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Financial Planner

Employer
Laura Mossakowski, LLC
Location
Green Bay, Wisconsin
Salary
$75,000-$105,000/year
Closing date
Aug 10, 2024

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary

Join our high-performing, client-centric small business in Green Bay, WI, US as a Financial Advisor/Financial Planner.

Looking for an ambitious, honest, professional, and ethical individual to provide exceptional service and advice to our clients.

Responsible for applying creativity and innovation to solve complex problems, offer top-tier financial planning and investment management advice, and build and maintain trust with our clients.

Seeking a candidate eager to learn and grow, dedicated to helping our team and firm expand long-term.

On-site position with opportunities for career advancement, mentorship, and growth at LML.

The ideal candidate is proactive, trustworthy, and a team player who loves animals, works diligently, and finds fulfillment in assisting people in achieving financial security and peace of mind. Must be comfortable around animals and willing to care for our gentle office dog.

Responsibilities

Client Service & Acquisition (40%)

  • Comfortable being in charge of client meetings, follow-up, and implementation.
  • Excellent focus and works well in teams with sense of urgency and direction.
  • Thrives on continually bringing in new high quality clients and helping them reach their unique financial goals.

Financial Planning & Investment Management (40%)

  • Integrates creativity and innovation in solving complex situations.
  • Implements efficient solutions for our clients needs.
  • Keep up on industry changes and help our team, firm, and clients adapt and thrive through it all.

Business Management (20%)

  • Brings creativity and innovation to the work environment.
  • Assists in creating & implementing the goals, strategic vision, and growth of the firm.
  • Assist with exploring and implementing new technology and other office solutions.

Qualifications

  • 3+ years of relevant experience within the financial industry. Insurance industry experience is also helpful.
  • Have current SIE, Series 7, Series 66, WI Health, and WI Life Insurance licenses or independently obtaining the qualifications currently (within 90 days of employment).
  • Bachelor’s degree in finance or other relevant field is helpful.
  • Ability to work independently and as part of a team to establish priorities and manage multiple requests.
  • Exceptional verbal and written communication skills.
  • Excellent problem-solving skills.
  • Must be professional with a positive attitude and friendly demeanor.

Compensation

$75,000 - $105,000 based on experience

About Laura Mossakowski LLC

We offer a competitive salary comprised of base pay and incentives established on team and individual KPIs and goals. Our benefits package includes life, disability, vision, and dental insurance, a retirement plan and match, incentive/bonus pay eligibility, paid time off, investments at NAV, reimbursement for industry training & licenses, charitable contribution matching, and more. Although we’re currently exploring options for a group health insurance plan, we do not offer health insurance at this time.

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