Licensed Financial Paraplanner
Listed on 2025-12-31
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Finance & Banking
Financial Consultant, Financial Analyst
Overview
Join a Client-Focused Financial Planning Team We are a client-centered, financial planning firm in Green Bay, WI, dedicated to supporting, empowering, and educating clients on their financial journey. We are seeking a hard-working, detail-oriented, dependable licensed paraplanner. This is an on-site, in-person role. If you enjoy completing and processing documents, analyzing investment data, and adhering to compliance, this is the role for you.
Our team values every client’s perspective and believes in building lasting relationships with clients—treating them like family and helping them achieve financial stability. Our office environment includes a friendly, well-trained dog, and comfort with animals and a willingness to help care for her during the day are required.
Compensation: $65,000 - $75,000 yearly plus incentives
Responsibilities- Complete and process client documents
- Analyze investment data to support financial planning activities
- Adhere to regulatory and firm compliance requirements
- Collaborate with team to support client relationships and service delivery
- Licensed paraplanner
- Detail-oriented and dependable
- On-site, Green Bay, WI role
- Seniority level:
Entry level - Employment type:
Full-time - Job function:
Finance and Sales
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