Financial Planner

You landing a new Financial Planner job in Milwaukee, WI would be pretty good, BUT you landing a new Financial Planner job with US making $17.00-22.00/hr would be simply AWESOME! It can happen, because we’re looking for a long-term temporary Financial Planners to join the amazing team at a local client.

Here’s a preview of what you’ll be working on as a Financial Planner:

  • Generating comprehensive financial plans
  • Risk and investment proposals and paperwork for financial representatives and advisors
  • Pulling data from multiple sources
  • Entering information into various systems
  • Generating electronic documents properly and timely
  • Processing the documents according to policy.

  • Interested? Here’s what it takes to apply:

  • High degree of self-motivation and a professional, driven work style. Must be comfortable taking initiative while working as part of a team and essentially achieving team, department and company goals.
  • Strong ability and desire to learn new technology and processes quickly and efficiently; aptitude to apply them to the job
  • Experience in the financial/insurance industry; MUST have basic knowledge of financial terms and financial-based acumen
  • Strong analytic and problem-solving skills with the ability to absorb complex information to apply to daily tasks; confidence to make firm decisions
  • Strong organizational, analytical and interpretation skills
  • Excellent, professional written and verbal communication skills; coach-ability and self-driven attitude
  • Solid experience with Microsoft Office and efficient data entry skills
  • Must be comfortable performing in a fast-paced work environment with a high-volume workload demanding multi-tasking abilities
  • Bachelor’s degree preferred (Financial or Business focus) or 4 years' professional experience in the financial services arena

  • These Financial Planner jobs may require some overtime. With starting pay rates between $17.00-22.00/hr, this new experience is a great opportunity to learn new skills!

    So now that you know about the job and about us, the ball’s in your court. For instant consideration for this Financial Planner, click on Apply Now! We can’t wait to hear from you!
    After submitting your application, you can choose to answer a few quick questions to be pre-qualified for the job, and you will have the opportunity to schedule an immediate interview!

    Adecco is committed to the health and safety of our applicants and employees. We are offering virtual interviews as needed and when possible. And we’re partnering closely with our clients to ensure safety protocols are in place. We are dedicated to addressing any concerns brought to our attention. We look forward to partnering with you on your job search!

    • Apply with Adecco

    Reference number US_EN_99_023549_1324926