3 associate financial advisor jobs found in Milwaukee

Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Job Summary: Under the direction of the Project Management/Business Analysis Manager, the Digital Project Management Senior Analyst gathers information and data, analyzes business and technical requirements, identifies and implements business process improvements and technology solutions, finalizes business case documents, and leads all types of department focused projects as well as enterprise focused projects in accordance with firm policies and procedures. Essential Responsibilities: Facilitate sessions with IT,...

Overview At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities Job Summary : Under the direction of the Project Management/Business Analysis Manager, the ERP Project Management Senior Analyst gathers information and data, analyzes business and technical requirements, identifies and implements business process improvements and technology solutions, finalizes business case documents, and leads all types of department focused projects as well as enterprise focused projects in accordance with firm policies and procedures. Essential Responsibilities : Facilitate sessions with IT,...

Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank’s loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overall profitability of the portfolio. Works with stakeholders to ensure effectiveness of risk management controls, analysis and monitoring on a transactional and portfolio basis. Provides credit coaching, training and support to direct team and other stakeholders as required. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a...