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CPS
Madison, WI, United States
Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions. Position Overview: Seeking a dedicated and knowledgeable Financial Advisor to join talent
Job Source: CPSEdward Jones
Madison, WI, United States
We're bullish about your future here. Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edwar
Job Source: Edward JonesThe QTI Group
Madison, WI, United States
Summary: Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor (including SIE, Series 7, Series 66, or equivalents) to support their growing client base! With the support of the newest technology and a strong team, the Associate Financial Advisor will play an instrumental role in creating an
Job Source: The QTI GroupCardinal Health
Madison
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provi
Job Source: Cardinal HealthDNV Germany Holding GmbH
, WI, United States
About Energy Systems We help customers navigate the complex transition to a decarbonized and more sustainable energy future. We do this by assuring that energy systems work safely and effectively, using solutions that are increasingly digital. We also help industries and governments to navigate the many complex, interrelated transitions taking pla
Job Source: DNV Germany Holding GmbHCardinal Health
Madison, WI, United States
What Financial Planning & Analysis contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides
Job Source: Cardinal HealthThrivent Financial
Verona, WI, United States
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the inco
Job Source: Thrivent FinancialThrivent Financial
DeForest, WI, United States
Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the inco
Job Source: Thrivent FinancialMadison, WI, United States
Paul Mitchell The School Madison is seeking a Financial Services Advisor to join our team. Paul Mitchell School Madison offers programs in cosmetology and barbering and is located on the west side of Madison , Wisconsin's beautiful capital. Our inclusive culture and innovative training program make this an exciting place to grow as a Financial Services Professional.
What's a typical day in the role?
On a typical day, our Financial Services team members:
advise prospective and current students through the financial aid processes
complete financial aid processing, including Title IV
keep up to date with compliance requirements
participate in team meetings such as Team Huddle, a daily energizer and planning session
participate in community events such as FUNraising, culture classes and student-run teams
What We Are Looking For
The ideal candidate will be able to communicate closely with prospective students to help them create a financial plan for their enrollment. They will need to interpret, apply, and comply with federal, state, and institutional guidelines and regulations related to financial aid. He or she provides support for various operational and problem-solving functions such as working reports and performing basic needs analysis.
This person must demonstrate integrity, ethical behavior, and a high level of confidentiality in recognizing and working with confidential information and records concerning the personal finances of Future Professionals. The position requires the ability to focus on a variety of tasks, and inspect and lead his or her team to do the same. He or she must maintain an organized and effective office and be able to set priorities, manage multiple projects, and meet deadlines in a fast-paced environment.
Skills/Competencies Required:
Computer and data entry skills required
Ability to multitask and coach others
Excellent interpersonal, oral, and written communication skills
Solid work history with verifiable references
Passion for the beauty industry
Honesty and professionalism
Knowledge of Paul Mitchell Schools' cultural and technical systems is preferred
Paul Mitchell The School Madison is an equal opportunity employer.
Email Alert for Financial Services/Enrollment Advisor jobs in Madison, WI, United States
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