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hfa financial advisor Wisconsin

7 hfa financial advisor jobs found

Huntington
12/12/2025  
HFA Financial Advisor Senior - Branch
Description Summary: The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior.   Our Financial Advisors partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales...
Huntington Elm Grove, WI Full Time
Acrisure
06/05/2026  
Payroll Division Manager
About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Division Manager (DM), you will report to a regional Vice President (VP). DM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Territory Managers and Payroll Client Advisors, which are responsible for the direct sell of Auris’s...
Acrisure WI Full Time
Acrisure
06/01/2026  
Senior Employee Benefits Account Executive
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.    Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to   nearly $ 5B in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client   centricity   and an indomitable will to win   Job Summary:   The Sr. Employee Benefits Account Executive   is responsible for   retaining   and expanding client relationships, improving   the client   experience by   demonstrating   expertise   as a professional insurance advisor, and   facilitating   the sales cycle of...
Acrisure New Berlin, WI Full Time
Cottingham & Butler
05/13/2026  
Senior Employee Benefits Client Consultant
We are seeking an experienced and passionate employee benefits professional to drive successful outcomes for clients and their programs. As an Employee Benefits Client Consultant, you’ll play a critical role in building strong client relationships, providing high-quality analysis, and delivering strategic recommendations that ensure positive outcomes for our clients. With your expertise, you’ll serve as a trusted advisor to clients across various industries, sizes, and geographies. Essential Functions: • Build Client Relationships: Establish yourself as the primary advisor for benefits-related issues. Assist clients by developing and executing tailored benefit program strategies to retain and attract employees. Support HR leaders in navigating legal compliance requirements (e.g., HIPAA, FMLA, COBRA) and other functions. • Team Collaboration: Work within a cross-functional team to address client needs in analytics, compliance, communications, technology, marketing, and...
Cottingham & Butler Madison, WI
Acrisure
04/11/2026  
Insurance Placement Specialist - Transportation Fleet
Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Placement Specialist to join our growing team.  The individual in this role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This...
Acrisure New Berlin, WI Full Time
Acrisure
02/22/2026  
Account Executive
Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and...
Acrisure New Berlin, WI Full Time
Acrisure
09/08/2025  
Account Executive, Commercial Lines
About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 22 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Executive to join our growing team. Our Account Executives are pivotal in delivering exceptional service and innovative insurance solutions to our clients. In this role, you will be responsible for managing and growing a portfolio of...
Acrisure New Berlin, WI Full Time

 

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