Entry Level Financial Planning Associate

Job#: 3034571

Job Description:

Our great client in Milwaukee, WI has an immediate opening for a Financial Planning Associate. IF you are interested please apply with resume to [email protected].

Position Overview

The Financial Planning Associate plays a critical role in by delivering high‑quality financial planning, investment, and operational support. This position partners closely with advisors to translate client goals into actionable financial plans while ensuring accuracy, compliance, and a strong client experience aligned with planning philosophy.

The role is part of an internal planning and operations function and is ideal for detail‑oriented professionals who enjoy behind‑the‑scenes impact, collaboration, and growth within financial services.

Our great client in Milwaukee, WI has an immediate opening for a Financial Planning Associate. IF you are interested please apply with resume to [email protected].

Position Overview

The Financial Planning Associate plays a critical role in by delivering high‑quality financial planning, investment, and operational support. This position partners closely with advisors to translate client goals into actionable financial plans while ensuring accuracy, compliance, and a strong client experience aligned with planning philosophy.

The role is part of an internal planning and operations function and is ideal for detail‑oriented professionals who enjoy behind‑the‑scenes impact, collaboration, and growth within financial services.

PRINCIPAL ACCOUNTABILITIES:

Casework (90%):

• Create basic to intermediate level financial plans with a high degree of accuracy for general OPS subscribers.
• With guidance, understand and apply special instructions that are outside of OPS standards. Make recommendations for improving standard work and/or work processes.
• Read and interpret output of financial plans and recognize and resolve basic inconsistencies. May need to escalate to address those requiring more advanced knowledge.
• Perform final quality checks for peers and more junior staff.
• Use basic planning and investment knowledge to provide flexibility on standard work.

Team Responsibilities and Client Experience (10%):

• Gives and receives regular feedback/information in an open and positive manner, utilizing the team's supported communication channels.
• Recognizes and questions inconsistencies.
• Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles.
• Demonstrate behaviors that reflect and support the company and department values, vision, and culture of learning/growth.
• Communication is professional, complete, accurate, and effective.
• Appropriately escalates non-standard requests to Lead/Mentor as appropriate.

Complete Workday Learnings in a timely manner, meeting deadlines.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details.

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Employee Type:

Contract

Location:

Milwaukee, WI, US

Job Type:

Date Posted:

May 14, 2026

Pay Range:

$20 - $30 per hour

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