About The Crossroads Group The Crossroads Group helps people make sense of financial decisions, no matter what life brings. In partnership with clients, we strive to bring understanding and confidence to decisions that create financial success and freedom. Care and commitment are given to every person we work with, and the best interests of our clients are at the center of everything we do…

About Triumph Wealth Management Triumph Wealth Management, a boutique firm founded in 2007, helps clients live lives of purpose and significance. We’re seeking a proactive, highly organized Executive Operations Associate to support a senior advisor. This role offers the chance to make a meaningful impact in a fast-paced, mission-driven environment as part of a small, collaborative team…

About Roell Capital Management Founded in 2006, Roell Capital Management (“RCM”) is a Milwaukee fee-based advisory firm serving executives and their families with integrated investment management and advanced financial planning. Our founder (CFP®, CPWA®, CLU®) leads investments, and our Director of Financial Planning (CFP®, CPWA®) leads planning. We are adding a Financial Planning Associate to…