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2 jobs found for

Finance Attorney Jobs in Waukesha

Job info
Company
Academic
Experience
Min 5 yrs required
Location
Milwaukee, WI
Posted Date
Jan 30, 18
Info Source
Employer
Total Views
11
Instructor, Certified Financial Planning Duties: Responsible for all aspects of CFP© education course delivery. Serve as subject matter experts and student advocates while delivering exceptional classroom experiences to Kaplan students. Kaplan provides the instructor with excellent educational content; the instructor is responsible for delivering that content in a compelling and effective manner. Demonstrates excellent teaching skills and ability to engage students in the... read more
Company
In-House, CIBC
Experience
Min 7 yrs required
Location
Milwaukee, WI
Posted Date
Feb 15, 18
Info Source
Employer
Total Views
80
Investment Advisor The candidate will responsible for business development activities for new Asset Management clients as well as portfolio management for a large book of trust and investment agency accounts for high net worth client relationships with invest-able assets of $2M - $100M+. This includes ongoing asset allocation, re-balancing and performance discussions with existing clients as well as supporting new business development opportunities through proposal generat... read more
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