About this opportunity
Mohr Talent lists this Wealth Advisor Associate opportunity in kohler, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Pay:
From $70,000.00 per year
Find out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.
Job description:
Wealth Advisor Associate
Kohler, Wisconsin | Comprehensive Benefits
MOHR Talent is working with a well-established wealth-advisory organization looking to add an early-career financial professional to support experienced advisors and help clients make confident financial decisions. This is a strong development opportunity for someone who enjoys both analysis and relationship building and wants a clear path toward becoming a Wealth Advisor.
What You Will Be Doing
Prepare for client meetings by gathering financial information, building agendas, and organizing planning materials.
Assist with comprehensive financial plans covering cash flow, investments, retirement, insurance, education funding, tax considerations, and estate-planning objectives.
Research planning questions, model scenarios, and prepare recommendations for senior-advisor review.
Document client decisions and action items, coordinate follow-up, and support implementation of approved recommendations.
Respond to client needs with professionalism and gradually take ownership of portions of review meetings and client education.
Maintain accurate information in financial-planning, relationship-management, and related systems.
What We Are Looking For
Bachelor's degree in a relevant field or equivalent relevant experience.
1+ years of experience in financial services, banking, investment operations, client service, accounting, or a related environment.
Strong analytical, organizational, problem-solving, and communication skills.
High attention to detail, reliable follow-through, and discretion with confidential information.
A client-first mindset and genuine interest in developing into a trusted advisor.
Commitment to obtain required securities and Wisconsin insurance licenses within an agreed timeframe.
Preferred Qualifications
Experience supporting financial advisors or working in wealth management.
SIE completed, Series 7 and Series 66 held or in progress, or interest in earning the CFP certification.
Familiarity with financial-planning, portfolio-management, CRM, or custodial platforms.
Why This Opportunity
Structured development toward a Wealth Advisor position.
Mentorship and hands-on learning from experienced financial professionals.
Exposure to comprehensive planning and multigenerational client relationships.
Competitive Compensation DOE, comprehensive benefits, licensing support, and meaningful community involvement.
Qualified candidates who want to combine technical planning with long-term client relationships are encouraged to apply.
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. xhmxlyz We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at
Worksite address
kohler, WI, 53044, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.