-
Financial Advisor
1 week ago
LPL Financial Wausau, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Wausau, WI would allow you to join the Investment Program at BMO Harris Bank as ...
-
Associate Financial Advisor
1 day ago
Edward Jones Wausau, United StatesJob Description · Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visibl ...
-
Associate Financial Advisor
1 week ago
Edward Jones Wausau, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the clie ...
-
Associate Financial Advisor
5 days ago
Edward Jones Wausau, United StatesClient advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. · At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the ...
-
US Experienced Financial Advisor
1 week ago
Edward Jones Wausau, United StatesWe're bullish about your future here. · Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on bui ...
-
Thrivent Wausau, United States Full timeBe in Business for Yourself, not By Yourself · Thrivent Financial Advisor · Meaningful work. Rewarding career. · Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in ...
-
Plan Advisor Representative
2 weeks ago
UnitedHealth Group Wausau, United StatesProvide an exceptional customer service experience when responding to and resolving customer service inquires and issues by identifying the topic and type of assistance the caller needs such as benefits, eligibility and claims, financial spending acc Advisor, Representative, Cust ...
-
Senior Accountant
1 week ago
Aspirus Health Wausau, United StatesCompassion. Accountability. Collaboration. Foresight. Joy. · These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day. · Aspirus Health in Wausau, WI is seeking a SENIOR ACCOUNTANT with an emphasis in C ...
-
Senior Accountant
6 days ago
Aspirus Health Wausau, United StatesCompassion. Accountability. Collaboration. Foresight. Joy. · These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day. · Aspirus Health in Wausau, WI is seeking a SENIOR ACCOUNTANT with an emphasis in ...
-
accountant - fiscal services
1 week ago
Aspirus Health Wausau, United StatesCompassion. Accountability. Collaboration. Foresight. Joy. · These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day. · Aspirus Health in Wausau, WI. is seeking a Accountant to join our team · The a ...
-
senior accountant
1 week ago
Aspirus Health Wausau, United StatesCompassion. Accountability. Collaboration. Foresight. Joy. · These are the Aspirus Core Values; and we are looking for the BEST around to join us as we demonstrate those values Every. Single. Day. · Aspirus Health in Wausau, WI is seeking a SENIOR ACCOUNTANT with an emphasis in ...
-
Account Sales Representative
5 days ago
Vertin Wausau, United StatesJob Description · Job DescriptionJoin our team as an Account Sales Representative (Pre-Planning Specialist), where you'll blend empathy with organizational expertise to guide families through one of life's most delicate moments. · As a Pre-planning Specialist at Vertin, you have ...
-
Plan Advisor Representative
2 weeks ago
UnitedHealth Group Wausau, United StatesYou'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. · At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities, and removing barriers to quality care. The work you do here impac ...
-
Advanced Funeral Planner
2 weeks ago
Vertin Wausau, United StatesJob Description · Job DescriptionJoin our team as an Advanced Funeral Planner, where you'll blend empathy with organizational expertise to guide families through one of life's most delicate moments. · As an Advanced Funeral Planner at Vertin, you have the unique opportunity buil ...
-
Accounting Internship- Summer 2025
3 weeks ago
Wipfli LLP Wausau, United States InternshipAt Wipfli, people count · The way you think makes you different. At Wipfli, we embrace that. · Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. · We're also ...
-
Accounting Internship- Spring 2025
3 weeks ago
Wipfli LLP Wausau, United States InternshipAt Wipfli, people count · The way you think makes you different. At Wipfli, we embrace that. · Our inclusive culture provides a space for everyone to have a voice. Our growing number of DEI resource groups celebrate diversity and champion awareness throughout Wipfli. · We're a ...
-
Mortgage Loan Officer
3 weeks ago
Summit Credit Union Schofield, United StatesSummit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer- Weston Market. As the MLO you are responsible for providing personal, customized financial services to potentia ...
-
Brand Manager
3 weeks ago
Sentry Stevens Point, United StatesSentry has an exciting opportunity for an experienced Brand Manager to develop marketing strategies to solve short and long-term business challenges for designated business unit(s). This role is responsible for coordinating interdisciplinary marketing teams in the creation of int ...
-
Brand Manager
2 weeks ago
Sentry Stevens Point, United StatesSentry has an exciting opportunity for an experienced Brand Manager to develop marketing strategies to solve short and long-term business challenges for designated business unit(s). This role is responsible for coordinating interdisciplinary marketing teams in the creation of int ...
