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Waterstone Financial Group Jobs

- 2,454 Jobs
  • Full-time Teller

    Waterstone Financial, Inc. 4.0company rating

    Waterstone Financial, Inc. Job In Pewaukee, WI

    Job purpose for Full-Time Teller position: This position is responsible for accurately processing deposit account and loan transactions while adhering to all policies and procedures. The Teller will support the sales process by maintaining customer relationships by providing superior customer service and referring bank products and services when beneficial and appropriate. Duties and responsibilities for Full-Time Teller position: * Effectively process customer transactions with a high level of integrity, accuracy and knowledge. * Support the sales process by identifying customer needs, promoting current promotional offers and referring customer to Bankers and other lines of business (i.e. WIS and WMC) for further assistance with bank products and services. * Maintain knowledge of WSB's core processing system, WSB products and service, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Build and strengthen customer relationships by providing an unparalleled banking experience as set forth in WSB's Mission. * Answer customer questions and resolve related account issues, including phone and in-person. * Keep abreast of industry trends, standards, and external factors that may affect the bank. * Recommend reasonable changes to policies, procedures, and products. * Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws. * Other duties as assigned. Qualifications for Full-Time Teller position: Experience * Required - 6 months of cash handling and/or customer service experience * Preferred - 2-4 years cash handling and/or customer service experience Education * Required - High School diploma or general education degree (GED) * Additional education and/or experience: Co-op participation; and previous cash handling and/or retail experience Physical requirements Physical Demands: The physical demands described here represent those that must be met by an employee to successfully perform the essential job roles. Reasonable accommodations may be made enabling individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to sit; use hands to finger, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is frequently required to walk; stand; and stoop, kneel or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. Additional Physical Demands: Expected to stand 80% of the time. Benefits for Full-Time Position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $28k-34k yearly est. 37d ago
  • Universal Banker I

    Waterstone Financial, Inc. 4.0company rating

    Waterstone Financial, Inc. Job In Pewaukee, WI

    is $18.50 an hour and up, depending on experience. Under direct supervision of an Assistant Manager or Community President, this position is responsible for assisting customers in a dual role (Platform/60% Teller) focused on delivering outstanding service with every customer interaction. The Universal Banker will perform teller transactions, service existing customers, and offer product and service solutions to existing customers or prospects when appropriate and beneficial. The Universal Banker is responsible for completing all training, passing Banker Certification within 6 months of hire/promotion date prior to progressing to Universal Banker I, and demonstrating their ability to meet or exceed customer expectations. Duties and responsibilities for Universal Banker position: * Efficiently process customer transactions with a high level of integrity, accuracy and knowledge. * Identify, expand and deepen customer relationships by profiling customers in an effort to recommend appropriate products and services that meet customer needs. * Make referrals to other appropriate lines of business (i.e., WIS and WMC) to meet customer needs. * Accurately open, maintain and close deposit accounts and services. * Answer customer questions and resolve related account issues, including phone and in-person. * Perform service related activities such as on-boarding calls and appropriate follow-up with customers. * Engage in reactive sales and cross-sell activities, including calling on campaign lists and follow-up on referrals received. * Maintain knowledge of WSB's core processing system, WSB products and services, WSB policies and procedures, and regulatory requirements governing retail deposit accounts. * Keep abreast of industry trends, standards and external factors that may affect the bank. * Operates in full compliance with internal policies/procedures, as well as applicable regulations/laws * Perform other duties as assigned. Qualifications for Universal Banker position: Experience * Required: 1 - 2 years of sales experience * Required: 2-4 years customer service experience * Preferred: 2-4 years of sales and customer service experience in branch banking Education * Required: High School Diploma or general education degree (GED) * Preferred: Associate's Degree business or related field Certifications, Licenses, Registration Required Banker Certification within 6 months of hire/promotion date Benefits for Universal Banker position: * Outstanding Medical, Dental, and Vision Insurance * 401(k) matching * Employee Stock Ownership Plan * Paid Time off * Paid Holidays * Flexible Spending Account * And so much more! Waterstone Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $18.5 hourly 60d+ ago
  • Investment Operations Assistant

