• Full Time/Part Time
  • Appleton, WI
  • This position has been filled
  • Salary: $20.00-$25.00/hr. based on experience and licenses
Job ID: 141702


Are you a Finance / Associate Wealth Management Advisor who is looking for a career opportunity within an organization who is ranked among the strongest in their field? Are you a Finance / Associate Wealth Management Advisor who has strong communication skills?

Established in 1857, our client is a high-ranking firm specializing in financial networking.


As a Finance / Associate Wealth Management Advisor, you will create & maintain client financial plans as well as assist clients with day-to-day needs and process incoming and outgoing e-mails.

  • Use CRM system & the corporate marketing system to prepare opportunities to clients for investment and insurance solutions
  • Help maintain employer retirement plans
  • Finalize, submit and confirm paperwork
  • Document business expenses for budgeting and taxes purposes
  • Maintain Advisor’s calendar by setting appointments with clients
  • Sit with clients asking questions


  • Series 7 license or Series 6 and 63 licenses ideal but may consider a candidate who will immediately start working towards the licensing
  • Financial services experience preferred
  • Will consider administrative and/or account manager experience
  • Desire to learn the industry and get licensed
  • Will consider a recent degree in Finance, Business or Administrative Assistant
  • Computer savvy to learn industry specific software
  • MSWD, Excel and Outlook skills
  • Excellent communication skills to maintain client relationships
  • Ability to manage multiple diverse projects and assignments in a timely and quality manner
  • High regard for confidentiality
  • Ability to embrace change and work in a fast-paced environment
  • Career-driven


  • 401(k)
  • Group life insurance
  • Group disability insurance
  • Paid vacation


Hours: 8:00am-5:00pm, open to part-time schedules. Contact us for additional details.

Length: Temporary-to-Hire

Pay for the Finance / Associate Wealth Management Advisor position: $20.00-$25.00/hr. based on experience and licenses

Location: Appleton, WI

Job ID: 141702

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.