Assistant Financial Planner - Financial Firm - Waukesha WI
Assistant Financial Planner - Financial Firm - Waukesha WI
Posted on :
05-04-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 45000 - 60000
Vacancy
1 Vacancy
Posted on :
05-04-2025
Job Description
Assistant Financial Planner
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office Our established financial service firmDrake & Associates inWaukesha WIis seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work daytoday. If you are looking for an amazing career opportunity in a fastpaced environment please apply today!
The below job description outlines the responsibilities for the Assistant Financial Planner.
Minimum Requirements:
- 2 years of administrative office experience in a fastpaced environment
- Financial Industry experience preferred
- Intermediate to advanced skills with MS Office Suite specifically Excel
- Desire to obtain longterm employment
This position also requires that you possess the following skills:
- Ability to prioritize projects and manage time
- Savvy customer service to include excellent communication; both verbal and written
- Strong followthrough
- Goodnatured positive attitude
- Ability to demonstrate persistence to achieve quality
- Strong organizational skills detail oriented proactive and resourceful
- Friendly professional phone manner and enjoys working with a variety of clients
- Demonstrate maturity and poise under pressure
- Flexibility to contribute as part of a team as well as independently
Responsibilities:
- Preparation of Financial Plans Investment Allocation models Insurance proposals and presentations for client meetings
- Utilize websites and software to obtain client and product information
- Compare existing solutions to those currently available in the marketplace
- Establish and maintain detailed client files
- Prepare client correspondence including letters and email correspondence
- Fulfill routine client service requests resolve inquiries and escalate cases when appropriate
- Assist in client meetings
Salary:
$
$
Money for Nothing
Three weeks of paid time off each year
Three weeks of paid time off each year
Retirement
We offer Traditional and Roth 401(k)s with a company contribution of 3 regardless of team member contributions.We can also assist with funding a Traditional IRA or Roth IRA. We know a lot about money its what we do!
Lets Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network
Its the same health insurance that Tony has for himself.
We pay for part of health dental and life insurance.
Paid time off to go to the doctor dentist etc.
Blue Cross Blue Shield group health insurance plan with a great provider network
Its the same health insurance that Tony has for himself.
We pay for part of health dental and life insurance.
Paid time off to go to the doctor dentist etc.
Hungry
Free coffee tea sodas water and hot cocoa all onsite
Free coffee tea sodas water and hot cocoa all onsite
Want To Lend a Hand
We support local charities financially and with paid time off to volunteer
We support local charities financially and with paid time off to volunteer
Use The Force Luke!
Mentorship is part of the deal. We want to help you as a person not just as an employee. Well pay for you to obtain your life insurance license health insurance license and Series 65 securities registration. Well even pay for your Certified Financial Planner designation. Want to get your CPA license Lets do it.
Mentorship is part of the deal. We want to help you as a person not just as an employee. Well pay for you to obtain your life insurance license health insurance license and Series 65 securities registration. Well even pay for your Certified Financial Planner designation. Want to get your CPA license Lets do it.
How Do I Get There
Waukesha location is just off the Guerkes Corner exit on I94. Mequon location is right off I43 on Mequon and Port Washington Rd
Waukesha location is just off the Guerkes Corner exit on I94. Mequon location is right off I43 on Mequon and Port Washington Rd
Lets have fun!
Quarterly team lunches and teambuilding events offsite
Annual Team Holiday Party
Quarterly team lunches and teambuilding events offsite
Annual Team Holiday Party
Paidfor Annual Trips
Company hits our goals lets all travel together!
Company hits our goals lets all travel together!
Presented by Advisor Employee ServicesThank you for your interest in the Assistant Financial Planner role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1 of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Employment Type
Full Time
Key Skills
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