Top 531 Banking relationship manager Jobs in Wisconsin

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)
Thrivent —Fond du Lac, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
- $24,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- AD&D insurance
- Health insurance
Quick Apply
Financial Service Representative
Heights Finance Corporation —Rhinelander, WI
- $15.75 - $22.25 an hour
- Full-time
- No experience needed
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Assistant Store Manager
Community Choice Financial Family of Brands —West Allis, WI
- $16.50 an hour
- Weekends as needed
- Background check
- 18 years or older
- Spanish
- Paid training
- Health savings account
1d
Relationship Manager - Leasing (Title Commensurate with Experience)
Bankers' Bank —Madison, WI
- Full-time
- 5 years
- Finance
- Driver's License
Quick Apply
Assistant Store Manager
Community Choice Financial Family of Brands —Appleton, WI
- $16.50 an hour
- Weekends as needed
- Background check
- 18 years or older
- Spanish
- Paid training
- Health savings account
Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!
WaterStone Bank SSB —Fox Point, WI
- From $19.50 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Assistant Store Manager
Community Choice Financial Family of Brands —Rice Lake, WI
- $16.50 an hour
- Weekends as needed
- Background check
- 18 years or older
- Spanish
- Paid training
- Health savings account
14d
Controller
Kettle Moraine Heating & Air Conditioning, LLC —Delafield, WI
- $110,000 - $125,000 a year
- Full-time
- Background check
- Management
- 5 years
- Health savings account
- Health insurance
Quick Apply
1d
Branch Manager/Loan Officer
Royal Bank —La Valle, WI
- Full-time
- Microsoft Excel
- Management
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
Senior Premier Relationship Manager
BMO Financial —Elm Grove, WI
- $51,800 - $95,900 a year
- Part-time
- Data analysis skills
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Senior Premier Relationship Manager
BMO Financial —Verona, WI
- $51,800 - $95,900 a year
- Part-time
- Data analysis skills
- Analysis skills
- Mentoring
- Health insurance
- Tuition reimbursement
Universal Banker/CSR Float
The Peoples Community Bank —Spring Green, WI
- Weekends as needed
- Ability to walk for extended periods
- Computer literacy
- Writing skills
- Employee stock purchase plan
- Health insurance
Quick Apply
7h
Financial Service Representative
Heights Finance Corporation —Madison, WI
- $16.75 - $23.25 an hour
- Full-time
- No experience needed
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Senior Treasury Analyst
CFS —Madison, WI
- $100,000 - $118,000 a year
- Hybrid work
- Mid-level
- Office
- 3 years
- Continuing education credits
- Paid time off
7d
Financial Planning & Analysis Manager
Robert Half —Middleton, WI
- $100,000 - $160,000 a year
- Call employer
- Microsoft Excel
- Finance
- Analysis skills
- Disability insurance
- Dental insurance
Quick Apply
14d
Rental Sales Management Trainee - $2,000 Sign on Bonus
Ryder System —Monona, WI
- $55,000 a year
- Rotating shift
- Computer literacy
- Bachelor's degree
- Computer skills
- Disability insurance
- Health insurance
Quick Apply
Senior Treasury Analyst - Hybrid
CFS —Madison, WI
- $100,000 - $120,000 a year
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Paid time off
- Family leave
7d
Front of House Manager
Bar Louie —Brookfield, WI
- $45,000 - $55,000 a year
- Weekends as needed
- Bar
- Casual dining restaurant
- Sales
- Health insurance
- Dental insurance
Quick Apply
Executive Director
LakeHouse Cedarburg —Cedarburg, WI
- $90,000 - $95,000 a year
- Full-time
- Background check
- Bachelor's degree
- Fingerprint clearance
- Paid training
- Paid holidays
Quick Apply

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Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Thrivent -
Fond du Lac, WI

Quick Apply

Job Details

Full-time
$24,000 a year

Benefits

AD&D insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

Research

Full Job Description

Meaningful work. Rewarding career.

Make an impact working as part of a team providing financial advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with the potential to become a partner in the practice. In this position, you’ll have some income stability and the ability to focus on learning and development while serving clients with mentorship through joint field work.

The Team-Based Financial Advisor is a Financial Advisor that is provided a platform to focus on learning and development, rather than solely production. The role works closely with Lead Advisors to receive mentorship, coaching, training, and support.
This role could be a good fit for candidates seeking their first opportunity, career changers or professionals currently working in the financial industry.

About Us

Apex Financial Group is an independent financial services practice of Thrivent in Fond du Lac, WI. We are growing and adding a Team-Based Financial Advisor to our team, which serves13,000+ clients with a focus on comprehensive financial planning. We focus on the quality of our relationships, not quantity. Apex Financial Group has 7 offices across the state of WI with a team of 60+, including our own operations team. Although we provide many services, some key areas that define our process are wealth management, risk management, tax management, and debt management. This is a full-time role that requires you to be in the office.

Licensing and Training
Over your first 8 to 13 weeks, you’ll study for and obtain necessary licenses (varies by individual situation), which may include:

Resident state Life, Health and Annuity
Securities Industry Essentials (SIE)
Series 6 and 63, 7 and 66, or 7, 63 and 65.

After completing licensing, you may enroll in a comprehensive 6-week training program.

What you can expect
After licensing and training, you’ll start building your book of business with the ultimate goal of joining the sponsoring team in the traditional financial advisor role. Typical activities include:

Learn and understand the entire operation of practice
Participate in Joint Fieldwork to build expertise and learn best-practices within the industry
Meet with new and existing clients to build a book of business and grow relationships
Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
Position products, services, and strategies to help clients gain financial clarity
Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
Participate in events to attract new clients and provide financial education to the local community
Research and respond to client inquiries
Collaborate with Lead Advisor on complex scenarios
Schedule, prep, and document all your client meetings
Other responsibilities as assigned by the Lead Advisor

Desired Characteristics
Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce)
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits

Compensation is $24,000 [In addition to base pay, there is a strong incentive structure tied to performance—you’ll earn additional compensation for bringing in new business, creating significant earning potential]. . Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.

You’ll also be eligible for Thrivent’s industry-leading benefits:

Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Ongoing support, training and opportunities for professional growth.
Well-being programs to help you manager your physical, emotional and financial health.
Gift-matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you engage with clients to make a real impact in your community.

About Thrivent
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $193 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Quick Apply

Refine Your Search

banking relationship manager jobs in wisconsin

Team-Based Financial Advisor - Apex Financial Group (Fond du Lac)

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

Financial Service Representative

Assistant Store Manager

Relationship Manager - Leasing (Title Commensurate with Experience)

Assistant Store Manager

Universal Banker I - Includes Incentive Perk - Apply Today to Learn More!

Assistant Store Manager

Controller

Branch Manager/Loan Officer

Senior Premier Relationship Manager

Senior Premier Relationship Manager

Universal Banker/CSR Float

Financial Service Representative

Senior Treasury Analyst

Financial Planning & Analysis Manager

Rental Sales Management Trainee - $2,000 Sign on Bonus

Senior Treasury Analyst - Hybrid

Front of House Manager

Executive Director

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