Germantown, WI · On-site
This role requires experience in a portfolio management or investment services environment, strong database querying skills, and the ability to build clear, actionable insights using data ...
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Germantown, WI · On-site
This role requires experience in a portfolio management or investment services environment, strong database querying skills, and the ability to build clear, actionable insights using data ...
Green Bay, WI · On-site
Establishes financial and operating objectives for the Branch service department in support of company's annual business planning process * The Service Manager prepares operating and capital budgets ...
Green Bay, WI · On-site
Establishes financial and operating objectives for the Branch service department in support of company's annual business planning process * The Service Manager prepares operating and capital budgets ...
Green Bay, WI · On-site
Establishes financial and operating objectives for the Branch service department in support of company's annual business planning process * The Service Manager prepares operating and capital budgets ...
Green Bay, WI · On-site
Establishes financial and operating objectives for the Branch service department in support of company's annual business planning process * The Service Manager prepares operating and capital budgets ...
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Waukesha, WI · On-site
$60K - $70K/yr (+ commission)
Automotive Service Manager career opportunity! Rewards for Automotive Service Manager: * Up to $70 ... In 1979, he began financing customers at his own car lot. He created Auto Credit seminars to teach ...
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Waukesha, WI · On-site
$60K - $70K/yr (+ commission)
Automotive Service Manager career opportunity! Rewards for Automotive Service Manager: * Up to $70 ... In 1979, he began financing customers at his own car lot. He created Auto Credit seminars to teach ...
New
Establishes financial and operating objectives for the Branch service department in support of company's annual business planning process * The Service Manager prepares operating and capital budgets ...
Establishes financial and operating objectives for the Branch service department in support of company's annual business planning process * The Service Manager prepares operating and capital budgets ...
Green Bay, WI · On-site
Establishes financial and operating objectives for the Branch service department in support of company's annual business planning process * The Service Manager prepares operating and capital budgets ...
Green Bay, WI · On-site
Establishes financial and operating objectives for the Branch service department in support of company's annual business planning process * The Service Manager prepares operating and capital budgets ...
New Berlin, WI · On-site
$64K - $76K/yr
Inventory management * Parts & merchandise detail reporting ... Financial and historical trending * Service department financial summary * Shop foreman performance ...
New Berlin, WI · On-site
$64K - $76K/yr
Inventory management * Parts & merchandise detail reporting ... Financial and historical trending * Service department financial summary * Shop foreman performance ...
New Berlin, WI · On-site
$64K - $76K/yr
Manages the repair and maintenance of company owned and customer equipment to include the ... Financial and historical trending - Service department financial summary - Shop foreman performance ...
New Berlin, WI · On-site
$64K - $76K/yr
Manages the repair and maintenance of company owned and customer equipment to include the ... Financial and historical trending - Service department financial summary - Shop foreman performance ...
Wausau, WI · On-site
The Kocourek Automotive is currently seeking a Service Manager to join our fast paced, friendly and ... Establish financial and operational objectives; prepare monthly forecasts. * Evaluate performance ...
Wausau, WI · On-site
The Kocourek Automotive is currently seeking a Service Manager to join our fast paced, friendly and ... Establish financial and operational objectives; prepare monthly forecasts. * Evaluate performance ...
New Berlin, WI · On-site
$64K - $76K/yr
Summary Service Manager Are you seeking an entrepreneurial, empowering workplace that allows you to ... Financial and historical trending - Service department financial summary - Shop foreman performance ...
New Berlin, WI · On-site
$64K - $76K/yr
Summary Service Manager Are you seeking an entrepreneurial, empowering workplace that allows you to ... Financial and historical trending - Service department financial summary - Shop foreman performance ...
New Berlin, WI · On-site
$64K - $76K/yr
... Financial and historical trending - Service department financial summary - Shop foreman performance ... manager. QUALIFICATIONS • Valid driver's license • Extensive experience in the repair and ...
New Berlin, WI · On-site
$64K - $76K/yr
... Financial and historical trending - Service department financial summary - Shop foreman performance ... manager. QUALIFICATIONS • Valid driver's license • Extensive experience in the repair and ...
The Manager is responsible for providing leadership for the organization's centralized business ... customer service, credit and collections activities, financial assistance programs, prior ...
New
The Manager is responsible for providing leadership for the organization's centralized business ... customer service, credit and collections activities, financial assistance programs, prior ...
New
The Manager is responsible for providing leadership for the organization's centralized business ... customer service, credit and collections activities, financial assistance programs, prior ...
New
The Manager is responsible for providing leadership for the organization's centralized business ... customer service, credit and collections activities, financial assistance programs, prior ...
New
The Manager is responsible for providing leadership for the organization's centralized business ... customer service, credit and collections activities, financial assistance programs, prior ...
New
The Manager is responsible for providing leadership for the organization's centralized business ... customer service, credit and collections activities, financial assistance programs, prior ...
New
Wausau, WI · On-site
The Kocourek Automotive is currently seeking a Service Manager to join our fast paced, friendly and ... Establish financial and operational objectives; prepare monthly forecasts. * Evaluate performance ...
