Financial Secretary Salary at Waunakee BETA

Summary: Our valued client, an award-winning wealth management firm, is in search of a Wealth Advisor to join their team! This position can operate onsite in Waunakee, Manitowoc, or Wausau, WI, full-time Monday-Friday 8:00 a.m. - 4:30 p.m. Pay is competitive based on experience and licensure, and competitive benefits are available. This is a great opportunity to grow with the firm! Responsibilities: Identify and engage potential clients for new or ongoing financial planning relationships. Develop tailored recommendations, and prepare planning deliverables. Conduct client meetings, deliver recommendations effectively, and address client questions and concerns. Maintain regular communication with clients, ensure follow-up actions are completed, and update client records accurately. Stay informed on economic trends and market changes to guide strategic portfolio adjustments. Evaluate clients' financial goals, and provide appropriate investment recommendations. Develop and deliver financia

OUR AGENCY Make a Difference SWIB is a trusted and skilled global investment organization managing the assets of the Wisconsin Retirement System (WRS) and other separately managed funds. With about $156 billion in total assets under management, SWIB has been recognized by the investment industry for its teamwork and innovation that helps make it a premier asset manager. Sophisticated investment management strategies, forward-looking technologies, and strong internal asset management make SWIB a leading investment organization. For public employees in Wisconsin, SWIB is a unique and valuable partner. Investing for the financial security of more than 691,000 individuals - and for the 1,607 Wisconsin employers who contribute on behalf of their employees - SWIB's strong management of the WRS has helped fuel one of only a few fully funded public pension funds in the country. SWIB's long-term investment returns meet the challenges of a constantly evolving investment landscape while helping g

Overview: UW Credit Union is hiring Spanish Bilingual Personal Bankers (Internally known as Financial Specialist) to serve our members in the Madison area! Base pay + $1.25 per hour Spanish Bilingual premium! Why This Job Is Right for You You will find that onboarding and training is a top priority for UW Credit Union. The first 12-weeks of employment for our Financial Specialists are devoted to you and your learning/training. Your role, as a Financial Specialist, involves understanding members' needs, offering financial education, and consultative sales - making tailored recommendations to help them achieve their financial goals and dreams. As a Financial Specialist, you'll experience the meaningful impact of your assistance, guiding members through pivotal financial moments such as opening their first account, securing loans, and planning for retirement. At UW Credit Union, our focus is on providing personalized solutions that truly benefit each member and making a positive differenc

Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes opportunities through deal teams and sales calls, maximizing business success. Influences the strategic direction of the line of business assisting with the development, prioritization and implementation of business, technology, sales and service, channel optimization and enhanced customer experience. + Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Participates and provides leadership in Bank and community activities to increase Banks brand visibility and to enhance new business opportunities. + Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-qualit

Summary: We’re excited to partner with a leading organization in search of a highly skilled Executive Assistant to support their CEO! This role is pivotal in ensuring the efficiency and effectiveness of the executive leadership team by managing high-level administrative tasks with professionalism and discretion. The ideal candidate is organized, proactive, and excels at handling confidential information. This is a full-time, onsite position offering competitive compensation and a comprehensive benefits package. Responsibilities: Provide comprehensive support to the CEO, including managing complex calendars, travel arrangements, and correspondence. Act as a liaison between executives and internal/external stakeholders, ensuring seamless communication and collaboration. Coordinate and organize high-level meetings, board meetings, and company events with meticulous attention to detail. Partner with the Corporate Secretary on Board and Shareholder relations. Prepare and edit executive pres

Amergis Healthcare Staffing is seeking a Medical Assistant responsible for performing duties under the direction of a physician to assist in the examination and treatment of patients. Responsibilities: + Interviews patients, measures vital signs, such as pulse rate, temperature, blood pressure, weight, and height and records information on patients charts + Prepares treatment rooms for examination of patients + Drapes patients with covering and positions instruments and equipment + Hands instruments and materials to doctor as directed + Cleans and sterilizes instruments + Inventories and orders medical supplies and materials + Operates x-ray, electrocardiograph (EKG), and other equipment to administer routine diagnostic test or calls medical facility or department to schedule patients for tests + Gives injections or treatments, and performs routine laboratory tests + Schedules appointments, receives money for bills, keeps x-ray and other medical records, performs secretarial tasks, and

Job Overview This job posting is anticipated to remain open for 30 days, from 31-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. 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. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's diff

Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 240 E Main St, Sun Prairie, WI This job posting is anticipated to remain open for 30 days, from 22-Jan-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With th