    Northwestern Mutual Greater Milwaukee 4.5company rating

    Milwaukee, WI Job

    Northwestern Mutual Greater Milwaukee helps families and businesses across Greater Milwaukee reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together so our clients can do the things that matter most with the people who matter most. GENERAL RESPONSIBILITIES The responsibilities of the Network Office Investment Operations Assistant are to assist the NMIS operations manage/Chief Supervision Officer in onboarding and supporting representatives that are selling investments. Provide office, data entry and service administrative support for the office operations by following acceptable procedures. Specific responsibilities may include but will not be limited to: Train and develop representatives, their teams and office staff on the operational processes related to investment operations, includes correct way to fill out forms, ensure cross training on key functions, and provide backup support as needed. Identifies and recommends process improvements in the investment operations and administrative functions to enhance productivity and profitability for the office. Primary contact for all trade correction and commission adjustment resolution inquiries. Train Registered Representatives and appropriate field staff in investment operations fundamentals Office and Data Administration/Service Support Open and distribute mail. Prepare outgoing NMIS pouch mail or overnight mail. File and log appropriate correspondence and forms. Maintain daily bank deposits, check and order logs for Agency Supervisory review/approval. Act as Liaison for FR NMIS needs, client service access, mutual fund access, and troubleshoot paperwork that is lost or processed incorrectly. QUALIFICATIONS It is recommended that the Network Office Investment Operations Assistant have the following qualifications: - Preferred: Series 6 and Series 63 or Series 7 and Series 63, Series 26, Series 9/10 (or ability to obtain within 1st year of employment) - One to three years of securities industry experience required. - Strong organizational and time management skills with ability to set priorities and meet deadlines - Ability to work with a high degree of accuracy in handling detailed work - Excellent communication skills (verbal and written) with the ability to collaborate effectively with others - Ability to adapt to change, and identify process improvements
    $48k-64k yearly est. 4d ago
  • Operations Associate

    Madison Investments 3.6company rating

    Madison, WI Job

    We are currently seeking a detail-oriented, process driven professional to join our Operations team at Madison. The Operations Associate will learn all aspects of the Operations Department from account setup to trade settlement and reconciliation. This person should be interested in expanding their knowledge of the financial industry and must be able to work collaboratively with others. Duties · Assist the Operations Department in completing operational tasks in a timely manner · Back-up and assist in post-trade functions, which requires communicating trade information to trading departments throughout the day · Develop the necessary skills to provide assistance and backup for Operations staff such as opening new accounts; posting cash flows and other transactions; reconciling client accounts to custodial data · Assist the Performance Analyst in Performance Composite maintenance · Assist in Special Performance and Operational Projects Required Qualifications: Bachelor's degree preferred 1 year of working experience and/or knowledge of the investment industry is preferred, but not required Excellent interpersonal, communication, and customer service skills Excellent organizational, time management, and problem-solving skills Strong computer, software and internet navigation skills; proficiency in Microsoft Excel Ability to work independently and as part of a team, and to exercise flexibility, initiative, good judgment and discretion Willingness to learn new things and implement process improvements Benefits · Comprehensive Benefits: health insurance, profit sharing and 401k match · Company Culture: collaborative, team-oriented, fast-paced, challenging and innovative Applicant should submit a cover letter and resume to ********************
    $52k-94k yearly est. 14d ago
  • Property Manager

    Equity Lifestyle Properties, Inc. 4.3company rating

    Sturgeon Bay, WI Job

    What you'll do: The Property Manager provides exceptional customer service to attract and serve our guests and ensure we meet our financial goals. The Property Manager would help oversee the operations of a seasonal Campground with year-round FT employment. Tranquil Timbers RV is looking for a hospitality focused Property Manager to help oversee operations. Your job will include: Provide exceptional customer service to residents and guests to ensure an excellent experience. Manage the resources and assets of the property, including buildings and amenities. Conduct marketing activities to attract new customers. Hire and manage resort employees. Prepare, manage and analyze the operational budget of the resort. Maximize the profitability of the property. Maintain the resort and ensure that it's clean and attractive. Partner with the marketing team to attract new guests. Analyze, prepare and manage the operational budget of the resort to improve its profitability. Your skills and experience include: Bachelor's degree, or a combination of education and equivalent experience. 5+ years of property management experience, preferably in an RV or manufacturing home community setting. Strong operations skills and a thorough understanding of the complexities of this position. At least one year of experience in customer service and exceptional customer service skills. Excellent skills in Microsoft Office and other web-based applications. Valid driver's license, good driving record and current auto insurance. Experience in sales and/or marketing preferred.
    $45k-58k yearly est. 9d ago
  • Help Desk Specialist

