Financial Planning Associate I

Position Overview

We are seeking a detail-oriented Financial Planning Associate I with 1-2 years of finance experience to support our operations team. This role focuses on creating and reviewing financial plans, ensuring accuracy, and delivering a high-quality client experience. The ideal candidate has strong analytical skills, attention to detail, and a collaborative mindset.

Key Responsibilities

• Develop basic to intermediate financial plans with a high degree of accuracy for assigned clients.

• Interpret financial plan outputs, identify inconsistencies, and resolve issues or escalate when necessary.

• Apply standard procedures and adapt to special instructions outside of normal guidelines.

• Perform final quality checks on financial plans completed by peers and junior team members.

• Utilize foundational planning and investment knowledge to improve workflows and flexibility.

• Recommend improvements to processes and standard work where opportunities are identified.

• Communicate professionally and effectively with team members and leadership.

• Provide and receive feedback openly to support a collaborative environment.

• Identify and question inconsistencies to ensure quality outcomes.

• Contribute ideas, insights, and solutions during team meetings, training sessions, and one-on-ones.

• Escalate complex or non-standard requests appropriately to mentors or team leads.

• Complete required training and learning modules within established deadlines.

• Support and embody company values, promoting a culture of growth and continuous learning.

Required Qualifications

• Bachelor's degree in Finance or a related field (preferred)

• 1-2 years of experience in finance or financial services

• Strong attention to detail and data accuracy skills

• Ability to interpret financial data and troubleshoot inconsistencies

• Effective verbal and written communication skills

• Ability to work independently and manage multiple tasks

What We Offer

• Collaborative and supportive team environment

• Opportunities for professional development and career growth

• Ongoing training and learning resources

Job Type & Location

This is a Contract position based out of Milwaukee, WI.

Pay and Benefits

The pay range for this position is $20.00 - $23.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Milwaukee,WI.

Application Deadline

This position is anticipated to close on Jun 12, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.