Associate Wealth Advisor - Path to Wealth Advisor

MOHR Talent; Sheboygan (WI); On-site; USD 80,000 - 100,000; Full time

Job summary

MOHR Talent is partnering with a growing wealth management firm in Sheboygan, WI that is looking for an Associate Wealth Advisor to join their advisory team. This role offers a clear path to becoming a Wealth Advisor as you work alongside senior advisors, support client meetings, and help build financial plans.

The ideal candidate has 1+ years of experience in financial services, a finance-related bachelor’s degree, and a genuine interest in wealth management.

Qualifications

• 1+ years of experience in financial services, banking, investment operations, client service, accounting, or a related field.
• Bachelor’s degree in Finance, Financial Planning, Accounting, Economics, Business, or related field preferred.
• Strong interest in wealth management or financial planning.
• Proficiency with Microsoft Office suite.

Responsibilities

• Support senior advisors with client meetings, financial planning, and follow-up items.
• Gather, organize, and analyze client financial information.
• Prepare meeting agendas, planning materials, presentations, and client communications.
• Help build and update financial plans covering cash flow, investments, retirement, insurance, education funding, tax considerations, and estate planning goals.
• Research financial scenarios and prepare recommendations for advisor review.
• Maintain accurate client records in planning and CRM systems.
• Respond to client questions with professionalism, urgency, and care.
• Build trusted client relationships and gradually take on parts of the client conversation.
• Complete licensing and professional development needed to grow into an advisor role.

Skills

Experience in financial services

Analytical skills

Communication skills

Attention to detail

Client-focused

Education

Bachelor’s degree in Finance, Financial Planning, Accounting, Economics, Business, or related field

Tools

Microsoft Office

Excel

Word

PowerPoint

Outlook

Job description

MOHR Talent is partnering with a growing wealth management firm in Sheboygan, WI that is looking for an Associate Wealth Advisor to join their advisory team. This role offers a clear path to becoming a Wealth Advisor as you work alongside senior advisors, support client meetings, and help build financial plans.

The ideal candidate has 1+ years of experience in financial services, a finance-related bachelor’s degree, and a genuine interest in wealth management.