Finance: Advisor/Services Jobs

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DateActivity Job TitleRelevanceCompanyJob LocationSalary
2/8/2012 Trust/Investment Sales RM
Johnson Financial GroupMilwaukee, WINot Provided
 Trust/Investment Sales RMTracking Code7018 Job DescriptionJOB PURPOSEThe Trust Relationship Manager is responsible for developing new Trust and Investment management relationships for a specific market or multiple markets. Focus areas include: identify and acquire new relationships; develop, maintain, expand and retain ex ... 
 Categories: Sales - Inside, Finance - Advisor/Services, Sales - Representatives/Service 
2/10/2012 Administrative / New Client Service Coordinator (Financial Planning)
SourcePoint StaffingWaukesha, WI; Brookfield, WINot Provided
  Administrative / New Client Service Coordinator (Financial Planning Brokerage Firm) Due to growth, immediate career opportunity!       My client is a boutique full service financial planning firm and is looking for an experienced coordinator to manage their new client process includ ... 
 Categories: Investment - Operations/Admin, Finance - Operations/Admin, Finance - Advisor/Services 
2/10/2012 Sales and Marketing Assistant
Cleary Gull Inc./Cleary Gull Advisors Inc.Milwaukee, WINot Provided
  This position will provide the highest level of sales and marketing support for the business development team and assist the Director of Marketing and Communications in implementing marketing strategies. The duties and responsibilities include, but are not limited to, the following: Create and distribute marketin ... 
 Categories: Marketing - General, Investment - Operations/Admin, Finance - Advisor/Services 
2/10/2012 Centralized Investment Services Associate--Northwestern Mutual
Cornerstone Financial Group, Northwestern MutualMilwaukee, WI$50,000-$60,000
  NORTHWESTERN MUTUAL FINANCIAL NETWORK Cornerstone Financial Group, Milwaukee, WI   Responsibilities Account Services and Support Review documentation to determine suitable investment options for clients; prepare documents for case preparation and proposals; help representatives recommend suitable ... 
 Categories: Investment - Consultant, Insurance - Admin/Clerical, Finance - Advisor/Services 
2/10/2012 VICE PRESIDENT - SALES
Milwaukee Private Wealth Management, Inc.Mequon, WINot Provided
  FINANCIAL SERVICES SALES INVESTMENT ADISOR REPRESENTATIVE VICE PRESIDENT - SALES   Description: Growing Mequon based SEC Registered Investment Advisory seeking a high caliber, motivated individual to sell individually managed investment portfolio services to prospective high net worth clientele.& ... 
 Categories: Investment - Consultant, Finance - Advisor/Services, Sales - Representatives/Service 
2/9/2012 Assistant Director, Retail Trading Operations
Northwestern MutualMilwaukee, WINot Provided
  Job ID: 12-0094 Description: This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. BASIC FUNCTION: Oversee the day to day trading functions of the Trade Desk and Investor Services. Sets corporate guidelines and direction pertaining to the ... 
 Categories: Investment - Management, Investment - Consultant, Finance - Advisor/Services 
2/7/2012 Internship (Finance/Economics)
Scottrade, IncDelafield, WINot Provided
  Job ID: 20122501-5402 Description: Scottrade, Inc. has a Branch Internship opportunity available in Delafield, WI. The main purpose of this position is to assist branches with daily operations while gaining valuable work experience in the brokerage industry. Candidates must have the ability to work an average of 15-3 ... 
 Categories: Finance - Advisor/Services, College and Internships 
2/6/2012 Insurance Sales Representative - Wausau
National Mutual BenefitRhinelander, WI; Tomahawk, WI; Minocqua, WI35k-50k (Base + Commission)
 As a professional National Mutual Benefit Insurance Sales Representative, you will be in a position to help people prepare for the unexpected. You will team up with your clients to discover and analyze their needs and show them how it is possible to reach their goals. Your experiences will leave you feeling proud and fulfil ... 
 Categories: Sales - Outside, Insurance - Sales, Finance - Advisor/Services 
2/6/2012 Insurance Sales Representative - Fond Du Lac, WI
National Mutual BenefitFond du lac, WI35k-50k (Base + Commission)
 As a professional National Mutual Benefit Insurance Sales Representative, you will be in a position to help people prepare for the unexpected. You will team up with your clients to discover and analyze their needs and show them how it is possible to reach their goals. Your experiences will leave you feeling proud and fulfil ... 
 Categories: Sales - Outside, Insurance - Sales, Finance - Advisor/Services 
2/6/2012 Insurance Sales Representative - Madison
National Mutual BenefitPortage, WI; Wisconsin Dells, WI; Baraboo, WI35k-50k (Base + Commission)
    As a professional National Mutual Benefit Insurance Sales Representative, you will be in a position to help people prepare for the unexpected. You will team up with your clients to discover and analyze their needs and show them how it is possible to reach their goals. Your experiences will leave you feeling prou ... 
 Categories: Sales - Outside, Insurance - Sales, Finance - Advisor/Services 
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