Financial Service Associate Advisor

Join us at Laura Mossakowski LLC, where you’ll make a significant impact as a Financial Service Associate Advisor in the finance industry. In this role, you'll work with our team to empower clients with tailored financial advice, helping them achieve their financial goals. As part of a supportive team, you'll grow with us through continuous learning and development opportunities. We believe in fostering a collaborative work environment, where your contributions are valued and your career aspirations are nurtured.

We offer a competitive salary that reflects your education and experience, complemented by a comprehensive benefits package. This includes life, disability, vision, and dental insurance, retirement plan with match, bonus eligibility, and paid time off. You’ll also benefit from investments at NAV, reimbursement for industry training and licenses, and charitable contribution matching. With us, you're not just taking on a job; you're stepping into a career path filled with growth and fulfillment. Let's build a brighter financial future together!

$100,000 - $115,000 yearly

• Collaborate with senior advisors to craft personalized financial plans that align with clients' unique goals and aspirations.

• Conduct thorough research and analysis to support the development of comprehensive financial strategies.

• Engage with clients to gather essential information, ensuring a deep understanding of their financial landscape.

• Prepare detailed reports and presentations that clearly communicate financial insights and recommendations.

• Assist in the implementation of financial plans, ensuring clients are informed and confident in their decisions.

• Monitor clients' financial progress, providing regular updates and adjustments to their plans and investments to remain aligned with the clients' goals.

• Stay informed on industry trends and regulatory changes to provide clients with the most current advice and solutions.

• Experience in financial planning or a related field, with a solid understanding of financial products and services.

• Ability to collaborate effectively with advisors and team members to develop personalized financial plans.

• Proven track record of conducting thorough research and analysis to support financial strategy development.

• Strong communication skills to engage with clients and gather essential financial information.

• Proficiency in preparing detailed reports and presentations that clearly convey financial insights.

• Ability to assist in the implementation of financial plans, ensuring clients feel informed and confident.

• Experience in monitoring clients' financial progress and providing timely updates and adjustments to plans as needed.

• Have current SIE, Series 66 (or equivalent), Series 7, WI health, and WI life insurance licenses. CFP designation is a plus!

We offer a competitive salary based on education and experience. 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.