Top 250 Investment Jobs in Racine, Wi

Senior Financial Advisor
Retirable —Milwaukee, WI
- $95,000 - $115,000 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Paid training
- Health insurance
Quick Apply
3d
Virtual Financial Advisor - Milwaukee - Hybrid
Thrivent —Milwaukee, WI
- $21.64 - $24.04 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Legal Counsel
Phoenix Investors —Milwaukee, WI
- Full-time
- Mid-level
- Analysis skills
- Contracts
Quick Apply
Building Maintenance Technicians/Construction Laborer
Riverhouse Investments —Milwaukee, WI
- $24.28 - $29.24 an hour
- Part-time
- Mid-level
- Assembly
- Driver's License
Quick Apply
3d
Financial Representative
Modern Woodmen of America —New Berlin, WI
- $50,000 - $250,000 a year
- Full-time
- Background check
- Driver's License
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Associate Financial Advisor
Retirable —Milwaukee, WI
- $55,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Office
- Paid training
- Health insurance
Quick Apply
Wealth Management Associate (Milwaukee, WI)
Equitable Advisors —Milwaukee, WI
- $24,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
13d
Personal Trainer
Phoenix Investors —Milwaukee, WI
- Full-time
- CPR Certification
- Mid-level
- Office
- Paid training
- Wellness program
Quick Apply
Financial Analyst
Uline —Pleasant Prairie, WI
- Full-time
- Microsoft Word
- Pass drug screening
- Mid-level
- Paid holidays
- Health insurance
Assistant Director, Software Engineering-Real Estate
Northwestern Mutual —Milwaukee, WI
- $176,000 - $264,000 a year
- Full-time
- Hybrid work
- 8 years
- Mentoring
- Senior level
- Flexible schedule
Investment Analyst - Private Debt & Equity
Northwestern Mutual —Milwaukee, WI
- Full-time
- Writing skills
- Office
- Finance
- Flexible schedule
- Life insurance
Construction Project Manager
Phoenix Investors —Milwaukee, WI
- Overtime
- Construction site
- 5 years
- Project management
- Paid training
- Wellness program
Quick Apply
Financial Advisor
Edward Jones —New Berlin, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Credit Analyst - Bilingual
Uline —Pleasant Prairie, WI
- $30 - $32 an hour
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
- Paid holidays
- Health insurance
5d
Investment Compliance Consultant
Northwestern Mutual —Milwaukee, WI
- $89,360 - $134,040 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Writing skills
- Mid-level
- Flexible schedule
Property Risk Consultant
Northwestern Mutual —Milwaukee, WI
- Part-time
- Hybrid work
- Engineering
- Office
- Team management
- Flexible schedule
Financial Advisor
Edward Jones —Antioch, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Credit Analyst
Uline —Pleasant Prairie, WI
- $29 - $31 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Pass drug screening
- Paid holidays
- Health insurance
5d
Investment Associate - Private Debt & Equity
Northwestern Mutual —Milwaukee, WI
- Full-time
- Writing skills
- Mid-level
- Office
- Flexible schedule
- Life insurance
Assistant Director, Enterprise Portfolio Management Group
Northwestern Mutual —Milwaukee, WI
- $108,160 - $186,600 a year
- Full-time
- Hybrid work
- 7 years
- Writing skills
- Finance
- Flexible schedule
7d

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investment jobs near racine, wi

Senior Financial Advisor

Retirable
Milwaukee, WI

Quick Apply

Job Details

Full-time
$95,000 - $115,000 a year
3 days ago

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Deal closing
Objection handling (sales technique)
Financial sales
Account management
Closing sales leads

Full Job Description

Senior Financial Advisor

Milwaukee, WI · Hybrid (3 days in-office) · $95,000 – $115,000

Who We Are

Retirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking, we’re the bridge between where Americans are today and the confident, well-funded retirement they deserve.

