Financial Planning Associate

Financial Planning Associate Oostburg, WI | In-Person | $75,000 - $90,000 /yr | Full-TimeA 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 meetingsGather, organize, and analyze client financial informationPrepare meeting agendas, planning materials, presentations, and follow-upsHelp develop and update comprehensive financial plans covering retirement, investments, insurance, education, tax, and estate goalsResearch and build financial scenarios for advisor reviewSupport implementation of approved recommendationsBuild trusted client relationships and gradually lead more of the conversationKeep client records accurate in planning and CRM systemsWhat You Bring:Bachelor’s degree in finance, financial planning, accounting, economics, business, or a related field, or equivalent experience1+ years in financial services, banking, investment operations, client service, accounting, or a related environmentStrong analytical, organizational, and communication skillsHigh attention to detail and discretion with confidential informationProficiency in Microsoft Office, especially ExcelSIE completed is preferredSeries 7 and 66, or a commitment to obtain them within an agreed timeframeWisconsin life and health license, or willingness to obtain itCFP progress or interest is a plusWhat’s In It For You:A structured path toward a Wealth Advisor roleMentorship and hands-on learning from experienced professionalsExposure to comprehensive planning and multigenerational client relationshipsSupport for licensing and continued professional developmentComprehensive benefits packageA collaborative team and meaningful work in the local communityYour 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 hr@themohrgrp.com