Licensed Associate Advisor

Overview

Join our team at Laura Mossakowski LLC, where you'll empower clients on their financial journey with confidence and clarity. As a Licensed Associate Advisor - Paraplanner, you'll play a crucial role in crafting personalized financial plans, ensuring every detail aligns with our clients' goals. Your expertise in processing documents and analyzing investment data will be invaluable in maintaining our commitment to compliance and excellence.

You'll thrive in an environment that values each client's unique perspective, fostering relationships that feel like family. At Laura Mossakowski LLC, we prioritize your professional growth and well-being. We offer a competitive salary tailored to your education and experience, along with a comprehensive benefits package that includes life, disability, vision, and dental insurance. You'll enjoy a retirement plan with matching contributions, bonus eligibility, and investment opportunities.

We’re committed to your development, providing reimbursement for industry training and licenses. Our team believes in giving back, matching charitable contributions to support the causes you care about. Join us, and let's build a future where your career can flourish alongside our clients' financial success.

• Ensure all client documentation is processed accurately and in compliance with industry regulations.
• Craft personalized financial plans that align with clients' unique goals and aspirations.
• Analyze investment data to provide insightful recommendations that enhance clients' financial strategies.
• Collaborate with senior advisors to refine and implement effective financial planning solutions.
• Maintain up-to-date knowledge of financial products and market trends to better serve our clients.
• Foster strong, trust-based relationships with clients, treating them as valued partners in their financial journey.
• Assist in the preparation of client meetings, ensuring all necessary materials are organized and ready for discussion.

• Full-time, on-site role in a professional office setting.
• Active Series 66, Series 7 (or
  6), WI health, WI life insurance licenses required.
• 2-3 years of experience in the financial services industry is preferred.
• Experience with LPL Financial preferred.
• Notary license is a plus.
• Excellent organizational, time management, and communication skills.
• Professional and friendly demeanor with all communications: in person, via phone, text, and email.
• High ethical standards, discretion, compliance, accountability, and confidentiality to protect clients and the team.

$75,000 - $85,000 yearly plus incentives