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Financial Planner

2 months ago

Green Bay, United States Laura Mossakowski LLC Full time
Job DescriptionJob Description

Are you a committed individual seeking a full-time role as a Financial Planner / Financial Advisor at a thriving firm in Green Bay, WI?


Come join our dynamic team that prioritizes ambition, professionalism, diligence, integrity, and ethical practices.


Responsibilities:

  • Tackle intricate challenges with innovation and originality
  • Provide top-notch financial planning and investment guidance
  • Establish and nurture trustful relationships with clients


Qualities We Value:

  • Motivated and keen on expanding expertise
  • Committed to team development and company triumph
  • Proactive, reliable, and a cooperative team player
  • Enthusiastic about aiding clients in securing their financial future and offering peace of mind
  • Comfortable working with and looking after our friendly office dog


Perks:

  • Positive, caring, and supportive team environment
  • On-site position with prospects for career advancement
  • Access to mentorship and professional growth opportunities at LML


If you are enthusiastic about assisting others in attaining financial stability, appreciate teamwork, and are prepared to contribute to our team's achievements, we invite you to apply for this exciting position in Green Bay, WI, US.

Compensation:

$100,000+ based on experience & production

Responsibilities:

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 clients' needs.
  • Keeps up on industry changes & helps our team, firm, and clients adapt and thrive through it all.


Business Management (20%)

  • Bring 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.
Qualifications:
  • Minimum of 3 years of experience within the financial industry is preferred, with a focus on the CFP designation or Insurance sector.
  • Currently holds or is pursuing qualifications such as Series 7 (or Series 6), Series 66 (or equivalent), WI Health & Life Insurance licenses.
  • Ability to work both independently and collaboratively within a team to assist clients effectively.
  • Strong verbal and written communication skills are essential.
  • Excellent problem-solving abilities are required.
  • Professional demeanor with a positive and friendly attitude is a must.
About Company

We offer a competitive salary comprised of base pay and boundless 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 group health insurance at this time.