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Office Director

Chad J. Karl
Janesville, Wisconsin
Up to $40,000 per year, plus 401k, health insurance, HSA, etc.
Closing date
Nov 8, 2021

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary
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The Para-Planner role is a full-time position with salary plus potential bonuses.  The primary objective of this position is to support Chad J. Karl in providing financial planning services to some of his clients and helping achieve the growth objectives of insurance, financial, tax, and estate planning. 

The Para-Planner will assist Chad J. Karl in the following areas (though not necessarily limited to these areas):

  • Complete annual reviews with C and D clients. Cross sell life insurance, Medicare Supplements, long term care insurance and obtain referrals
  • Promote financial planning within our firm and the broader community
  • Participate in regular strategic planning
  • Introduce, create, and maintain relationships with other networks:  Tricor Insurance
  • Achieve professional development goals by working toward advanced certifications and skills
  • Monitor and track the activity and performance client relationships
  • Provide exemplary customer service to clients
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