary based on factors including, but not limited to, job-related knowledge, skills, and experience. Other benefits and incentives may apply; pay and benefits overview: . This information is being disclosed in accordance with local Pay Transparency Rules.
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
#INDPROD
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Financial Advisor
Mount Pleasant, WI job
This job posting is anticipated to remain open for 30 days, from 05-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Systems & Infrastructure Support Lead
Waukesha, WI job
This is a leadership position responsible for ensuring the health, reliability, and performance of OwnersEdge's internal systems, infrastructure, and IT support functions. While the role does not currently have direct reports, it is structured with the expectation of growing into a team leadership position as the IT function expands. The person in this role is accountable for the full operation of internal technology systems. This includes managing core infrastructure, supporting cloud and on-premise services, serving as a technical escalation point, and coordinating with our managed service provider (MSP). The role is expected to maintain stable and secure systems, lead troubleshooting and maintenance, and contribute to improving the overall reliability and responsiveness of IT services.
Specific Duties and Responsibilities
· Take full ownership of internal systems and infrastructure, including Azure, Microsoft 365, Windows servers, endpoints, backups, and device management
· Monitor system performance and health using infrastructure tools; proactively address issues to avoid downtime or service interruptions
· Serve as the lead escalation point for support tickets beyond Tier 1; troubleshoot and resolve more advanced or systemic technical issues
· Perform patching, software updates, hardware refreshes, and other maintenance tasks across the technology environment
· Maintain backup systems and recovery procedures, including testing of Veeam or similar tools to ensure readiness and restore capabilities
· Manage Microsoft Intune, Active Directory, Group Policy, and endpoint settings for configuration, compliance, and user support
· Ensure systems are documented clearly, including network diagrams, recovery processes, standard operating procedures, and configuration records
· Coordinate with our MSP to ensure shared support responsibilities are being fulfilled and that performance meets expectations
· Contribute to IT infrastructure projects, including planning and implementing system upgrades, migrations, and new service deployments
· Work alongside the IT Operations & Project Manager to support change control, onboarding, ticket triage, and resolution processes
· Collaborate with cybersecurity roles to apply secure configurations and respond to vulnerabilities or threats
· Support new hire onboarding by preparing equipment, accounts, and initial configuration; ensure smooth handoffs and readiness
· Provide internal guidance and set a high standard for support quality, documentation, and operational follow-through
· Look for opportunities to improve systems, tools, and processes; recommend changes based on observed patterns or recurring issues
· Administer and support networked printers and multifunction devices, including installation, configuration, print server settings, user access, and regular maintenance
· Provide Tier 2 support for key third-party software platforms in use across the company (e.g., ERP systems, CRM tools, business applications), including account issues, performance troubleshooting, vendor coordination, and routine updates
Work Location
Waukesha, WI, with occasional travel to Wisconsin and Midwest offices as needed
On-Call Requirements
While not part of a regular on-call rotation, this role may require occasional after-hours availability for emergency support or scheduled maintenance work
Minimum Qualification (Education and Experience)
· Bachelor or associate degree in computer science, Information Systems, or a related field, or equivalent professional experience
· Five or more years of hands-on experience supporting infrastructure environments, including cloud and on-premise systems
· Proficiency with Microsoft 365 administration (Exchange, Teams, SharePoint), Azure AD, Windows Server, and endpoint management
· Experience managing backups and disaster recovery with Veeam or a similar platform
· Ability to troubleshoot and resolve issues involving user devices, servers, printers, permissions, and system availability
· Familiarity with patching tools, endpoint deployment tools, scripting (such as PowerShell), and routine maintenance operations
· Experience working with or alongside an MSP or third-party support provider
· Strong organizational and communication skills; able to manage time and priorities with minimal supervision
Preferred Qualifications
· Microsoft Azure Administrator Associate certification or equivalent credentials
· Familiarity with virtualization platforms such as VMware or Hyper-V
· Experience leading small projects or contributing to larger IT initiatives
· Working knowledge of basic networking, such as DNS, DHCP, VPNs, and firewall access
· ITIL Foundation certification or exposure to formal service management processes
Knowledge, Skills, and Abilities
· Ability to own and follow through on technical responsibilities without daily oversight
· Practical understanding of systems and infrastructure across a mid-sized environment
· Solid problem-solving and diagnostic skills, with attention to detail
· Strong customer service orientation, with patience and professionalism in supporting end users
· Comfortable writing documentation and keeping records of system setups, maintenance steps, and configuration changes
· Able to manage several ongoing responsibilities and shift between support, maintenance, and project work
· Willingness to adapt to change, learn new systems, and help implement improvements across the IT environment
Essential Job Functions
·30% - Monitor, maintain, and troubleshoot internal systems and services
·25% - Perform patching, backups, and other infrastructure maintenance
·15% - Document systems, coordinate with vendors, and improve processes
·15% - Support project implementation and infrastructure changes
·10% - Handle escalated support and communicate with end users
·5% - Identify areas for improvement and stay current with evolving tools
Branch Office Administrator
Verona, WI job
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Client Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: 161 Horizon Drive Ste 107a, Verona, WI
This job posting is anticipated to remain open for 30 days, from 01-Dec-2025. The posting may close early due to the volume of applicants.
