Laura Mossakowski, LLC - Financial Planning for Women and Their Families · 1 day ago
Licensed Associate Advisor
Green Bay, WI
Full-time
Onsite
New Grad, Entry Level
$78K/yr - $88K/yrLaura Mossakowski LLC is dedicated to helping clients reach their financial aspirations, and they are seeking a Licensed Associate Advisor to support senior advisors. The role involves ensuring impactful client experiences while providing opportunities for professional growth and advancement.
AdviceConsultingFinancial Services
Responsibilities
Support senior advisors with precision
Ensure that each client experience is impactful and rewarding
Qualification
Benefits
Life, disability, vision, and dental insurance
A retirement plan with a match
Bonus opportunities
Investments at NAV
Reimbursement for industry training and licenses
Charitable contribution matching
Company
Laura Mossakowski, LLC - Financial Planning for Women and Their Families
Planning for a new beginning? Major life events like the sudden death of a spouse, a divorce, or a job change can hit you like an emotional two-by-four.
Founded in 2000
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Laura Mossakowski
CERTIFIED FINANCIAL PLANNER®
Company data provided by crunchbase