Last updated: 2025-11-06

24 Wealth Management jobs in Milwaukee.

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Northwestern Mutual

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an en…

Investment Client Services Specialist - Top Advisor

Franklin

  • Skills: Investment operations, Client services, Advisory support, Trading services, Problem solving, Regulatory compliance, Fiduciary responsibilities, Operational support, Market trends, Cross-functional collaboration
  • Level: mid
  • Type: full_time
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Thrivent

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives.

Virtual Financial Advisor

Milwaukee

  • Skills: financial guidance, sales ability, client relationships, insurance products, investment recommendations, financial goals, risk tolerance, client satisfaction, Salesforce documentation, financial analysis
  • Level: entry
  • Type: full_time
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International Autos Group

A family owned and operated group of dealerships serving customers in the Milwaukee, Sheboygan, Chicago, Northwest Indiana markets and Minnesota.

Finance and Insurance Manager

Waukesha

  • Skills: finance, lending, automotive, warranties, customer service, compliance, portfolio management, profitability, sales, regulatory
  • Level: mid
  • Type: full_time
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Fidelity Investments

Fidelity is a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects…

Client Support Specialist

Mequon

  • Skills: customer service, financial planning, client support, problem resolution, communication skills, time management, organizational skills, investments, FINRA, inbound calls
  • Level: entry
  • Type: temporary
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Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation an…

Client Service Associate - NR

Mequon

  • Skills: Client Accounts, Administrative Support, Customer Service, Investment Brokerage, Time Management, Critical Thinking, Communication Skills, Clerical Functions, Securities Regulations, Office Procedures
  • Level: entry
  • Type: full_time
View details