Finance Jobs in Oostburg, WI

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Financial Planning Associate

The MOHR Enterprises LLC Oostburg, WI

Oostburg, WI

Today

$75k - $90k/yr Full time Advisor Analytical Skills Associate Financial Advisor

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Job Description

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

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