Wealth Advisor Associate: Mentored Path to Senior Advisor

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

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.