Top 122 Financial planner Jobs in Milwaukee, Wi

Assistant Director Practice Management
Northwestern Mutual —Milwaukee, WI
- $118,960 - $178,440 a year
- Full-time
- Marketing
- Office
- 3 years
- Flexible schedule
Enterprise Compliance Differentiated Solutions Consultant
Northwestern Mutual —Milwaukee, WI
- $81,280 - $140,160 a year
- Hybrid work
- Research
- Mid-level
- 3 years
- Flexible schedule
Marketing Materials Compliance Sr. Specialist - FINRA (7/24)
Northwestern Mutual —Milwaukee, WI
- $70,320 - $105,480 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Retirement Plan Education Specialist
Socium Advisors —Milwaukee, WI
- $75,000 - $110,000 a year
- Full-time
- Hybrid work
- Sales
- Public speaking
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —West Allis, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Representative - Training Provided
Northwestern Mutual - Waukesha —Waukesha, WI
- $75,000 - $100,285 a year
- Full-time
- Hybrid work
- US work authorization
- Fair chance
- Entry level
- Paid training
- Health insurance
Quick Apply
10d
Client Portfolio Advisor - Wealth Management
Northwestern Mutual - Waukesha —Waukesha, WI
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
10d
Financial Consultant
WealthBridge Financial Group —Oak Creek, WI
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Private Banker
Associated Bank —Milwaukee, WI
- $95,060 - $162,960 a year
- Full-time
- Background check
- Mid-level
- Office
- Employee stock purchase plan
- 401(k)
Wealth Advisor
UMB Financial Corporation —Milwaukee, WI
- $81,864 - $120,406 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance
Trust Officer
Capital First Trust Company —Milwaukee, WI
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Analysis skills
- Disability insurance
- Dental insurance
Quick Apply
9d
Client Relationship Manager
Voya Financial —Milwaukee, WI
- $99,090 - $123,860 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid holidays
- Health insurance
Associate Wealth Advisor - Financial Planning Center - Various Locations
CliftonLarsonAllen —Milwaukee, WI
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Wealth Associate Relationship Manager
Johnson Financial Group —Milwaukee, WI
- Full-time
- Mid-level
- Business development
- Analysis skills
9d
Insurance Solutions Consultant
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
Financial Analyst Senior
Atrium Health —Milwaukee, WI
- $41.10 - $61.65 an hour
- Full-time
- Remote
- CPA
- 5 years
- Research
- Paid parental leave
- Disability insurance
Associate Wealth Advisor - Established Client Relationships
Northwestern Mutual —Brookfield, WI
- $83,923.11 - $101,068.69 a year
- Full-time
- Background check
- Mid-level
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor – Career Changers Welcome
Northwestern Mutual —Milwaukee, WI
- $71,000 - $255,000 a year
- Full-time
- Hybrid work
- Sales
- Bachelor of Science
- Mid-level
- Paid training
- Health savings account
Quick Apply
VP Financial Advisor
Wealth Enhancement Group —Milwaukee, WI
- $164,000 - $250,000 a year
- Full-time
- CPA
- Office
- Finance
- Profit sharing
- Paid parental leave
Wealth Advisor II
BMO Financial Group —Milwaukee, WI
- $91,800 - $171,000 a year
- Full-time
- 7 years
- Office
- Team management
- Health insurance
- Tuition reimbursement

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Assistant Director Practice Management

Northwestern Mutual -
Milwaukee, WI

Apply Now

Job Details

Full-time
$118,960 - $178,440 a year

Benefits

Flexible schedule

Qualifications

Employee relationship building

Full Job Description

Summary: Responsible for consulting to field leaders, advisors and teams, with additional complex consulting, communication, escalation, leadership, subject matter expertise, and presentation responsibilities.

Primary Duties & Responsibilities:

Consulting (70%):

Consulting Level 1- 3 delivery and referral coordination: Triaging, delivering, and referring Practice Management Level 1-3 content and support.
Consulting knowledge depth: Deep expertise in one or more of NM’s Practice Management content areas including human capital, transition/succession, practice efficiency, and/or related.
Teams and Ensemble Platform: Ability to provide in-depth support for potential and operating teams and ensembles.
Complex consulting quarterbacking and ownership: Quarterback complex consultations with field, field leaders, performance team members and home office, including industry partners when appropriate. Responsible for consult ownership, stakeholder communication, resolution, and documentation for future team reference.
Team escalation point: Act as an escalation point within the team as a resource for complex cases.
Consulting quality and continuous improvement: Leadership in helping the consulting team improve the client experience, overall quality of the interaction, best practice sharing and improvement opportunities. Proactively brings the voice of the field back and shares with other stakeholders to drive innovation and improvement.