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with financial advisors to help clients achieve their long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We're proud to serve over nine million clients. Our BOAs are a valued part of the client support team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
Role Summary:
As a Branch Office Administrator, you'll be a vital part of our team, providing seamless support to our clients. You'll play a key role in supporting client accounts, facilitating communication, and ensuring a positive client experience. This is a fantastic opportunity to grow your career in a dynamic and rewarding environment.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
You can also expect...
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $22.50
Hiring Maximum: $23.91
Read More About Job Overview
Skills/Requirements
What skills would make you a successful BOA?
Analytical Thinking
Attention to Detail
Adaptability
Conversational Skills
Digital Tool Utilization
Team Collaboration
Role Requirements
Client Service: Provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. Respond to inquiries, resolve issues, and ensure an exceptional experience. Develop and maintain strong relationships with clients, referral sources, and internal client support team members.
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the financial advisor. Process account transactions, prepare documentation, and maintain accurate client records.
Administrative & Operational Support: Strong ability to work independently at the direction of the financial advisor. Handle various administrative tasks, including scheduling appointments, preparing materials for client meetings, managing correspondence and supporting marketing initiatives. Streamlining processes with updating SOPs and strategically execute on the branch business plan.
Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Palantier Lead
Milwaukee, WI job
Must Have Technical/Functional Skills
• Palantir Foundry Developer
• Python, PySpark
Roles & Responsibilities
• Design and implement data pipelines and workflows using Palantir Foundry.
• Develop and maintain operational and analytical applications within the Palantir platform.
• Collaborate with data engineers, analysts, and business stakeholders to understand requirements and deliver scalable solutions.
• Integrate diverse data sources and ensure data quality, consistency, and governance.
• Create user-friendly tools, dashboards, and visualizations to support decision-making.
• Optimize performance and troubleshoot issues in data pipelines and applications.
• Follow best practices for version control, testing, and documentation.
Generic Managerial Skills, If any
• Good in coordination and Communication with internal and external stakeholders
Base Salary Range: $120,000 - $160,000 per annum
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.
IT Coordinator
Waukesha, WI job
IT Coordinator
Department: Firm Operations
Reports To: Firm Accounting Director
Status: Full-Time, Non-Exempt
The IT Coordinator is an individual contributor responsible for supporting the firm's technology environment, ensuring reliable system performance, and providing hands-on technical expertise across hardware, software, and business applications. This role blends operational support with strategic planning-helping evaluate technology needs, strengthen IT processes, and contribute to long-term improvements that align with the firm's goals. The IT Coordinator works closely with internal teams, external vendors, and leadership to maintain a secure, efficient, and forward-looking technology infrastructure.
Key Responsibilities
Technical Support & Operations (Primary Focus)
Provide day-to-day technical support for employees, including troubleshooting hardware, software, network, and peripheral issues.
Maintain and monitor servers, workstations, mobile devices, and cloud-based systems.
Oversee account provisioning, system access, and application configurations.
Manage software installs, updates, and license tracking.
Support cybersecurity initiatives, including patching, endpoint protection, MFA, access controls, and monitoring alerts.
Maintain IT asset inventory (hardware and software), including procurement and lifecycle management.
Document IT procedures, troubleshooting steps, and support standards.
Supports training staff on firm software.
Systems Administration
Assist with administration of Microsoft 365, Entra, and other core business systems.
Support data backup processes, retention schedules, and recovery testing.
Monitor network performance; escalate issues to vendors as needed.
Project & Strategic Planning Support
Participate in IT planning discussions to identify opportunities to improve workflows, security, and system performance.
Research emerging technologies, tools, and solutions that support the firm's long-term IT strategy.
Assist in developing technology roadmaps and recommending system upgrades or process improvements.
Support implementation of new technology initiatives, coordinating logistics, user communication, testing, and training.
Provide insights to leadership on IT risks, efficiencies, and optimization opportunities.
Facilitate sharing of best practices efficiencies.
Vendor Management
Work with third-party software vendors and service providers to support system reliability and project execution.
Assist in evaluating vendor performance and researching new technology partners.
Track service tickets.
Qualifications
Education & Experience
Associate or bachelor's degree in information technology, Computer Science, or related field preferred.
5+ years of hands-on IT support experience.
Experience in a professional service or multi-location environment a plus.
Technical Skills
Strong knowledge of Windows OS, Microsoft 365, Azure AD, and network fundamentals.
Familiarity with cybersecurity tools and best practices.
Experience with troubleshooting hardware, software, and cloud-based applications.
Understanding of backup systems, endpoint management, and mobile device management (MDM).
Experience contributing to IT planning, project coordination, or process improvement is preferred.
Core Competencies
Strong problem-solving and diagnostic skills.
Excellent communication skills and the ability to support users at all technical levels.
Ability to manage multiple priorities in a fast-paced environment.
Detail-oriented with strong documentation habits.
Proactive mindset with interest in long-term IT growth and strategy.
Working Conditions
Onsite presence required [insert schedule expectations].
Occasional after-hours support during system updates or outages.
Ability to lift up to 40 lbs. (equipment).
Customer Service Representative
Altoona, WI job
LoanMax Title Loans Job Description: Our Customer Service Representatives are responsible for assisting potential borrowers and current customers with questions regarding loan products, evaluating vehicles, managing customer's loans and payments, daily communication with customers regarding their accounts and making courtesy calls when necessary.
LoanMax Title Loans offers their employees: Competitive Salaries Paid Holiday Vacations Paid on the Job Training Full Time Positions- Monday to Friday 10am to 6pm with a rotating Saturday schedule of 9am to 3pm Best of all Never Work on Sundays! Job Requirements General: Must be Able to Work Full Time Great attitude Excellent Communication Skill Detail Oriented Education: Must have a High School Diploma Work Experience: Previous Customer Service Experience Computer and Data Entry Experience Personal: We pride ourselves in the service we provide to our customers, and we have high expectations for our Customer Service Representatives.
We are looking for an individual that is motivated, honest, dependable, and most of all someone that is searching for an exceptional career opportunity.
About Us: LoanMax Title Loans is one of America's most respected title loan companies.
LoanMax Title Loans and its affiliated companies own and operate nearly 1,000 stores in more than twenty states nationwide.
Our Mission: Since the day we opened in 1990, we have been committed to helping customers get the hassle-free cash they need.
Our company's mission is to provide short-term loans to our customers using a process that is fast and hassle-free, terms that are straight-forward and transparent, and prices that are among the lowest in the industry.
We do all this while providing you with the excellent customer service you deserve and the honesty and integrity that you would expect.
Why Join Us? Our Customer Service Representatives are the heart of our business.
We are actively recruiting candidates that are looking for a career opportunity with our company.
We value the relationships we have cultivated in the communities we serve and expect our employees to be an example of honesty and respect when dealing with them.
We have a special approach to business and we only want candidates that can step up and work towards the exceptional customer service and image we represent.
Background Screening: Must be able to pass a company background screening, including a credit, criminal and background check.
By joining LoanMax Title Loans, you'll become part of a dynamic team dedicated to delivering exceptional customer service and making a positive impact in the communities we serve.
If you're motivated, honest, and dependable, we encourage you to apply for this exciting career opportunity!
