Assistant Financial Planner - Financial Firm - Waukesha, WI

Advisor Employee Services; Waukesha (WI); On-site; USD 10,000 - 60,000; Full time

Job summary

An established financial service firm is seeking an Assistant Financial Planner in Waukesha, WI. This role offers a fantastic opportunity to contribute to the daily operations of a successful office while delivering exceptional customer service. The successful candidate will prepare financial plans, manage client correspondence, and maintain detailed records, all within a fast-paced environment. If you're driven, detail-oriented, and eager to grow in the financial industry, this position could be the perfect fit for you. Join a reputable firm where your contributions will make a real impact!

Qualifications

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

Responsibilities

• Prepare financial plans and investment allocation models for clients.
• Maintain detailed client files and correspondence.
• Fulfill routine client service requests and resolve inquiries.

Skills

Customer Service Skills

Communication Skills

Organizational Skills

Time Management

Detail-Oriented

Proactive

Flexibility

Education

2+ years of administrative office experience

Financial Industry experience preferred

Tools

MS Office Suite

Excel

Job description

Position: Assistant Financial Planner - Financial Firm - Waukesha, WI

Location: Waukesha, WI

Job Id: 3531

# of Openings: 1

Assistant Financial Planner

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

Presented by Advisor Employee Services

Thank you for your interest in the Assistant Financial Planner role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!