Laura Mossakowski, LLC - Financial Planning for Women and Their Families · 1 week ago
Licensed Associate Advisor - Paraplanner
Green Bay, WI
Full-time
Onsite
New Grad, Entry Level
$75K/yr - $85K/yrLaura Mossakowski LLC is dedicated to empowering clients with financial clarity and confidence. As a Licensed Associate Advisor / Paraplanner, you'll play a pivotal role in guiding clients toward their financial goals and developing comprehensive financial plans alongside seasoned advisors.
AdviceConsultingFinancial Services
Responsibilities
Guide clients toward their financial goals
Develop comprehensive financial plans with seasoned advisors
Help clients navigate complex financial landscapes
Qualification
Benefits
Life, disability, vision, and dental insurance
Retirement plan with a match
Opportunities for incentive and bonus pay
Reimbursements for industry training and licenses
Match charitable contributions
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®
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