Financial Planning Associate

Financial Planning Associate

Genesis10 is currently seeking a Financial Planning Associate for a position with a Major Financial Services Company located in Milwaukee, WI. Pay Rate: $18.00 - $20.00 per hour.

This role will be part of a team responsible for generating comprehensive financial plans, risk and investment proposals, and paperwork for financial representatives and advisors. This is an excellent opportunity for a professional seeking to gain experience in financial planning within the financial services industry. The position may act as a technical lead or reporting SME.

Responsibilities:

• Generate comprehensive financial plans, risk and investment proposals
• Prepare and process paperwork for financial representatives and advisors
• Perform data entry and analysis
• Work effectively within a team environment to meet deadlines

Requirements:

• 4 plus years of experience in a related field, and/or a combination of education and experience
• Experience with financial plan development
• Strong attention to detail
• Ability to work under pressure at times

Desired skills:

• Advanced communication skills
• Consistent follow-through
• Motivated self-starter

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. If you have the described qualifications and are interested in this exciting opportunity, please apply!

About Genesis10: Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10:

• Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
• The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
• Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
• Behavioral Health Platform
• Medical, Dental, Vision
• Health Savings Account
• Voluntary Hospital Indemnity (Critical Illness & Accident)
• Voluntary Term Life Insurance
• 401K
• Sick Pay (for applicable states/municipalities)
• Commuter Benefits (Dallas, NYC, SF, and Illinois)

For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #INDGEN10