Manitowoc, WI

Finance Jobs in Manitowoc, WI

2 jobs found

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4mo ago

Team-Based Financial Advisor

Thrivent Manitowoc, WI

Manitowoc, WI

4mo ago Closed

$24k - $24k/yr Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Jul 20, 2026).

Job Description

Compensation: USD 24,000 per year

Responsibilities

Gain a comprehensive understanding of the practice's operations and workflows
Engage in Joint Fieldwork to develop expertise and adopt industry best practices
Consult with new and existing clients to grow the client base and deepen relationships
Present suitable products, assist with applications, prepare recommendations, and service current client contracts
Position solutions and strategies to help clients achieve financial clarity
Develop proficiency in common advisory tools and platforms such as Salesforce, MoneyGuide Pro, What-If Tax, and related systems
Participate in events to attract new clients and provide financial education to the local community
Research client inquiries and deliver timely responses
Collaborate with the Lead Advisor on complex scenarios
Schedule, prepare for, and document every client meeting
Perform other duties as assigned by the Lead Advisor

Requirements

Bachelor’s degree or equivalent experience; military veterans are encouraged to apply
Satisfactory background check, fingerprinting, and verification of securities registration and/or insurance licensing, as applicable

Technologies

Salesforce
Money Guide Pro
What-If Tax

Benefits

Medical, dental and vision insurance
Disability, accidental death and dismemberment insurance
401(k) and pension opportunities
Ongoing support, training and opportunities for professional growth
Well-being programs to help manage physical, emotional and financial health
Gift-matching program to support eligible nonprofits and volunteer activities
Membership programs that help you engage with clients to make a meaningful community impact

Licensing and Training

During the first 8 to 13 weeks, you will study for and obtain required licenses (varies by individual), which may include:
- Resident state Life, Health and Annuity
- Securities Industry Essentials (SIE)
- Series 6 and 63, 7 and 66, or 7, 63 and 65
After licensing, you may enroll in a comprehensive 6-week training program

About Apex Financial Group

Apex Financial Group operates as Thrivent's independent financial services practice in Manitowoc, WI. The firm serves more than 13,000 clients with a focus on comprehensive financial planning and prioritizes the quality of relationships over quantity. With seven offices across Wisconsin and a team of more than 60 people, including an operations staff, the practice centers its work on wealth management, risk management, tax management and debt management. This is a full-time, on-site role.

About Thrivent

Thrivent is a not-for-profit, member-owned Fortune 500 company with $193 billion in assets under management/advisement as of December 31, 2024. It offers advice, insurance, investments, banking and generosity products and programs to more than 2.4 million clients. Thrivent holds ratings of A++ (A.M. Best), Aa2 (Moody’s) and AA+ (S&P Global). The company emphasizes diversity and inclusion and maintains Equal Employment Opportunity. Reasonable accommodations are available. Privacy and legal notices: thrivent.com/privacy; FINRA Broker Check.

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5mo ago

Financial Advisor

BMO Financial Group Manitowoc, WI

Manitowoc, WI

5mo ago Closed

$52k - $96k/yr Full time Adviser Advisor Banking

This position is no longer accepting applications (closed Jun 22, 2026).

Job Description

Join BMO Financial Group as a Financial Advisor in Manitowoc, Wisconsin, onsite. You will provide tailored financial and investment planning for clients, promote managed products and services, and collaborate with the client relationship team to deliver banking solutions. We offer a competitive annual salary, a comprehensive benefits package, and a culture that emphasizes collaboration, ongoing training, and making a positive impact for clients and communities.

Benefits and culture

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards

Responsibilities

Support achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning
Develop business by pursuing outbound calls, seminars, and branch referrals
Identify referral opportunities during client conversations for personal and commercial banking products
Collaborate with the lead relationship manager to implement a relationship management plan
Assess client needs and offer solutions through the sale of managed products and services
Develop solutions and recommendations aligned with business strategy and stakeholder needs
Advise assigned business groups on solution implementation
Support strategic initiatives with internal and external stakeholders
Help prioritize and sequence business or group strategy execution
Conduct independent analysis to address strategic issues
Coordinate activities for strategic initiatives, tracking metrics and milestones
Manage databases and support analysis, forecasting, and data visualization while adhering to governance standards
Break down strategic problems and analyze data to generate insights and recommendations
Monitor performance and address any issues
Design and produce regular and ad hoc reports and dashboards
Develop and execute change management plans, including readiness assessments and stakeholder management
Contribute to communication plans to influence change, tailoring messages and channels
Support planning and implementation of operational programs
Ensure timely, accurate, and efficient service delivery
Identify business needs, design tools and training programs, and deliver training when needed
Utilize systems to manage information and enhance processes
Integrate data from multiple sources to enable streamlined reporting
Support the development and promotion of a business or group program
Collaborate with the client relationship team to apply a consultative sales process and improve client experience
Introduce clients to investment strategies and help develop financial plans using appropriate tools
Communicate product developments and initiatives to sales management and the sales force
Coach teammates through joint appointments and sharing product knowledge and sales tips
Build relationships with internal and external stakeholders and align on goals
Adhere to risk and compliance policies to safeguard assets, protect privacy, and uphold ethical standards
Protect the bank’s assets and comply with regulatory requirements
Identify opportunities to enhance the client experience
Focus primarily on the business group within BMO, with potential enterprise-wide scope
Apply sound judgment to diagnose and solve problems within established rules
Work independently on complex tasks, including unique situations; additional responsibilities may be assigned
Balance risk and performance by following the Risk Management Framework, aligned with risk appetite and applicable policies

Requirements

4 to 6 years of relevant experience
Post-secondary degree in a related field or an equivalent combination of education and experience
FINRA licenses: Series 6, 63 & 65 or Series 7 & 66
Life and Health Insurance Producer license
Completed LTC Continuing Education requirements
Strong working knowledge of the financial industry
Hands-on experience with managed products and fee-based guidance
Solid understanding of deposit and loan products, including mortgages, and banking services
Technical proficiency gained through education or professional experience
Advanced verbal and written communication skills
Strong collaboration and teamwork abilities
Deep analytical and problem-solving capabilities
Influence skills and the ability to drive decisions
Data-driven decision making with a structured approach

Location: Manitowoc, WI onsite. Salary range: USD 51,800 to 95,900 per year. Pay type: Salaried and Commission.

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Finance Jobs in Manitowoc, WI

Team-Based Financial Advisor

Financial Advisor

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