Financial Services Associate

About the role

At Laura Mossakowski LLC, we're dedicated to empowering clients with financial clarity and confidence. As a licensed Financial Services Associate, you'll play a pivotal role in guiding clients toward their financial goals. You'll be part of a dynamic team that values innovation and collaboration, working closely with a seasoned advisor to develop comprehensive financial plans. Your expertise will help clients navigate complex financial landscapes, ensuring they feel supported and informed every step of the way. We believe in nurturing talent and fostering growth. This role is on-site in our Green Bay, WI office.

Responsibilities

• 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.

Qualifications

• 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.

Benefits

• Competitive salary
• Life, disability, vision, and dental insurance
• Retirement plan with a match
• Opportunities for incentive and bonus pay
• Reimbursements for industry training and licenses
• Matching of charitable contributions

Pay

Compensation: $100,000 - $115,000 yearly