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Financial Planning Associate

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 contract positions $20.93hr. 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 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.
Adecco is hiring immediately for this Financial Planning position, so consider applying now!
  • Hourly pay starting at $20.93 per hour
  • Competitive Benefits
  • Generous referral bonuses and incentives
  • Extensive training in a team setting to help you be successful on the job
  • Requirements:
  • Experience in the financial/insurance industry; must have basic knowledge of financial terms and financial-based acumen
  • Bachelor's degree preferred (Financial or Business focus) or equivalent professional experience in the financial services arena
  • Excellent, professional written and verbal communication skills; coachability and self-driven attitude
  • Solid experience with Microsoft Office and efficient data entry skills
  • 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!

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    Adecco USA
    Full time
    Salary Range
    $24,000.00 - 36,000.00
    per Year
    Salary range estimated by
    Milwaukee, WI 53244, US