141 Jobs in Wisconsin

WaterStone Bank

Private Chef

Madison, Wisconsin

Full Time, Part Time

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Endries International, Inc.

TECHNICAL MEDIA DIRECTOR - WMTV

Madison, Wisconsin

Full Time

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Herzing University

Adjunct Faculty - Surgical Technology lab/clinical

Milwaukee, Wisconsin

Contractor, Part Time

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New Perspective

Housekeeper I - Oakwood Village (East Madison)

Madison, Wisconsin

Full Time

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The Applicant Manager

Maintenance Technician - Night Shift

Fond du Lac, Wisconsin

Full Time

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RSMC Services,Inc

Optical Retail Sales Associate FT Rockford, IL and Janesville, WI

Janesville, Wisconsin

Full Time

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Lutheran Social Services of Wisconsin and Upper Michigan, Inc.

Occupancy Specialist/Property Manager

Columbus, Wisconsin

Part Time

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Cloud Big Data Technologies

NEWS ANCHOR/REPORTER (W/END MORNINGS) - WMTV

Madison, Wisconsin

Full Time

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Lutheran Social Services of Wisconsin and Upper Michigan, Inc.

Commercial Lines Account Manager

Hudson, Wisconsin

Full Time

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Cloud Big Data Technologies

Territory Sales Engineer

Madison, Wisconsin

Contractor, Full Time

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Ellsworth Corporation

Customer Service Representative

Germantown, Wisconsin

Full Time

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WaterStone Bank

Financial Advisor

Germantown, Wisconsin

Full Time

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Duties and responsibilities

Develops effective, long term client relationships to provide individual plans focused on overall financial objectives of the client. Provides timely direction and follow-up.
Identify suitable investment opportunities that align with clients’ risk profiles and objectives.
Partners and prospects within WaterStone Bank by establishing relationships with bank employees to obtain qualified referrals.
Develops prospects for new client relationships through networking and COI building.
Keeps apprised of current financial market trends, strategies, product offerings, regulations and provides objective advice based on this information.
Focused on growing and protecting client assets including but not limited to; tax planning, retirement planning, estate planning and other financial matters, growth and protection of assets.
Responsible for significant growth and development of the bank’s book of business, including GDC and Assets under Management.
Actively works with WSB Supervisor and Broker Dealer to refine selling and communication skills.
Periodically present seminars to WSB staff or prospects to educate, inform and garner business.
Design and implement follow up plans for clients in a manner that matches their communication style and investment needs.
Adhere to ethical standards and fiduciary responsibilities, always acting in the best interest of the client.
Other duties as assigned.

Qualifications

Experience

Required

5 years sales and business development experience

Preferred

5-7 years of experience in the investment/wealth management field.

Education

Required

High School diploma or general education degree (GED)
Series 6 and series 63/65 or 66. Valid Wisconsin Life Insurance License

Preferred

Bachelor’s degree in finance or business is preferred.
Series 7 (required within 6 months)
Additional education and/or experience: List if applicable.

Working Conditions:

Additionally, an individual must be flexible in work schedule and have the ability to travel between office locations if warranted and provide proof of insurance. A valid driver's license in required. Driving record must be in accordance with WSB's Vehicle Safety Policy.

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