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Location: Wisconsin Work Type: Full Time Regular Job No: 503741 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled 2025-08-29 SHARE ___ ___ ___ ___ Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you’ll receive the training and support you need to run your own business and build a rewarding career. WHAT WE CAN OFFER YOU: • Step into a career with earnings from $36,000–$75,000 in your first year, plus uncapped incentives once you complete training – where your effort determines your earnings!, • $1000 bonus after successful completion of trainee period and promotion to a Financial Representative., • An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor., • 401(k) plan with a 2% company contribution and 6% company match., • Work-life balance with vacation, personal time and paid holidays. See our ___ for details., • Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: • You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings., • You’ll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test., • You’ll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media., • You’ll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits., • You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU’LL BRING: • Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel., • Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam., • Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program., • Be highly self-motivated and results-oriented, working both independently and as part of a team., • Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments., • You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: • Knowledge of the Insurance/Financial Services industry, products and marketing practices., • Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the ___ please email our Talent Acquisition area at ___. Together we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are — built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”. Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Texas | 503932 Colorado | 503755 Nebraska | 504147

Summary Join our Field Data Enablement team and play a vital role in revolutionizing Northwestern Mutual's support for Advisors through better data. Modernizing our Advisor analytics platform and data systems will have enterprise-wide benefits and significant advantages for the entire organization by enabling Advisors to operate more effectively and achieve greater success for our clients. This role will support executing our multi-year field data modernization strategy called Field 360. Work with a talented team of engineers, designers, data scientists, and financial experts to analyze product features, inform, and initiate product vision to enable clients to achieve financial security. Primary Duties & Responsibilities *Set Product Vision: Co-create and review with PM and Sr PM, the vision of the product. Analyze KPI's for measures of success and provide recommendations to Sr PM. *Develop Roadmap: Develop and determine course of action for roadmap based off of reporting and metrics and work closely with Sr PM. Analyze KPI's for measures of success. *Gather Requirements: Understand and evaluate the problem state and work with key partners on existing approaches to resolve issues. *Define the product & stakeholdering: Responsible for low complex products and product features and analyze and recommend based on metrics. Strengthen relationships with business partners and knowledge share as needed. *Design Partnership: Partner with design to ensure cohesive future state user visions and experiences are aligned. *Author User Stories: Translate requirements to technical details to build and validate use cases and user stories around a product and communicate them effectively. *Data & Customer Research: Inform product decisions with both qualitative and quantitative data on behavior and experimentation. *Feature Prioritization: Develop and maintain a prioritized backlog of user stories for implementation according to business value or ROI. *Facilitate ceremonies: Participate in and sometimes facilitate the daily Scrums, Sprint Planning Meetings and Sprint Reviews and Retrospectives. Qualifications *Bachelor's Degree. *2-4 Years of prior experience with at least 2 working in a Product Management role. *Knowledge Preferred: formal business analyst, engineering or testing experience, knowledge of the financial services industry, familiar with BI tools, knowledgeable expertise or experience with Scrum Framework. *Must have demonstrated cross functional work in previous experience along with strong communication skills, time management, project management skills, business acumen, and high self-awareness/EQ. *Previous experience with research, analysis, and providing recommendations. Ability to translate product requirements into technical requirements and work in ambiguity and solutioning. *Ability to analyze and navigate through complex problems; exercise judgment based on the analysis of multiple sources of information. #LI-Hybrid Compensation Range: Pay Range - Start: $92,750.00 Pay Range - End: $172,250.00 Geographic Specific Pay Structure: 205 - Structure 110: 102,060.00 USD - 189,540.00 USD205 - Structure 115: 106,680.00 USD - 198,120.00 USD 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 ___ 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 ___ who welcomes and encourages diversity in the workforce. 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. 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 groupsPandoLogic. Category:Marketing & Biz Dev, Keywords:Product Manager, Location:Milwaukee, WI-53205

What you will do- The IT Director - Supply Chain role is a strategic IT leader and key business partner for the US and Canada Supply Chain leadership team. The USCAN region is experiencing significant growth, supported by business performance and technology investments. This new role will join a team dedicated to delivering business value through digital and IT technology deployment, while leading their own team. Strong business relationship management skills are essential to align IT and the business function specifically by managing capital investment portfolios, leading technology design and deployment, and creating and executing strategic roadmaps. Responsibilities include surfacing and shaping demand, aligning stakeholders, creating business cases, managing change, ensuring readiness, leading execution teams, and achieving sustained adoption and value creation. How you will do it • Proactively identify capability gaps and digital opportunities for the business function and IT, • Partner with business and IT leaders to evaluate capability needs, build business cases, plan and align initiatives, and determine how they fit into strategic roadmaps and priorities, • Ensure the business analysts and design teams have and understand the essential business requirements reflecting the desired solution selection and outcome, • Lead and own the execution, deployment, and value creation of new solutions, • Improve user experience, capability, and value optimization, • Partner with architects to develop technology enabling business capability roadmaps, • Develop deep knowledge of the supply chain function and processes, building both horizontal and vertical relationships that deliver business impact, • Advocate for and advance business partner’s knowledge of IT processes, compliance, roles, and new digital capability opportunities, • Become a trusted strategic advisor for the regional supply chain leadership team, • Bring curiosity and outside-in fresh perspectives into the organization by routinely meeting with end customers/consumers, industry peers, and other external benchmark sources What we look for Required • Bachelor’s degree in computer science, engineering, or related field, • Supply chain, manufacturing, or border operations experience, • Business Relationship Management (BRM) background or training, • Project Management, Agile, Scrum background or training, • Lean, TPS, continuous improvement background or training, • Experience in advanced digital, Industry 4.0, and leading technologies, • Experience in IT portfolio management, investment strategy, and business case development, • Led IT platform design and deployment teams (regional or global level), • Emotional intelligence for conflict resolution and collaboration cross functionally, • Data driven decision making, financial acumen, and metric driven learning, • Manufacturing #LI-AL #LI-HYBRID What you get: • Medical, dental and vision care coverage and a 401(k) savings plan with company matching - all starting on date of hire, • Tuition reimbursement, perks, and discounts, • Parental and caregiver leave programs, • All the usual benefits such as paid time off, flexible spending, short-and long-term disability, basic life insurance, business travel insurance, Employee Assistance Program, and domestic partner benefits, • Global market strength and worldwide market share leadership, • HQ location earns LEED certification for sustainability plus a full-service cafeteria and workout facility, • Clarios has been recognized as one of 2025's Most Ethical Companies by Ethisphere. This prestigious recognition marks the third consecutive year Clarios has received this distinction. Who we are: Clarios is the force behind the world’s most recognizable car battery brands, powering vehicles from leading automakers like Ford, General Motors, Toyota, Honda, and Nissan. With 18,000 employees worldwide, we develop, manufacture, and distribute energy storage solutions while recovering, recycling, and reusing up to 99% of battery materials-setting the standard for sustainability in our industry. At Clarios, we’re not just making batteries; we’re shaping the future of sustainable transportation. Join our mission to innovate, push boundaries, and make a real impact. Discover your potential at Clarios-where your power meets endless possibilities. Veterans/Military Spouses: We value the leadership, adaptability, and technical expertise developed through military service. At Clarios, those capabilities thrive in an environment built on grit, ingenuity, and passion-where you can grow your career while helping to power progress worldwide. All qualified applicants will be considered without regard to protected characteristics. We recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please apply. Diversity of experience and skills combined with passion is key to challenging the status quo. Therefore, we encourage people from all backgrounds to apply to our positions. Please let us know if you require accommodations during the interview process by emailing . We are an Equal Opportunity Employer and value diversity in our teams in terms of work experience, area of expertise, gender, ethnicity, and all other characteristics protected by laws in the countries where we operate. For more information on our commitment to sustainability, diversity, and equal opportunity, please read our latest report . We want you to know your rights because EEO is the law. A Note to Job Applicants: please be aware of scams being perpetrated through the Internet and social media platforms. Clarios will never require a job applicant to pay money as part of the application or hiring process. To all recruitment agencies: Clarios does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Clarios employees or any other company location. Clarios is not responsible for any fees related to unsolicited resumes/CVs.