    Tata Consultancy Services 4.3company rating

    Pleasant Prairie, WI Job

    Desktop and Mobility Support Relevant Experience (in Yrs) 5-7 Years Must Have Technical/Functional Skills Desktop support, L2 Windows support, Mac OS support, Windows 10/11, Apple iOS Support, Experience Required Roles & Responsibilities • Provide remote desktop level L2 troubleshooting of end user issues by taking remote control of their Laptop/Desktop/VDI • Solve technical issues related to Windows 10/11, iOS and Mac operating systems and standard software components like MS Office/VPN/Anti-Virus/Skype etc. • Provide support in enroll the iOS devices in MDM (JAMF) and investigate the incidents and Tasks • Support Windows 10/11 Feature upgrade using modern management techniques - SCCM/Intune/Auto Pilot • Deployment of device drivers and windows patch updates • Troubleshoot laptop/desktop performance, group policy, Encryption and failed Software configuration of end user devices • Manage the Security compliance health status of end user workstations • Monitor security patching status and remedy deficiencies proactively • Diagnose, troubleshoot, resolve and escalate supported software, hardware and peripheral Incident calls assigned from Service Desk team • Adjust configuration options as required to resolve defects identified while performing corrective action on a device • Investigate desktop level incidents and identify root causes to be able to provide solutions. • Deployment, Monitoring, Reporting of Device Drivers including BIOS & utilities • L2 Workstations operational support • Monitor and report on User experience. • Report on Workstation image deployments and patch compliance metrics
    $60k-70k yearly est. 7d ago
  • Sales Assistant

    Cetera Investment Services LLC 4.8company rating

    Whitewater, WI Job

    The Sales Assistant is the central contact for procedural and operational issues, communicating these issues through appropriate channels and supporting the overall efforts of the Advisor, the financial institution and Cetera Financial Institutions. Processing: Reviewing each transaction for accuracy, completeness and compliance issues Maintaining a record of all transactions processed by means of the control measures required by the company i.e., daily blotter Handling and correcting transactions which are inaccurate or missing information. This should include any written and/or verbal communication with the Advisor to resolve the problem, before the business is sent to the Designated Supervisor Ongoing training of Advisor on operational issues Answering questions from the Designated Supervisor, Sales Manager, other program staff, bank management, other bank personnel, and clients. Office Administration: Maintaining inventory of office supplies, marketing materials (excluding prospectus and point of sale literature from mutual fund vendors), new business forms, and business cards Communicating reorder requests to the appropriate manager Knowing status of all requested materials Processing trades in a timely manner and forwarding them to the Designated Supervisor for processing Assist in following up on suspended trades to resolve the problem(s) so the trade can be processed and forwarded to the Designated Supervisor Preparing notes or cover memos to attach to new business for clarification on unusual trades and follow-up on any unresolved issues Knowing what has been processed and the status of each trade Financial Advisor Support: Providing information on completing paperwork i.e., how to set up new accounts, unusual trade documentation, changes to existing accounts Provide clarification of program procedures Providing employment and licensing paperwork to new Advisor, reviewing it once complete and forwarding it to appropriate individuals at the home office for processing Attendance on all sales meetings Telemarketing: Assist Advisor with telemarketing efforts Calling existing customer base to develop: New business Cross referrals Deliver high degree level of customer service Calling supplemental lists to make appointments for the Advisor Requirements: Bachelor's Degree (preferred) Strong interpersonal skills and ability to work with wide range and diverse group of bank personnel and customers Must be dependable, accurate in completing responsibilities with strong attention to detail and strong organizational skills Must exercise good judgment, accept responsibility and handle confidential information If you are interested in this position, please attach a copy of your resume with your application.
    $33k-40k yearly est. 11d ago
  • Recruiter

