284 financial advisor jobs found

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments)....

Cybersecurity Controls Assessor (Financial Services) Anywhere Type: Contract Category: Advisory Industry: Financial Services Workplace Type: Remote Reference ID: JN -022026-105460 Date Posted: 02/10/2026 Shortcut: http://careers.eliassen.com/qBsMBe Description Recommended Jobs Description: Remote Our client requires a Technical Cyber Assessor to conduct comprehensive control assessments for financial advisor branches. The position focuses on endpoint and network security, secure remote access, and data protection, while ensuring alignment with corporate policies and financial industry regulations. The assessor will deliver clear findings and remediation guidance to support leadership and compliance teams. Due to client requirements, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company...

JOB REQUIREMENTS: Milwaukee, Wisconsin, United States Rockwell Automation is a global technology leader focused on helping the world\'s manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility -our people are energized problem solvers that take pride in how thework we do changes the world for the better. We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that\'s you we would love to have you join us! Job Description The Senior Manager, Finance - Integrated Supply chain will be an advisor to Integrated Supply Chain leadership, providing financial insight, planning, and governance across Procurement, Logistics, Quality and Manufacturing Engineering, and...

About Oshkosh Defense, an Oshkosh company Oshkosh Defense stands behind those who dedicate their lives to protecting others. As an industry-leading tactical vehicle manufacturer, every day we strive to meet or exceed our customers' ever-changing needs with next generation defense technologies and advanced systems. We operate with unparalleled commitment to those who depend on our products and services worldwide to perform their missions. The Senior Director, Finance is a senior financial leader within Oshkosh Corporation’s Transport segment, providing comprehensive accounting and finance leadership to the Defense business unit. This role has a broad scope and significant impact, with ultimate accountability for accurate financial reporting, robust internal controls, statutory compliance, adherence to federal regulations and continuous improvement. The position supports disciplined execution, operational excellence and scalable growth within a complex environment....

**Remote Opportunity Work Schedule: Monday-Friday, 10 am to 7pm Central Time** The BMO Investment Services (BIS) Investment Service Specialist's primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions related to their accounts. Inquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. The BMO Investment Services, Investment Service Specialist has the ultimate goal of building and solidifying customer loyalty. This position also plays an...

Counsel - M&A and Corporate Work Mode: Onsite Location:? Onsite - Kohler, WI Opportunity As Counsel, M&A and Corporate, you will work and collaborate across Kohler's global businesses, such as Kitchen & Bath North America, International & New Ventures, Luxury & Wellness, and enterprise functions, such as M&A, finance, tax and strategy, to structure, negotiate and effectuate a broad range of corporate transactions, including potential mergers, acquisitions, joint ventures, investments and divestitures. You will demonstrate a high degree of business acumen, strategic thinking, drafting, negotiating, communication and collaboration skills. In this role, you will draft and negotiate purchase agreements, form joint ventures, prepare operating agreements and other documents in connection with acquisition, divestiture, investment and/or joint venture transactions. In addition, you will coordinate and lead due diligence, and integration planning...

Location: Onsite – Kohler, WI Opportunity As Counsel, M&A and Corporate, you will work and collaborate across Kohler’s global businesses, such as Kitchen & Bath North America, International & New Ventures, Luxury & Wellness, and enterprise functions, such as M&A, finance, tax and strategy, to structure, negotiate and effectuate a broad range of corporate transactions, including potential mergers, acquisitions, joint ventures, investments and divestitures. You will demonstrate a high degree of business acumen, strategic thinking, drafting, negotiating, communication and collaboration skills. In this role, you will draft and negotiate purchase agreements, form joint ventures, prepare operating agreements and other documents in connection with acquisition, divestiture, investment and/or joint venture transactions. In addition, you will coordinate and lead due diligence, and integration planning and execution, related to acquisitions and...

Work Mode: Onsite Location: Onsite – Kohler, WI Opportunity As Counsel, M&A and Corporate, you will work and collaborate across Kohler’s global businesses, such as Kitchen & Bath North America, International & New Ventures, Luxury & Wellness, and enterprise functions, such as M&A, finance, tax and strategy, to structure, negotiate and effectuate a broad range of corporate transactions, including potential mergers, acquisitions, joint ventures, investments and divestitures. You will demonstrate a high degree of business acumen, strategic thinking, drafting, negotiating, communication and collaboration skills. In this role, you will draft and negotiate purchase agreements, form joint ventures, prepare operating agreements and other documents in connection with acquisition, divestiture, investment and/or joint venture transactions. In addition, you will coordinate and lead due diligence, and integration planning and execution, related...

Supports an assigned senior leader in executing strategic priorities for the Debit & Credit Operations Teams. Gathers and integrates information to promote the effective and profitable operation of the business/group and enhances the Bank’s profile in the marketplace. Works with stakeholders to interpret financial and business results, understands the operating environment & emerging trends and provides planning, support and recommendations to improve operational effectiveness and tracks achievement of objectives. Supports the effective management of risk, including operational and compliance risk and management of the attestation/reporting process specific to the business. Provides strategic counsel on community/industry events and directs and coordinates the logistics of these events. Supports the development of effective, consistent communications for the business/group senior leader and for the leadership team. Fosters a culture aligned to BMO purpose, values and...

