Associate Financial Planner

Financial Service Group; Racine, Northern (WI, KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

PTO

401K

Flexible work schedule options

Health Insurance

Profit Sharing eligible

Parental leave

Financial support for education

Job summary

A financial planning company in Kansas City is looking for an Associate Financial Planner to assist clients and support lead advisors. The ideal candidate has a strong financial background, excels in client communication, and is organized. This role offers a competitive salary between $90,000-$120,000 based on experience, and opportunities for advancement within 12-18 months.

Qualifications

• 1-3 years in a financial planning environment.
• 5+ years experience in client financial planning.
• Self-starter, motivated by continuous learning.

Responsibilities

• Prepare client reports and maintain client contact.
• Assist with setting up accounts and transactions.
• Communicate with clients verbally and in writing.

Skills

Client communication skills

Attention to detail

Team collaboration

Proficiency with financial planning tools

Education

MBA preferred

CFP® designation completed or in-process

Tools

CRM software (e.g., Redtail)

Job description

Learn more about our Associate Financial Planner opening!

An Associate Financial Planner (AFP) at Financial Service Group serves as a client/lead advisor liaison. For a high-energy, CFP qualified professional and mature contributor who demonstrates outstanding performance in the role, this is an excellent growth opportunity for advancement to a lead advisor within a 12-18 month period. A Lead Advisor at FSG is a more experienced planner responsible for developing new business opportunities and creating complete financial life plans with our clients. The AFP acts in a supportive role to the lead advisor, who serves as a primary resource for training and mentoring. The AFP participates in client meetings but does not take the lead in the advising or decision-making capacity. Specific tasks of an AFP and a Lead Advisor along with a robust training outline will be shared with interested candidates.

What we’re looking for in our ideal ASSOCIATE PLANNER and LEAD ADVISOR candidates

1-3 years working in a financial planning environment (doing tasks such as: preparing client reports, updating information, participating in client meetings, setting up accounts, transferring assets, preparing meeting agendas and reports, etc.)

5+ years working with clients on all aspects of financial planning

MBA preferred

CFP® designation completed or in-process (within 12 months of completion preferred)

Quick to learn/apply tools, technologies, and processes associated with role

Self-starter, motivated by continuous learning

Must be organized, possess a high degree of attention to detail and accuracy, and ability to concentrate and multitask

Excellent written and verbal communication skills

Alignment with FSG values

Team player, collaborative, able to work with and through others and a desire/ability to work effectively in a small company/team environment

Salary and Benefits

• Salary will be based on experience (no commission) and is competitive with industry standards for the role. Estimated ranges are as follows:
  • Associate Financial Planner (AFP) – $90,000-$120,000
  • Lead Advisor – $140,000 – $170,000
• Benefits – PTO, 401K, Flexible work schedule options, Profit Sharing eligible, Health Insurance, long-term disability, parental leave, sabbatical eligible
• Financial support for professional accreditation/continuing education requirements and other education/training opportunities

In 2025, Financial Service Group, Inc. celebrated 42 years serving clients in Racine and surrounding communities. Our fee-only, financial life planning firm is a working home to our nine employees including three CFP® planners. Retaining our culture is paramount with every hire and we take our time to make the choice that will integrate with the team, align with our core values, and be an ideal fit in working with our select group of clients.

As a fee-only firm, we do not sell financial products or receive commissions as payment. Rather, our clients pay a retainer, and we provide them with a full range of services related to all aspects of their financial well-being. Our services include industry innovations such as Career Asset Management, Elder Life Planning, and Caring Hearts Conversations to augment more traditional retirement, investment, tax and other financial planning services. It’s our goal to ensure we take care of our clients’ financial well-being so they can focus on other important aspects of their great life…as they define it. We are uniquely positioned to respond to the growing population in Racine, Kenosha and surrounding areas as their local, fee-only, financial life planning partner.

We know it’s our employees that ultimately make us successful. Without a solid team that shares our unique value proposition, we couldn’t deliver what we promise to our clients. And we strive to create an environment of flexibility and creativity amid the hard work that goes on every day. Clients are clients of the firm, not of individual planners and we capitalize on the strengths of each team member in helping them get more than they expect from their financial life planning relationship with FSG.

We do everything with heart – in dealing with clients and with each other, we act with compassion, empathy, respect and flexibility. We are present and engage in active listening. In big things and small, we are guided by our internal compass that drives our behaviors to act and respond from the heart.

We honor our commitments – We are responsive to your inquiries. We show up on time to meetings and follow-up with notes and action items. We operate in integrity, and you can count on us to do what we say we’re going to do.

We are transparent – We know that peace of mind starts with trusting that you have access to full information to help you make decisions about your great life. We believe in transparency in our working relationships–with clients and with each other–through honest and forthright communication, even when the topic is difficult.

We collaborate – our clients are at the center of our financial planning process and team. We work together to align their goals with financial planning strategies that help each of them live their great life.

We never stop learning – Our team knows they need to be ready today and tomorrow to innovate for the future. We believe in professional development, and we support an environment that celebrates differences.

Financial Service Group, Inc. is an Equal Opportunity Employer

Contact: [e-mail] Please include your cover letter and resume

Additonal Details: Associate Financial Planner – Typical Duties and Responsibilities

• The AFA prepares client reports and maintains contact with clients to provide or obtain updated information. The AFA participates in client meetings but does not take the lead in an advising or decision-making capacity.
• Assists with setting up client accounts; reviewing and maintaining client transactions and activity; and executing client and firm tasks such as transferring assets, generating reports, and generally supporting financial planning and investment strategies. The AFA is also responsible for buying and selling securities as directed by the lead advisor.
• Communicating with clients, verbally and in writing
• Delivering superior client service—troubleshooting problems, organizing meetings; serving as liaison between advisor and client
• Managing client information—preparing client reports, submitting and following up on necessary paperwork, regularly updating CRM software (Redtail)
• Gathering, organizing and synthesizing client data within a financial planning context
• Preparing client financial plans and presentations for review by advisor
• Preparing agendas & reports for client meetings
• Preparing meeting notes after client meetings
• Preparing year-end tax projections for firm clients
• Supporting the sales & marketing processes as directed by lead advisor