Associate Financial Advisor

Mohr Talent; Town of Plymouth (WI); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation DOE

Comprehensive benefits

Professional development

Local community connection

Job summary

MOHR Talent in Plymouth, WI seeks an Associate Financial Advisor to partner with senior advisors, gain broad planning exposure, and grow into a trusted advisory role. You will support client meetings and analyze cash flow and retirement needs.

This role offers mentorship, a clear path from analysis to advisory responsibilities, and a comprehensive benefits package with competitive compensation. Licensing on a timeline and professional development are encouraged within a collaborative team.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 1–3 years in financial services or related setting.
• Ability to analyze financial information with accuracy.
• Polished written and verbal communication with a client-first approach.
• Ability to manage deadlines while collaborating with an advisory team.
• Willingness to complete securities licensing on the client's timeline.

Responsibilities

• Partner with senior advisors before, during, and after client meetings to keep planning work accurate.
• Analyze cash flow, investments, retirement readiness, insurance needs, and education funding.
• Translate complex financial concepts into clear client materials and next steps.
• Track progress toward client goals and revisit plans as needed.
• Coordinate with internal colleagues and outside professionals to deliver a smooth client experience.
• Build trusted relationships and grow client conversations and relationships.

Skills

Analytical thinking

Client communication

Time management

Team collaboration

Attention to detail

Education

Bachelor's degree or equivalent experience

SIE, Series 7, Series 66 licensing (or in progress)

Tools

CRM

Portfolio tools

Custodial technology

Job description

Associate Financial Advisor

Plymouth, Wisconsin | $75,000 to $95,000 DOE | Comprehensive Benefits

A client-centered financial-services organization near Sheboygan is looking for an Associate Financial Advisor who wants broader planning exposure, direct mentorship, and increasing responsibility with clients. The position offers a practical route from analytical and service support into a trusted advisory role.

What You Will Be Doing

• Partner with senior advisors before, during, and after client meetings to keep planning work accurate and moving forward.
• Analyze cash flow, investments, retirement readiness, insurance needs, education funding, tax considerations, and legacy goals.
• Translate complex financial concepts into clear client materials, presentations, and next steps.
• Track progress toward client goals and identify when plans or recommendations should be revisited.
• Coordinate with internal colleagues and outside professionals to deliver a smooth client experience.
• Build trusted relationships and grow into leading portions of client conversations and relationship-development activities.

What We Are Looking For

• Relevant bachelor's degree or equivalent professional experience.
• One to three years in financial services, banking, investment operations, client service, accounting, or a related professional setting.
• Ability to analyze financial information and manage detailed work with consistent accuracy.
• Polished written and verbal communication with a warm, client-first approach.
• Ability to manage individual deadlines while collaborating closely with an advisory team.
• Willingness to complete required securities and Wisconsin life and health licensing on the client's timeline.

Preferred Qualifications

• Previous wealth-management or financial-advisor support experience.
• SIE, Series 7, Series 66, or Wisconsin life and health licensing completed or underway.
• CFP interest and familiarity with planning, CRM, portfolio, or custodial technology.

Why This Opportunity

• Visible client exposure with responsibility that grows as capability develops.
• A collaborative team focused on personalized planning rather than transactional service.
• Comprehensive planning experience across investments, retirement, risk, and legacy needs.
• Competitive Compensation DOE, comprehensive benefits, professional development, and local community connection.

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 [e-mail]