Salary will be based on experience (no commission) and is competitive with industry standards appropriate for the role. Estimated ranges are as follows:
Associate Financial Planner (AFP) - $90,000-$120,000
Lead Advisor - $140,000 - $170,000
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
Required Education:
4 Year Degree
An Associate Financial Planner (AFP) at Financial Service Group serves as a client/lead advisor liaison. For a high-energy, 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 is an experienced planner responsible for developing new business opportunities and creating financial 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 AFP participates in client meetings but does not take the lead in the advising or decision-making capacity. Specific tasks of our AFP and Lead Advisor including our fully provided training will be thoroughly discussed during the hiring process.
1-3 years working in a financial planning environment (involved in tasks such as: preparing client reports, updating information, participating in client meetings with a lead advisor, setting up accounts, transferring assets, preparing meeting agendas and reports, etc.)
5+ years working with clients on all aspects of financial planning, including all tasks of an Associate Financial Planner
Bachelor’s degree minimum
MBA preferred
CFP® designation completed or in-process (within 12 months of completion preferred)
CFP® designation completed and current
Quick to learn/apply tools, technologies, and processes associated with role
Self-starter, motivated by continuous learning
Must be organized, possess a high degree of attention to detail and accuracy, and ability to concentrate and multitask
Excellent written and verbal communication skills
Alignment with 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
In 2025, Financial Service Group, Inc. celebrated 42 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 and investment planning, tax preparation, 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. Our beautiful Racine, Wisconsin office provides a comfortable work environment and welcoming home-like atmosphere fo...r our clients.
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.
