Financial Planning Associate

  • Location
    Milwaukee, Wisconsin
  • Job type
    Contract/Temp to Hire
  • Category
    Accounting & Finance - Analyst

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.

The 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 paperwork properly and timely, and processing the documents according to policy. Additional responsibilities include reviewing documents for completeness and accuracy, analyzing and transferring data, and identifying solution opportunities, all while using strong financial acumen.

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 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 is a big plus; must possess strong mathematical skills
o Strong analytic and problem solving skills with the ability to absorb complex information to put toward daily tasks
o Strong organizational, analytical and interpretation skills
o Excellent and professional written and verbal communication skills
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

If you meet the criteria above and are ready for an exciting new challenge in the financial services industry, apply online with Adecco today! Competitive wages and benefits are offered.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

  • Apply with Adecco

Reference number US_EN_1_023549_11765862