Financial Planning Associate

Adecco is assisting a local client recruiting for Financial Planning Associates in Milwaukee, WI. These Financial Planning Associate jobs are long-term temporary. Pay rates start at $18.00/hr with room for advancement based on performance!

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

Benefits for Financial Planning Associate jobs include but are not limited to:

  • Pay rates starting at $18.00/hr, plus overtime as needed!
  • Comprehensive benefits following first month on contract – medical, dental, vision, options available
  • FREE lunch onsite daily! Fun work environment and monthly group activities.
  • Extensive training process in a team setting.

  • Candidates must meet the following requirements to be considered for Financial Planning Associate jobs:

  • 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

  • Click on “Apply Now” to be considered for this Financial Planning Associate job at a local client in Milwaukee, WI! You may also visit www.adeccousa .com to view other Financial Planning Associate opportunities. 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!



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    Reference number US_EN_99_023549_1406150