    Northwestern Mutual 4.5company rating

    Middleton, WI Job

    At Northwestern Mutual Southern Wisconsin, we're looking for people who desire an impactful career and are energized by helping others build their own careers. As a member of our talent acquisition team, your energy and passion for networking and proactive relationship building combined with your innate people skills and natural ability to persuade will play a significant role in building and growing our network office's dream team of Financial Advisors. This role is a great fit for anyone with a successful background in sales and who is a natural at driving results. Experience in talent acquisition or finance is helpful, but not required. We believe in our core values of relationships, excellence, legacy, ownership, and fun. These values are essential to the success of our firm and our individual performance. We strive to create an environment where employees feel empowered by our values and energized by our culture. If you are a natural at building a network of relationships and passionate about your work being impactful then keep reading… Primary Responsibilities Sourcing & Selection Build and develop effective referral sources and productive centers of influence (COIs) Identify, maintain, and coordinate lead strategies from a variety of sources (i.e. referrals, COIs, advertising, social media, etc.) Actively participate in the community and organizations to promote/ brand Northwestern Mutual Drive candidate selection process by screening candidates, conducting initial interviews, administering selection tools, and guiding candidates through the selection process Accountability, Tracking, and Analysis Report weekly recruiting activity to leadership team Accurately maintain candidate databases to ensure efficiency of the selection process Analyze recruiting ratios to identify inefficiencies in selection process; establish and implement improvements Qualifications Three+ years professional work experience, preferably in sales, recruiting, or the financial services industry Demonstrated ability to work professionally as a team member and with all levels of people This role includes a base salary ($55-80K) along with uncapped bonuses for recruiting activity (anticipate $10K+ in bonuses). Competencies Action Oriented: Enjoys working hard; is action oriented and full of energy for the things he/she sees is challenging; not fearful of acting with a minimum of planning; seizes more opportunities than others. Drive for Results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results. Interpersonal Savvy: Relates well to all kinds of people, up, down and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can diffuse even high-tension situations comfortably. Listening: Practices attentive and active listening; has the patience to hear people out; can accurately restate the opinions of others even when he/she disagrees. Priority Setting: Spends his/her time and the time of others on what's important; quickly zeros in on the critical few and puts the trivial many aside; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus.
    $55k-80k yearly 9d ago
  • Director, RIA & Bank Trust

    Madison Investments 3.6company rating

    Madison, WI Job

    We are currently seeking a sales professional focusing on the RIA and Bank Trust channel to join our growing team and business. This position will be a part of our Institutional Business Group. Our team collectively provides sales support and service to our institutional clients and prospects. The Director will partner with the head of the Institutional team to cover new and existing RIA's and Bank Trust relationships across the US. The primary focus is distributing Madison's funds, SMA's, and active ETFs through this advisor channel. In addition, the Director will have an annual sales goal to strive to meet and exceed. Duties · Frequent meetings with advisors and consultants to discuss investment strategy, capital markets, and the positioning of Madison investment products · Identify, develop, and maintain new business sources for Madison Investments · Effectively help organize a national footprint · Develop a comprehensive knowledge of all Madison funds, SMA, and ETF strategies · Partner with the team to develop a strategic approach to increasing assets in the territory · Attend national conferences and marketing opportunities to represent Madison Investments Required Qualifications: · 10 years of experience in investment management sales or related financial services industry experience · Preferred candidates must have previous experience covering RIA's and/or Bank Trust channel · In-depth understanding of capital markets and a passion for the industry · Excellent organizational skills and attention to detail · Strong technological skills, including Microsoft office suite and Salesforce use · Ability to work independently and travel extensively throughout the territory (50% expectation) Benefits · Comprehensive Benefits: health insurance, profit sharing and 401k match · Company Culture: collaborative, team-oriented, fast-paced, challenging and innovative · Professional Development: training, advancement potential, cross-functional project opportunities RESUMES CAN BE SENT ELECTRONICALLY TO *************************
    $48k-96k yearly est. 4d ago
  • Asset Manager

    Phoenix Investors 4.0company rating

    Milwaukee, WI Job

    Asset Manager - Phoenix Investors (Milwaukee, WI) Phoenix Investors, one of the largest owners of industrial real estate in the United States with approximately 78 million square feet across 29 states, is seeking a motivated and detail-oriented Asset Manager to oversee asset management across our extensive portfolio. This role offers the opportunity to engage with a dynamic team and contribute to the strategic growth of a leading real estate investment firm. Key Responsibilities: · Serve as the primary liaison with lenders and investors, handling project budgets and addressing financial inquiries. · Manage and oversee draw requests, including invoice collection and approval, draw package assembly for bank submission, and leveraging historical data for budget forecasts. · Monitor and report on property-level performance metrics. · Handle all monthly and quarterly reporting requirements to external parties. · Calculate distributable income for certain partners on a quarterly basis. · Collaborate with Property Managers to develop and review annual operating budgets. · Maintain and update internal models, providing quarterly asset performance updates. · Collaborate with the CFO to secure financing for new acquisitions and refinance existing assets. Qualifications: · Bachelor's degree in finance, real estate, accounting, or a related field · Minimum of 5 years of experience in real estate asset management · Proficient in Microsoft Word, Excel, PowerPoint, and Outlook; familiarity with Yardi is a plus · Highly organized with the ability to work independently, exhibiting reliability and strong problem-solving skills Benefits: Paid training, holidays, and vacations Overtime Company-sponsored 401(k) Benefits, including medical, dental, and life Competitive wages Access to our wellness program, which includes personal trainers, yoga classes, and an on-site gym On-site meal preparation and service Paid parking Join Phoenix Investors and be a part of our continued success and growth in industrial real estate. We offer a collaborative environment where your contributions make a tangible impact.
    $81k-108k yearly est. 13d ago
  • Database Administrator

