Top 105 Finance Jobs in Altoona, Wi

Experienced Financial Advisor - Salaried - No Prospecting Required
Investment Management Associates —Eau Claire, WI
- $100,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- 401(k)
Quick Apply
1d
Financial Advisor
Northwestern Mutual - Twin Cities —Eau Claire, WI
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Paid training
- Health insurance
Quick Apply
Relationship Banker
Citizens State Bank Of La Crosse —Altoona, WI
- Full-time
- Office
- Business development
- Communication skills
14d
Financial Services Assistant
Johnson Runkel & Kraegenbrink Inc —Altoona, WI
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid training
Quick Apply
14d
Operations Controller
ITW Automotive —Chippewa Falls, WI
- $135,000 - $150,000 a year
- Full-time
- 6 years
- CPA
- Bachelor of Science
- Health insurance
- Dental insurance
Credit Analyst
CCFBank —Eau Claire, WI
- Online Application
- Microsoft Word
- Mid-level
- Office
- Wellness program
- Health savings account
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Automotive Assistant Controller / Accounting Manager
Veero Ford & CDJR of Morris —Eau Claire, WI
- $75,000 - $100,000 a year
- Full-time
- Dealership
- Mid-level
- Continuous improvement
- Health insurance
- 401(k)
Quick Apply
Accounting and Finance: Assistant/Associate Professor in Finance
University of Wisconsin Eau Claire —Eau Claire, WI
- Full-time
- Background check
- Classroom
- Doctoral degree
Financial Aid Associate
Chippewa Valley Technical College —Eau Claire, WI
- $21.01 - $26.29 an hour
- Full-time
- Writing skills
- Mid-level
- Office
- Health savings account
- Paid holidays
Financial Advisor in Training
Robert W. Baird —Eau Claire, WI
- Research
- Office
- Business development
F&I Manager
Camping World —Eau Claire, WI
- $100,000 - $180,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Paid parental leave
- Health insurance
Quick Apply
Accounting and Finance Specialist II
SECURITY FINANCIAL BANK —Eau Claire, WI
- Day shift
- Microsoft Outlook
- Mid-level
- Office
- Paid time off
Quick Apply
11h
Compliance Officer
SECURITY FINANCIAL BANK —Eau Claire, WI
- Weekends as needed
- 5 years
- Office
- Bachelor's degree
- Paid training
Quick Apply
Agriculture Credit Analyst I
SECURITY FINANCIAL BANK —Eau Claire, WI
- Full-time
- Office
- Finance
- Analysis skills
- Paid training
- Paid time off
Quick Apply
1d
Credit Analyst
Superior Choice Credit Union —Eau Claire, WI
- $25 - $35 an hour
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Financial Analyst
Conagra Brands —Menomonie, WI
- $64,000 - $95,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
Credit Analyst Lead
Merchants Bank —Eau Claire, WI
- $89,900 - $112,400 a year
- Email
- In person
- 7 years
- Word processing
- Bachelor of Science
- Dental insurance
- 401(k)
Quick Apply
13d
Real Estate Appraiser
CORRE, Inc. —Eau Claire, WI
- $55,000 - $104,000 a year
- Urgently hiring
- Hybrid work
- Computer literacy
- Residential
- Finance
- Health savings account
- Paid holidays
Quick Apply
10d
Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI
CliftonLarsonAllen —Eau Claire, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
IRA Specialist
Trust Point Inc. —Eau Claire, WI
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid holidays
Quick Apply

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finance jobs near altoona, wi

Experienced Financial Advisor - Salaried - No Prospecting Required

Investment Management Associates -
Eau Claire, WI

Quick Apply

Job Details

Full-time
$100,000 - $150,000 a year
1 day ago

Benefits

Paid training
401(k)
Financial planning services
Tuition reimbursement
Paid time off
Parental leave
401(k) matching
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Referral program
Retirement plan

Qualifications

Finance advising
Customer relationship building
Investment management advisory services
Financial plan development
Series 7
Portfolio management advisory services
Investment client management
Financial goal setting advisory services
Experience practicing in the securities industry
Retirement planning advisory services

Full Job Description

Experienced Financial Advisor – $100K–$150K Salary | No Prospecting Required

Location: Eau Claire, Wisconsin
Compensation: $100,000–$150,000 base salary, plus additional compensation opportunities
Job Type: Full-time, In person

About the Opportunity

Investment Management Associates is a locally owned financial advisory firm in Eau Claire, Wisconsin. We are a five-person team serving approximately 700 households and managing more than $300 million in client assets through an independent broker-dealer.

