Financial Services Associate

Build and support client financial plans in a team-focused, advisor-led environment at Laura Mossakowski LLC. This on-site role in Green Bay, WI pairs client interaction with ongoing plan monitoring, helping you translate research into clear guidance. You will also be supported with a competitive salary ($100,000 - $115,000 yearly) and a benefits package that includes retirement matching, paid time off, and reimbursement for industry training and licensing.

What you’ll do

• Work closely with senior advisors to create personalized financial plans aligned with clients’ goals and aspirations.
• Perform thorough research and analysis to support the development of comprehensive financial strategies.
• Meet with clients to gather essential information and build a clear understanding of each client’s financial landscape.
• Prepare detailed reports and presentations that communicate financial insights and recommendations clearly.
• Assist with financial plan implementation, helping clients feel informed and confident in decisions.
• Monitor clients’ progress and provide regular updates and adjustments to plans and investments to stay aligned with goals.
• Stay current on industry trends and regulatory changes to support the most up-to-date advice and solutions.

What you’ll bring

• Experience in financial planning or a related field, with a strong understanding of financial products and services.
• Ability to collaborate effectively with advisors and team members to develop personalized plans.
• Proven experience conducting deep research and analysis to support financial strategy development.
• Strong communication skills for engaging clients and collecting key financial information.
• Proficiency preparing detailed reports and presentations that convey financial insights.
• Experience supporting implementation of financial plans so clients feel informed and confident.
• Experience monitoring client progress and delivering timely updates and adjustments.
• Current licenses: SIE, Series 66 (or equivalent), Series 7, WI health, and WI life insurance.

Benefits

• Life insurance
• Disability insurance
• Vision insurance
• Dental insurance
• Retirement plan with a match
• Opportunities for incentive and bonus pay
• Reimbursements for industry training and licenses
• Match charitable contributions
• Paid time off
• Investments at NAV
• Competitive salary
• Note: Not offering group health insurance at this time