Advance your career with the Johnson Controls team! As a global leader in smart, healthy, and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places, and the planet. Join a diverse and inclusive team that empowers you to build your best future! Our teams are strategically positioned to support a multitude of industries across the globe. You will have the opportunity to grow and develop through meaningful work projects and learning opportunities. We are committed to fostering an environment that supports the physical, financial, and emotional wellbeing of all employees. Become a valued member of the Johnson Controls family and thrive in a company culture that values your unique voice and ideas – your next great opportunity is just a few clicks away! We recognize that a fulfilling career is supported by your overall wellbeing. That's why we offer a comprehensive benefits package designed to support you in multiple aspects of life, including: * Competitive salary * Generous paid vacation, holidays, and sick time - 15 days of vacation in your first year to promote work-life balance * Comprehensive benefits package, including 401K, medical, dental, and vision care, available from day one * An encouraging and collaborative team environment that values diverse perspectives and fosters innovation * On-the-job and cross-training opportunities * A strong commitment to safety through our Zero Harm policy, ensuring a safe and secure workplace for all employees * JCI Employee discount programs (The Loop by Perk Spot) * Check us Out: ___ Check us Out: Become part of a culture that celebrates your achievements and encourages your voice and ideas. Your next great opportunity for advancement is right at your fingertips! Take the initiative to explore your potential and embark on an exciting career journey with Johnson Controls. Empower Teams. Drive Growth. Elevate Customer Success. At Johnson Controls, we are committed to building smarter, more sustainable environments. As Associate Director of Sales & Account Management, you will lead a dynamic team of sales and account professionals, driving performance, retention, and strategic growth across the portfolio. This role is instrumental in enabling frontline managers, aligning customer success with enterprise objectives, and delivering measurable impact. How You Will Make an Impact Strategic Leadership & Manager Enablement * Lead, coach, and develop account management leaders to drive team performance and customer outcomes. * Translate enterprise strategy into actionable goals and execution plans. * Foster a culture of ownership, continuous improvement, and strategic thinking. Growth Acceleration & Revenue Strategy * Design and implement scalable upsell and cross-sell strategies across key accounts. * Collaborate with Sales Operations to optimize pipeline health, forecasting, and performance metrics. * Drive strategic account planning and territory alignment to maximize market penetration. Retention & Renewal Optimization * Lead renewal strategy and execution to ensure proactive engagement and long-term customer value. * Leverage predictive analytics and customer health scoring to identify risk and deploy targeted interventions. * Champion retention as a core driver of sustainable growth. Executive-Level Customer Engagement * Serve as a strategic advisor and escalation point for high-value accounts. * Lead executive business reviews to reinforce value delivery and deepen strategic partnerships. * Amplify the voice of the customer across product, service, and operational teams. Performance Management & Strategic Reporting * Establish KPIs to measure team effectiveness, customer satisfaction, and revenue impact. * Conduct quarterly performance reviews with managers to assess progress and recalibrate strategy. * Deliver insights-driven reporting to senior leadership on account health and growth opportunities. Enterprise Collaboration & Influence * Partner across Sales, Finance, Legal, Operations, Marketing, and Product to ensure seamless execution. * Drive alignment with Customer Success to enhance lifecycle engagement and brand loyalty. * Represent customer needs and market dynamics in cross-functional initiatives. Process Innovation & Enablement * Lead transformation efforts to modernize account management tools, workflows, and engagement models. * Utilize CRM, analytics, and automation to improve efficiency and decision-making. * Promote a mindset of innovation and experimentation in sales enablement. What You Bring * Proven success in leading sales and account management teams. * Strong strategic thinking and ability to translate vision into execution. * Expertise in coaching managers and building high-performing teams. * Deep understanding of customer lifecycle management and retention strategies. * Excellent communication and influence across all levels of the organization. * Experience leading through change and driving operational excellence. * Commitment to integrity, ownership, and delivering customer value. Leadership Competencies * Strategic Vision – Aligns team efforts with long-term business goals. * Manager Development – Coaches and empowers leaders to drive performance. * Customer-Centric Mindset – Focused on delivering value and building lasting relationships. * Operational Excellence – Executes with discipline and drives measurable outcomes. * Influence & Communication – Communicates effectively across functions and levels. * Change Leadership – Leads teams through transformation with clarity and confidence. * Integrity & Accountability – Models ethical leadership and fosters trust. Salary Range: HIRING SALARY RANGE: $122,000-167,000 (Salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, location and alignment with market data.) This role also offers a competitive Sales Incentive Plan that will take into account project, quarterly, and annual margin. This position includes a competitive benefits package. For details, please visit the About Us tab on the Johnson Controls Careers site at #LI-MM1 #LI-REMOTE

