Assistant Financial Planner - Financial Firm - Waukesha, WI

Aesplacement; Waukesha (WI); On-site; USD 40,000 - 70,000; Full time

Job summary

An established financial service firm is seeking a passionate Assistant Financial Planner to join their dynamic team in Waukesha, WI. This role is perfect for individuals who thrive in a fast-paced environment and are eager to contribute to the essential daily functions of the office. You'll have the opportunity to prepare financial plans, manage client files, and provide exceptional customer service. With a focus on teamwork and professional growth, this position offers a supportive atmosphere where your contributions will be recognized. If you're looking for a rewarding career with ample benefits and a chance to make a real impact, this opportunity is for you.

Benefits

Three weeks of paid time off

401(k) with company contribution

Health insurance plan

Paid health, dental, and life insurance

Free coffee and snacks

Volunteer support

Mentorship programs

Team-building events

Paid annual trips for goal achievement

Qualifications

• 2+ years of administrative office experience in a fast-paced environment.
• Intermediate to advanced skills with MS Office Suite, especially Excel.

Responsibilities

• Preparation of Financial Plans and presentations for client meetings.
• Maintain detailed client files and fulfill routine client service requests.

Skills

Customer Service

Communication Skills

Organizational Skills

Time Management

Detail Oriented

Proactive

Persistence

Flexibility

Education

High School Diploma

Relevant Certifications

Tools

MS Office Suite

Financial Planning Software

Job description

Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm, Drake & Associates, in Waukesha, WI is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!

The below job description outlines the responsibilities for the Assistant Financial Planner.

Minimum Qualifications:

• 2+ years of administrative office experience in a fast-paced environment
• Financial Industry experience preferred
• Intermediate to advanced skills with MS Office Suite, specifically Excel
• Desire to obtain long-term employment

Required Skills:

• Ability to prioritize projects and manage time
• Savvy customer service to include excellent communication; both verbal and written
• Strong follow-through
• Ability to demonstrate persistence to achieve quality
• Strong organizational skills, detail oriented, proactive, and resourceful
• Friendly, professional phone manner and enjoys working with a variety of clients
• Demonstrate maturity and poise under pressure
• Flexibility to contribute as part of a team as well as independently

Responsibilities:

• Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
• Utilize websites and software to obtain client and product information
• Compare existing solutions to those currently available in the marketplace
• Establish and maintain detailed client files
• Prepare client correspondence, including letters and email correspondence
• Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate

Benefits:

• Three weeks of paid time off each year
• Traditional and Roth 401(k)s with company contribution of 3% regardless of team member contributions
• Blue Cross Blue Shield group health insurance plan with a great provider network
• Partially paid health, dental, and life insurance
• Paid time off to go to the doctor, dentist, etc.
• Free coffee, tea, sodas, water, and hot cocoa — all on-site
• Support for local charities financially and with paid time off to volunteer
• Mentorship programs and support for obtaining licenses and certifications
• Quarterly team lunches, team-building events, and annual team holiday party
• Paid-for annual trips if company goals are met

Presented by Advisor Employee Services Thank you for your interest in the Assistant Financial Planner role. Please take a moment to explore our website and the services provided. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!