We are looking for an experienced financial advisor to join our team and help advise and service our existing clients. No cold calling. No sales quotas. No book of business required.

This is not a junior advisor position, training program, or commission-only sales opportunity. We are looking for an established advisor who can independently lead client relationships, provide sound financial advice, and take meaningful responsibility for an existing group of clients.

Why We’re Hiring

Our practice continues to grow, and we are reaching the point where additional experienced advisory help is necessary for us to continue accepting new clients while maintaining the level of service our existing clients expect. We also have an opportunity to expand into another market and acquire additional business. To pursue that opportunity, our owner and lead advisor needs to free up time currently spent managing a large number of existing client relationships. This position is an important part of the continued growth of our firm. We are not hiring someone to go find clients—we already have the clients and need another experienced advisor to help take great care of them.

What You’ll Do

Your calendar will primarily consist of meetings and conversations with existing clients, not prospecting appointments.

Responsibilities will include:

Independently leading client review and planning meetings
Providing investment and financial planning recommendations
Answering client questions and managing ongoing advisory needs
Developing and maintaining long-term client relationships
Taking ownership of an established group of client relationships
Collaborating with our lead advisor when a second opinion or additional perspective is helpful
Helping ensure our clients continue to receive responsive, thoughtful advice as the practice grows

We want someone who can stand on their own as an advisor. You will be trusted to make recommendations and manage client relationships independently rather than simply sitting in on another advisor’s meetings. At the same time, you will have another experienced advisor available whenever collaboration is beneficial.

What You Won’t Be Required to Do

Cold call
Prospect for new clients
Meet a sales or production quota
Bring an existing book of business
Build your compensation from commissions

The primary purpose of this role is to advise and service existing clients.

If you enjoy developing new relationships or generating additional business, we welcome it and will provide additional compensation for business you help bring to the firm, but it is not a requirement of the position.

Who We’re Looking For

This position is intended for an experienced financial advisor who is already capable of independently working with clients.

Required:

Series 7 registration
Financial advisory experience
Ability to independently lead client meetings
Strong understanding of investments and financial planning
Sound judgment and the confidence to make recommendations
Strong communication and relationship-management skills

Highly Preferred:

CFP® certification
Additional financial planning or investment credentials
Experience managing an established group of client relationships

A CFP® professional would be an especially strong fit for what we are looking to build, although the designation is not required.

Compensation

We anticipate a base salary of approximately $100,000 to $150,000 per year, depending on experience, qualifications, and the level of responsibility assumed.

Additional compensation opportunities will be available for new business or client relationships developed by the advisor.

Why This Role May Be Different

Many financial advisor positions are ultimately sales positions. This one isn't.

This may be a particularly good opportunity for an experienced advisor who enjoys the client relationship, financial planning, and advisory side of the business but would prefer to spend less time prospecting and worrying about production goals.

You will be joining a small, established, locally owned practice where your experience and judgment will matter. You will have meaningful responsibility, independence in how you advise clients, a strong salary, established relationships to work with, and an opportunity to play an important role in the continued growth of the firm.

If you are an experienced advisor who enjoys providing good advice and taking care of clients, we would like to hear from you.

All inquiries and conversations will be kept confidential.

Pay: $100,000.00 - $150,000.00 per year

Benefits:

401(k)
401(k) matching
Employee discount
Financial planning services
Flexible schedule
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement

License/Certification:

Series 7 (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in altoona, wi

Experienced Financial Advisor - Salaried - No Prospecting Required

Financial Advisor

Relationship Banker

Financial Services Assistant

Operations Controller

Credit Analyst

Automotive Assistant Controller / Accounting Manager

Accounting and Finance: Assistant/Associate Professor in Finance

Financial Aid Associate

Financial Advisor in Training

F&I Manager

Accounting and Finance Specialist II

Compliance Officer

Agriculture Credit Analyst I

Credit Analyst

Financial Analyst

Credit Analyst Lead

Real Estate Appraiser

Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI

IRA Specialist

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