Associate Financial Planner: Fast Track to Lead Advisor

An Advanced Associate Financial Planner (AAFP) at Financial Service Group serves as a client/lead advisor liaison. For a high-energy, CFP qualified professional and mature contributor who demonstrates outstanding performance in the role, this is an excellent growth opportunity for advancement to a lead advisor within a 12-18 month period. A Lead Advisor at FSG is a more experienced planner responsible for developing new business opportunities and creating complete financial life plans with our clients.

The AFP acts in a supportive role to the lead advisor, who serves as a primary resource for training and mentoring. The AAFP participates in client meetings with the goal to transition into leading the meetings over 12-18 months. Specific tasks of an AFP and a Lead Advisor along with a robust training outline will be shared with interested candidates.

What we’re looking for in our ideal ADVANCED ASSOCIATE FINANCIAL PLANNER

• 3-5 years working in a financial planning environment (doing tasks such as preparing client reports, updating information, participating in client meetings, setting up accounts, transferring assets, preparing meeting agendas and reports, etc.)
• Has working knowledge of CRM system (Redtail or comparable), financial planning software (Money Guide Pro or comparable). Works with custodians (Schwab)
• Quick to learn/apply tools, technologies and processes associated with the role
• Self-starter, motivated by continuous learning
• Must be organized, possess a high degree of attention to detail and accuracy, and be able to concentrate and multitask
• Excellent written and verbal communication skills
• Must align, support, and demonstrate FSG values
• Team player, collaborative, able to work with and through others and a desire/ability to work effectively in a small company team environment.

Salary and Benefits

• Salary will be based on experience (no commission) and is competitive with industry standards for the role
• Benefits – PTO, 401K, Flexible work schedule options, Profit Sharing eligible, Health Insurance, long-term disability, parental leave, sabbatical eligible
• Financial support for professional accreditation/continuing education requirements and other education/training opportunities

In 2026, Financial Service Group, Inc. celebrated 43 years serving clients in Racine and surrounding communities. Our fee-only, financial life planning firm is a working home to our nine employees including three CFP® planners. Retaining our culture is paramount with every hire and we take our time to make the choice that will integrate with the team, align with our core values, and be an ideal fit in working with our select group of clients.

As a fee-only firm, we do not sell financial products or receive commissions as payment. Rather, our clients pay a retainer, and we provide them with a full range of services related to all aspects of their financial well-being. Our services include industry innovations such as Career Asset Management, Elder Life Planning, and Caring Hearts Conversations to augment more traditional retirement, investment, tax and other financial planning services.

It’s our goal to ensure we take care of our clients’ financial well-being so they can focus on other important aspects of their great life…as they define it. We are uniquely positioned to respond to the growing population in Racine, Kenosha and surrounding areas as their local, fee-only, financial life planning partner.

We know it’s our employees that ultimately make us successful. Without a solid team that shares our unique value proposition, we couldn’t deliver what we promise to our clients. And we strive to create an environment of flexibility and…