-
Brand Manager
2 weeks ago
Sentry Stevens Point, United StatesSentry has an exciting opportunity for an experienced Brand Manager to develop marketing strategies to solve short and long-term business challenges for designated business unit(s). · This role is responsible for coordinating interdisciplinary marketing teams in the creation of ...
Financial Advisor - Wausau, United States - IncredibleBank
Description
Category
Finance
Description
We know what you're thinking. "What kind of name is IncredibleBank?"
Well, we're glad you asked.
With a name like IncredibleBank, we have a lot to live up to.
Our name is a promise we make every day to our customers and to our employees (and hey, that could be you).
A promise that we strive to be incredible in everything we do. A promise that will help our customers, fellow employees, and our communities to do the incredible.At IncredibleBank, we're all about ICE.
What's ICE? ICE stands for Incredible Customer ExperienceTM (that's right - an experience so good and so important we trademarked it).
ICE illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking.
Our core values have been in place for more than 50 years and continue to influence every aspect of our operation today.
So - how can you help us live up to our name?About the Role
IncredibleBank (aka IncredibleWealth) offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC.
We are eager to discuss the prospect of you joining our team as our next incredible team member This position reports to our VP, Finance and Investment Officer and allows you to grow at your own pace, meaning the opportunities are endless for advancement on our team
In this role, you will have an opportunity to partner with team members and key stakeholders to provide Incredible Customer Experiences of your own by completing tasks such as:
Develop an ongoing financial planning relationship with clients focused on accomplishing the client's goals, understand their financial needs and to offer solutions to those needs.
Seeks opportunities to build relationships, working within the prescribed framework of the Bank's policies and procedures to offer flexible and competitive Wealth Managment solutions, including Bank referrals.
Maintains constructive and positive working relationships with Wealth Managment customers and clients, as well as referral sources, retail branch partners and Business Banking team members.
This is a full-time salaried exempt position, averaging approximately 40 hours/week. Schedule may vary by time zone, Monday through Friday.
This position is remote eligible, but may choose to work onsite at any IncredibleBank branch location in Wisconsin, Michigan, or Florida.
About You
You do what is right over what is easy. You don't settle for "good enough." You're driven to learn and grow. You recognize your impact on the customer experience, regardless of your role.
Those attributes are just a few things our incredible employees have in common.
And, if you are looking for an opportunity to drive production and enjoy working with clients to obtain their personal investment goals through Wealth Management, we'd be so excited to learn a little more about you and your interests in joining the team Our recommended and preferred qualifications are:
Degree in Business, Finance or related field of study preferred, or comparable experience. Previous financial sales experience or exposure preferred.
Certifications preferred:
CFP, CRPC
Registration requirements:
Series 7, Series 63/66, Series 65/66.
About Our Benefits and Compensation
Our promise of ICE extends to our employees as well.
Our employees are our greatest asset, and we strive to show our appreciation by offering top-tier benefits and, dare we say, more than competitive compensation that we're willing to discuss up front.
And we are constantly evaluating and improving our benefits.In fact, eligible employees receive over 30 days off per calendar year That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.
Check out our total rewards package at:About the Company
IncredibleBank first started in 1967 as River Valley Bank with a single location in Rothschild, WI.
And we may have strong roots in community banking, but IncredibleBank wasn't awarded as one of America's Most Innovative Banks by the Independent Community Bankers of America for our popcorn Fridays.
Though we do love free popcorn...
We strive to stay on the leading edge of banking technology with the goal providing the best, simplest way for our customers across the country to do their banking.
Today, IncredibleBank is a $1.8 billion-asset institution that has grown to 16 brick-and-mortar locations with customers in all 50 states.
Equal Opportunity Employer:
All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and/or any other characteristic protected by federal, state, or local laws.
Location
Remote
About the Organization
At IncredibleBank, we believe in our employees, our customers, and the impact we make in our communities. When your name is Incredible, it's a lot to live up to And we feel it.
Because of that, we continually look to raise the bar, expect more out of ourselves and each other, break out of "traditional banking," and make our mark in an industry that needs a good shake-up It's #HowWeIncredible
EOE Statement
IncredibleBank is an Equal Opportunity Employer.
We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to:
race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.
This position is currently accepting applications.