Financial Planning Associate

The MOHR Enterprises LLC is seeking a Financial Planning Associate for an onsite role in Oostburg, WI. In this position, you will work closely with senior advisors at a wealth management firm, supporting planning work, client meeting preparation, and the move toward a path to Wealth Advisor.

You will analyze client information, help shape comprehensive financial plans across multiple life goals, and contribute to effective follow-through after meetings. The role also emphasizes relationship-building, careful data management, and steady progression in licensing and professional development.

Key Responsibilities

• Partner with senior advisors to prepare for and join client meetings
• Gather, organize, and analyze client financial information
• Help prepare meeting agendas, planning materials, presentations, and follow-ups
• Assist with building and updating comprehensive financial plans covering retirement, investments, insurance, education, tax, and estate goals
• Research and build financial scenarios for advisor review
• Support implementation of approved recommendations
• Develop trusted client relationships and gradually lead more of the conversation
• Maintain accurate client records in planning and CRM systems

Requirements

• Bachelor’s degree in finance, financial planning, accounting, economics, business, or a related field, or equivalent experience
• 1+ years of experience in financial services, banking, investment operations, client service, accounting, or a related environment
• Strong analytical, organizational, and communication skills
• High attention to detail and discretion with confidential information
• Proficiency in Microsoft Office, with an emphasis on Excel
• SIE completed is preferred
• Series 7 and 66, or commitment to obtain them within an agreed timeframe
• Wisconsin life and health license, or willingness to obtain it
• CFP progress or interest is a plus

Technologies

• Microsoft Office
• Excel

Compensation

USD 75,000 - 90,000 per year.

Benefits

• Mentorship and hands-on learning from experienced professionals
• Support for licensing and continued professional development
• Comprehensive benefits package
• A collaborative team and meaningful work in the local community
• A structured path toward a Wealth Advisor role
• Exposure to comprehensive planning and multigenerational client relationships