$18 - $20/hr
Contractor
Medical, Dental, Vision, Life, Retirement
Posted 9 days ago
Genesis10 is currently seeking a Financial Planning Associate for a position with a Major Financial Services Company located in Milwaukee, WI.
Pay Rate: $18.00 - $20.00 per hour.
This role will be part of a team responsible for generating comprehensive financial plans, risk and investment proposals, and paperwork for financial representatives and advisors. This is an excellent opportunity for a professional seeking to gain experience in financial planning within the financial services industry. The position may act as a technical lead or reporting SME.
Responsibilities:
Requirements:
Desired skills:
Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.
If you have the described qualifications and are interested in this exciting opportunity, please apply!
About Genesis10:
Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.
For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client.
Benefits of Working with Genesis10:
For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website www.genesis10.com.
Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.
It services
1,001 - 5,000 Employees
New York, NY, US
1999
Entry Level Financial Planner Salaries
Entry Level Financial Planner Career Research
Q: What skills or qualities help someone succeed as a Financial Services Associate?
A: To succeed as a Financial Services Associate, key technical skills include proficiency in financial modeling, data analysis, and financial software applications such as Excel, Bloomberg, or other industry-specific tools. Soft skills like strong communication, problem-solving, and analytical abilities, as well as a detail-oriented and organized approach, are also essential for success in this role. These strengths enable Financial Services Associates to effectively analyze financial data, provide insightful recommendations, and build strong relationships with clients or stakeholders, ultimately supporting their career growth and effectiveness in the industry.
Q: What is the career path for a Financial Services Associate?
A: A Financial Services Associate typically starts as an entry-level role, assisting in client onboarding, account management, and financial analysis, before progressing to mid-level positions such as Financial Analyst or Portfolio Manager, where they develop expertise in financial modeling, investment strategies, and risk management. As they gain experience, they can move into senior roles like Director of Financial Planning or Chief Investment Officer, overseeing complex financial projects and leading teams. Throughout their career, Financial Services Associates can develop skills in areas like financial markets, regulatory compliance, and leadership, with long-term career prospects including senior leadership positions, entrepreneurship, or specialized roles in fields like wealth management or asset management.