Director - Revenue Customers
Madison, WI job
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
American Express is a leading global payments, network, and travel company, backed by one of the world's most recognized brands. We offer the broadest array of charge, credit, prepaid and co brand cards for consumers, small businesses, midsize companies, large corporations and many of the biggest companies in the world. The American Express Global Commercial Services (GCS) business unit is the global leader in providing payments solutions for Small, Medium and Large businesses. GCS partners with corporate clients to help them manage travel expenses and make purchases through proprietary payment solutions and expense management tools.
If you are ready for more than just a job, are not afraid of embracing challenges and setting and exceeding big goals, American Express invites you to share your resume to be considered for future opportunities on our newly created Enterprise Sales team.
The Director of Enterprise Sales (Revenue Customers) will be responsible for expanding and cross-selling existing revenue managed customers across our large and most strategic customers in US markets within our Global Commercial Services (GCS) division.
**Key responsibilities include:**
+ Expand and Cross-Sell from existing revenue managed clients with annual revenue of $1B in primary and secondary markets
+ Partner with sales leaders across various sales and account management segments to implement multi-market payment solutions
+ Lead strategic selling in alignment with compliance and internal partner business requirements
+ Develop and execute a growth strategy, adapting plans and priorities to address resource/operational requirements
+ Achieve Sales CV Targets
+ Execute a transactional sales cycle
+ Sell core and supplier payments American Express solutions
+ Spend significant time identifying opportunities, ensuring set-up/ card issuing, and managing expansion signings through the first 19 months of Booked Charge Volume
**Minimum Qualifications:**
+ Advanced analytical skills to bring concepts to life through data
+ Proven track record in Fintech and/or B2B sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Hunter mentality
+ Proven track record in sales negotiations, leadership and closing skills with Fortune 1000 companies
+ Strong understanding of complexities, nuances, and opportunities in payments industry across a variety of global markets
+ Thorough knowledge of successful consultative selling techniques within Procurement, Treasury and Finance related to supply payments
+ Extensive experience with complex sales planning and execution
+ Strong financial acumen
+ Leverages lead sources to identify opportunities and proactively schedule warm account review appointments with prospects
+ Uses appropriate interpersonal styles and communication methods to gain acceptance for products and/ or services
+ Exceptional thought leadership, strategic thinking skills and project management aptitude
+ Outstanding presentation and negotiation skills and ability to interface and influence at the most senior levels
+ Strong collaboration and leadership skills
+ Ability to travel as required
+ Bachelor's Degree required; MBA preferred
+ Must be able to work in a virtual environment
**Qualifications**
Salary Range: $132,750.00 to $243,500.00 annually sales incentive equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
**Job:** Sales
**Primary Location:** United States
**Schedule** Full-time
**Req ID:** 25021838
Production Operator* (Menomonie, WI)
Spring Valley, WI job
Collaborate with Innovative 3Mers Around the World Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a diversity of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers.
This position provides an opportunity to transition from other private, public, government or military experience to a 3M career.
The Impact You'll Make in this Role
As a Production Operator, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative and diverse people around the world. Here, you will make an impact by:
Demonstrating hazard recognition and safe work behaviors to avoid injury to self and others
Following operating procedures and customer specifications to produce quality products that are delivered to customers on time
Contributing to continuous improvement and problem solving to drive growth and increase efficiency
Creating a positive, inclusive work environment that fosters learning and development for all
Driving hand and power trucks
Using a computer and computer controls to run process operations
We offer:
Competitive pay starting at $22.14 to $27.61 per hour plus shift differential
Pay increases throughout the first year of employment
Medical, vision, dental, and life insurance starting on your first day
401k with generous company match
Up to three weeks paid vacation in your first year
Twelve company holidays
On-site physical therapy, employee assistance program, and medical support
On-site fitness center and cafeteria
Opportunities for advancement
Your Skills and Expertise
To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications:
Possess a High School Diploma/GED or higher (completed prior to start).
Must be interested and available to work weekends, overtime, and holidays as scheduled on an 8 to 12-hour fixed shift or rotating shift, depending on shift availability.
This position is located in Menomonie, WI, 54751. Must be able to reliably commute to Menomonie, WI or plan to relocate prior to start.
