- Robert Half Finance & Accounting (Lake Geneva, WI)
- Description We are looking for an experienced Investment / Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you ... field; advanced certifications are highly desirable. * Strong expertise in investment management theory, financial principles, portfolio strategies, and market… more
- BMO Financial Group (Janesville, WI)
- …and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending ... portfolio in compliance with requirements for the lending process...education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.… more
- UMB Bank (Rockford, IL)
- …The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager , Trust Advisor and Service Administrator to build the wealth ... financial planning process with clients. + Deliver wealth, financial planning, insurance, investment , and estate planning advice to clients, as assigned. + Partner… more