Finance Jobs in Wisconsin

Position Type: Regular Your opportunity I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure. Investment Professionals' Compensation Charles Schwab At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: - A valid and active FINRA Series 7 license required - Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: - Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations. - Strong candidates will also learn to l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. - Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning - Ability to adapt and implement change as the market and business conditions evolve - Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation - Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: - 401(k) with company match and Employee stock purchase plan - Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions - Paid parental leave and family building benefits - Tuition reimbursement - Health, dental, and vision insurance

As an Armed Vault Tell-PM Shift, you work with your team to maintain inventory in our cash vaults for our Loomis customers. Shift: - 11:30am-7:00pm Responsibilities: - Check identifying numbers or seals on bags of deposits and/or change shipments against the receipts accompanying each bag, or against the provided manifests - Count items, record amounts and serial numbers, sign and date receipts and manifests - Load/unload wagons or flatbed carts with bags/boxes of coin - Sort individual cargo items by route - Communicate verbally with co-workers and with customers via telephone Requirements - Ability to push wagons, carts, buggies, dollies loaded with cargo weighing up to several hundred pounds - Unrestricted ability to repetitively bend, stoop, squat, stand, walk, climb, twist, turn, and reach out - Ability to perform repetitive lifting of items weighing an average of 50 lbs. each from floor - Ability to walk continuously between bins, vaults, booths, and counters - Ability to stand on concrete floor approximately 80 percent of shift - Ability to sign and record numbers by hand and to make entries on records and prepare reports. - Ability to count, add, subtract and balance columns of numbers Working Conditions - Work in a room within a vault with little or no exposure to outside light - Full-time schedule can potentially consist of an average of 40 to 50 hours/week, with a minimum of 5 days during a 6-day period Benefits Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: - Vacation and Sick Time (PTO) as well as Paid Holidays - Health & Dental Insurance - Vision Insurance - 401(k) Plan - Basic Life Insurance Plan - Voluntary Life Insurance Plan - Flexible Spending and Health Savings Account - Dependent Care Account Industry leading Training and Development Essential Functions/Job Qualifications - Ability to maintain a stooped or squatting position for several minutes to perform the sorting function. - Ability to walk continuously between bins, vaults, booths, counters. - Ability to stand on concrete floor approximately 80 percent of shift. - Ability to read and speak the English language sufficiently to converse with co-workers and customers, and to read receipts, manifests and reports. - Ability to sign and record numbers by hand and to make entries on records and prepare reports. - Ability to count, add, subtract and balance columns of numbers. - Ability to meet State requirements for handgun license/permit or Security Officer Commission. As part of the qualification process for the Vault Custodian position, a Human Performance Evaluation (HPE) is required. This evaluation requires successful completion of testing in the below areas. - Lift: 25lbs vertical lift from 10 inches to 66 inches from the floor (1X) - Lift-Carry: 18lbs vertical lift from 1 inch to 44 inches from the floor, and horizontally transfer 15ft (4X), 18lbs vertical lift from 10 inches to 36 inches from the floor and horizontally transfer 300ft (1X) and 50lbs vertical lift from 10 inches to 36 inches from the floor and horizontally transfer 2ft (2X) - Push-Pull: Horizontally transfer 47lbs of force on a sled (single, non-dominant arm), a distance of 1ft (2X) - Repetitive Coupling: Squeeze Jamar Hand Dynamometer requiring forces up to 30lbs / both right & left hands (4X each) Loomis is an Equal Opportunity Employer and Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orient