Subject Matter Expertise (15%):

Content: Coordinating with Practice Management Managers on content development, execution, communication, adoption, and gathering feedback. Act as an escalation point within the team for questions and content, coordinating with the Business owners and other areas for resolution, further escalating to others when required. Recognizes challenges and recommends process improvement.
Project leadership: Proactively leads others in design and delivery of materials related to subject matter expertise, practice management and thematic/topical content. Includes education and coaching of team members on content, language, consistent usage and updates. Brings the voice of the team back for ongoing content improvement.
External strategic partner coordination: Work with external strategic partners, acting as a main point of contact in content development, coordination and communication.
Thought leadership: Developing thought leadership and furthering related strategy, content, resources and social media, incorporating outside financial services industry perspective and trends.

Strategy, Communication & Presentations (15%):

Strategy: Participates in strategy development, communication and execution, occasionally representing and acting on senior leadership’s behalf. Works within ambiguity to help identify, clarify and create opportunities for strategic improvement.
Field, field leadership, home office communication and engagement: Educate and communicate with partners regarding practice management tools and resources. Develop cross-functional relationships to create practice management advocates within the home office, the field, and field leadership.
Presentation responsibilities: Create, lead, and facilitate conference calls, webinars, presentations, study groups and workshops within the home office, in the field, and with all levels of advisors and leadership.

Qualifications:

Bachelor’s degree in business, finance, marketing, or related. MBA, CFA, CFP, or ChFC preferred.
Formal coaching or consulting training and/or designation preferred.
Seven years of progressively responsible experience in financial services consulting, sales, marketing, or related function, with experience in field-facing business consulting and management, within NM preferred.
Three years of experience with industry practice management and/or Ensemble business model program preferred.
Strong communication and presentation skills with ability to lead content design and delivery.
Demonstrated ability to prioritize consulting and project work and make the outputs visible and transparent with both the client and key internal stakeholders.
Strong interpersonal skills with demonstrated ability to establish rapport at all levels of the home office and third parties including senior leaders, consultants and external partners.
High degree of self-motivation, self-starter, and leadership with initiative in sharing information, contributing towards group goals and accepting responsibility for results.

Compensation Range:

Pay Range - Start:

$118,960.00

Pay Range - End:

$178,440.00

Geographic Specific Pay Structure:

Structure 110:

Structure 115:

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer that welcomes talented individuals of all backgrounds. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

Skills

Continuous Improvement (NM) - Intermediate, Customer Centricity (NM) - Advanced, Organization (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Project Management (NM) - Advanced, Field Relations (NM) - Advanced, Field Advocacy (NM) - Advanced, Thought Leadership (NM) - Intermediate, Consulting (NM) - Advanced, Adaptive Communication (NM) - Advanced, Problem Management (NM) - Advanced, Solution Development (NM) - Advanced, Change Management (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Advanced, End-User Advocacy (NM) - Advanced, Interpersonal Savvy (NM) - Advanced, Customer Service Mindset (NM) - Advanced

FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups

Apply Now

Refine Your Search

financial planner jobs in milwaukee, wi

Assistant Director Practice Management

Enterprise Compliance Differentiated Solutions Consultant

Marketing Materials Compliance Sr. Specialist - FINRA (7/24)

Retirement Plan Education Specialist

Wealth Management Trainee (WI)

Financial Representative - Training Provided

Client Portfolio Advisor - Wealth Management

Financial Consultant

Private Banker

Wealth Advisor

Trust Officer

Client Relationship Manager

Associate Wealth Advisor - Financial Planning Center - Various Locations

Wealth Associate Relationship Manager

Insurance Solutions Consultant

Financial Analyst Senior

Associate Wealth Advisor - Established Client Relationships

Financial Advisor – Career Changers Welcome

VP Financial Advisor

Wealth Advisor II

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