Wealth Advisor Associate

MOHR Talent; Kohler (WI); On-site; USD 57,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

Licensing support

Job summary

MOHR Talent in Kohler, Wisconsin, is seeking an early-career financial professional to support experienced advisors and help clients make confident financial decisions. This development-focused role provides a clear path toward becoming a Wealth Advisor.

Responsibilities include preparing for client meetings, assisting with comprehensive plans, and maintaining accurate records while pursuing securities and Wisconsin insurance licenses.

Qualifications

• Bachelor's degree or equivalent experience in a relevant field.
• 1–3 years in financial services, banking, investment operations, client service, accounting, or related environment.
• Strong analytical, organizational, problem-solving, and communication skills.
• High attention to detail, reliable follow-through, and discretion with confidential information.
• Client-first mindset and genuine interest in developing into a trusted advisor.
• Commitment to obtain securities and Wisconsin insurance licenses within an agreed timeframe.

Responsibilities

• Prepare for client meetings by gathering financial information and organizing planning materials.
• Assist with comprehensive financial plans covering cash flow, investments, retirement, insurance, education funding, tax considerations, and estate planning.
• Research planning questions, model scenarios, and prepare recommendations for senior-advisor review.
• Document client decisions and action items, coordinate follow-up, and support implementation of approved recommendations.
• Respond to client needs with professionalism and gradually take ownership of portions of review meetings and client education.
• Maintain accurate information in financial-planning, relationship-management, and related systems.

Skills

Analytical skills

Organizational skills

Communication skills

Problem-solving

Client-focused mindset

Discretion

Education

Bachelor's degree

Tools

CRM platforms

Portfolio management software

Custodial platforms

Job description

A well-established wealth-advisory organization in the Sheboygan area is adding an early-career financial professional to support experienced advisors and help clients make confident financial decisions. This is a strong development opportunity for someone who enjoys both analysis and relationship building and wants a clear path toward becoming a Wealth Advisor.

What You Will Be Doing

• Prepare for client meetings by gathering financial information, building agendas, and organizing planning materials.
• Assist with comprehensive financial plans covering cash flow, investments, retirement, insurance, education funding, tax considerations, and estate-planning objectives.
• Research planning questions, model scenarios, and prepare recommendations for senior-advisor review.
• Document client decisions and action items, coordinate follow-up, and support implementation of approved recommendations.
• Respond to client needs with professionalism and gradually take ownership of portions of review meetings and client education.
• Maintain accurate information in financial-planning, relationship-management, and related systems.

What We Are Looking For

• Bachelor's degree in a relevant field or equivalent relevant experience.
• One to three years of experience in financial services, banking, investment operations, client service, accounting, or a related environment.
• Strong analytical, organizational, problem-solving, and communication skills.
• High attention to detail, reliable follow-through, and discretion with confidential information.
• A client-first mindset and genuine interest in developing into a trusted advisor.
• Commitment to obtain required securities and Wisconsin insurance licenses within an agreed timeframe.

Preferred Qualifications

• Experience supporting financial advisors or working in wealth management.
• SIE completed, Series 7 and Series 66 held or in progress, or interest in earning the CFP certification.
• Familiarity with financial-planning, portfolio-management, CRM, or custodial platforms.

Why This Opportunity

• Structured development toward a Wealth Advisor position.
• Mentorship and hands-on learning from experienced financial professionals.
• Exposure to comprehensive planning and multigenerational client relationships.
• Competitive Compensation DOE, comprehensive benefits, licensing support, and meaningful community involvement.
• Qualified candidates who want to combine technical planning with long-term client relationships are encouraged to apply.

Wealth Advisor Associate

Kohler, Wisconsin | Up to $95,000 DOE | Comprehensive Benefits

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]