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Licensed Associate Advisor & Paraplanner - Client Focused

Job in Green Bay, Brown County, Wisconsin, 54311, USA
Listing for: WizeHire, Inc
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services, Financial Analyst
Salary/Wage Range or Industry Benchmark: 75000 - 85000 USD Yearly USD 75000.00 85000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Green Bay, WI, is looking for a Licensed Associate Advisor / Paraplanner to empower clients with financial guidance. This role involves crafting personalized financial plans, analyzing investment data, and maintaining compliance with industry regulations. Candidates should have relevant licenses and experience in financial services. Offering a competitive salary of $75,000 - $85,000 annually and a strong benefits package including insurance and professional development incentives.
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Position Requirements
10+ Years work experience
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