Job Category Regular Management FVTC Worksite Oshkosh Riverside Campus Hours Per Week 40 Fox Valley Technical College celebrates diversity, supports equity and inclusiveness, and encourages individual expression in our workplace. Job Description Summary Lead efforts to provide quality academic advising, course planning, curriculum understanding, and success strategies to students across all programs of the college. Utilize campus technology (Workday, Perceptive Content, Cadence, Bookings, Blackboard, Transferology, Microsoft Office) to deliver expert content knowledge to students and be able to present options so that students can feel empowered to make decisions in their academic journey. Provide an equitable experience to all populations of students, including: traditional, nontraditional, at-risk, diverse socio-economic statuses, students of color, LGBTQIA+, and first-generation students. Collaborate with other campus stakeholders to analyze data necessary for...

Job Description Why Oracle NetSuite? One word - transformation. Do you want to advance your career with the world's first cloud company? Since 1998, Oracle NetSuite has been on a mission to deliver an agile, unified application suite that gives leaders a complete view into their business. Our team is growing, and we're looking for people like you to help us make a global impact. As the leading cloud business system, NetSuite includes financials, project management, resource management, inventory management, HR, professional services automation and more. Tens of thousands of customers all over the world trust NetSuite to give their businesses the visibility, agility, and control needed to make data-informed decisions quickly. NetSuite is a place where you can build your career and have fun while doing so! We're invested in our people, our customers, and the community. As part of Oracle, our benefits are second to none. Joining our passionate team means that you're...

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Senior Web Accessibility Engineer About your role: At Fiserv, we are dedicated to transforming financial services technology to benefit our clients. As a Software Development Engineering - Advisor II, you will play a critical role in designing, developing, and maintaining high-quality software applications. You will work with cross-functional teams to deliver solutions that align with our business goals and client needs. What you'll do:...

We are seeking a highly skilled audit professional for a Senior Audit Manager role in the U.S. Finance team with experience and industry knowledge in capital planning, stress testing, resolution and recovery planning, current expected credit loss (CECL), or accounting operations. The Senior Audit Manager conducts audit engagements to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Reports on audits to provide clear, concise and memorable insights on issues and potential issues to assist management in fulfilling mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. This work is instrumental in identifying unacceptable/high risk circumstances that could lead to material impact on profitability or...

Job Description Why Oracle NetSuite? At Oracle NetSuite, we believe transformation is not optional-it's essential. For over 25 years, NetSuite has been at the forefront of cloud ERP innovation, helping more than 30,000 customers run leaner, more agile businesses on a unified, cloud-based platform. As part of Oracle, NetSuite continues to transform how organizations operate by delivering scalable, intelligent solutions without the overhead of legacy on-premise systems. Our teams work hard, move fast, and take pride in delivering real impact for our customers-celebrating wins along the way. About the Role NetSuite Customer Success (CS) is seeking an experienced Consulting Lead to join our Professional Services team focused on Wholesale Distribution implementations. This role delivers ERP implementations and optimization engagements using the SuiteSuccess methodology for customers across North America. This position sits within the NetSuite Customer Success -...

We are seeking an experienced Senior Compensation Analyst to join Cornerstone OnDemand's Total Rewards team. In this role, reporting to the Manager, Compensation, you will lead the development, implementation, and administration of global compensation programs that support business needs while maintaining compliance and enabling competitive, equitable, and scalable practices. In this role you will... Lead the planning and execution of the annual compensation cycle, bonus payouts, market benchmarking, pay analyses, and related programs. Manage compensation processes with a focus on data integrity, accuracy, reporting quality, and continuous improvement. Partner with Talent Acquisition and People Business Partners as a trusted advisor on compensation matters, providing clear analysis and guidance on offers, pay decisions, and policy alignment. Conduct in-depth compensation analysis and modeling to support program design, pay recommendations, and market...

Job Description The Customer Success Executive drives strategic value, long-term partnership health, and measurable business outcomes across our most complex and high-impact customers. This role leads executive-level engagement, orchestrates cross-functional alignment, and ensures customers realize the full value of their Oracle Health investments. The Senior CSE serves as a trusted advisor, escalation leader, and growth catalyst-championing customer goals, mitigating risk, and delivering a consistent, world-class experience that strengthens retention, expansion, and overall customer success. Responsibilities Key Responsibilities Strategic Partnership & Executive Engagement Develop and maintain strong relationships with senior customer executives, serving as their trusted advisor on strategy, value realization, and partnership alignment. Lead strategic business reviews, roadmap discussions, and long-term planning sessions. Represent the customer's voice...

