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General Advisor Jobs in Wisconsin (NOW HIRING)

FarWell

Advisor - Business Analyst

Milwaukee, WI · On-site

ADVISOR - Business Analyst Milwaukee, WI. / Hybrid FarWell Project Advisors, LLC is looking for a ... This describes the general nature and scope of responsibilities for this position. Please note ...

Vortex Industries LLC

Service Advisor

Madison, WI · On-site

$33.50 - $46/hr

Job Type Full-time Description Service Advisor Vortex Doors, America's highest quality and most ... High School Diploma or General Education Degree (GED) * Other required knowledge, skills, and ...

VORTEX INDUSTRIES, LLC.

Service Advisor

Madison, WI · On-site

$33.50 - $46/hr

Service Advisor Vortex Doors, America's highest quality and most customer-centric commercial and ... High School Diploma or General Education Degree (GED) * Other required knowledge, skills, and ...

Koehne

Service Advisor

Marinette, WI · On-site

General knowledge of vehicle mechanical operations * Sales skills - ability to overcome objections ... Why you should work here: · Calling all "TOP DOG" service advisors! · Join a team with a proven ...

VORTEX INDUSTRIES, LLC

Service Advisor

Madison, WI · On-site

$33.50 - $46/hr

Description Service Advisor Vortex Doors, America's highest quality and most customer-centric ... High School Diploma or General Education Degree (GED) * Other required knowledge, skills, and ...

Koehne Chevrolet GMC

Service Advisor

Marinette, WI · On-site

General knowledge of vehicle mechanical operations * Sales skills - ability to overcome objections ... Why you should work here: • Calling all "TOP DOG" service advisors! • Join a team with a proven ...

MBE Wealth

Financial Advisor

Marshfield, WI · On-site

Financial Advisors provide financial planning and investment support to the firm's clients. Your ... General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients ...

MBE Wealth

Financial Advisor

Sturgeon Bay, WI · On-site

Financial Advisors provide financial planning and investment support to the firm's clients. Your ... General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients ...

3M HEALTHCARE

WI · On-site

No Overview The Improvement Advisor works with leadership to organize, assist, and coordinate ... staff, and the general public. * Maintain familiarity with basic tools of robust process ...

FarWell

Advisor - Project Manager

Madison, WI · On-site

ADVISOR - PROJECT MANAGEMENT Madison or Milwaukee, WI. / Hybrid FarWell Project Advisors, LLC has ... This describes the general nature and scope of responsibilities for this position. Please note ...

FarWell

Advisor - Project Manager

Milwaukee, WI · On-site

ADVISOR - PROJECT MANAGEMENT Milwaukee, WI. / Hybrid FarWell Project Advisors, LLC has openings for ... This describes the general nature and scope of responsibilities for this position. Please note ...

Sanford Health

Improvement Advisor - RN

Weston, WI · On-site

... the general public. Other desired traits of the Advisor include familiarity with the basic tools of robust process improvement, work process redesign, or re-engineering, knowledge of medicine and ...

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Showing results 21-40

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General Advisor information

Is being a general advisor a stressful job?

The role of a general advisor can involve handling multiple responsibilities and assisting clients or team members, which may lead to periods of stress, especially during busy times or when managing complex issues. However, stress levels vary depending on the work environment, workload, and individual skills in communication and problem-solving.

What degree do you need to be a general advisor?

A general advisor typically does not require a specific degree, but many employers prefer candidates with a bachelor's degree in fields such as business, communications, or related areas. Relevant skills, experience, and certifications can also be important for this role.

What does a general advisor do?

A general advisor provides guidance and support to clients or students across a range of topics, often assessing their needs and offering appropriate solutions or recommendations. They may work in educational, financial, or customer service settings, utilizing communication and problem-solving skills. The role often requires good interpersonal skills and knowledge of relevant policies or procedures.

What cities in Wisconsin are hiring for General Advisor jobs?

Cities in Wisconsin with the most General Advisor job openings:

General Advisor jobs near you

Associate Financial Advisor

Green Bay, WI

Nicolet National Bank
Commercial Banking • 201 - 500 employees
Learn more about Nicolet National Bankexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Associate Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As an Associate Financial Advisor, you will:
Analytical:
  • Work with Advisor to assist in preparing paperwork and documents for client meetings.
  • Attend client meetings and prepare summary of notes from meetings.
  • Analyze client information and prepare reports and presentations.
  • Enter information into financial planning software and prepare draft plans.
  • Analyze asset allocation and generate rebalancing trades.
  • Research products and product pricing and contact carriers for information.
  • Research investment managers and investment services and their pricing.
  • Create custom spreadsheets for analyzing purchase decisions or planning scenarios.

Client Service:
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.
General:
  • Supports financial advisors with analysis, client service and technical assistance.
  • Learns technical skills to prepare to service clients independently as a Financial Advisor.
  • Engages in teamwork and teambuilding and integrates into the culture.
  • Upholds Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Understands the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • Has earned an undergraduate degree in a related discipline such as Business, Accounting, Finance or Economics.
  • Completion of FINRA Securities Industries Essentials (SIE), insurance exam, and Series 65 and/or Series 7 and Series 66 within the first 90 days of employment.
  • 0-2 years of experience in the industry.
  • PC, phone system, general office equipment.
  • Demonstrates expert knowledge of Microsoft Office applications, especially Excel.
  • Strong verbal and written communication skills and strong interpersonal skills.
  • Ability to maintain strict confidentiality.
  • Must be a team player, self-motivated, adaptable, and capable of making decisions with limited direction.
  • Strong organizational, analytical and prioritizing skills.
  • High degree of accuracy and attention to detail.
  • Self-motivated and resourceful.
  • Ability to effectively promote Nicolet as an employer of choice.
  • Must possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong knowledge of bank products to help with building a full financial relationship.
  • Ability to learn and adapt to new software applications.

Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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