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39 Park Place #200
Appleton, WI 54914
Fiancial Representative
Category: Financial Services
Financial Representative What if your 9 to 5 was as awesome as your 5 to 9? What if nights and weekends weren’t the only times worth posting about? At Modern Woodmen of America, your career is who, where and when you are. It’s a way of life you just can’t help but share. As a financial representative, you’ll help your clients (Modern Woodmen members) plan for their financial security through life insurance, annuities, investments and other financial products. You’ll enjoy ...read more
Contact:
Gretchen Parks
Phone:(920) 574-2205
4620 N. Ballard Road
Appleton, WI 54913
Client Services Director - Financial Services
Category: Financial Services
The Client Services Director's role is to support a successful CFP®/Wealth Management Advisor affiliated with a Fortune 500 financial services company. Our goal is to always provide outstanding client service and experience. Supporting Duties: Provides day-to-day operational support for a fast-paced financial planning/investment/insurance practice; Processing case notes, correspondence and maintaining client case files; Maintaining advisor’s calendar and scheduling follow-up appointments; ...read more
Contact:
Paul Bonikowske
Phone:(920) 882-8363