Financial Planning Associate

Industry

Insurance

AdvertId

USA_333524

Location

Milwaukee

Job Type

Contract

Hours

Full Time

Salary Range

USD18/hr

No. of Openings

1

Branch Information

Milwaukee WI Metro - (USA) 400 East Mason Street Suite 105 WI Milwaukee , WI - 53202-3719 Phone : 414-272-8500

ContactNumber

414-272-8500

Job Description

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.

Requirements:
· 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