Associate Financial Advisor

MOHR Talent; Town of Plymouth (WI); Vor Ort; USD 75.000 - 90.000; Vollzeit

Benefits dieser Stelle

Comprehensive benefits package

Mentorship and licensing support

Zusammenfassung

MOHR Talent in Plymouth, Wisconsin is seeking an Associate Financial Advisor to join a well-established wealth management team. You will partner with senior advisors, gather client information, help prepare meetings, and contribute to comprehensive financial planning.

Opportunities to learn from experienced professionals, licensing support, and a clear path toward becoming a Wealth Advisor are offered, along with a competitive base salary and a comprehensive benefits package.

Qualifikationen

• Bachelor’s degree in finance, financial planning, accounting, economics, business, or related field, or equivalent experience.
• 1+ years in financial services, banking, investment operations, client service, accounting, or related environment.
• Strong analytical, organizational, and communication skills.
• High attention to detail and discretion with confidential information.
• Proficiency in Microsoft Office, especially Excel.

Aufgaben

• 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.

Kenntnisse

Analytical skills

Organizational skills

Communication skills

Ausbildung

Bachelor’s degree in finance or related field

Tools

Microsoft Office

Excel

Jobbeschreibung

A well established and growing wealth management firm with a collaborative, client-first team that cares about their people is hiring an Associate Financial Advisor. 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

Opportunities to grow like this don’t come around often.

Associate Financial Advisor
Plymouth, WI | In-Person | $75,000 - $90,000 /yr | Full-Time

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]

Job Summary

Published: 10/15/2026

Type: Direct Hire

Location: Plymouth, Wisconsin

Category: Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.