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Financial Advisor - Financial Planner

Company: Laura Mossakowski LLC
Location: De Pere
Posted on: July 2, 2024

Job Description:

Join our high-performing, client-centric small business in Green Bay, WI, US as a Financial Advisor/Financial Planner.

Looking for an ambitious, professional, hard-working, honest, and ethical individual to join our team & help provide exceptional service & advice to our clients.

Responsible for applying creativity & innovation to solve complex problems, offer top-tier financial planning & investment management advice, and build & maintain trust with our clients.

Seeking a candidate who is eager to learn & grow. Someone who is dedicated to helping our team & firm expand long-term.

On-site position with opportunities for career advancement, mentorship, & growth at LML.

The ideal candidate is proactive, trustworthy, & a team player who loves animals, works diligently, & loves assisting people in achieving their financial security & peace of mind. Must be comfortable around animals & willing to care for our gentle office dog.

Client Service & Acquisition (40%)
--- Comfortable being in charge of client meetings, follow-up, and implementation.
--- Excellent focus and works well in teams with a sense of urgency and direction.
--- Thrives on continually bringing in new high-quality clients and helping them reach their unique financial goals.

Financial Planning & Investment Management (40%)
--- Integrates creativity and innovation in solving complex situations.
--- Implements efficient solutions to meet our clients' needs.
--- Keeps up on industry changes & helps our team, firm, and clients adapt and thrive through it all.

Business Management (20%)
--- Brings creativity and innovation to the work environment.
--- Assists in creating & implementing the goals, strategic vision, & growth of the team & firm.
--- Assists with exploring & implementing new technology & solutions.

--- 3+ years of relevant experience within the financial industry. Insurance industry experience is also helpful.
--- Has current Series 7, Series 66 (or equivalent), WI Health, and WI Life Insurance licenses or is obtaining the qualifications currently.
--- Ability to work independently and as part of a team to help clients.
--- Exceptional verbal and written communication skills.
--- Excellent problem-solving skills.
--- Must be professional with a positive attitude and a friendly demeanor.

About Company:
We offer a competitive salary comprised of base pay and incentives established on team and individual KPIs and goals. 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 health insurance at this time.

Keywords: Laura Mossakowski LLC, Green Bay , Financial Advisor - Financial Planner, Accounting, Auditing , De Pere, Wisconsin

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