Top 252 Investment Jobs in Racine, Wi

Financial Advisor
Retirable —Milwaukee, WI
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
Legal Counsel
Phoenix Investors —Milwaukee, WI
- Full-time
- Mid-level
- Analysis skills
- Contracts
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Insurance Risk Manager
Phoenix Investors —Milwaukee, WI
- Full-time
- Computer literacy
- Mid-level
- Microsoft Office
Quick Apply
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
Assistant Director, Software Engineering - Public Investments
Northwestern Mutual —Milwaukee, WI
- $176,000 - $303,600 a year
- Full-time
- Hybrid work
- Software troubleshooting
- System design
- 8 years
- Flexible schedule
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
Financial Analyst - AI Trainer
DataAnnotation —Milwaukee, WI
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
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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
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 Accountant
Operose Advisors —Milwaukee, WI
- Full-time
- CPA
- Mid-level
- Office
- Health savings account
- 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
Financial Advisor
Edward Jones —New Berlin, WI
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Antioch, IL
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Investment Analyst - Private Debt & Equity
Northwestern Mutual —Milwaukee, WI
- Full-time
- Writing skills
- Office
- Finance
- Flexible schedule
- Life insurance
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
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
Financial Analyst
Uline —Pleasant Prairie, WI
- Full-time
- Microsoft Word
- Pass drug screening
- Mid-level
- Paid holidays
- Health insurance
Property Risk Consultant
Northwestern Mutual —Milwaukee, WI
- Part-time
- Hybrid work
- Engineering
- Office
- Team management
- Flexible schedule
Financial Representative - Associate
Mutual of Omaha Advisors —Milwaukee, WI
- Up to $98,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
Accounting Assistant
Phoenix Investors —Milwaukee, WI
- Full-time
- Customer service
- Basic math
- Office
- Paid training
- Paid holidays
Quick Apply

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investment jobs near racine, wi

Financial Advisor

Retirable
Milwaukee, WI

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Job Details

Full-time
$75,000 - $95,000 a year
12 days ago

Benefits

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 plan development
Experience practicing in the securities industry
Closing sales leads

Full Job Description

Financial Advisor

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 foundational member of our new Milwaukee office. As an early team member, you will help build the culture alongside the leadership team and 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 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

Demonstrated 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.
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: $65,000–$85,000 base plus quarterly performance bonus, with OTE of $75,000–$95,000. 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: $75,000.00 - $95,000.00 per year

Benefits:

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

License/Certification:

Securities License? (Preferred)

Work Location: Hybrid remote in Milwaukee, WI 53204

Quick Apply

Refine Your Search

investment jobs in racine, wi

Financial Advisor

Legal Counsel

Insurance Risk Manager

Virtual Financial Advisor - Milwaukee - Hybrid

Assistant Director, Software Engineering - Public Investments

Financial Representative

Financial Analyst - AI Trainer

Associate Financial Advisor

Assistant Director, Software Engineering-Real Estate

Investment Accountant

Wealth Management Associate (Milwaukee, WI)

Financial Advisor

Financial Advisor

Investment Analyst - Private Debt & Equity

Building Maintenance Technicians/Construction Laborer

Investment Compliance Consultant

Financial Analyst

Property Risk Consultant

Financial Representative - Associate

Accounting Assistant

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