    ATC Transportation 3.5company rating

    Pleasant Prairie, WI Job

    The ideal candidate will be responsible for maintaining data storage; database backups, user access and security in a clustered SQL Server environment. Responsibilities Oversees database development and modification efforts. Designs and implements secure, efficient, and accurate databases. Maintains current and accurate knowledge of data storage and management best practices. Ensures that databases are designed to meet specifications and requirements. Ensures that database projects are completed on time. Ensures that system backups and replication is current and complete. Develops and maintains documentation and standards. Identifies and resolves production and/or applications development problems related to the use of the database management system software or utilities. Gathers, organizes, and interprets statistical data from the database to provide reports to, and answer questions from, upper management. Performs other related duties as assigned. Qualifications Bachelor's degree in Business Administration, Statistics, Mathematics, Accounting, or Computer Science or equivalent work experience required. At least three years in Data Processing, with at least two years of experience with database management systems; OR two years as a development programmer/analyst using database techniques under SQL Server required. Proven knowledge of SQL Servers Strong analytical, problem-solving, and decision-making skills
    $67k-90k yearly est. 4d ago
  • Financial Sales Representative

    Northwestern Mutual 4.5company rating

    Milwaukee, WI Job

    Wealth Management Advisor - Northwestern Mutual Entrepreneurship while making an impact. This is a career shift that could change everything. Things have changed in the past year, you've changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you're feeling? That inner voice telling you that your capable of more, to be bold, build something, make a difference in your community? We understand this too and know that you can build a sustainable career with impact, it is possible and it's happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection process. If you've considered starting a business, this may what you're looking for. As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share. • Make an impact on the community, people's lives, and the communities you care for by providing paths to financial stability and peace of mind. • Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship. • Experience the power of independence and flexibility - with the freedom to live the life you want to live. • Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day. How will you build your business? You will… • Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications. • Establish impactful networks in the community and learn how to authentically build referral connections. • Develop and maintain long-term client relationships (our average client relationship is over 40 years.) • Provide customized financial strategies and solutions through factfinding and holistic financial planning. • Broaden and deepen your skillset through ongoing professional development and joint work - experiential learning. • The opportunity to design your roadmap to leadership and specialized roles. • Be rewarded Who do you need to be? • Dependable, consistent, full of integrity and honesty. • Excellent communicator and relationship builder. • A driven, independent, self-motivated, and goal-oriented person. • Growth minded, coachable with strong desire for long term success. Who we are. • Unsurpassed Financial Strength, Financial Ratings the highest in any industry • Fortune's 2021 Worlds Most Admired Companies, #1 in our class • Top 5 Independent Broker-Dealer • Ranked 90 on the esteemed 2020 FORTUNE 500 list • $400 million donated through the NM Foundation • 455,000 hours donated toward Children's Cancer Research • Countless volunteer hours toward initiatives in the Greater Milwaukee Area • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. At Northwestern Mutual we believe that everyone deserves to spend their lives living' and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 164 years and has a proven track record of financial success.
    $41k-60k yearly est. 11d ago
  • Oracle Field Service Cloud (OFSC) Consultant

    Tata Consultancy Services 4.3company rating

    Wauwatosa, WI Job

    Technical/Functional Skills: Expertise with Domain knowledge of Field Services in Oracle Field Service cloud (OFSC). Roles & Responsibilities: Consultant with 3+ years of experience in implementing Oracle Service and Field Service Cloud (OFSC) Good to have Oracle Certified Field Service Cloud Consultant Good Understanding of the Oracle CX, Field Service or Oracle Field Service Cloud Applications with call dispatching Ability to analyze field operations (Dispatch and Tech/Supervisors) processes and implement them with the solution capabilities of Oracle Field Service Cloud Experience in implementing Oracle Field Service Cloud with core application features along with quota and capacity management, automated routing & scheduling engine Understanding of the Field Service Functionality with relation to inventory install and debrief - Exposure to the API framework of the Oracle Field Service Cloud Should have fluent communication skills, must have worked in Client facing roles Must have participated in various Project phases, like Requirement gathering, Mapping Design Develop and support"
    $92k-110k yearly est. 14d ago
  • Investment Coordinator

