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Financial Planning Associate

Job

Adecco USA, Inc.

Milwaukee, WI (In Person)

Full-Time

Posted 1 week ago (Updated 14 hours ago) • Actively hiring

Expires 6/20/2026

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Job Description

Home Financial Planning Associate Accounting & Finance $ 21.50 / Hour location_on Milwaukee, Wisconsin acute Contract/Temporary favorite_border
JOB ON CANDIDATE PORTAL
COPY LINK link Financial Planning Associate Looking for your next career move in the Financial Services arena? Adecco's got it! We are hiring for a few Financial Planning Assistant roles, $21.50hr. These incredible opportunities provide in-depth experience with a leadingpany in the financial services industry located in Milwaukee, WI. If you have a solid work history working in a financial type of role, or recent college graduate with a degree in Finance looking to start your career, this could be a great opportunity for you! BA Degree is required for this role. This position is located in Milwaukee, WI and will work on-site 2 days a week, 3 days remote. The Financial Planning Assistant will be part of a team responsible for researching and generatingprehensive financial plans, risk and investment proposals, and paperwork for financial representatives and advisors. These positions involve pulling data from multiple sources, entering information into various systems, generating electronic documents properly and timely, and processing the documents according to policy. Experience in the financial/insurance industry; MUST have basic knowledge of financial terms and financial-based acumen. Bachelor's degree required (Financial or Business focus) or equivalent professional experience in the financial services arena. Candidates should possess the following qualifications:
  • Attention to detail, analytical and interpretation skills
  • Accuracy and stronganizational skills
  • Excellentmunication skills
  • Ability to analyze, follow direction, multi-task and work in a fast paced/high volume environment
  • Learn multiple systems
  • A Team player, must befortable taking initiative while working as part of a team
  • Bachelor's degree required (Financial or Business focus) Fulltime, M-F, 8:30-5 Does this all sound good to you?
If you ask us, we'd make a great team. Our friendly experts are ready to get you in at a great job, so the ball is in your court. If you're ready for an exciting, challenging position with a premier employer in the downtown Milwaukee area, online with Adecco today! At Adecco, we care about our associates' wellbeing on the job and off, which is why we offer the following benefits: medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program,muter benefits and a 401k plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, w required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Pay Details:
$21.50 per hour Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program,muter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay w applicable. Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to adecco/en-us/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance
Massachusetts Candidates Only:
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.
Ref:
US_EN_99_023549_2545080

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