Top 5 Vice president of marketing Jobs in Appleton Wi

SVP, Advisor
NFP Corp —Appleton, WI
- $204,400 - $347,500 a year
- Full-time
- Mid-level
- Finance
- Supervising experience
- Paid holidays
- Paid time off
11d
SVP Consumer Lending
Community First Credit Union —Neenah, WI
- 7 years
- Data analysis skills
- Office
Quick Apply
Vice President of Engineering Services
Ayres —Green Bay, WI
- Clean driving record
- Civil engineering
- Master's degree
- Paid holidays
- Disability insurance
Quick Apply
5d
Vice President of Commercial Cleaning National Account Sales
Interstate – A Premier Facility Services Provider —United States
- Full-time
- Remote
- Travel
- Organizational skills
- Senior level
Quick Apply

Discover related jobs

Based on your search for vice president of marketing jobs.

VP-Corporate Communications
Kohler —Kohler, WI
Experience driving digital transformation and AI-enabled communications. Lead and develop a high-performing team of communications, events, and archives…
$227,150 - $376,050 a year
Vice President - Supply Chain, Americas
Kohler —Kohler, WI
Knowledgeable in SAP, advanced planning systems, WMS/TMS capabilities, analytics tools, digital supply chain platforms, AI-enabled planning tools, and customer-…
$238,650 - $395,150 a year

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

VP of Communications
Notary Loop —New Albany, OH
Master's degree in Communications, Public Relations, Marketing, or related field. In this pivotal role, you will oversee all communication strategies and…
$245,000 - $290,000 a year
Quick Apply
11d
VP Brand Marketing
The Marzetti Company —Columbus, OH
Retail Execution Excellence - Ensures brand strategies translate into effective marketplace execution by driving alignment from strategy through…

Show more jobs in cities nearby

I want to receive the latest job alert for vice president of marketing in appleton wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

vice president of marketing jobs near appleton wi

Senior Vice President jobs in Appleton, WI

Vice President Of Engineering jobs in Green Bay, WI

Senior Vice President jobs in Sanford, FL

Senior Vice President jobs in Westbrook, ME

Senior Vice President jobs in Round Rock, TX

Senior Vice President jobs in Indiana

Bonaventure Senior Living jobs in Salem, OR

Senior Accountant jobs in Sacramento, CA

Greenspring Village By Erickson Senior Living jobs in Springfield, VA

Senior Living Caregiver jobs in Philadelphia, PA

Senior Vice President jobs in Largo, FL

Senior Vice President jobs in Naperville, IL

Senior Vice President jobs in Houston, TX

Senior Vice President jobs in Chicago, IL

Commercial Sales Executive jobs in Englewood, CO

Commercial Sales Executive jobs in Wartburg, TN

Commercial Real Estate jobs in Milwaukee, WI

Commercial Sales Executive jobs in Mays Landing, NJ

Commercial Sales Executive jobs in Milwaukee, WI

Engineering Intern jobs in Huntsville, AL

SVP, Advisor

NFP Corp -
Appleton, WI

Apply Now

Job Details

Full-time
$204,400 - $347,500 a year
11 days ago

Benefits

Paid holidays
Paid time off
401(k) matching

Qualifications

Managing projects
Financial services
Productivity software

Full Job Description

Posting Description:

Who We Are:

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.

Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net-worth clients and their families.

Responsibilities

Lead and/or support other advisors in the management of client engagements.
Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.
Execute investment and planning activities (e.g., rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).
Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).
Initiate and field client calls on various topics and miscellaneous requests (e.g., account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.).
Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
Create proposals for prospective clients.
Coordinate with clients’ attorneys, accountants, and other professionals as needed.
Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events.
Deepen existing client relationships; seek client referrals.
Participate in community outreach, networking, and marketing activities to drive new business opportunities.
Leverage local centers of influence to extend referral network.
Provide ongoing training and serve as a mentor to advisory staff.

Requirements

Minimum 10+ years of wealth management experience (other or additional experience will be considered).
CFP other wealth management designation highly preferred.
Ability to independently manage and prioritize multiple projects.
Organized, detail-oriented, and able to effectively manage task lists.
Excellent written and verbal communication skills.
Flexible team player who is highly adaptable to change and open to new ideas.
Ability to think creatively.
Reliable, follows through on commitments.
Personal integrity and professional initiative.
Previous supervisory experience managing teams is a plus.
Strong problem-solving and influence/consensus-building skills.
Strong communication and organizational skills.
Ability to work through questions and concerns collaboratively.
Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
Bachelor’s degree or higher preferably in financial planning, business, accounting, finance, economics, law, or related experience.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $204,400 – $347,500. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

#Wealthspire

Apply Now

Refine Your Search

vice president of marketing jobs in appleton wi

SVP, Advisor

SVP Consumer Lending

Vice President of Engineering Services

Vice President of Commercial Cleaning National Account Sales

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for vice president of marketing in appleton wi

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected