Financial Planning Associate

MOHR Talent; Oostburg (WI); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Mentorship & development

Job summary

MOHR Talent is seeking a Financial Planning Associate in Oostburg, WI, offering an in-person role with a clear path to Wealth Advisor. You will partner with senior advisors, gather client data, and develop comprehensive financial plans while building client relationships and supporting licensing and development opportunities.

The position emphasizes hands-on learning, collaborative teamwork, and exposure to multigenerational planning within a growing wealth management firm.

Qualifications

• 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
• 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

Responsibilities

• 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

Skills

Analytical skills

Organizational skills

Communication skills

Excel proficiency

Microsoft Office

Discretion with confidential info

Attention to detail

SIE completed

Series 7 & 66 (or commitment)

Wisconsin life & health license

CFP progress

Education

Bachelor’s degree in finance/financial planning/accounting/economics/business or related field

SIE certification preferred

Tools

Microsoft Office (Excel)

Job description

A well established and growing wealth management firm with a collaborative, client-first team that cares about their people is hiring a Financial Planning Associate. 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
• A collaborative team and meaningful work in the local community

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

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

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.

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Job Summary

Published: 10/15/2026

Type: Direct Hire

Location: Oostburg, 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.

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