Wausau, WI · On-site
The Kocourek Automotive is currently seeking a Service Manager to join our fast paced, friendly and ... Establish financial and operational objectives; prepare monthly forecasts. * Evaluate performance ...
New Berlin, WI · On-site
$64K - $76K/yr
Summary Service Manager Are you seeking an entrepreneurial, empowering workplace that allows you to ... Financial and historical trending - Service department financial summary - Shop foreman performance ...
New Berlin, WI · On-site
$64K - $76K/yr
Summary Service Manager Are you seeking an entrepreneurial, empowering workplace that allows you to ... Financial and historical trending - Service department financial summary - Shop foreman performance ...
Franklin, WI · On-site
Service Manager, Payroll, Performance Management, Manager, Customer Service, Finance, Human Resources, Management #J-18808-Ljbffr
Franklin, WI · On-site
Service Manager, Payroll, Performance Management, Manager, Customer Service, Finance, Human Resources, Management #J-18808-Ljbffr
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and ... This person manages client interactions and maintains the highest level of confidentiality and ...
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Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and ... This person manages client interactions and maintains the highest level of confidentiality and ...
Racine, WI · On-site
... financial objectives. We've recently updated our offered benefits and wages to stay competitive ... Manage and Hire Service Department employees - technicians and service advisors Prioritize required ...
Racine, WI · On-site
... financial objectives. We've recently updated our offered benefits and wages to stay competitive ... Manage and Hire Service Department employees - technicians and service advisors Prioritize required ...
... financial objectives. We've recently updated our offered benefits and wages to stay competitive ... Manage and Hire Service Department employees - technicians and service advisors Prioritize required ...
... financial objectives. We've recently updated our offered benefits and wages to stay competitive ... Manage and Hire Service Department employees - technicians and service advisors Prioritize required ...
$39.4K - $49.4K
0% of jobs
$49.4K - $59.5K
2% of jobs
$59.5K - $69.5K
4% of jobs
$69.5K - $79.6K
7% of jobs
$79.6K - $89.6K
10% of jobs
$91.3K is the 25th percentile. Wages below this are outliers.
$89.6K - $99.7K
10% of jobs
$99.7K - $109.7K
9% of jobs
The median wage is $111.5K / yr.
$109.7K - $119.7K
48% of jobs
$119.7K - $129.8K
4% of jobs
$129.8K - $139.8K
4% of jobs
$139.8K - $149.9K
2% of jobs
$39.4K
$107.2K
$149.9K
| Aspect | Financial Service Manager | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often preferred | CFP, ChFC, or similar certifications often required |
| Work Environment | Financial institutions, banks, or corporate finance departments | Individual clients, wealth management firms, or financial planning firms |
| Employer & Industry Usage | Used in banking, investment firms, and corporate finance | Commonly found in financial planning, wealth management, and independent advisory firms |
The main difference is that a Financial Service Manager oversees financial operations and manages teams within institutions, focusing on internal processes. In contrast, a Financial Advisor works directly with clients to develop personalized financial plans. Both roles require relevant certifications and operate within the financial industry, but their daily responsibilities and client interaction levels differ.
The most popular types of Financial Service jobs in Wisconsin are:
Germantown, WI • On-site
Full-time
Re-posted 25 days ago
Position SummaryThe Financial Services Analyst will support investment and portfolio management operations through financial analysis, data management, and reporting. This role requires experience in a portfolio management or investment services environment, strong database querying skills, and the ability to build clear, actionable insights using data visualization tools such as Tableau and Power BI.Key ResponsibilitiesAnalyze financial, investment, and portfolio data to support portfolio managers, investment teams, and leadershipDevelop, maintain, and enhance dashboards and reports using Tableau and Power BIQuery and manage large datasets using SQL or similar database tools to support financial analysis and reporting needsMonitor portfolio performance, asset allocation, and risk metricsPartner with portfolio management, operations, and compliance teams to ensure data accuracy and consistencySupport ad hoc financial analysis, forecasting, and trend analysisAssist in data validation, reconciliation, and quality control across financial systemsDocument data definitions, reporting logic, and analytical methodologiesRequired QualificationsBachelor's degree in Finance, Accounting, Economics, Data Analytics, or related fieldExperience working in a portfolio management firm, asset management firm, or financial services environmentStrong database skills with the ability to query data (SQL or similar)Hands-on experience with Tableau and/or Power BISolid understanding of financial statements, investment data, and portfolio metricsStrong analytical, problem-solving, and attention-to-detail skillsPreferred QualificationsExperience working with portfolio management systems or investment data platformsKnowledge of securities, asset classes, and investment performance reportingExperience integrating data from multiple financial systemsAbility to communicate technical and financial insights to non-technical stakeholdersKey CompetenciesFinancial analysis and reportingData visualization and storytellingDatabase querying and data integrityCollaboration across investment and operations teamsAbility to manage multiple priorities in a fast-paced environment
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It services
11 - 50 Employees
Milwaukee, WI, US
2011
