Wealth Management Associate — Onsite, Path to Advisory

MOHR Talent; Kohler (WI); On-site; USD 60,000 - 72,000; Full time

Benefits offered by this job

Health insurance

401(k)

Training and development

Tuition reimbursement

Job summary

MOHR Talent seeks a Wealth Management Associate for a confidential wealth-management client in Kohler, WI. The role blends client interaction, complex account service, and financial‑planning support to assist advisers and their clients.

You will prepare plans, coordinate documentation for trusts and estates, and keep client data up to date across systems. This onsite position offers licensing progression and comprehensive benefits.

Qualifications

• Experience in financial‑services operations, account administration and client service.
• Ability to handle detailed or complex account situations and recognize when advisor guidance is needed.
• Strong organization and ability to follow through on multiple priorities.
• Professional communication and discretion with sensitive client information.
• Working proficiency with Microsoft Office, CRM platforms, and financial‑planning software.

Responsibilities

• Help clients complete account requests and keep them informed along the way.
• Coordinate service and documentation for trusts, estates, and multi-entity accounts.
• Gather information for financial plans and organize materials for advisor meetings.
• Track action items and coordinate the implementation of client strategies.
• Keep client information accurate across account systems and CRM records.
• Contribute ideas that improve service and help colleagues work more effectively.

Skills

Financial‑services operations

Account administration

Client service

Microsoft Office

CRM platforms

Financial‑planning software

Onsite work

Tools

Microsoft Office

CRM platforms

Financial‑planning software

Job description

MOHR Talent seeks a Wealth Management Associate for a confidential wealth-management client in Kohler, WI. The role blends client interaction, complex account service, and financial‑planning support to assist advisers and their clients.

You will prepare plans, coordinate documentation for trusts and estates, and keep client data up to date across systems. This onsite position offers licensing progression and comprehensive benefits.