About the Job The New Accounts team within Investment Client Services supports our field partners and clients by completing new account requests accurately and efficiently in a regulated, client-focused environment. This role provides end-to-end ownership of new account inquiries and transactions, including reviewing account-opening documentation, resolving complex issues, managing escalations, and partnering with Financial Representatives to support a smooth account-opening experience. The role requires strong attention to detail, sound judgment, and strict adherence to confidentiality and client data privacy standards. What You'll Do - Deliver a personalized and remarkable experience by answering new account questions, explaining available servicing options, and guiding Financial Representatives through the account-opening process in a call center environment. - Resolve basic, intermediate, and complex new account inquiries and transactions within a registered area. - Review new account requests and supporting documentation for accuracy, completeness, and alignment with established procedures and regulatory requirements. - Research and evaluate solutions to complex new account issues, including identifying root causes, addressing exceptions, and resolving escalations. - Take ownership of new account inquiries and transactions from initial submission through resolution, anticipating potential issues to reduce delays, repeat contacts, and unnecessary transfers. - Effectively de-escalate challenging situations while guiding Financial Representatives through complex or unique new account requirements. - Serve as a trusted advocate for Financial Representatives and partner with them to support the needs of their clients throughout the account-opening process. - Promote available technology and self-service capabilities by educating Financial Representatives on tools and resources that support new account submissions. - Understand the risks and potential client impacts associated with new account transactions, documentation, and account setup. - Understand how systems connect to new account processes and outcomes and clearly explain system capabilities and limitations to others. - Work effectively through ambiguity and changing requirements within a regulated environment to deliver accurate and positive outcomes. - Support team members through process, technology, and regulatory changes and help others adapt to new ways of working. - Build professional relationships with team members, field partners, and clients to strengthen trust and brand loyalty. - Balance phone and transactional responsibilities while maintaining accuracy, confidentiality, and client data privacy. - Identify opportunities to improve new account processes, reduce delays, and enhance the experience for Financial Representatives and clients. - Coach, mentor, or train team members on new account processes and procedures as needed. What You'll Bring to the Role - Associate degree in business or a related field, or an equivalent combination of education and experience. - Minimum of four years of related customer service experience with demonstrated customer service skills. - Basic knowledge of investment products, financial markets, and account registration types. - Basic understanding of tax implications related to investment accounts. - Advanced written and verbal communication skills. - Ability to manage a high volume of calls and new account transactions while maintaining a high degree of accuracy. - Strong organizational skills with the ability to prioritize work and manage multiple requests. - Strong attention to detail, particularly when reviewing account-opening documentation and transactional information. - Strong problem-solving skills with the ability to research issues, evaluate options, and support timely resolution. - Ability to work effectively within established procedures while navigating exceptions and complex account-opening situations. - Demonstrated computer proficiency, solid keyboarding skills, and experience working with current software applications. - Strong desire to continuously learn and improve. Skills You Have - Customer Service Mindset (NM) - Advanced: Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions. - Attention to Detail (NM) - Advanced: Focuses on specific details to spot and correct errors in advance of them being found and surpass quality expectations. Performs work with thorough proofreading for presentation, content, accuracy, and overall quality. - Financial Services Industry Acumen (NM) - Advanced: Applies knowledge of both general and organization-specific financial theories and is up-to-date on the latest market movements. Demonstrates problem-solving skills that ensures business's financial stability, follows generally accepted accounting principles, regulations, and business ethics. - Customer Support (NM) - Advanced: Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently. - Client Advocacy (NM) - Advanced: Translates customer issues and pain points into requirements, represents client's best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders. - Change Adaptability (NM) - Advanced: Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation. - Case Management (NM) - Advanced: Manages and maintains ownership of assigned cases, communicating status, managing requirements, and answering client questions. Ensures all claims and inquiries are necessary, reasonable, and legitimate. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $23.11 Pay Range - End: $34.66 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 Analytical Thinking (NM) - Advanced, Compliance (NM) - Advanced, Teamwork (NM) - Advanced, Escalation Management (NM) - Advanced, Change Adaptability (NM) - Advanced, Financial Services Industry Acumen (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Investment Products (NM) - Advanced, Prioritization (NM) - Advanced, Policy & Procedure (NM) - Advanced, Customer Support (NM) - Advanced, Tax Awareness (NM) - Advanced, Field Relations (NM) - Advanced, Client Advocacy (NM) - Advanced, Attention to Detail (NM) - Advanced, Adaptive Communication (NM) - Advanced, Quality Acumen (NM) - Advanced, Data Security (NM) - Advanced, Insurance Products (NM) - Advanced, Policy Inquiries & Complaints Management (NM) - Advanced, Customer Service Mindset (NM) - Advanced, Case Management (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 PandoLogic. Category:Finance,

Application Deadline: 09/08/2026 Address: 1425 Tower Avenue Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. - Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. - Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications , and small business solutions). - Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. - Supports customer transactions needs based on customer traffic. - Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. - Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. - Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. - Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. - Acts as a key member of a collaborative and versatile branch and market team. - Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. - Organizes work information to ensure accuracy and completeness. - Takes the initiative to find creative approaches that make each customer's experience feel personal. - Looks for ways to contribute to the ongoing improvement of the overall customer experience. - Contributes to business results and the overall experience delivered. - May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. - Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. - Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. - Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. - Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. - Complies with legal and regulatory requirements for the jurisdiction. - Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. - Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. - Analyzes issues and determines next steps. - Broader work or accountabilities may be assigned as needed. - Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: - Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. - Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. - Appropriate lending qualifications and designations. - Working knowledge of personal and small business customer needs and solutions. - Working knowledge of retail investments and lending products. - Experience in financial services is an asset. - Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. - Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. - Passionate commitment to helping our customers. - Drive to deliver a personal customer experience. - A focus on results and the ability to thrive in a consultative sales and team-based environment. - Resourceful self-starter with courage and confidence to approach customers. - Readiness to collaborate and work in different capacities as part of a team. - Strong interpersonal skills, including the ability to build rapport and connections with customers. - An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. - Specialized knowledge. - Verbal & written communication skills - Good. - Organization skills - Good. - Collaboration & team skills - Good. - Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary : $41,714.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.