    North Star Resource Group 3.9company rating

    Madison, WI Job

    Investment Coordinator Reports to: Supervisor, Support Services COMPENSATION & BENEFITS: $55,000 - $65,000 per year depending on qualifications and experience Generous PTO package Medical, Dental, Vision, Life Insurance, Short Term & Long-Term Disability 401K match ORGANIZATION/BUSINESS OVERVIEW: North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring. We are looking for individuals to join our company that live our core values: Responsibility Faith Integrity Growth Gratitude Service POSITION SUMMARY: This role is essential to our client's experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As an Investment Coordinator, you will be a vital piece of the advisor's practice by completing mutual fund, ETF, and stock trades, prepping account spreadsheets for review meetings, creating/updating models in trading system for investment accounts, rebalancing large blocks of accounts using block order trading, monitoring investment account holdings, corporate actions, and cash balances, developing relationships with wholesalers to stay informed about investment options and market trends, ensuring all current and proposed investments meet compliance standards, accurately entering information into financial planning software, assisting clients with various service requests, performing ad-hoc projects, and serving as aback up to other admin staff when needed. Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities. Series 7 & 66 securities licenses required for position (either existing or ability to obtain) Strong communication and human relation skills to develop and maintain positive working relationships with Representatives, clients, and company personnel Excellent initiative, ability to learn quickly and work independently Strong organizational and problem-solving skills Attention to detail and accuracy Working knowledge of Microsoft Office programs Strong typing, grammar, spelling, writing, and proofreading skills for composing and editing business correspondence 3-5 years' experience in the Financial Services Industry preferred. This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.
    $55k-65k yearly 4d ago
  • Financial Advisor - Career Change Opportunity

    Edward Jones 4.5company rating

    Windsor, WI Job

    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 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 34d ago
  • General Manager

    Community Choice Financial Family of Brands 4.4company rating

    Rothschild, WI Job

    General Manager Community Choice Financial Family of Brand As a results-driven General Manager, you will oversee the success of your store and team by setting the bar high for performance and customer service. You will provide ongoing coaching and training to your team to reach Company objectives, increase revenue, and further develop their skills while demonstrating your leadership. Reporting to the District Director of Operations, you will oversee marketing efforts for your location, champion store security and loss prevention, help enforce adherence to quality standards, and review all transactions to create an environment that fosters growth and innovation. Responsibilities: Coach, lead, and develop all store employees to obtain new business and increase store growth by demonstrating knowledge of and training on systems, Company standards, account management, recovery (collections), job duties, and performance reports. Lead the charge and set the example for all store employees to identify local marketing strategies, use business-to-business partnership opportunities, obtain referrals, host and participate in community and in-store events to steer growth and build revenue. Enforce adherence to quality standards, procedures, and local and state laws and regulations. Audit loan/pawn agreements and transactions to ensure staff accordance with procedures and practices. Participate in audits and compliance reviews as directed by the corporate office or District Manager. Supervise and maintain office security including cash management and loss prevention by verifying and documenting cash overages/shortages, vault, inventory, deposits, and expenses. Conduct proper opening and closing procedures. Examine, evaluate, and process loan/pawn applications and all relevant transactions, and assess risk within established limits. Participate in the selection, review, hiring, and retention of new employees. Develop work schedules in accordance with budget, workloads, and store needs. Ensure store is staffed for optimal performance. Handle complex customer situations that arise with integrity and professionalism. Monitor and maintain internal and external store appearance and address basic facilities needs, including scheduling maintenance services. This includes overseeing store planogram and ensuring seasonal and/or promotional marketing material are displayed properly. Work efficiently in a rapidly changing and fast-paced environment and handle multiple challenging tasks with ease to meet individual and team performance standards. Utilize strong interpersonal skills to communicate and interact with customers and Team Members at all levels. Ability to maintain a full-time work schedule with regular in-person attendance, including some weekend hours, is required for this position. A full-time work schedule for this position includes, at a minimum, 40-hours per week*. *Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand entity and at the sole discretion of the Company. Speak with your recruiter for the most up-to-date hourly requirements. Qualifications: High School Diploma or equivalent required Minimum two years of experience and proven success in a supervisory or leadership role in retail, financial, service, or related industries Excellent verbal and written communication skills Ability to work phone, Point of Sale, Microsoft Office, and other systems Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated) Must be at least 18 years of age (19 in Alabama) Background check required (subject to applicable law) Ability to meet the physical demands of this position, which frequently include: the ability to remain in a stationary position, including standing up to 90% of the time, the ability to move and transport up to 25 pounds, the ability to move about inside and outside of the store, and the operation of mechanical controls, such as a keyboard. Preferred Qualifications and Skills Associate degree or higher Experience in check cashing, document verification, money order processing Bilingual English/Spanish is a plus and may be required for certain locations What We Offer: Our Benefits Include*: A comprehensive new hire training program designed to help set you up for success Access to a robust learning management system, full of e-learning modules and training programs to help boost your professional and personal development Paid on-the-job training & professional development programs Educational Reimbursement Program Multiple coverage levels for Medical, Dental, & Vision Group Health & Wellness Program, plus special savings on retail items, travel, entertainment, and more Traditional 401(k) and Roth 401(k) with Company match Options for Flexible Spending Accounts and Health Savings Accounts Basic and AD&D Life Insurance Optional pet insurance Voluntary benefits, including short-term and long-term disability insurance, accident, critical illness, and hospital confinement insurance Paid Time Off (Accrue approximately 6* days in your first year of employment, plus additional days in following years. Eight days in CA, CO, AZ, MI, and OR.) Diverse Culture and Inclusive Environment *Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. About Us The Community Choice Financial Family of Brands ("CCF" or the “Company”) is a leading retailer of financial services to unbanked and underbanked consumers. CFF is the parent company to eleven brands including Cash 1 , Check Into Cash , CheckSmart , Easy Money , InstaLoan , Rapid Cash , and Speedy Cash , TitleBucks , and TitleMax . With more than 1,700 retail storefronts and several online products available in 20+ states, CCF is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************, @titlemax.com or @titlemax.biz. In-store positions are in-person only, remote options not available. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all background are encouraged to apply. CCFI Companies, LLC is an equal opportunity employer.
    $48k-88k yearly est. 15d ago
  • AWS Redshift Technical Consultant