Job Description Oracle Health Government Services is hiring a Lead Learning Consultant to support the delivery of the VA Innovative Technology Advancement Lab (VITAL) program. This role plays a critical leadership position within the Value Realization workstream, serving as a mentor, instructor, and program contributor responsible for guiding VA participants through advanced analytics, performance improvement, and applied Capstone project execution within the Federal EHR. The Lead Learning Consultant works collaboratively with Oracle Health, VA leadership, and multidisciplinary stakeholders to ensure consistent, high-quality instructional delivery, effective Capstone mentorship, and measurable participant outcomes that support VA's healthcare transformation. This role will also have scope for deployment delivery within their area of expertise (clinical, performance improvement, and/or reporting and analytics). As a recognized authority and leading contributor within...

Job Description Job Description As a recognized authority and leading contributor within their practice, this senior-level consulting position provides consistent high quality and innovative solution leadership to a project team. Guides project team(s) ensuring high quality, integrated software solutions within constraints of time and budget.Analyzes business needs to help ensure Oracle solution meets the customer's objectives by combining industry standard methodologies, product knowledge, and business acumen. Exercises judgment and business acumen in selecting methods and techniques to deliver technical solutions on non-routine and very complex aspects of applications and technology installations. Provides direction to project teams, and effectively influences customer leadership on key decisions. Resolves complex customer issues by recommending and implementing solutions. Demonstrates expertise in multiple business processes across two or more product families or ability...

Job Description This role will partner, influence and support project and leadership teams in strategy development and execution by providing subject matter business/technical expertise in Oracle Products especially products that fall under OCI (IaaS, PaaS). Act as a trusted technical advisor and liaison between Customer and Oracle implementation, Support and Development teams in implementing best practices to enhance the value of Oracle Data Management Products and Oracle Cloud. US citizenship is required. Position Overview: Client advocate that provides guidance around product expertise and translates Customer needs/requirements into integrated solutions. Responsible for understanding and translating Customers business requirements into specific systems, applications, or process designs. Able to do fit gap analysis of customers cloud environment and come up with a roadmap to transition and implement a best fit solution that meets customer requirements....

Job Description Own the end-to-end power and energy architecture and strategy for hyperscale AI data centers, spanning utility interconnection, on-site generation, battery energy storage systems (BESS), resiliency, and the long-term technology roadmap. Serve as the technical authority and executive advisor for multi-hundred-megawatt to gigawatt-scale power systems supporting AI infrastructure. Translate rapidly evolving compute requirements into executable, cost-optimized, and resilient power strategies while driving standardization, capital efficiency, and risk reduction across a global portfolio. Responsibilities Key Responsibilities Lead due diligence, pilots, and adoption of emerging technologies in Power Generation, with investment-grade technical and financial justification Define the global reference architecture and standards for grid-connected and hybrid BTM generation models supporting large-scale data centers Own system-level trade...

Technical Enterprise Solution ArchitectRemote - United StatesJR012718 At Ensono, our Purpose is to be a relentless ally, disrupting the status quo and unleashing our clients to Do Great Things _!_ We enable our clients to achieve key business outcomes that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up with continuous change and embrace innovation. We can Do Great Things because we have great Associates. The Ensono Core Values unify our diverse talents and are woven into how we do business, these five traits are the key to achieving our purpose: Honesty, Reliability, Curiosity, Collaboration, and Passion . * * About the role and what you'll be doing: Ensono's Enterprise Solution Architects are cross-functional technical Architects that bring multi-tower solutions together. This is a pre-sales role in which you work alongside and support Sales,...

The Lead Data Analyst serves as a key analytical voice within Claims, transforming data into actionable insights that drive operational and strategic decisions. This role goes beyond reporting what happened. It focuses on diagnosing why metrics moved and recommending what to do about it. You'll lead high-impact analyses on claims volume, severity, cycle times, and KPIs while partnering with Claims leadership and cross-functional teams including Loss Reserving, Product Management, and Pricing. The ideal candidate combines deep Auto claims domain expertise with intellectual curiosity, strong storytelling skills, and a willingness to leverage modern tool, including frontier AI models, to deliver faster, sharper insights. In this hybrid role, you will be expected to work a minimum of 10 days per month from one of the following office locations: Madison, WI 53783 Internal candidates are encouraged to apply and should review the internal mobility guidelines in the hybrid policy...

Job Description The Senior Customer Success Manager drives strategic value, long-term partnership health, and measurable business outcomes across our most complex and high-impact customers. This role leads executive-level engagement, orchestrates cross-functional alignment, and ensures customers realize the full value of their Oracle Health investments. The Senior CSE serves as a trusted advisor, escalation leader, and growth catalyst-championing customer goals, mitigating risk, and delivering a consistent, world-class experience that strengthens retention, expansion, and overall customer success. Responsibilities Key Responsibilities Strategic Partnership & Executive Engagement Develop and maintain strong relationships with senior customer executives, serving as their trusted advisor on strategy, value realization, and partnership alignment. Lead strategic business reviews, roadmap discussions, and long-term planning sessions. Represent the customer's...