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Paraplanner

Employer
Laura Mossakowski, LLC
Location
Green Bay, Wisconsin
Salary
Starting at $50k/yr + bonus potential + some benefits
Closing date
Jul 9, 2023

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary

Laura Mossakowski LLC (LML) is looking to add a highly motivated and qualified Paraplanner to support our Financial Advisor(s) with office & client support so we can continue to provide excellent service and advice to our clients.

The ideal candidate will be passionate about financial planning, eager to advance their planning knowledge, and have a love for dogs; since one of our team members is a gentle office dog.

Essential Functions:

  • Assist the Advisor(s) with the entire financial planning process to maximize efficiency.
  • Analyze financial data to construct comprehensive financial plans and help customize financial solutions and wealth strategies for our clients.
  • This is not a sales position; however, the candidate will need to clearly articulate planning recommendations to Advisors and clients as necessary. Opportunities for advancement are available.
  • Assist with all aspects of office functions including, but not limited to meeting preparation, client paperwork, investment transactions, client meeting follow-up, supply ordering, answering phones, wowing clients, & caring for our office dog.
  • Research ad-hoc financial planning questions as necessary to further support our Advisors and their clients.
  • Ability to identify, meet, and follow through with clients’ and Financial Advisors’ needs and requirements with a keen attention to detail and a high level of effectiveness.
  • Demonstrate an understanding of increasingly complex personal and business financial planning concepts and stay informed of current financial planning developments and tax law changes.

Job Requirements:

  • Bachelor’s Degree and 2-3 years of experience within the financial service industry
  • Have current SIE, Series 66, Series 7, WI health, and WI life insurance licenses or independently obtain the qualifications within 120 days of employment.
  • Must have or be willing to gain proficiency in industry-specific software.
  • Excellent organizational and time management skills.
  • Effective oral and written communication skills.
  • Professional and positive attitude, friendly demeanor both in-person and by telephone.
  • Able to manage own workflow and priorities while willingly and effectively accommodating requests or needs from clients and other team members.
  • Resilient & self-motivated individual who can work both independently and with a high-performance team.
  • A high level of ethics, discretion, compliance, & confidentiality to protect our clients and team.

We offer a competitive salary and benefits package that includes life, disability, vision and dental insurance, a retirement plan and match, investments at NAV, reimbursement for industry training & licenses, and charitable contribution matching.

For more information about Laura Mossakowski, LLC, please see our website at www.lauramossakowski.com .

Direct inquiries should be sent to bre@lauramossakowski.com.

No phone calls please.

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