    Tata Consultancy Services 4.3company rating

    Milwaukee, WI Job

    Role: AWS Redshift Technical Consultant Experience Required: 5+ Roles & Responsibilities: Should have AWS AWS Redshift Should be proficient EMR, Lambda, Glue, Dynamo DB Should have exposure to AWS serverless service-based architecture. Should have worked on projects that involve storing data in Dynamo DB. Should have understanding and hands on in how to move data to Elastic Search index via KDS. Capable of working independently, handling multiple projects at a time, able to lead the team with good analytical, communication and organization skills. Generic Managerial Skills: Communicate effectively with different teams Remain flexible to changing priorities, open to new ideas
    $69k-87k yearly est. 7d ago
  • Servicing Administration Specialist

    Aqua Finance, Inc. 3.8company rating

    Wausau, WI Job

    Account Administration Specialist The Account Administration Specialist plays a critical role in supporting the Account Servicing department through accurate and timely execution of administrative and customer correspondence tasks. This position is responsible for handling account administrative support duties and processing customer correspondence in compliance with company policies, procedures, and Service Level Agreements (SLAs). The Specialist ensures a seamless customer experience and maintains detailed records of all activities. This role reports to the Servicing Administration Manager. Essential Functions Serve as the primary contact for administrative tasks including scanning, privacy opt-outs, USPS address changes, mail processing, late fee waivers, due date changes, extensions/deferments, and customer correspondence. Draft, process, and send letters accurately via mail, fax, or email, including Payoff Letters, Letters of Guarantee, UCC-related letters, and other customer correspondence. Retain copies of all correspondence sent and maintain accurate records of account modifications and updates. Manage customer contact preference updates, such as e-statement opt-outs. Process returned mail, SharePoint requests, and system queue tasks to ensure timely completion. Capture and document activities performed on accounts, maintaining compliance with company standards. Run daily files, maintain logs of requests, and ensure tasks are accurately tracked. Perform general office and administrative duties related to account servicing, including front desk support and mail preparation (e.g., stuffing and sealing envelopes). Supervise assigned queues to ensure work is completed on time. Required Education and Experience High School Diploma or GED equivalent required 2 years in Customer Service, or a related field, required Financial industry experience preferred Bilingual (English and Spanish) candidates preferred Attention to detail and accuracy required Excellent verbal and written communication skills required Proficient in the utilization of Microsoft Office Suite Ability to thrive in a fast paced work environment Physical Demands While performing the duties of this job, the employee is frequently required to sit, stand, walk, visualize, talk, hear, and handle or touch objects or controls. The employee may occasionally lift, push, or pull up to 20 pounds. This position is an office-based position where you must be able to sit for long periods of time. The employee will be working on a computer 90% of the time. Apply online through LinkedIn or send resume to ***********************
    $28k-37k yearly est. 4d ago
  • Motorcycle Service Technician

