What are the responsibilities and job description for the Licensed Financial Paraplanner position at Laura Mossakowski, LLC - Financial Planning for Women and Their Families?
Join a Client-Focused Financial Planning Team
We are a client-centered, financial planning firm in Green Bay, WI, dedicated to supporting, empowering, and educating clients on their financial journey.
We are seeking a hard-working, detail-oriented, dependable licensed paraplanner. This is an on-site, in-person role.
If you enjoy completing and processing documents, analyzing investment data, and adhering to compliance, this is the role for you.
Our team values every client’s perspective. We believe in building lasting relationships with clients—treating them like family and helping them achieve financial stability.
We have a friendly, well-trained dog as part of our office environment. Comfort with animals and a willingness to help care for her during the day are required.
Compensation: $80,000 - $95,000 yearly plus incentives
We are a client-centered, financial planning firm in Green Bay, WI, dedicated to supporting, empowering, and educating clients on their financial journey.
We are seeking a hard-working, detail-oriented, dependable licensed paraplanner. This is an on-site, in-person role.
If you enjoy completing and processing documents, analyzing investment data, and adhering to compliance, this is the role for you.
Our team values every client’s perspective. We believe in building lasting relationships with clients—treating them like family and helping them achieve financial stability.
We have a friendly, well-trained dog as part of our office environment. Comfort with animals and a willingness to help care for her during the day are required.
Compensation: $80,000 - $95,000 yearly plus incentives
Salary : $80,000 - $95,000