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Why Current and Former Athletes Thrive Here: • Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients., • Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career., • Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives., • Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity., • Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.Meet some of our local team, many who are passionate about athletics: Mike Scher, Managing Director • How long with NM? 24 years, • Previous experience? Started as a college intern with NM., • Passionate about? Married with five kids, huge Packers fan, loves camping and traveling with family and friends. Collects sports cards and memorabilia.Tim Fraedrich, Financial Representative, • How long with NM? 1 year, • Previous experience? Owned and operated a property and casualty insurance firm., • Passionate about? Traveling with his daughter for club soccer, coaching high school football, and is a big Wisconsin sports fan.Danielle Plagge, Director of Operations, • How long with NM? 17 years, • Previous experience? Worked at a bank and ran a small business., • Passionate about? Loves traveling, excited for next visit to Europe, enjoys new experiences with her husband and friends, and plays volleyball in rec leagues.Todd Bowditch, Financial Planner, • How long with NM? 12 years, • Previous experience? Sold health insurance to small business owners., • Passionate about? Big bourbon collector, loves golfing, struggles with Fantasy Football, and adores his dog, Bonny.Lindsey Swain, Chief Recruiting Officer, • How long with NM? 4.5 years, • Previous experience? Stay-at-home mom, ran a personal business, raised puppies, substitute teacher, and military wife for 16+ years., • Passionate about? Raising her kids, involved in youth sports, and enjoys traveling, boating, and reading.Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Mortgage, Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: • Training and Development: Continuous access to training programs with sponsorship for advanced certifications to expand your expertise., • Compensation: A lucrative compensation structure with performance-based incentives and unlimited earning potential., • Coaching and Mentoring: Receive support from experienced mentors and leadership committed to coaching and guiding your growth., • Operational Support: Extensive backing from a dedicated planning team and marketing resources to drive success., • Flexibility: Design a work schedule that aligns with your personal and professional goals., • Impact: Play a pivotal role in helping individuals and families secure their financial futures, making a lasting difference in the community.Our supportive district office is located: 3960 Hillside Dr. Suite 101, Delafield, WI 53018 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Scherr is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Family Service Coordinator Work where your Faith is! More than 500,000 people see a positive difference in their lives every day through the ministries of the Archdiocese of Milwaukee. Our Mission is to proclaim the Gospel of Jesus Christ by calling, forming, and sending disciples to go and make new disciples. Are you passionate about serving families with care and compassion? Join our team! The Archdiocese of Milwaukee Catholic Cemeteries has an opportunity for a Family Service Coordinator. The Family Service Coordinator is the face and voice of an Archdiocese Cemetery location and is often the very first person that a family member will see or talk to. This position is responsible for making a good first impression when greeting walk-ins or answering inbound calls. The Family Service Coordinator takes on both administrative and receptionist duties and is an important resource for making things happen and making things run smoothly. This position will have a working knowledge of the cemetery operations, processes, and procedures. The coordinator reports to the Location Manager, interacting with internal departments and location staff, individuals and families, and other external service providers, demonstrating 'Share the Journey, Serve with Care, and Make It Happen' in all their dealings with families, staff, and internal/external contacts. Responsibilities • Maintain a courteous professional presence and appearance with a Family First Focus, • Serve with care, greet, assist, and direct all persons entering the Archdiocese Cemetery building, • Manage appearance and general upkeep in arrangement rooms and family gathering areas, • Ensure adequate supplies are available for family arrangements and services, • Pay close attention to the safety of families and guests at all times and address issues and concerns, • Serve as the primary inbound call receptionist with the expectation of answer calls within two rings and do not let callers hold for more than 30 seconds, • Avoid placing callers into voicemail-find another staff member to assist or take a message, • Maintain calendars and service schedules for family arrangements, outreach, and community events, • Effectively communicate with internal and external departments and staff, • Direct vendors or suppliers to the appropriate location for deliveries, • Prepare a variety of documents, emails, and correspondence for all recipients, • Copy, file, and maintain case files, contracts, and other documents, • Collect, sort, distribute, and prepare incoming/outgoing postal mail, or fax machine, • Use CRM to look up families and direct to the appropriate Family Service Advisor Qualifications • High School diploma or equivalent required. Associate 's degree in business or related field, • Knowledge of the Catholic faith, rituals, and traditions, • Understanding of the Order of Christian Funerals, • Able to conduct oneself with a “Family First” approach, • Highly organized, detail oriented, and excellent time management skills, • Excellent interpersonal and communication skills and strong customer service skills and serve customers in a courteous, customer-focused presence and ability to remain tactful when faced with emotional situations, • Ability to maintain confidentiality, • Valid driver's license is required and local travel within the Archdiocese Cemeteries may occasionally be necessary., • Proficiently in Microsoft Office Suite and the ability to manage and use electronic databases and applications for reports, scheduling, financial transactions and record keeping, • Occasional evening or weekend work, • Occasional lifting up to 35 pounds Compensation and Benefits The Archdiocese of Milwaukee provides a full-scope of employment benefits, including health and wellness, flextime, Catholic school tuition assistance for children of employees, and a pension program. The position is a full-time, in-person at Holy Cross Cemetery in Milwaukee, WI.

Job Description We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. Our values: • Together, We Achieve More — collaboration over competition, • Client-First Stewardship — fiduciary excellence as our standard, • Ownership Mindset — alignment of interests across generations What we offer: • Collaborative, high-trust work environment, • Continuing education support and career growth pathways, • 401(k) with company match & bonus program, • Up to 95% company-paid health insurance, • Hybrid work flexibility Position Overview: The Chief Growth Officer (CGO) will be the architect and steward of our firm’s growth strategy — accelerating expansion without compromising our culture or ownership model. This executive will design and direct strategies for expanding our reach through all growth levers: advisor enablement, business development, mergers, strategic partnerships, pricing, and talent acquisition. The ideal candidate is a strategic doer, and must be passionate about our ownership model, aligned with our long-term vision, and excited to accelerate growth. We are open to candidates in the United States with the West Coast Preferred. How you will contribute: • Organic Growth (Brand & Business Development), • Oversee marketing, including digital marketing, SEO/SEM content, analytics, and campaigns that drive qualified leads., • Enhance brand awareness and reputation to attract clients and talent., • Build scalable referral programs and COI programs to fuel growth., • Partner with our Chief Practice Officer to enhance client acquisition and retention efforts., • Inorganic Growth (Mergers & Recruiting), • Partner with our Chief People Officer (CPO) to design and execute our lift-in (single advisor) recruiting strategy to attract top-tier talent aligned with our culture and ownership model., • Partner with our CEO to source and negotiate mergers, guide deal execution with an emphasis on culture, and talent acquisition., • Develop and maintain relationships with potential partners, COIs, and industry leaders., • Strategic Leadership & Collaboration, • Serve on the Executive Committee, contributing to firm-wide strategy and resource allocation., • Direct a team of marketing and business development professionals., • Be a visible champion of our employee-ownership model internally and externally. The attributes and talents that lead to success in the role are: Knowledge: • 12+ years of experience heading sales teams, business development, marketing, or corporate strategy within wealth management, financial services, or related industries., • Demonstrated success driving both organic and inorganic growth strategies within high-touch, UHNW environments., • Strong understanding of marketing/digital marketing and related analytics., • Deep belief in employee ownership, independence, and long-term relationships., • Entrepreneurial mindset balanced with fiduciary discipline., • Collaborative and culturally sensitive; able to align with and embrace firm’s mission and values., • Strategic thinking with a focus on execution., • Excited to accelerate growth within our model, not to redefine it. Who Thrives Here An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual honesty, collaboration, and compassion. A strategic partner once called us “a cocker spaniel”: professional, loyal, warm, and relentlessly devoted. We like that. Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we provide equal opportunities regardless of race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies. Pay range indicated includes both base and incentive plans, partnership opportunity.

