Vice President, Financial Advisor Jobs in Brookfield, WI

Manage the preparation and distribution of financial reports, ensuring compliance and accuracy while leading a team. Collaborate with General and Limited Partners to fulfill reporting obligations and...

Join a team that's transforming financial planning for charter schools nationwide while advising leaders on sustainability and governance. Collaborate in dynamic projects, mentor colleagues, and drive...

Champion strong relationships with C-suite and decision makers to enhance employee benefit programs. Collaborate with internal teams to provide consultative solutions, drive client satisfaction, and s...

Shape the future of employee benefits by delivering strategic account management and innovative solutions that drive client growth and retention while fostering impactful partnerships with national ac...

Join a team that's dedicated to driving sales and expanding partnerships. This remote role involves managing a portfolio, recruiting agents, and developing strategic business plans to exceed sales quo...

Play a key role in providing strategic financial planning and investment guidance to senior executives. Collaborate to deliver customized solutions that enhance client satisfaction and drive business...

Transform sales strategies at a leading organization, driving the growth and performance of a high-performing team focused on Final Expense products. Lead with data-driven insights to enhance operatio...

Deliver expert legal guidance on regulatory implications for innovative financial products, ensuring compliance throughout the product development lifecycle while fostering responsible innovation and...

Grow your career with a leadership role, guiding a team of loan officers to exceed sales targets, enhance market position, and drive overall success in the investment real estate industry. Engage, coa...

Unlock potential by driving exceptional service and accuracy in financial reporting for captive insurance clients. Leverage your 5-7+ years of expertise to manage complex accounting tasks and regulato...

Deliver innovative hedging analytics and trading strategies while collaborating with institutional clients and cross-functional teams to enhance valuation models and uphold industry best practices...

Lead the full enterprise sales cycle, engaging with C-suite stakeholders and driving strategic partnerships in WealthTech. Leverage relationships to overcome complex business challenges and deliver me...

Drive operational excellence by managing trading activities, enhancing workflows, and collaborating with stakeholders to align execution with investment strategies for optimal financial outcomes...

Tackle funding strategy by managing investor relations and shaping diverse financing solutions. Lead deals through their lifecycle, optimize capital markets infrastructure, and mentor team members whi...

Lead the charge in underwriting excellence, collaborating across teams to uphold credit quality and governance. Shape a high-performing credit culture, drive portfolio performance, and mentor underwri...

Join a team that leads innovative debt capital solutions, overseeing underwriting activities, fostering a client-focused lending approach, and driving portfolio growth while advancing community develo...

Lead affluent client solutions by fostering relationships and providing tailored wealth management expertise, ensuring collaborative delivery of banking products and services to enhance client satisfa...

Join a dynamic team to enhance affluent client relationships through expert guidance and tailored solutions, coordinating with various banking specialists for comprehensive wealth management services...

Elevate client engagement through expert Wealth Management services, ensuring strong relationship building and tailored financial solutions for affluent clients. Collaborate with specialists to provid...

Transform client relationships by delivering comprehensive wealth management solutions while collaborating across teams to identify client needs and drive exceptional service and satisfaction in afflu...

Join a team that's focused on enhancing operational finance through analytical insights, budgeting, and cost management within a collaborative environment. Grow your skills while partnering with plant...

Join a team that's shaping financial success by managing a diverse commercial real estate portfolio. You'll drive lending decisions through risk assessment, support client relationships, and ensure co...

Join our team to support and enhance investment strategies through research and analysis. Contribute to the investment management process by gathering data, assessing fund managers, and preparing repo...

Help us redefine financial leadership in a growing pet insurance marketplace. As a strategic partner to the CEO, you'll oversee all finance functions, ensuring robust cash management and operational e...

Join a transformative role enhancing HELOC servicing across the entire loan lifecycle with strategic oversight, driving efficiency, compliance, and customer satisfaction while collaborating with diver...