The problem is staggering: 12,000 Americans retire each day and less than a quarter have ever seen a financial planning professional. That’s millions of hardworking Americans aged 55+ heading toward retirement underfunded, underprepared, and unnecessarily stressed.

At Retirable, we’re tearing down the traditional barriers to world class retirement advice. We’re a fee-based fiduciary RIA, which means our advisors are paid to give the right advice, not to hit product quotas. We craft personalized retirement roadmaps that put clients first.

The Opportunity

You will join as a senior, experienced member of our new Milwaukee office. As a leader on the team, you'll bring seasoned client-facing judgment to the group, model best practices for newer advisors, and help instill our values in the growing Midwest hub. This role sits on the front lines, helping clients and prospects navigate the transition into a retirement with peace of mind.

As a Senior Financial Advisor, you’ll:

Conduct financial planning consultations with warm inbound prospects who’ve requested a consultation.
Build personalized retirement plans covering Social Security, withdrawal strategy, tax efficiency, and longevity risk.
Guide new clients through onboarding and account funding.
Maintain ongoing relationships with the clients you onboard, conducting reviews and adjusting plans as life changes.
Partner with product, marketing, and operations to surface what you’re hearing from clients.

What We’re Looking For

We’re looking for a fiduciary advisor with genuine sales ability, someone who can build trust quickly, understand clients needs, and motivate them to take control of their financial lives.

What you bring

3 to 5 years client-facing financial planning experience.
You can close. You can guide a discovery call to a clear recommendation, handle objections honestly, and convert qualified prospects into long-term clients without high-pressure tactics.
You see the fiduciary standard as the only framework under which retirement advice makes sense.
You’re genuinely interested in retirement planning as a domain: Social Security claiming, sequence-of-returns risk, Roth conversions, Medicare interactions.
You’re comfortable in a role that’s still being built. Processes will change, tools will evolve, and you’ll have direct input into both.
Schedule: Monday–Friday, 9am–6pm CST, with 2 Saturdays per month in place of a weekday. Less time chasing, more time advising.

Nice to Have

Experience in the senior market or with retirement-stage clients.
Series 65, Series 7 and Series 66, or CFP.
Prior experience informally mentoring or supporting less experienced advisors.
Bilingual (Spanish).

Why Join Retirable

Work that compounds. Every client you bring on is someone who would otherwise retire without professional advice.
A real path forward. Early advisors grow into senior advisor, team lead, and specialist roles as the firm scales. We promote from within and invest in the credentials (CFP, ChFC, RICP) that get you there.
Tools that respect your time. Our internal platform handles plan generation, account opening, and ongoing client tracking so you spend your day in conversations, not spreadsheets and CRM workflows.
Mentorship from leaders who’ve scaled fintech advisor teams from zero.
Compensation: $75,000–$95,000 base plus quarterly performance bonus, with OTE of $95,000–$115,000. Early advisors also receive an equity grant.
Full benefits: 401(k) with match, medical/dental/vision, generous PTO, parental leave, and a CE/licensing budget that covers continuing education and license renewals.

Retirable is an equal opportunity employer. We value inclusion and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Pay: $95,000.00 - $115,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Paid training
Professional development assistance

Work Location: Hybrid remote in Milwaukee, WI 53204

Quick Apply

Refine Your Search

investment jobs in racine, wi

Senior Financial Advisor

Virtual Financial Advisor - Milwaukee - Hybrid

Legal Counsel

Building Maintenance Technicians/Construction Laborer

Financial Representative

Associate Financial Advisor

Wealth Management Associate (Milwaukee, WI)

Personal Trainer

Financial Analyst

Assistant Director, Software Engineering-Real Estate

Investment Analyst - Private Debt & Equity

Construction Project Manager

Financial Advisor

Credit Analyst - Bilingual

Investment Compliance Consultant

Property Risk Consultant

Financial Advisor

Credit Analyst

Investment Associate - Private Debt & Equity

Assistant Director, Enterprise Portfolio Management Group

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