Kristin Tetzke Icon

We are seeking an Administrator to join our client’s Business Services team! No certifications are required. This is a fantastic opportunity to grow with the position and learn the industry. Responsibilities: Provide administrative and client service support for 12 Licensed Financial and Insurance Planners Opening new accounts and maintaining communication Client meeting administrative preparation and…

Read More
Kristin Tetzke Icon

Established and award-winning financial firm is looking for a Client Service Representative to manage client relationships and process securities related business for their company. This position will work closely with financial advisors and clients and requires high standards of business and professional ethics while performing work activities. REQUIRED SKILLS: Broad knowledge of financial planning concepts…

Read More
Kristin Tetzke Icon

Established and award-winning financial firm is looking for a Client Service Representative to manage client relationships and process securities related business for their company. This position will work closely with financial advisors and clients and requires high standards of business and professional ethics while performing work activities. REQUIRED SKILLS: Broad knowledge of financial planning concepts…

Read More
Megan DeGeorge WFA Staff 2013

Looking for a part time, 2nd shift receptionist to join our growing dynamic team.  Hours are Monday-Friday 3pm-8pm.  Perhaps you are a parent looking for night hours, or maybe a student who needs flexible hours?  Or maybe you are just searching for a good work-life balance.  This is the company and role for you.  Looking…

Read More
Megan DeGeorge WFA Staff 2013

Menomonee Falls based distribution company is looking for an Office Manager.  Looking for an energetic multi-tasker to join our team environment.  You will be helping with office administration, customer service and helping work as a liason between our sales team.  Looking for someone with 2-5 years of experience.  This is a growing company, the sky…

Read More