Title: Financial Planning Associate, FPS – Specialist
Location: Milwaukee, WI
Type: Hybrid (2 days onsite per week)
Duration: ASAP – 05/28/2027
Perks: Competitive Rates, Benefits, free daily lunch when onsite
Job Description:
We are seeking a detail‑oriented Financial Planning Associate to join a collaborative team supporting financial planning operations. This is a great opportunity for someone looking to build experience in financial services and gain hands‑on exposure to financial plan development in a structured, team‑based environment.
This role offers the chance to work alongside experienced professionals while contributing to meaningful, client‑focused planning initiatives.
What You’ll Do
- Generate comprehensive financial plans, investment proposals, and supporting documentation
- Input and manage client data using internal financial planning tools
- Analyze financial information and assist in developing planning recommendations
- Support financial representatives and advisors through workflow systems
- Work within a queue‑based environment to manage and complete planning requests
- Begin with foundational tasks and gradually take on more complex financial planning work
What We’re Looking For
- Background in finance, business, or a related field
- 1–4+ years of relevant experience (or equivalent combination of education and experience)
- Strong attention to detail and ability to manage data accurately
- Ability to work effectively in a team environment
- Comfortable working under deadlines and managing multiple tasks
- Strong communication skills and willingness to ask questions and learn
Nice to Have
- Experience with financial planning concepts or tools
- Advanced communication skills
- Consistent follow‑through and strong sense of ownership
- Self‑motivated with a proactive approach to learning and problem‑solving
Work Environment
- Hybrid schedule based in Milwaukee (2 days onsite per week)
- Collaborative, team‑oriented environment with strong onboarding and support
- Structured training including shadowing, coaching, and peer guidance
Contract Details
- 9–12 month contract engagement
- Potential for extension or full‑time conversion based on performance and business needs
Why This Role?
- Excellent entry point into financial planning and financial services
- Opportunity to grow skills in a supportive, team‑driven environment
- Clear path for development, with potential long‑term opportunities