Milwaukee WI Metro - (USA) 400 East Mason Street Suite 105 WI Milwaukee , WI - 53202-3719 Phone : 414-272-8500
Large Milwaukee insurance company seeking Financial Planning Associates for contract program! Currently seeking team members to construct personal financial plans based on information provided by field representatives to determine modules, such as retirement, education, survivorship, disability, long term care, and asset allocation needs. Must generate investment proposals and paperwork utilizing proprietary software to create client-facing plans and charts. Must have some knowledge of Microsoft Office.
· Previous experience or education in finance, business, accounting, or actuarial fields
· Understanding of analytics
· Detail oriented, specifically with data entry
· Flexible and agile with ability to change tasks quickly
· Three assessments: Investment Concepts and Data Entry
Pay: $18 per hour