Licensed Associate Advisor Paraplanner

Licensed Associate Advisor - Paraplanner Description

At Laura Mossakowski LLC, we're dedicated to empowering clients with financial clarity and confidence. As a Licensed Associate Advisor / Paraplanner, you'll play a pivotal role in guiding clients toward their financial goals. You'll be part of a dynamic team that values innovation and collaboration, working closely with seasoned advisors to develop comprehensive financial plans. Your expertise will help clients navigate complex financial landscapes, ensuring they feel supported and informed every step of the way.

We believe in nurturing talent and fostering growth. That's why we offer a competitive salary, complemented by a robust benefits package that includes life, disability, vision, and dental insurance, a retirement plan with a match, and opportunities for incentive and bonus pay. We support your professional development with reimbursements for industry training and licenses. Additionally, we match charitable contributions, reflecting our commitment to community and shared success.

Join us at Laura Mossakowski LLC to be part of a culture that values diversity, inclusion, and the success of every team member.

• Ensure all client documentation is prepared, processed accurately, and in compliance with industry regulations.
• Help 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 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

We offer a competitive salary based on education and experience. 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 group health insurance at this time.