Financial Planning Assistant — Path to Leadership
Job in
Marshfield, Wood County, Wisconsin, 54472, USA
Listed on 2026-01-01
Listing for:
Express Employment Professionals - Wausau, WI
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A growing financial advisory practice is seeking a detail-oriented Financial Advisor Assistant to support client meetings and financial planning tasks. This full-time role involves data entry, client communication, and maintaining organized records. Ideal candidates will have strong attention to detail, organizational skills, and comfort with financial documents. Opportunities for quarterly bonuses and career advancement are available. The position is on-site in Marshfield, WI, offering a competitive pay rate between $18 and $32 per hour.
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