    Windy City Investments Inc. 4.4company rating

    West Bend, WI Job

    West Bend Harley-Davidson About Us The Windy City Motorcycle Company (WCMC) is more than a motorcycle retailer, we are a company made up of riders for riders. Being the largest motorcycle retailer in the industry, WCMC is defining the standard and future of the motorcycle retail experience. Our teams are driven by a foundation of passion for fulfilling two-wheeled dreams, making every day at work a new adventure. Are you ready to roll on the throttle and join us? A Day in the Life of a Motorcycle Service Technician: As a Service Technician, you will be responsible for performing maintenance, technical repair, service, and customization work on our customers' bikes. The ideal candidate will have at least two years of motorcycle knowledge and service experience. Duties Include: Provide prompt, dependable, high-quality service to our customers by factory specifications Complete the allotted repair work within the scheduled period Maintain productivity and time spent working on billable jobs Work with service advisors to find bike fix solutions and accept work assignments, as well as notifying of any delays Updating and closing service work orders *A current motorcycle license and completion of an authorized training program or equivalent technician work experience are required. What we offer: Competitive salary Annual income increases Flexibility Opportunity for growth within the company Generous employee discounts Paid training and time off Health, dental, vision, and life insurance and savings accounts 401k plan with a company match A fun environment Windy City Motorcycle Company is an equal employment opportunity employer. We welcome all to come as they are!
    $33k-51k yearly est. 22d ago
  • Senior Information Technology Consultant

    Chortek LLP 3.9company rating

    Waukesha, WI Job

    Sr. IT Technology Consultant- Level III Chortek LLP is a leading managed IT service provider dedicated to providing innovative technological solutions to our clients. We pride ourselves on delivering exceptional service and fostering a collaborative, growth-oriented work environment. Businesses might say they have a great culture, but we live it! At Chortek, we work hard yet have fun as we support our clients. We also empower our employees to achieve success, develop professionally, and become the best versions of themselves, both professionally and personally. Check out what all the excitement is about. Your Career as a Sr. IT Technology Consultant We are seeking an experienced Tier III Senior IT Technology Consultant to join our dynamic IT team. This role serves as the highest level of technical support, responsible for resolving complex issues, aiding Tier I and Tier II support teams, and providing guidance to our clients. The ideal candidate has a strong background in IT systems, excellent problem-solving skills, and a customer-focused attitude. You have found the right place if you are looking for a terrific opportunity to utilize your IT knowledge, support clients with their IT initiatives, and work with an excellent team. Key Responsibilities of a Sr. IT Technology Consultant- Level III Diagnose, troubleshoot, and resolve complex hardware, software, and network issues escalated from Tier I and II teams. Develop a detailed project plan/schedule for new clients. Administer and support enterprise IT systems, including servers, virtualization platforms, and cloud services. Develop, document, and implement IT solutions to optimize performance and user experience. Provide guidance and mentorship to Tier I and Tier II team members. Collaborate with cross-functional teams to address system-wide challenges and ensure seamless operations. Provides vCIO for assigned clients. Maintain accurate documentation of processes, solutions, and system configurations. Education Bachelor's degree in information technology or related field (or equivalent experience). Experience and Qualifications 8+ years in IT support, with at least 4 years in a Tier III role. Proficiency in Windows/Linux systems, virtualization technologies (e.g., VMware, Hyper-V), and networking (TCP/IP, DNS, DHCP). Experience with cloud platforms (AWS, Azure, or Google Cloud). Familiarity with scripting and automation tools (e.g., PowerShell, Python). Development and execution of project plans. vCIO experience with supporting clients. Strong problem-solving skills with attention to detail. Excellent communication and interpersonal skills. Culture Collaborative, Respectful, Fun, Kind, Learning, Employee-centric Firm-wide commitment to work/life balance Dress for Your Success-Choose Your Attire Professional yet a relaxed- working environment Professional Development Accessible Leaders RSM Alliance Member Employee Recognition- Employee of the Month Stay connected through Firm and One-on-One Meetings Benefits 401K Plan with a contribution from the Firm Health, Flexible Spending Account, HSA Dental, Vision, Life Insurance, STD/LTD, EAP (Employee Assistance Program), Holiday pay Minimum three weeks of vacation, plus forty hours of sick time Paid continuing professional education and professional organization dues Opportunity for performance bonus Perks Fun Social Events, collaborative lunches Firm-Sponsored Events Hybrid Work Schedule Flexible Working Arrangements Free Coffee Personalized Career Coaching
    $86k-110k yearly est. 14d ago

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