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our supportive district office is located: 3960 Hillside Dr. Suite 101, Delafield, WI 53018 Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security. Meet Some of Our Local Leaders, the Heartbeat of Our Business: Mike Scher, Managing Director • How long with NM? 24 years, • Previous experience? Started as a college intern with NM., • Passionate about? Married with five kids, huge Packers fan, loves camping and traveling with family and friends. Collects sports cards and memorabilia.Todd Bowditch, Financial Planner, • How long with NM? 12 years, • Previous experience? Sold health insurance to small business owners., • Passionate about? Big bourbon collector, loves golfing, struggles with Fantasy Football, and adores his dog, Bonny.Lindsey Swain, Chief Recruiting Officer, • How long with NM? 4.5 years, • Previous experience? Stay-at-home mom, ran a personal business, raised puppies, substitute teacher, and military wife for 16+ years., • Passionate about? Raising her kids, involved in youth sports, and enjoys traveling, boating, and reading.Tim Fraedrich, Financial Representative, • How long with NM? 1 year, • Previous experience? Owned and operated a property and casualty insurance firm., • Passionate about? Traveling with his daughter for club soccer, coaching high school football, and is a big Wisconsin sports fan.Danielle Plagge, Director of Operations, • How long with NM? 17 years, • Previous experience? Worked at a bank and ran a small business. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, with training and sponsorship available.Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Scher is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Job Description This job is available in June of 2026 The Associate assists a team of Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and cash flows, and long-range financial projections. The Associate is expected to have direct client contact as well as provide ongoing project support to the firm’s Wealth Management group and directly participate in Business Development efforts. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment – Together, We Achieve More, • Environment supportive to learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: • Help gather financial information and prepare net worth, cash flow, investment planning and investment policy statements, and other tools for use in wealth planning engagements, • Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions, • Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and email messages, • Initiate and respond to emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner with prior consultation with a Wealth Management Manager or Director, • Proactively recognize client issues, propose solutions and add insight to analysis, • Participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions, • Participate in the continued process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively, • Work individually and alongside the team, to develop new business opportunities and cultivate new client relationships, • Recommend appropriate trades for monthly rebalancing of client portfolios, and other needs, as required, • Other duties as assigned Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration and compassion. A strategic partner once compared us to “a cocker spaniel”. We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine. The attributes and talents that lead to success in the role are: Knowledge: • Strong understanding of personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation, • Proficiency in Microsoft Suite (Excel, Word, Outlook) required. PowerPoint helpful., • Proficiency in Advisor View and iRebal, and other investment management and/or financial planning applications such as eMoney and Naviplan helpful. Salesforce is used for Customer Relationship Management, • Familiarity with managing investments, including concepts of portfolio design and diversification, • Working knowledge of mutual funds, including research techniques and selection criteria Skills: • OUTSTANDING communication skills – both written and verbal, • MUST be a self-starting person who takes responsibility for his/her work and sees projects through to successful conclusion while maintaining a high level of communication with team members Abilities: • EXTREMELY detail oriented – must have proven ability to juggle multiple priorities, • Impeccable ability to maintain confidentiality, • A team player who will thrive in a fast-paced environment, • Ability to effectively report to Managers and Directors on a large variety of tasks and manage priorities amid an occasionally heavy volume of work, • Desire to cultivate new client relationships, • Excellent personal and professional references Experience and Education: We will consider any combination of experience and education which provides the necessary knowledge, skills and abilities to perform the job. A typical way to acquire the requirements would be: • Bachelor’s degree required, • Interest in pursuing CFP® designation required Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Job Description Exempt & Full-time Location: 929 E. Wisconsin Ave, Milwaukee, WI 53202 Reports to: Chief Executive Officer Our Mission Inspire all children to wonder and explore their world through play and innovative, hands-on learning experiences. About Betty Brinn Children’s Museum At Betty Brinn Children’s Museum, inspire wonder through play. The ultimate destination where your child can play, learn and grow. At Betty Brinn Children’s Museum, every visit sparks curiosity and learning. Explore interactive exhibits designed to fuel your child’s imagination while helping them develop everlasting skills. Become a Valued Member of the Betty Brinn Children’s Museum (BBCM) Team! We are seeking enthusiastic, positive, and driven team players who are passionate about early childhood education to help us achieve our mission of providing ALL children with high-quality, hands-on, and playful learning experiences. At BBCM, we believe that teamwork thrives through supportive and collaborative discussions. We are committed to investing in our team members' professional growth and celebrating curious minds. Our Team Values: • Make Memories: Deliver unforgettable experiences to families. Create a spark and find the magic, helping each guest write their unique story, • Raise Your Hand: Jump in, check-in, be all in. Bring your best and work together. Show the team and your guests that they can depend on you., • Be an Explorer: Be curious and open. Keep your gears moving. Bring childlike energy to navigating challenges and discover new possibilities., • Everyone Counts: Be kind to all. Initiate a positive impact in our community. See the potential in every child and make everyone feel like they are a line leader., • Be More Than a Museum: Be a launchpad for life-long learning. Help families create connections and experience opportunities that lead to brighter futures and a stronger Milwaukee. Position Summary: The Director of Accounting is the Museum’s sole finance professional, responsible for managing all accounting functions, from daily operations to strategic financial planning. This is a hands-on role that blends accounting execution with leadership, requiring deep technical skill, the ability to communicate financial insights, and a commitment to supporting the museum’s mission through financial stewardship. The ideal candidate is proactive, detail-oriented, and thrives in a small team environment, working across departments and with the Board of Directors to ensure financial transparency, compliance, and long-term sustainability. Responsibilities Strategic Leadership • Serve as the key financial advisor to the CEO and executive leadership team., • Present financial reports, forecasts, and risk assessments to the Board of Directors and Finance Committee., • Act as the staff liaison to the Finance Committees of the Board of Directors and the Foundation., • Lead the annual budgeting process, aligning resources with organizational goals and priorities., • Partner across departments to support data-informed decision-making through accurate financial analysis., • Oversee and perform all core accounting functions, including general ledger management, accounts payable and receivable, payroll, and fixed asset accounting., • Manage monthly, quarterly, and year-end close processes to ensure timely and accurate financial reporting., • Collaborate with the Director of People and Culture to ensure compliant and accurate payroll processing., • Work closely with the Development team to track grant income and expenditures, ensuring compliance with grant terms., • Lead the development, implementation, and monitoring of program and departmental budgets in partnership with department heads, ensuring alignment with grant and funder requirements., • Serve as the primary liaison with external auditors, preparing schedules and leading all phases of the audit process., • Oversee timely and accurate filing of tax documents, including IRS Form 990, sales/use tax, and business registrations., • Maintain and reconcile the fixed asset register, ensuring proper coding and monthly depreciation., • Develop and maintain detailed cash flow projection models to support budgeting, grant planning, and financial decision-making., • Design and improve financial systems, internal controls, and reporting tools; create dashboards to monitor and communicate organizational performance., • Prepare GAAP-compliant financial statements and ensure compliance with all relevant federal, state, and local regulations., • Monitor financial risk and ensure adherence to internal financial policies and procedures., • Complete and submit grant, funder, and program-specific financial reports accurately and on time., • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (Master’s degree or CPA highly preferred)., • Proven nonprofit financial experience, including fund accounting, grant compliance, and preparation of IRS Form 990., • Strong knowledge of GAAP, nonprofit accounting standards, and applicable federal, state, and local compliance requirements., • Proficiency with financial systems, CRM platforms, and data infrastructure (e.g., QuickBooks, Salesforce, Bill.com, Paylocity and donor databases), and a joy for using systems that make things run smoothly., • Strategic thinking and the ability to align financial management with organizational goals., • Proven leadership with a track record of fostering accountability and cross-functional collaboration., • Highly analytical and detail-oriented; adept at interpreting financial data and generating actionable insights., • Exceptional communication and presentation skills, including the ability to convey complex financial information clearly to non-financial stakeholders., • High level of discretion, integrity, and professionalism when handling confidential or sensitive information., • Solutions-oriented with a proactive approach to identifying risks and implementing improvements., • Positive, can-do attitude with a strong commitment to advancing the Museum's mission. BBCM offers a generous benefits package, including but not limited to the following: • Medical Insurance (BBCM pays 80% of cost), • Dental Insurance (BBCM pays 80% of cost), • Vision, Critical Illness, Accidental Insurance, Supplementary Life, and Accidental Death Dismemberment eligibility, • HSA with employer contributions, • HRA employer-paid plan, • Employer-paid plans for Life and Accidental Death and Dismemberment Insurance &, • Long-Term Disability, • 401k with the Museum contributing 5% at year-end (not matching every pay period), • 18 days PTO, • Dedicated Sick Time, • Nine Paid Holidays The starting salary for this position is $85,000 Application Process & Important Information: • Only candidates who complete the entire application will be considered for this role. Incomplete applications will not be reviewed. Powered by JazzHR TWHQPWu9rL

