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Financial Analyst Financial Services

Wealth Planning Associate - Client-Focused Paraplanner

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Johnson Financial Group
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services company is seeking a Wealth Paraplanner to manage the financial planning process for clients. You will facilitate client interactions, gather necessary information for financial plans, and work closely with financial planners. Candidates should hold a Bachelor's degree in finance and possess strong analytical and communication skills.

This role offers new graduates the chance to start their careers in financial services and requires completing Series 65 within 90 days of hire.
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Position Requirements
10+ Years work experience
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