Associate Wealth Advisor jobs in Milwaukee, WI

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CLIENT SERVICES ASSOCIATE- WEALTH MANAGEMENT DEPARTMENT

21.5+ days of annual paid time off. 2 weeks paid caregiver leave. 2.5 weeks paid new child parental leave. 2 days paid volunteer time. 11 paid holidays (includes your birthday!). 401k company match of up to 5%, plus approximately...

CompanyUw Credit Union
AddressMilwaukee, WI
CategoryEducation/Training
Job typeFull-Time
Date Posted 2 months ago See detail

Client Services Associate- Wealth Management Department

Uw Credit Union

Milwaukee, WI

21.5+ days of annual paid time off. 2 weeks paid caregiver leave. 2.5 weeks paid new child parental leave. 2 days paid volunteer time. 11 paid holidays (includes your birthday!). 401k company match of up to 5%, plus approximately...

Associate Wealth Manager

Annex Wealth Management Llc

Brookfield, WI

$63.7K - $80.7K a year

Establish and maintain effective relationships and provide client service that builds satisfaction and confidence Provide support to Wealth Managers by gathering the necessary data to manage client relationships. Update and inform...

Part Time: Optician - Retail Associate - EyeCare Advisor

Lenscrafters

Brookfield, WI

From $15 an hour

Greets customers without delay (within 30 seconds). Promptly answers the telephone (3 rings) in a friendly and courteous manner. Explains all required paperwork, tests, products and services. Attentive to details; reviews prescrip...