Sales & Education Advisor - Madison, WI (Freelance) - Madison, Wisconsin, United States

Who We Are: · Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting al ...

+Job summary · Billing & Reporting Associate supports the coordination of activity with fund companies and internal stakeholders to ensure the day-to-day operation of wealth advisory investments goes smoothly.+Work with Investment Operations Director and Billing & Reporting Direc ...

We are seeking an Estate Planning & Financial Sales Representative to join our team at Legacy Partners Group in Madison, WI. The ideal candidate will have experience working in sales driven environments and possess excellent communication skills. · ...

· Estate Planning & Financial Sales Representative · Are you looking to expand your career and to be part of a successful team? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service ...

The Epic Application Management Analyst provides EHR design and build services for Nordic's clients. · They will be responsible for performing advanced troubleshooting and problem-solving within their application to ensure the integrity and stability of EHR applications for Nordi ...

About the Role · The Client Service Associate plays a vital role in delivering exceptional client service through specialized knowledge. · ...

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior ...

Sales Assistant & Buick/GMC Technology Expert · Sales Assistant · Manage inventory · Organizing and maintaining new and used car inventory · Assisting with picking up and dropping off vehicles · Assist Sales Manager with various administrative duties · Checking in New Vehicles · ...

· ADVISOR - Business Analyst · Madison or Milwaukee, WI. / Hybrid · FarWell Project Advisors, LLC is looking for a Business or Process Analyst Advisor to join our team. · ​ · Breadth + Depth. · ​ · We are ideally looking for "M-Shaped" Advisors. · At FarWell, we seek M-shaped Ad ...

Chief Information Officer (CIO) · About the Company · Accomplished insurance company · Industry · Insurance · Type · Privately Held · About the Role · The Company is seeking a visionary Chief Information Officer (CIO) to spearhead strategic IT initiatives. The successful candidat ...

· ADVISOR - PROJECT MANAGEMENT · Madison or Milwaukee, WI. / Hybrid · FarWell Project Advisors, LLC has openings for Project Managers to join our team. · We are ideally looking for "M-Shaped" Advisors. · At FarWell, we seek M-shaped Advisors—professionals who bring deep expertis ...

· ADVISOR - AGILE · Madison or Milwaukee, WI. / Hybrid · Farwell Project Advisors, LLC is looking for an Advisor to join our team. · ​ · Breadth + Depth. · ​ · We are ideally looking for a "M-Shaped" Advisors. · At FarWell, we seek M-shaped Advisors—professionals who bring deep ...

· ADVISOR - ORGANIZATIONAL CHANGE MANAGEMENT · Madison or Milwaukee, WI. / Hybrid · FarWell Project Advisors, LLC has openings for Organizational Change Managers to join our team. · We are ideally looking for "M-Shaped" Advisors. · At FarWell, we seek M-shaped Advisors—professio ...

· Fields Auto Group is seeking a positive team member to join our dynamic dealership to provide a luxury experience tobothour internal and external customers Our goal is to provide the best customer experience and create life-long relationships.  · Being family owned and operate ...

Senior Underwriter for complex residential mortgage and consumer loan submissions. · ...

This role is responsible for supporting the day-to-day operations of wealth advisory investments and billing/reporting processes. This role ensures the accuracy and quality of information in client-facing reports and dashboards, and provides high-quality service for clients. · In ...

This role is responsible for supporting the day-to-day operations of wealth advisory investments and billing/reporting processes. This role ensures the accuracy and quality of information in client-facing reports and dashboards, and provides high-quality service for clients. · Ba ...

The Analyst – Epic Application Management provides EHR design, build, testing and troubleshooting services for Nordic clients. · ...

+ Job summary · CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people and our communities through industry-focused wealth advisory digital audit tax consulting and outsourcing services. · +Responsib ...

This role is responsible for the day-to-day trading operation of the Wealth service line. They are also responsible for supporting the long term vision of the firm, including Seamless Integration. · Use of Tamarac Rebalancer/CRM · Assist Advisors in reviewing for tax purposes, ca ...