Client Advocate (Para-Professional) | Financial Services | Growth Opportunity to Financial Advisor | Onalaska, WI

Company: Financialoscopy® Inc. Location: Onalaska, WI (In-person only) Job Type: Full-time Salary: $38,000 – $48,000 per year (commensurate with experience)

Are you a personable, energetic, and detail-oriented professional who loves building lasting client relationships and wants a meaningful career with excellent work-life balance plus strong growth potential?

The Financialoscopy® Inc. — an established financial firm with nearly 40 years of trusted service in our community — is hiring a Client Advocate (Para-Professional). This role delivers exceptional client care while offering a clear pathway to become a licensed Financial Advisor within three years.

If you’re organized, tech-savvy, and excited to learn the financial advisory industry in a supportive, close-knit team environment, this is your opportunity to join a firm that truly values its people and clients.

Key Responsibilities

• Deliver outstanding client service through one-on-one interactions, emails, phone calls, typed and handwritten notes, and videos
• Thoroughly document all advisor-client interactions, conversations, concerns, and action items (we live by “document, document, document”) while protecting client privacy
• Research investment portfolios and life insurance options; assist with portfolio construction, implementation, updates, and servicing
• Prepare daily folders, abbreviated notes, and financial models for weekly advisor appointments
• Handle post-appointment follow-ups, meeting recaps, action items, and team coordination
• Serve as backup for office tasks (answering calls, scheduling, preparing applications) and cross-train toward independent advisory work

What We Offer

• Outstanding work-life balance: 36-hour workweek — office closes every Friday at 12:30 PM
• Generous paid time off: Full Christmas break (Christmas Eve through New Year’s Day), extra paid days off (full Fridays before Memorial Day & Labor Day weekends, Presidents’ Day, Martin Luther King Jr. Day), plus earned vacation time
• Competitive starting salary of $38,000 – $48,000
• Professional development assistance and a clear 3-year growth path into a Financial Advisor role
• Positive team culture focused on integrity, innovation, and client success

Qualifications

• Customer service experience preferred (financial services, banking, insurance, marketing, or sales is a strong plus)
• Strong proficiency in Microsoft Office Suite and Excel
• Excellent oral and written communication, telephone etiquette, and interpersonal skills
• Superior time management, multitasking, self-direction, and a positive attitude
• Associate degree (minimum) or higher preferred
• Willingness to pass the Securities Industry Essentials (SIE) Exam if not currently securities licensed
• Must be able to pass fingerprint, criminal, and credit background checks
• Available to start as soon as possible

This position is ideal for someone seeking a long-term home in client advocacy or the perfect springboard into a rewarding career as a financial advisor.

How to Apply Email your detailed resume to: mark@financialoscopy.com

In your email, please include: Confirmation that you can pass a fingerprint, criminal, and credit background check Your earliest available start date

We review applications quickly and look forward to connecting with motivated candidates who are excited about client success and professional growth.

Financialoscopy® is an equal opportunity employer.

Job Type: Full-time Work Location: In person – Onalaska, WI

Pay: $38,000.00 - $48,000.00 per year

Benefits:

• Financial planning services
• Professional development assistance

Application Question(s):

• Are you able to pass an FBI fingerprinting background, criminal and credit check?
• Are you knowledgeable in working with Excel?
• Will you be able to study and pass college-level regulatory coursework to increase your potential future with our firm?
• Have you taken the time to research our firm prior to applying for this position? If so, why do you wish to work alongside our team?

Education:

• Associate (Required)

Work Location: In person