Applicants meeting the basic qualifications above may be required to take and pass 3M elected testing as a part of the selection process
Additional qualifications that could help you succeed even further in this role include:
Experience working in a manufacturing environment
Basic computer knowledge
Post-high school education
Self-motivated, team-oriented, and excellent interpersonal skills
Work location:
Menomonie, Wisconsin
May include up to 5% domestic
Relocation Assistance: NA
Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).
The starting rate of pay for this position is $22.14 and $27.61. This targeted compensation range represents a good faith estimate and can vary based on factors including, but not limited to, job-related knowledge, skills, and experience. Other benefits and incentives may apply; pay and benefits overview: . This information is being disclosed in accordance with local Pay Transparency Rules.
Supporting Your Well-being
3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope.
Chat with Max
For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting assistant on 3M.com/careers.
#INDPROD
All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M.
Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M.
Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.
Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement.
Pay & Benefits Overview:
3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.
Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.
3M Global Terms of Use and Privacy Statement
Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms.
Please access the linked document by clicking here , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms.
Sales and Marketing Director
Madison, WI job
MISSION STATEMENT We are Called to serve a thriving community of seniors that live with dignity, connection and purpose. CORE VALUES Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values: * Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
* Faith: We have a commitment to remain true to the vision and mission of Oakwood.
* Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
* Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
* Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director:
Sales Leadership & Census Management
* Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care.
* Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing.
* Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed.
* Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met.
* Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking.
* Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards.
* Support major sales initiatives, including the lease-up of new builds.
Marketing & Outreach
* Oversee execution of social media, event promotion, and on-the-ground marketing activities.
* Partner with the CMO on advertising, campaigns, content development, and reporting.
* Gather sales team insights to inform messaging and marketing initiatives.
* Represent the organization at community events, outreach activities, and networking opportunities.
Collaboration & Leadership
* Partner closely with the CMO and other campus leaders to align census strategies with organizational goals.
* Ensure consistency in communication and brand standards across marketing channels.
* Contribute to a culture of hospitality, teamwork, and mission-driven service.
ESSENTIAL QUALIFICATIONS
* Demonstrated ability to meet or exceed occupancy/census goals.
* Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
* Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools,
* Working knowledge of Email marketing platforms, Basic design tools
* Excellent communication, presentation, and relationship-building skills.
* Strong organizational and analytical abilities.
* Ability to balance strategic leadership with hands-on execution in a lean environment.
EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director
* Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience).
* 5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.
Client Specialist
Appleton, WI job
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
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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.
Auto-ApplyCommercial Banking Spec II
Milwaukee, WI job
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
Job Summary
The Commercial Banking Specialist II works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients.
The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Salary Range
The salary range for this position is $18.25/hr. - $29.75/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Assists with Loan Process
* Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
* Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing.
* Reviews and manages open applications in LOS for assigned RMs.
* During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
* Coordinates loan closings and attends loan closings to perform Notary services if necessary
* Submits closed loan packet to Loan Fulfillment for funding and booking.
Assists with Depository Process
* Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
* Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assists with Sales Support and Administrative Needs
* Conducts research and organizes outreach for business development activities.
* Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
* Understands and complies with all applicable compliance rules and regulations.
Assists with Portfolio and Credit Administration
* Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
* Tracks upcoming loan maturities and contacts clients to request financial information as needed.
* Assists in clearing past due financials, post-closing exceptions, and trailing documents.
Key Competencies for Position
Compelling Communication - Openly and effectively communicates with others.
* Effectively and transparently shares information and ideas with others.
* Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
* Unites others towards common goal.
* Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
* Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
* Collaborates and seeks to understands the root causes of problems.
* Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
* Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
* Passionately serves internal/external clients with excellence.
* Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
* Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
* Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Promotes Change - Seeks to understand and embrace change.
* Actively seeks, information to understand the rationale, implications and impact for changes.
* Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change.
* Willing to act quickly, learn and adjust as needed.
* Identifies and recommends changes to leadership to improve performance.
Qualifications and Education Requirements
* Associate degree in administrative services/business or equivalent experience required.
* Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
* Strong working knowledge of Microsoft Word and Excel.
* Focus on providing excellent service to RMs, Clients and Bank Partners.
* Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
* Ability to communicate with clients and key decision makers effectively and independently.
* Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
* Appropriate attention to detail and organizational skills.
* Able to adapt and manage changing priorities and deadlines.
Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to:
* Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
* Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
* Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
* Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
* Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
* Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
* Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
* Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Key Measures of Success/Key Deliverables
* High level of service to RMs and external clients.
* Works professionally and collaboratively with Bank Partners to resolve issues for commercial clients.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
Auto-ApplySeasonal Tax Scanner
Brookfield, WI job
Description Seasonal Tax Scanner - (Various Locations) What to expect when you join the Sikich family Team members at Sikich have a lot in common while also being part of a rich and diverse group of contributors, creating a distinct and thriving culture. Chief among our commonalities is a desire for growth and a shared unity of purpose in our professional lives. We believe that through diverse perspectives, challenging the status quo and rewarding action, we accelerate innovation and drive growth - for our clients, for ourselves and for our communities. The professional services landscape continues to evolve. For Sikich, this means we have an opportunity to further cement our leadership position in this industry and continue to grow our organization in increasingly exciting ways. This growth is meaningful for every team member at our company because larger companies simply see more interesting client opportunities and can attract impressively talented individuals like you. Through a dedicated focus on key business priorities and intentionally creating a rewarding employee experience, Sikich has developed into a highly regarded provider of professional services and a sought-after employer of choice. Do you want to work with other skilled practitioners and serve clients in a way that makes a difference? Are you seeking a supportive environment backed by a deep and extensive set of skillsets? Are you ready to make an impact and be acknowledged for your contributions? If you answered yes to these questions, we see a mutually beneficial and gratifying relationship on the horizon!
Are you ready to grow with us?
Position Summary What will you do in this role?
Organize and scan client tax return documentation
File and organize client work papers
Ensure tax returns are properly routed to the next step within the tax workflow software
Communicate any issues with members of the tax or administrative team
Ability to be in office
What do you need to succeed in this role?
Must be authorized to work in the United States without sponsorship now or in the future
Enrolled in high school or an undergraduate program at a college or university, and interested in pursuing a degree in accounting
Effective teamwork skills and ability to work with individuals from diverse backgrounds
Strong verbal and written communication skills
Demonstrated ability to follow directions
Fluent in Microsoft Excel and Word
Detail oriented
In addition, specific skills/experience required are as follows:
Servant Leader - You are hyper focused on engaging employees, fostering their development, and building a positive culture.
Solutions Focused - You see opportunities in every business problem and can develop, articulate, and implement solutions.
Collaboration - You are a relationship builder across all levels of the organization and across all business units.
Instills Trust - You do what you say, and you follow through on commitments, you act with integrity, you are consistent and are perceived as credible.
Impact & Influence Thinking - You gain support for ideas, proposals, and solutions, and get others to act, with or without formal authority, to advance initiatives/objectives.
About SikichSikich is a global company specializing in Accounting, Advisory, and Technical professional services. With employees across the globe, Sikich ranks as one of the largest professional services companies in the United States. Our comprehensive skillsets, obtained over decades of experience as entrepreneurs, business owners and industry innovators, allow us to provide insights and transformative strategies to help strengthen every dimension of our clients' businesses. Sikich Total RewardsOur team members enjoy expansive benefits ranging from competitive compensation and insurance options to wellness programs and a flexible time off policy, to name only a few. Sikich also takes pride in prioritizing team members' health, total wellbeing and time spent with family, friends and in the pursuit of personal goals, hobbies, and endeavors.In compliance with this state's pay transparency laws, the midpoint of the salary range for this role is $24/hr. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. Some examples of our many benefits:
Sikich maintains a Flexible Time Off (FTO) Policy. We encourage every full-time employee, as your role permits, to utilize paid time off (personal time, mental/physical health care, vacation, sick leave, etc.). Waiting for time off to accrue is common at other companies. At Sikich, you do not have to wait for this benefit to kick in. FTO is activated on your first day with our organization.
Sikich will also recognize paid holidays during the year and strives to permit employees to have time off the last week of the calendar year when client and project work permits.
Sikich offers a comprehensive wellness program to engage, challenge and empower team members to take responsibility for their wellbeing. Activities can be tracked through our wellness provider to obtain gift cards and other rewards.
We also offer:
Flexible work arrangements
Health, dental, vision, life, and accident/death/disability insurance options
HSA employer contribution
Nine (9) paid holidays annually.
