- Xcel Energy (Eau Claire, WI)
- …leadership for identifying, evaluating, implementing and integrating appropriate financial strategies. Develop unique methods, techniques, evaluation criteria and ... solutions for obtaining financial results for extremely complex problems with intangible variance...for extremely complex problems with intangible variance factors. Provide financial direction to ensure future needs are met. Leads… more
- Public Consulting Group (Madison, WI)
- …and programmatic support. This role places a strong emphasis on financial consulting, including cost analysis, funding strategy development, and fiscal impact ... optimize their use of federal and state funding streams, improve financial operations, and align budgets with performance goals. **Duties and Responsibilities**… more
- Charles Schwab (Appleton, WI)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... career in financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **Required Qualifications:** + A valid and active… more
- Wipfli LLP (Milwaukee, WI)
- …assigned by Engagement In-charge or Job Manager for clients in the financial services industry + Define, measure, and analyze client processes and procedures ... years of process and procedure-based audit experience at a financial services company + Experience auditing in the ...financial services company + Experience auditing in the financial services industry is preferred + Consulting experience is… more
- Magellan Health Services (Camp Douglas, WI)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- Magellan Health Services (Chippewa Falls, WI)
- … Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial ... CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterprise, DL - Driver License, Valid In State… more
- Equitable (Milwaukee, WI)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Entry Level - Financial Advisor - WI, Milwaukee (5109) ( 240000A9...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Madison, WI)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Financial Professional - Retirement Benefits Group - WI,...and **Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- US Bank (Onalaska, WI)
- …meet customer's needs both reactively and proactively - Experience in the financial services industry preferred **Client Relationship Consultant 2** Basic ... meet customer's needs both reactively and proactively - Experience in the financial services industry preferred **Client Relationship Consultant 3** Basic… more
- SHI (Madison, WI)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... opportunities across the modern Microsoft technology stack. The Microsoft Solutions Consultant (MSC) will be responsible for supporting the pre-sales motions of… more