Job Description Why Elite – Where Energy, Connection, and Growth Come Together At Elite Sports Clubs, we believe fitness is about more than workouts—it’s about creating a community where people feel welcome, supported, and inspired. As Milwaukee’s premier network of family-focused health clubs, we offer a place where members of all ages come to move, play, and connect. We’re proud to lead with positivity, professionalism, and purpose—and we’re looking for a Membership Sales Advisor who brings that same energy. Our core values—Professionalism, Ownership, Team, Quality, and Celebration—guide everything we do, from how we welcome new members to how we support our teammates. Your Game Plan – Spark Connection and Growth As a Membership Sales Advisor at one of our Elite locations, you’ll be the first impression for potential members—and the guide who helps them see what’s possible at Elite. Your role is about building relationships, listening closely, and helping people take the first step in their fitness journey. You’ll create leads, follow up with prospects, tour potential members, and build excitement around the club experience. Every day is an opportunity to meet new people, connect them with the right programs, and grow our community in meaningful ways. Your Role on the Team – What You’ll Be Doing * Engage with potential members in person, over the phone, and through follow-ups * Conduct thoughtful club tours that highlight programs, amenities, and community benefits * Generate and track leads through outreach efforts and referral programs * Collaborate with teammates to support events, promotions, and local partnerships * Help new members feel confident and welcomed throughout the onboarding process * Meet or exceed monthly membership goals while maintaining a consultative, people-first approach What You Bring – Your Strengths * A friendly, outgoing personality and natural ability to connect with people * Strong communication skills—you’re great at listening and helping others feel heard * A positive, professional attitude with a drive to hit personal and team goals * Comfortable using basic technology (CRM systems, email, scheduling tools) * A genuine interest in fitness, wellness, and community Core Qualifications * 1–2 years of customer service, sales, hospitality, or community engagement experience preferred * High school diploma or equivalent required * Willingness to work a flexible schedule, including some evenings and weekends * Ability to work on-site at our Brookfield location Team Member Experience At Elite Sports Clubs, our team members are the heart of our mission. We foster a culture where professionals are empowered to be creative, collaborative, and people-focused. We live our values every day: * Professionalism in how we lead and serve * Ownership in how we show up and solve problems * Team in how we support one another * Quality in the experiences we deliver * Celebration in the moments we share along the way Here, you’ll be part of a team that values energy, authenticity, and a shared commitment to making our clubs a welcoming place for all. Compensation & Perks: We offer a competitive base pay with commission opportunities that reward your performance and impact. * Health & Financial: Medical, dental, vision, life, disability, 401(k), and PTO * Club Benefits: Complimentary membership, child care for staff kids, discounts on club programs and services Powered by JazzHR wNqgbbvQ8W

Job Description Are you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Responsibilities • Prospecting for clients through networking and referrals, • Developing and maintaining long-term relationships with clients, • Providing financial solutions for clients through fact gathering and needs analysis, • Expanding personal knowledge and skills through ongoing professional development and joint work with associates Qualifications • Strong interpersonal skills, • Market development and networking abilities, • Presentation and organization skills, • Strong work ethic, self-motivated and goal-oriented, • College degree or equivalent work experience required

Are you an emerging financial professional ready to launch your career in wealth management while making a meaningful difference in people's financial lives? As a Wealth Advisor at M3 Financial, you'll have the opportunity to grow your expertise in personalized financial planning while working along

Job DescriptionOutside Sales Professional Join a forward-thinking company dedicated to your growth and success. We believe that our greatest asset is our people. By being 100% invested in you, we create a supportive environment where you can thrive and capture your full potential. Key Benefits: 100% Investment in Your Growth: We prioritize your development and success. From our robust 6-month sales training program to mentorship opportunities, we provide the resources and support you need to excel in your role and achieve your career goals. Your success is our success! Control Your Income: Enjoy the freedom to shape your financial future. With our unique compensation structure, you can determine your income based on your efforts and achievements. Unlimited Opportunities: Your potential is only limited by your ambition. Uncapped commissions,lavish incentives trips, and career advancement are some of the ways. Role Responsibilities • This role is a combination of in-office and in-field activities, • Build a Clientele: Self generate and develop leads using the latest technology, prospecting and referral generation methods, • Schedule Appointments: Daily phone calling with self generated prospects/leads to schedule sales appointments to meet at their office of homes, • Sales Presentations: Prepare for and visit clients at their most convenient location to guide their buying decisions, • Measuring: Through training, learn to measure and fully fit custom garments, • Ensure Client Satisfaction: In cultivating a repeat client, develop a relationship where you are their constant advisor, ensuring a seamless experience.Role Qualifications, • Desire to build your own clientele from the ground up, • Time and schedule management; daily in-office and field time required, • A resilient and ambitious mindset to maximize our unlimited opportunity, • Ability to receive feedback and implement our proven business development practicesWhat We Offer, • Guaranteed Monthly Training Pay for the 1st two years while you develop your clientele. Uncapped, unlimited commission earnings – control your paycheck!, • World-class, company-paid comprehensive training that extends well beyond the 6-month training window at the start of your career, • Incredible net worth building opportunities through our Employee Ownership Stock program, 401(k) match, and profit-sharing programs, • Leadership career paths for those who desire to mentor and build, • An abundant and positive company culture, • Yearly and seasonal incentive trips, • Monthly bonuses, competitions, and personal clothing discounts, • Comprehensive benefits program and a W2 employment arrangement, • Working with a niche clientele who are recognized as some of the most successful people in your area

