Associate Financial Advisor

Sheboygan, WI onsite Associate Financial Advisor role supporting a wealth management team with a path toward expanded advisory responsibilities.

Responsibilities

• Assist senior advisors with client meetings and post-meeting follow-up.
• Collect, organize, and analyze client financial information.
• Help develop financial plans, client presentations, and investment recommendations.
• Support retirement planning, investment management, and wealth preservation strategies.
• Answer client questions and coordinate service needs with the appropriate team members.
• Maintain accurate client records and ensure financial planning documents are kept up to date.
• Build client relationships and progress toward managing greater responsibilities independently.
• Complete required licensing requirements and ongoing professional development.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field (or equivalent relevant experience).
• 1–3 years of experience in financial services, banking, accounting, investment operations, or client service.
• Strong analytical, organizational, and communication skills.
• High attention to detail and ability to handle confidential information.
• Proficiency in Microsoft Office, with emphasis on Excel.
• Genuine interest in financial planning and building long-term client relationships.

Preferred

• Wealth management or financial advisor support experience.
• SIE, Series 7, Series 66, or life and health insurance license.
• Progress toward or interest in earning the CFP® certification.
• Willingness to obtain required licenses.

Tools and Technologies

• Microsoft Office
• Excel

Benefits

• Mentorship from experienced financial advisors.
• Support for licensing and professional development.
• Clear path toward a Wealth Advisor role.
• Collaborative, client-focused work environment.
• Competitive compensation and comprehensive benefits.

Compensation: USD 30–36 per hour.