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Financial Planner

2 months ago

Green Bay, United States Laura Mossakowski LLC Full time
Description

Are you a dedicated individual looking for a full-time client-centric career as a Financial Planner / Financial Advisor at a growing Green Bay, WI firm?

Join our on-site high-performing team that values ambition, professionalism, hard work, honesty, and ethics.

Key Responsibilities:
  • Address complex issues with creativity and innovation
  • Offer top-tier financial planning and investment advice
  • Build and maintain trust with clients
Qualities We Seek:
  • Driven and eager to expand knowledge
  • Dedicated to team growth and company success
  • Proactive, trustworthy, and a collaborative team member
  • Passionate about helping clients secure their financial future and providing peace of mind
  • Comfortable working with and caring for our gentle office dog
Perks:
  • On-site role with opportunities for career progression
  • Access to mentorship and professional development at LML


If you are passionate about helping others achieve financial security, value teamwork, and are ready to contribute to our team's success, we encourage you to apply for this exciting opportunity in Green Bay, WI, US.

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

•3+ years of relevant experience within the financial industry is ideal. CFP designation or Insurance industry experience is also helpful.
•Has current Series 7 (or Series 6), 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 friendly demeanor.