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Licensed Associate Advisor & Paraplanner Compliance
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-01-12
Listing for:
Laura Mossakowski LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Green Bay, Wisconsin, is seeking a Licensed Associate Advisor - Paraplanner. In this role, you will empower clients on their financial journey by crafting personalized financial plans and analyzing investment data. The ideal candidate will have active financial licenses and 2-3 years in the industry. The position offers a competitive salary between $75,000 - $85,000 annually, alongside a comprehensive benefits package including insurance and retirement plan contributions.
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Position Requirements
10+ Years
work experience
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