Financial Planning Associate FPS

Looking for your next career move in the Financial Services arena?  Adecco’s got it!  Adecco is assisting a premier client with their Financial Planning Associate positions. These incredible opportunities provide in-depth experience with a leading company in the financial services industry located in Milwaukee, WI.


The Financial Planning Associate will be part of a team responsible for researching and generating and creating comprehensive financial plans, risk and investment proposals, for financial representatives and advisors.  These positions involve pulling data from multiple sources, entering information into various systems with a high level of accuracy, and processing the documents according to policy in a timely manner.


Candidates should possess the following qualifications:


o 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 individual, team, department and company goals. 

o Strong ability and desire to learn new technology and processes quickly and efficiently; aptitude to apply them to the job

o Experience in the financial/insurance industry; MUST have basic knowledge of financial terms and financial-based acumen

o Strong analytic and problem-solving skills with the ability to absorb complex information to apply to daily tasks; confidence to make firm decisions   

o Strong organizational, analytical and interpretation skills

o Excellent, professional written and verbal communication skills; coachability and self-driven attitude

o Solid experience with Microsoft Office and efficient data entry skills

o Must be comfortable performing in a fast-paced work environment with a high-volume workload demanding multi-tasking abilities

o Bachelor’s degree preferred (Financial or Business focus) or equivalent professional experience in the financial services arena


So, a little bit about us. We’re the worldwide leader in staffing, but it’s only because of all the great people we have working with us. We place over 70,000 people with the world’s most well-known companies every day, but that’s not enough. Why? We think everybody deserves a chance to find the right career opportunity. To work on your terms. To better your situation.

Does this all sound good to you? If you ask us, we’d make a great team.  Our friendly experts are ready to get you in at a great job, so the ball is in your court. If you’re ready for an exciting, challenging position with a premier employer in the downtown Milwaukee area, apply online with Adecco today!


Equal Opportunity Employer

  • Apply with Adecco

Reference number US_EN_99_023549_477191