Junior Financial Advisor Mentorship
Job in
New Berlin, Waukesha County, Wisconsin, 53151, USA
Listed on 2026-03-01
Listing for:
World Insurance Associates LLC
Part Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Job Description & How to Apply Below
A leading financial services firm in New Berlin is looking for a Junior Financial Advisor to support senior advisors in delivering comprehensive financial planning and investment management services. The role includes assisting with financial plans, client onboarding, and portfolio monitoring. Candidates should possess a Bachelor's degree in finance or a related field, along with 2-5 years of experience in financial services.
The firm offers a collaborative work environment and professional growth opportunities.
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