A robust paid Parental Bonding Leave program covering birth, adoption, and foster children.
401(k) with employer contributions
CPA bonus with four (4) paid exam days & four (4) paid study days.
Tuition reimbursement
Generous employee referral bonus program
Client referral bonus program
Pet insurance
FORCE - Sikich community volunteer program enabling each team member to use up to four hours of paid time annually to volunteer and make a difference in their local communities.
Want to learn more? Visit our Careers website or Glassdoor profile. Sikich is an Equal Opportunity Employer M/F/D/V
Sikich currently practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients. Sikich LLC has a contractual arrangement with Sikich CPA LLC under which Sikich LLC provides Sikich CPA LLC with professional and support personnel and other services to support Sikich CPA LLC's performance of its professional services, and Sikich CPA LLC shares certain client information with Sikich LLC with respect to the provision of such services.
#LI-JG1
Auto-Apply
Responsible for handling basic transactions for customers in a friendly and efficient manner, in conformance with the established policies and procedures. Also responsible for maintaining and balancing a teller window, providing high quality customer service and cross selling Bank products and services.
Essential duties and responsibilities:
Represents the Bank to customers in a courteous, professional manner
Processes transactions in an enthusiastic, courteous, and prompt manner in conformance with policies and procedures
Provides customers with outstanding service
Cross sells Bank products to customers
Maintains and balances a teller drawer
Views basic account history and answers account questions
Processes Vertex transactions including but not limited to deposits, withdrawals, loan payments, check cashing, money orders, cashier's checks
Answers the phone and assists customers as needed
Processes check orders/reorders
Processes cash advances
Processes stop payments
Processes changes of address
Processes coin orders
Processes wire transfers
Unlocks and resets digital banking access
Processes Add on CD deposits/batching
All other duties as assigned
These additional duties may be assigned based upon branch need:
Safe Deposit Box access
Vault
Override authority
Critical Competencies:
Accuracy
Customer Service Excellence
Teamwork
Requirements:
High School Diploma or GED required
Prior banking experience preferred
6 months or more related experience in customer service and cash handling required
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, must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
High level of professionalism
Basic computer skills, using Word, Excel, Internet, e-mail, and other date or software programs and applications
Professional communication skills
High level of confidentiality
Excellent organizational skills
Accuracy
Teamwork
****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 ********************************************************************************************
Auto-ApplyInternship - PWM Investment Solutions Support (Year-Round)
Milwaukee, WI job
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.
Mortgage Loan Processor
Beloit, WI job
Key Responsibilities
Review mortgage loan applications submitted through Blend and entered into Byte Loan Origination System (LOS) for accuracy and completeness.
Verify borrower information, including income, assets, employment, liabilities, and credit reports, ensuring proper documentation is obtained.
Order and review appraisals, title work, flood certifications, verifications of employment/assets, and other third-party services.
Prepare and deliver required loan disclosures and ensure compliance with federal and state lending regulations, including TRID.
Communicate clearly and proactively with members, loan officers, real estate agents, and closing agents throughout the loan process.
Work closely with underwriters to resolve conditions and provide requested documentation in a timely manner.
Maintain detailed and accurate records in Byte LOS and ensure loans meet internal and investor guidelines prior to closing.
Monitor pipeline to meet processing turn-time goals and credit union service standards.
Support members by providing guidance on documentation requirements and ensuring a smooth and positive mortgage experience.
Availability to attend special off site sales events and credit union functions, as needed.
Requirements
High school diploma or equivalent required; associate or bachelor's degree in business, finance, or related field preferred.
Minimum 2 years of mortgage processing or lending experience in a financial institution or mortgage company.
Proficiency with mortgage loan origination systems; experience with Byte and Blend strongly preferred.
Strong knowledge of mortgage products, TRID, RESPA, HMDA, and other applicable regulations.
Excellent organizational skills and attention to detail.
Strong communication skills with the ability to explain complex information in a clear and member-friendly manner.
Ability to manage multiple files simultaneously while meeting strict deadlines.
Team-oriented with a commitment to providing outstanding member service.
Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
Working Conditions:
Normal office working conditions with the absence of disagreeable elements.
Note
: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Salary Description $20-$24 per hour