Wealth Planning Associate: Path to Advisor

MOHR Talent; Kohler (WI); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Competitive pay

Licensing support

Mentorship

Career development

Collaborative environment

Job summary

MOHR Talent seeks a Wealth Advisor Associate in Kohler, WI to support senior advisors with comprehensive financial planning, client relationships, and business development. You will progressively assume greater responsibility, refining analytical and communication skills while building trusted client partnerships in a growing wealth-management team.

The role offers mentorship, licensing support, and structured development toward a Wealth Advisor position, with a collaborative, client-centered

Qualifications

• Bachelor's degree or equivalent experience.
• 1–3 years in financial services or related field.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• High attention to detail and follow-through.
• Ability to handle confidential information with discretion.
• Client-first mindset and helping clients achieve financial goals.
• Ability to work collaboratively while meeting deadlines.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook).

Responsibilities

• Partner with senior Wealth Advisors to prepare for and participate in client meetings.
• Gather, organize, and analyze client financial information.
• Prepare meeting agendas, financial planning materials, presentations, and follow-up communications.
• Document client needs, decisions, and action items.
• Coordinate with internal and external professionals for a seamless client experience.
• Respond to client questions and service needs with professionalism.
• Assist in developing and updating comprehensive financial plans.
• Analyze client needs across cash flow, investments, retirement planning, insurance, education funding, tax considerations, and estate planning.
• Conduct research and prepare financial scenarios and recommendations for advisor review.
• Monitor progress toward goals and update strategies as circumstances change.
• Support implementation of recommended financial and investment plans.
• Maintain accurate client information in planning and CRM systems.
• Build trusted relationships and participate in client reviews.
• Explain financial concepts and recommendations clearly.
• Support client education and community-engagement activities.
• Identify opportunities to expand client relationships and wealth-management capabilities.

Skills

Client relationships

Analytical ability

Communication skills

Attention to detail

Discretion

Education

Bachelor's degree in Finance or related field

Tools

Excel

PowerPoint

Word

Outlook

Job description

MOHR Talent seeks a Wealth Advisor Associate in Kohler, WI to support senior advisors with comprehensive financial planning, client relationships, and business development. You will progressively assume greater responsibility, refining analytical and communication skills while building trusted client partnerships in a growing wealth-management team.

The role offers mentorship, licensing support, and structured development toward a Wealth Advisor position, with a collaborative, client-centered