Financial Planning Associate: Path to Wealth Advisor

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

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.