Job DescriptionWho We Are Quantas is a leading provider of employee benefits, human resources, and payroll services-delivering what matters through authentic connections and relentless accountability. We serve mid-sized businesses with integrated solutions that optimize benefit strategies, streamline people operations, and drive measurable outcomes. What sets us apart is both why we exist and how we deliver. We are committed to being the most trusted partner in strengthening the bond between employers and employees-unlocking organizational performance through meaningful human connection. Our model delivers unmatched results through data-led strategy, cross-functional collaboration, and value-based partnerships. Whether it's lowering costs, enhancing compliance, or building workplaces where people know they matter, Quantas is built to deliver results that last. Our foundation is defined by our core values, which guide how we serve, behave, and interact every day: We STACK! • Servant's Heart, • Trust, • Accountability, • Curiosity, • Full support and career development resources to expand your skills and maximize your potential, • A diverse and inclusive culture of belonging-where your voice is heard and your ideas matter, • A generous Total Rewards package, including:, • Comprehensive health benefits, • Employer-paid short- and long-term disability, • 401(k), • Competitive compensation, • Unlimited PTO, • Build and nurture strategic relationships with clients, advisors, and strategic partners, acting as a trusted advisor and advocate., • Anticipate client needs, challenges, and market shifts, proactively presenting strategic recommendations to enhance their experience and drive retention., • Lead complex client discussions, including Open Enrollment meetings (virtual or in-person), stewardship meetings, and escalations., • Oversee the preparation and review of plan documents, service agreements, and compliance materials., • Partner with Sales to support prospecting activities, leveraging client service stories to drive new business opportunities., • Contribute to the strategy renewal discussion by providing recommendations for plan design and strategic solutions., • Engage in executive-level client meetings as needed to reinforce value, strengthen relationships, and support renewal and expansion opportunities.Client Onboarding and Growth:, • Lead the onboarding experience for new clients, collaborating with cross-functional teams and partners to ensure a seamless transition., • Develop and execute customized onboarding and communication strategies aligned to client needs and goals., • Mentor and support team members to uphold onboarding best practices and ensure client readiness for success within our service model.Product and Market Expertise:, • Maintain a deep understanding of self-funded healthcare models, service partner ecosystems, compliance requirements, and evolving industry trends., • Act as a knowledge resource and consultant for clients and internal teams, educating them on benefits programs, eligibility, claims, and point solutions that drive better outcomes., • Identify opportunities to expand product adoption and client engagement.Client Advocacy and Satisfaction:, • Serve as the senior point of contact for issue resolution, coordinating with internal teams and partners to deliver timely, effective solutions., • Lead regular client check-ins, stewardship meetings, and performance reviews, ensuring the highest level of client satisfaction and loyalty., • Gather, analyze, and present feedback and insights from clients to influence internal process improvements and service enhancements.Data Analysis and Strategic Reporting:, • Interpret and present complex financial, utilization, and trend reports to clients, offering strategic insights and actionable recommendations., • Deliver quarterly and annual client reviews that proactively highlight successes, risks, and opportunities for continuous improvement., • Collaborate with leadership to refine client service KPIs and influence reporting frameworks.Internal Leadership and Collaboration, • Partner with internal teams to drive a seamless client experience., • Mentor and guide Client Service team to develop their skills and support team-wide performance goals., • Actively contribute to the development of client service tools, templates, and playbooks.Documentation and Operational Excellence, • Oversee accurate documentation of client interactions, issues, and project milestones in project management tools, i.e., Monday.com., • Ensure meeting agendas, notes, and follow-ups are finalized, shared, and actioned in a timely manner.Required Skills/Abilities, • Proven ability to build and sustain authentic relationships across all organizational levels, including leadership team, clients and partners., • Exceptional communication skills, with expertise in simplifying complex topics and facilitating strategic discussions with key stakeholders., • Strong critical thinking, problem-solving, and risk assessment skills, with a solutions-oriented and proactive mindset., • Demonstrated ability to influence without formal authority and lead cross-functional initiatives to successful outcomes., • High level of organization, attention to detail, and ability to manage multiple priorities in a fast-paced environment., • Superior analytical skills, with the ability to translate data into insights and strategic recommendations., • Independent judgment, decision-making skills, and ability to perform effectively in ambiguous situations., • Client-obsessed mindset with a commitment to continuous improvement, conflict resolution, and exceptional service delivery., • Experience mentoring or coaching team members to drive performance and elevate the client experience., • Background in self-funded healthcare and benefits administration solutions., • Proficiency with client service and project management tools., • Understanding of healthcare compliance regulations, e. ERISA, ACA and their impact on client programs., • Experience identifying upsell, cross-sell, or renewal opportunities through strategic client management.Education/Experience, • Bachelor's degree in business, Healthcare Administration, Communications, or related field preferred; equivalent work experience will be considered., • 5+ years of experience in client service, account management, or client-facing roles, with a proven track record of managing and growing strategic client relationships., • 4+ years of healthcare industry experience, ideally within self-funded healthcare, benefits administration, or insurance solutions., • Strong knowledge of self-funding concepts and healthcare compliance regulations strongly preferred., • Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint); comfortable building and presenting reports, analyses, and executive-level presentations., • Experience working with benefits administration platforms and data analytics tools; proficiency in CRM or client management systems is a plus., • Bilingual in Spanish is a plus., • Experience leading client service initiatives, mentoring peers, or managing small teams is highly preferred.Work Environment:, • This position may be hybrid or remote. EEO Statement: Quantas provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Job DescriptionCOME JOIN US! Van Horn Honda of Glendale has an outstanding opportunity for an eager and professional Service Advisor that will establish rapport and trust with the customer and technicians while maximizing our profit opportunities. Family Born. Employee Owned. The Van Horn Automotive Group has been empowering people and amazing customers since 1966, and now has over 15 locations throughout Wisconsin. Being employee-owned offers a unique benefit that invests in you and your future. As a 78% owner, our employees receive contributions to a qualified retirement plan that is 100% funded by the company!! If you have an interest in automotive and a desire to develop a career in the industry, apply today! Benefits of Working at Van Horn: • Health, Vision, and Dental Insurance – Comprehensive coverage with a wide network to keep you and your family healthy., • HSA Match – $500 annual match to your Health Savings Account, • ESOP (Employee Stock Ownership Plan) – Helps you build financial security for the future., • Paid Holidays, Vacation, and Sick Days – Enjoy well-earned time off to rest and recharge., • Employee Discounts – Exclusive savings on vehicles, parts, and service., • Tuition Reimbursement – Invest in your education without the financial burden., • Scholarship Opportunities – Helping you advance your career through learning., • Career Advancement Opportunities – Grow within the company with plenty of room to advance., • Gym/Workout Reimbursement – Stay active and get rewarded for prioritizing your health., • Paid Volunteer Time – Give back to your community while on the clock., • Greet customers promptly and pleasantly, • Communicates with customers to determine the reason for the visit and the nature of the mechanical problem and/or scheduled maintenance, • Perform vehicle walk around with customer to determine needed repairs., • Review vehicle maintenance history and make recommendations, • Provide the customer with available options for repairs while explaining the benefits of timely repairs, • Sell recommended service work to customers based upon mechanics diagnosis, • Provide the customer with a written cost estimate of repairs and an estimated time needed for repairs, • Inform dispatcher of incoming work and ensure customer’s needs are understood by the technician, • Follow up with technicians and the parts department on the progress of repairs to ensure timely completion of work, • Notify customers on the status of their vehicle, based on how the customer wants to be informed. (Minimum of 2x per day), • Verify warranty and service contract coverage and administer claims for qualifying repairs, • Follow up with customers to ensure customer satisfaction, • Review completed work and charges with the customer and/or send a digital invoice for online payment., • High School Diploma or equivalent, • Valid Driver’s License, • Previous customer service experience preferred but not required, • Must be organized, reliable, and able to work in a fast-paced environment For more information on what its like to work at Van Horn visit: vhcarsrecruiting.com ! Shift times: Monday - Friday, 7AM - 6PM. Work every other Saturdays, 7AM - 3PM

Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Milwaukee, WI. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion. • Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies., • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results., • Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client., • Executes risk management practices through the adherence to PNC's policies and procedures. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit ___. If an accommodation is required to participate in the application process, please contact us via email at ___. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the ___ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

In addition to a mentor who is an industry expert in their niche market, you will have access to training courses that are designed to educate you on the advisor role and to prepare you to successfully pass all the exams that are required to become a fully registered Financial Advisor. In this oppor

Job Description Virtual Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll have an impact on the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. In this role, you’ll gain experience working with clients virtually, gain confidence with Thrivent’s Financial Planning Framework and Advice tools, and start to build a book of business. With access to a large existing client base and supported by Thrivent’s unique focus on community engagement, the work you’ll do on our Virtual Advice Team will give you a fulfilling opportunity to grow in your career. We’ll support your goal of joining a financial advisory team in your area or leading your own practice. NOTE: This is a hybrid role. You will work in the office about 3 days per week and remotely on other days, meeting with clients virtually. Your Success; Our Blueprint Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 3 months of pay and coaching as you obtain the state insurance and securities licenses necessary for this position. Role Description As a Virtual Financial Advisor at Thrivent, you’ll: • Guide Christians and others who align with Thrivent’s mission and values to create and maintain their financial plans, enabling lives of service and faith, • Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to Thrivent products and programs, • Have access to a large existing client base, and have the ability to help your friends, family and natural market, • Access robust tools like the Thrivent Planning Platform, Salesforce, MoneyGuidePro® and Morningstar, • Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so, • Have hybrid flexibility, working in the office alongside your colleagues some days with the ability to work remotely on others What You Bring Our culture and our people are special. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re: • Self-disciplined, independent and driven to succeed, • Motivated by helping others and seeing them achieve their goals, not just selling products, • A natural coach or guide with strong interpersonal skills, • Positive, energetic & results oriented Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply, • FINRA Series 7, 63/65 or 66 required or obtained within 90 days, • State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days, • Eligibility to be securities registered and insurance licensed in all 50 states, • Sales experience, • Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage, • A base pay of $24.03-$26.44 per hour with additional monthly sales bonuses based on sales results and your client impact, • Comprehensive medical, vision and dental, • 401(k) matching and a pension plan, • Life and disability income insurance, • Maternity/paternity leave as well as adoption and surrogacy assistance, • Tuition reimbursement, • Four weeks of paid time off, plus up to 20 hours of volunteer time off, • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to?provide?investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Job DescriptionCodeworks is an IT Services firm headquartered in SE Wisconsin, known for our strong commitment to quality and for our direct client relationships. Who We’re Looking For We are seeking a detail-oriented and collaborative professional with a strong background in financial services to join our client's Retirement Disbursal Services (RDS) team. The ideal candidate will possess a deep understanding of retirement planning and investment operations, and be passionate about supporting financial professionals and their clients through exceptional service and innovative solutions. This role requires analytical rigor, excellent communication skills, and a team-first mindset. This is a long term contract or contract to hire position working 100% on site in Milwaukee WI! Position Overview You will support the development and execution of retirement distribution strategies by working closely with financial advisors, internal teams, and retirement planning tools. Your efforts will directly contribute to the accuracy, efficiency, and quality of our retirement disbursal solutions. You'll be a key partner in ensuring that the operational and strategic needs of advisors and their clients are met with excellence. Key Responsibilities Assess financial plans and align retirement strategies within existing workflow. Set up and manage servicing instructions; monitor daily cash activity and coordinate with advisor teams regarding distributions. Maintain and optimize retirement-related tools and algorithms for effective withdrawal planning. Analyze and prepare proposed investment trades; communicate findings and recommendations to advisors. Address advisor questions, troubleshoot system issues, and clarify communication around retirement disbursements. Support ongoing relationship management through regular advisor check-ins and feedback sharing. Collaborate across departments (e.g., Product, Digital Platforms, Financial Planning) to ensure operational success. Track and analyze client retirement data; deliver reports and share insights with leadership. Contribute to the onboarding of new advisor practices and sustain high-touch support. Engage in strategy development to enhance operational efficiency and service delivery. Ensure processes remain compliant with regulatory standards and internal policies. Qualifications Bachelor's degree in Finance, Business, or a related field. 5+ years of experience in financial services, with exposure to investment advisory and brokerage platforms. Strong understanding of retirement services, personal finance, and tax strategy. Excellent attention to detail and commitment to data accuracy. Experience using financial tools such as Envestnet and Next360 (preferred). FINRA Securities Industry Essentials (SIE), Series 6 or 7 licensure (preferred). Strong ability to manage and refine repeatable operational processes. Comfortable collaborating with diverse advisor practices and internal stakeholders. Self-starter with a solutions-oriented, team-focused mindset. About Codeworks: Codeworks has over 25 years of experience serving Fortune 1000 companies in Wisconsin as well as our client's national locations. Our recruiting team excels at evaluating, advising, and connecting IT professionals with new opportunities that will satisfy their expectations regarding income and opportunity for growth. At Codeworks, we're committed to diversity, equity, and inclusion in our workforce and beyond. We believe in equal opportunities and value the unique perspectives that every individual brings to our team. Join us in creating an inclusive, innovative, and collaborative workplace where your talents can thrive. Codeworks is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, religion or belief, sex, age, national origin, citizenship status, marital status, military/veteran status, genetic information, sexual orientation, gender identity, physical or mental disability or any other characteristic protected by applicable laws. Codeworks, LLC discloses that the anticipated hourly pay range for this position is between $20 and $25. This range is subject to change based on job-related factors, including client requirements where applicable. All full time Codeworks employees are eligible to enroll in the company’s medical, dental, vision, and life insurance plans. Additionally, employees can participate in Codeworks’ 401(k) retirement plan. #LI-KN1

Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Why Fitness Professionals Could Thrive in Financial Services: Real People, Real Stories Meet Our Leaders: Mike Scher - Managing Director: • How long with NM: 24 years, • Previous experience: Started as a college intern with NM., • Passionate about: Married with five kids, huge Packers fan, loves camping and traveling with family and friends. Collects sports cards and memorabilia.Todd Bowditch - Financial Planner:, • How long with NM: 12 years, • Previous experience: Sold health insurance to small business owners., • Passionate about: Big bourbon collector, loves golfing, struggles with Fantasy Football, and adores his dog, Bonny.Lindsey Swain - Chief Recruiting Officer:, • How long with NM: 4.5 years, • Previous experience: Stay-at-home mom, ran a personal business, raised puppies, substitute teacher, and military wife for 16+ years., • Passionate about: Raising her kids, involved in youth sports, and enjoys traveling, boating, and reading.Tim Fraedrich - Financial Representative:, • How long with NM: 1 year, • Previous experience: Owned and operated a property and casualty insurance firm., • Passionate about: Traveling with his daughter for club soccer, coaching high school football, and is a big Wisconsin sports fan.Danielle Plagge - Director of Operations:, • How long with NM: 17 years, • Previous experience: Worked at a bank and ran a small business. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: An associate degree or higher is preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, with training and sponsorship available.Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Scher is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Why Join Lakeshore Financial Group? • Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies, • Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life., • Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed., • Professional Development: Gain valuable experience in sales, finance, and client relationship management., • Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan. Compensation: $75,000 - $100,000 per year Responsibilities: What You'll Do: • Build relationships with potential clients and understand their financial needs, • Present and explain products and solutions, • Guide clients through the application and policy issuance process, • Provide ongoing support and service to clients, • Highly motivated and self-driven individuals, • Excellent communication and interpersonal skills, • A passion for helping others, • A strong work ethic and a desire to succeed, • Sales experience is a plus, but not required. We are willing to train the right person, • Must be able and willing to obtain a life insurance license, • This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support Why Join Us? • Be part of a supportive and collaborative team, • Represent a reputable and respected company, • Enjoy the flexibility and freedom of a self-driven career, • Make a positive impact on the lives of others, • Earn a competitive incomeAbout Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Job Description At New York Life, you’re in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the highest financial strength ratings currently awarded to any life insurer in the United States. We proudly have more MDRT members than any other company and know what it takes to help you be successful. What we offer... Wide range of products to address clients’ needs. With New York Life, you can offer diverse products and services to help meet your clients’ protection and financial needs. These products include life insurance, annuities, long-term care insurance, and investment products offered through our broker-dealer arm, NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions offered by our Business Solutions division. You can also use our sponsored marketing agreements to offer non-proprietary products to your clients, such as group health insurance. Enhance your wealth planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle Strategies LLC, a Registered Investment Advisor. As a New York Life Agent, you will also have access to the company’s Advanced Planning Group for large and complex case design and support for your clients. Flexibility to operate your practice. With the flexibility to work in one of our 120 offices nationally or work in a detached location, New York Life provides a strong foundation for your success. Additionally, you can choose whether to market under the New York Life brand or your business name with a DBA. You have the flexibility at New York Life to do what’s right for your practice. Support and development opportunities to grow your practice. New York Life will invest in you and your business from the start, with a product and developmental support team dedicated to your success that will never compete with you for sales. Leverage New York Life’s industry-leading learning platform for continuing education and specialization. Through our Practice Management Model, we provide the opportunity to specialize and hone market expertise in areas such as wealth management, estate planning, and business solutions. Beyond formal continuing education opportunities and subsidies for obtaining industry professional designations, New York Life offers strong peer-to-peer support options, including study groups and mentorship opportunities. You’ll also get rewarded and acknowledged with our sales incentives and professional development trips for top-performing agents. Compensation: $134,000 at plan yearly Responsibilities: How we will compensate you: We’re proud of our financial strength • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard Poor’s) We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development, • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health, • JD Power Award 2020: #1 in the Best Annuity Provider category and #6 in the Best Life Insurer rankings We’re proud to be recognized by organizations that also value diversity • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized, • LATINA Style 2019: Company of the Year, • Forbes 2019: America’s Best Employers for Diversity, • Diversity Inc 2018: Top 50 Companies for Diversity We’re proud of the help we’ve provided and continue to provide clients • 5,500,000+ lives Protected (includes all owners of individual life insurance and annuity policies), • $5,200,000,000+ in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid), • $910,000,000+ lifetime annuity paid (includes all payouts on individual income annuity products), • Over 29,000 professionals hired (including company employees, along with contracted financial professionals) New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 5/18/20. For methodology, please see . 2. Individual Third-Party Rating Reports for financial strength: A.M. Best A++ (7/22/20), Fitch Ratings AAA (as of 12/10/20), Moody’s Aaa (as of 1/6/21), and Standard Poor’s AA+ (as of 10/14/20). 3. New York Life agents have led the Million Dollar Round Table for 67 consecutive years. 2,283 of MDRT members are New York Life professionals. Source: MDRT, July 2021 4. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser, and a New York Life company. 5. As reflected by company data. Historical company data is provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. 6. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 7. Dividends are not guaranteed. 8. Full list of our awards is available here: 9. Source: Fortune Magazine, 2021. Rankings are determined by a proprietary formula that weights nine criteria to create an overall score. 10. All figures on this page reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC,) for the 12 months ending December 31, 2020. AR10511_092021 SMRU1900837 (Exp.09.23.2023) About Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. New York Life accepts applications to become a financial professional on an ongoing basis. Candidates who qualify for the Accelerated Path to Management program will need to meet specific requirements as a New York Life financial professional before entering a specialized six-month Associate Partner training program. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life Insurance Company AR10901.052024 SMRU5058493 (Exp.04.30.2025)

As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that sa

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In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a com

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We are currently seeking a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and expertise to existing and prospective Wealth clients. Proficiency with introductions to in-house insurance experts and other financial resources

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This employment opportunity at Bank Five Nine in Oconomowoc, WI would allow you to join the Investment Program at Bank Five Nine as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. As an advisor associated with LPL Financial,

Coordinates cash management product implementation and financial transaction set-up. The above represents BMO Financial Group's pay range and type. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

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Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about. Generally, five or more years of experience in investment management and/or financial services. Support the execution and operation of Mason Street Advisor

As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Milwaukee, WI. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client. Depending on your eligibility, options for ful

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