Careers at Financial Service Group
At FSG we believe in helping our clients achieve their great lives just as they define it. We’re also big believers in helping our team experience their great lives too. Learn more about FSG values here.
Because our needs are constantly evolving, we’re always interested in speaking with talented professionals about roles and career paths in financial life planning.
Even without current openings, we’re open to conversations to get to know each other. If you’re interested in advisory or support roles in fee-only financial life planning, feel free to reach out to terri@toyourwealth.com
Current openings at FSG
We are currently seeking an Associate Financial Advisor with the intent of having the accepted candidate begin his/her career with Financial Service Group before the end of 2025. If you’re a CFP® professional or on your way to earning your designation, we’d like to have a conversation with you about this role. For more information about this opportunity, please visit Associate Financial Advisor
Roles at Financial Service Group (please refer above for current openings)
Senior Financial Advisor
As a Senior Financial Advisor, you will lead the delivery of comprehensive financial planning and investment strategies for high-net-worth individuals, families, and businesses. Your responsibilities include managing client portfolios, providing tailored advice on wealth management, retirement planning, tax strategies, and estate planning, while ensuring compliance with regulatory standards. You will oversee client relationships, guide them through complex financial decisions, and identify growth opportunities for their portfolios. Additionally, you will mentor junior advisors and collaborate with internal teams to ensure seamless client service. Success in this role requires a deep understanding of financial markets, excellent communication skills, and a strong ability to build trust and foster long-term relationships.
Associate Financial Advisor
The Associate Financial Advisor supports senior advisors in providing exceptional financial planning services to clients. Responsibilities include participating in client meetings, managing follow-up tasks, and addressing client inquiries. You will also help monitor client portfolios, ensuring alignment with financial goals and risk tolerance. This position serves as a pathway to developing advisory expertise, requiring strong analytical skills, team spirit, attention to detail, and a client-focused mindset. Effective communication and a passion for personal finance are essential for success.
Business & Operations Manager
At FSG, the Business & Operations Manager ensures the smooth and efficient day-to-day operations of the firm. Responsibilities include managing office workflows, overseeing the client service team, and ensuring compliance with regulatory standards. This role acts as the primary liaison between advisors, clients, and vendors. Additional duties involve overseeing firm accounting, payroll, HR, and reporting functions to support overall firm efficiency. The ideal candidate will possess exceptional organizational skills, strong attention to detail, and a proactive problem-solving mindset. Excellent interpersonal skills are essential for fostering a positive and professional environment for both clients and colleagues.
Client Service Associate
The Client Service Associate plays a vital support role to our financial advisors by assisting with client meeting preparation, taking meeting notes, and ensuring seamless client interactions. Responsibilities include setting up and maintaining client accounts, completing client and custodian paperwork, and overseeing client transactions and activity. Additionally, this role includes executing key tasks such as asset transfers, preparing reports, and providing general support for portfolio and investment strategies. Success in this role requires exceptional organizational skills, attention to detail, and a proactive approach to problem-solving. The Client Service Associate is a critical part of ensuring that our clients receive outstanding service.
Support Staff
Our Support Staff at FSG plays a key role in ensuring the seamless operation of the firm by providing administrative assistance, reception services, and supporting tax preparation during peak seasons. Duties vary but generally include client communication, managing advisors’ calendars, handling confidential documents, and assisting advisors and managers with various tasks. The support team is flexible, adaptable, and dedicated to meeting the needs of clients and team members. The ability to handle a range of duties with professionalism and efficiency is essential for success in this role.
Let’s chat! Reach out today to connect with us.
We understand the apprehension that comes with planning for your future. Our no-commitment, free consultation with our trusted CERTIFIED FINANCIAL PLANNER™ advisors will put you at ease and show you all that Financial Service Group can offer. Contact us today and start planning for your great life.
4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax:(262) 554-1907 | Email: info@toyourwealth.com
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