Financial Planning Associate

Financial Planning Associate

Oostburg, WI | In-Person | $75,000 - $90,000 /yr | Full-Time

A well established and growing wealth management firm with a collaborative, client-first team that cares about their people is hiring a Financial Planning Associate. This is a great fit for an emerging financial professional who wants to learn from experienced advisors, deepen their technical skills, and build a long-term career with a clear path to Wealth Advisor.

What You’ll Do:

• Partner with senior advisors to prepare for and join client meetings
• Gather, organize, and analyze client financial information
• Prepare meeting agendas, planning materials, presentations, and follow-ups
• Help develop and update comprehensive financial plans covering retirement, investments, insurance, education, tax, and estate goals
• Research and build financial scenarios for advisor review
• Support implementation of approved recommendations
• Build trusted client relationships and gradually lead more of the conversation
• Keep client records accurate in planning and CRM systems

What You Bring:

• Bachelor’s degree in finance, financial planning, accounting, economics, business, or a related field, or equivalent experience
• 1+ years in financial services, banking, investment operations, client service, accounting, or a related environment
• Strong analytical, organizational, and communication skills
• High attention to detail and discretion with confidential information
• Proficiency in Microsoft Office, especially Excel
• SIE completed is preferred
• Series 7 and 66, or a commitment to obtain them within an agreed timeframe
• Wisconsin life and health license, or willingness to obtain it
• CFP progress or interest is a plus

What’s In It For You:

• A structured path toward a Wealth Advisor role
• Mentorship and hands-on learning from experienced professionals
• Exposure to comprehensive planning and multigenerational client relationships
• Support for licensing and continued professional development
• Comprehensive benefits package
• A collaborative team and meaningful work in the local community

Your future in wealth management starts here. Apply today and grow into the advisor you want to become!

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [email protected]