Learn more about our Advanced Associate Financial Planner (AAFP) opening!
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.
Contact: Terri@ToYourWealth.com
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.)
- Bachelor’s degree minimum
- CFP designation completed
- Has working knowledge of CRM system (Redtail or comparable), financial planning software (MoneyGuide 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
- Associate Financial Planner (AFP) – $90,000-$120,000
- 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
Why join FSG?
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 creativity amid the hard work that goes on every day. Clients are clients of the firm, not of individual planners and we capitalize on the strengths of each team member in helping them get more than they expect from their financial life planning relationship with FSG.
Candidates are encouraged to visit www.ToYourWealth.com to learn more.
Firm Values
We do everything with heart – in dealing with clients and with each other, we act with compassion, empathy, respect and flexibility. We are present and engage in active listening. In big things and small, we are guided by our internal compass that drives our behaviors to act and respond from the heart.
We honor our commitments – We are responsive to your inquiries. We show up on time to meetings and follow-up with notes and action items. We operate in integrity, and you can count on us to do what we say we’re going to do.
We are transparent – We know that peace of mind starts with trusting that you have access to full information to help you make decisions about your great life. We believe in transparency in our working relationships–with clients and with each other–through honest and forthright communication, even when the topic is difficult.
We collaborate – our clients are at the center of our financial planning process and team. We work together to align their goals with financial planning strategies that help each of them live their great life.
We never stop learning – Our team knows they need to be ready today and tomorrow to innovate for the future. We believe in professional development, and we support an environment that celebrates differences.
Financial Service Group, Inc. is an Equal Opportunity Employer
Contact: Terri@toyourwealth.com Please include your cover letter and resume
