Manpower is seeking several Financial Planning Associates for contract pilot program at a large Milwaukee insurance company.
Seeking team members to construct personal financial plans based on information provided by field representatives to determine modules, such as retirement, education, survivorship, disability, long term care, and asset allocation needs. Must generate investment proposals and paperwork utilizing proprietary software to create client-facing plans and charts. Must have some knowledge of Morningstar Advisor Workstation and Microsoft Office. Great opportunity for recent college graduates!
Requirements:
· Previous experience in financial industry preferred
· Understanding of analytics and reports
· Detail oriented, specifically with data entry
· Flexible and agile with ability to change tasks quickly
Contract:
Contracts beginning in December 2016 or January 2017. Longterm contract opportunity.
Salary:
Pay rate: $16-18 per hour, based on experience.
If you’re interested in this role, please reach out to Ashley Tietyen at ashley.tietyen@manpower.com.
— This story is written by Kali Thiel, director of university communications for Concordia University Wisconsin and Ann Arbor. She may be reached at kali.thiel@cuw.edu or 262-243-2149.
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