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Financial Advisor

Extension, Inc
Delafield, WI
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Job Description: Extension is seeking a Financial Advisor for a Direct Hire ...
Details
Summary
About the job:
opportunity with one of our clients located in Delafield, WI. About Our Client - Local investment group that prides themselves on putting their clients first - Tight knight group that loves to collaborate - Strong belief in bettering the community Key Objectives / Role Responsibilities - Develop and present financial plans to individual and family clients and help them implement recommendations. - Monitor client investments and review performance, suggest and implement changes to client portfolio as deemed...
Location:
Delafield, WI
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Certified Financial Planner
State insurance license
FINRA Series 7
Life Insurance License
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information

Senior Accountant

Extension, Inc
Appleton, WI
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Job Description: Extension is seeking a Senior Accountant for a direct hire ...
Details
Summary
About the job:
opportunity with one of our clients located in Appleton, WI. About Our Client - Well established family owned accounting services firm! - Awesome culture and lots of future growth! - Hybrid work schedule with bonus! Key Objectives / Role Responsibilities - Assist in the audit of complex entities - Complete tax planning and special tax projects - Assist in due diligence on acquisitions - Assist in preparation of confidential information memorandums and data rooms on sale companies - Prepare and assist in reviewing...
Location:
Appleton, WI
Job Type:
Full-Time
Permanent
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
Certified Public Accountant
Workkeys
Applied Math
5
Graphic Literacy
5
Workplace Documents
4
apply
Detailed Job Information

Maintenance Technician

Extension, Inc.
Menomonee Falls, WI
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Extension is seeking a Maintenance Technician for a Direct Hire opportunity ...
Details
Summary
About the job:
with one of our clients located in Menomonee Falls, WI Key Objectives / Role Responsibilities - Electrical and mechanical troubleshooting and repair of production machinery. - Preventative maintenance on equipment. - General facilities maintenance. Desired Skills & Qualifications - At least 5 years of maintenance experience in a production environment. - Experience troubleshooting and repairing CNCs or Presses - Ability to work as part of a team. Salary Information - 1st shift - $28-$35/hr - Direct Hire/Permanent...
Location:
Menomonee Falls, WI
Job Type:
Full-Time
Permanent
Occupation:
Maintenance and Repair Workers, General
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
apply
Detailed Job Information
1

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Company Name: Extension, Inc
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