Financial Advisor Assistant jobs in United States
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Express Employment Professionals - Wausau, WI ยท 1 day ago

Financial Advisor Assistant

positionMarshfield, WI
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$18/hr - $32/hr

Express Employment Professionals is a growing financial advisory practice seeking a detail-oriented, process-focused Financial Advisor Assistant. This role involves supporting client meetings, handling financial planning tasks, and managing daily operations in a fast-paced environment.

Staffing & Recruiting
Hiring Manager
Kent Perrin
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Responsibilities

Support advisors during client meetings (note-taking, materials, follow-up)
Complete financial planning data entry and prepare planning documents
Process paperwork, transactions, and service requests
Manage client communication and ensure timely follow-through
Maintain organized, compliant records and workflows

Qualification

MultitaskingClient communicationAttention to detailOrganizational skillsFinancial services experience

Required

Exceptional attention to detail and accuracy
Strong organizational and multitasking skills
Comfort with data, numbers, and financial documents
Professional communication and client service

Preferred

Experience in banking, accounting, insurance, payroll, or financial services is helpful

Benefits

8% employer retirement contribution
Quarterly bonuses after 1 year
Health, dental, vision, life, disability
Gym membership reimbursement
Generous paid time off

Company

Express Employment Professionals - Wausau, WI

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Since 2013 Express Employment Professionals of Weston has been dedicated to helping job seekers find employment and provide workforce solutions to businesses.
dateFounded in 2013
location
Weston, Wisconsin, US
people-size2-10 employees
web-link
https://www.expresspros.com/westonwi/?utm_source=gmb&utm_medium=organic&utm_campaign=Qiigo

Funding

Current Stage
Early Stage
Company data provided by crunchbase