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Assistant Financial Planner

Waukesha, WI

Posted: 08/30/2024 Employment Type: Permanent Industry: Accounting and Finance Pay Rate: $45-55

Job Description

Assistant Financial  Planner
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? W are seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!
 
 
The below job description outlines the responsibilities of the Assistant Financial Planner.
 
Minimum Requirements:
  • 2+ years of administrative office experience in a fast-paced environment
  • Financial Industry experience preferred  
  • Intermediate to advanced skills with MS Office Suite, specifically Excel
  • Desire to obtain long-term employment
 
 
 
Retirement
We offer Traditional and Roth 401(k)s with our company contributing 3% regardless of team member contributions. Employees under 50 years of age can contribute $23,000 per year in addition to the 3% company contribution. Are you 50+ years of age? You can contribute $30,500 each year in addition to the 3% company contribution. We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, it’s what we do!
Let’s Stay Healthy
Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We help pay for your health, dental, and life insurance along with paid time off to go to the doctor, dentist, etc.!
Hungry?
Free Lunches are provided for weekly team building
Free coffee (Nespresso), tea, sodas, water, and hot cocoa — all on-site
Wow, You’re Smart!
We’ll pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner® designation!
Want to get your CPA license? Let’s do it!
 

Meet Your Recruiter

Allison Crewz
Senior Recruiting Consultant

I made the leap from retail management to recruiting and never looked back. I specialize in direct hire positions and I would love to support you throughout your entire process in finding your new career. At Hatch, we are boutique firm which allows us to give you the focus you deserve. As a mom of two, who loves the outdoors and cooking, I understand how important balance is and I want to help you achieve that too. Even if you do not see a role that fits what you are looking for, send me a message, you never know when the right role will come along. 

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About Waukesha, WI

Explore exciting job opportunities in the vibrant area surrounding Waukesha, Wisconsin! Known for its picturesque parks like Frame Park and gorgeous landscapes, Waukesha offers a perfect blend of small-town charm and big-city amenities. As the birthplace of Les Paul, this city celebrates its rich musical heritage and hosts the annual Waukesha BluesFest. With proximity to Milwaukee, home to the Milwaukee Art Museum and theater district, job seekers in Waukesha can enjoy a diverse cultural scene. Indulge your taste buds with the local favorite cheese curds or visit the iconic Leinie Lodge for a brewery tour. Don't miss the chance to catch a game by the beloved Milwaukee Bucks or Brewers at the Fiserv Forum or American Family Field. Embrace the opportunities for professional growth and a fulfilling career in the captivating region around Waukesha!