JOIN A CLIENT-FOCUSED, FAMILY-ORIENTED FINANCIAL PLANNING TEAM

We are a client-centered, welcoming financial planning firm based in Green Bay, WI, dedicated to supporting, empowering, and educating clients on their financial journey.
Our team values every client’s perspective and strives to create a warm, inclusive environment where everyone feels respected and heard. We believe in building lasting relationships with clients—treating them like family, listening to their stories, and helping them achieve financial stability.
We are seeking a motivated, detail-oriented, dependable, and ethical Associate Advisor/Paraplanner to join our small, collaborative office. This is an on-site, in-person role.
If you are a thoughtful, responsible, caring team player eager to work alongside experienced professionals who enjoy connecting with clients, this is the place for you.
We have a friendly, well-trained dog as part of our unique office environment. Comfort with animals and a willingness to help care for her during the day are qualities we are looking for in our next team member.Compensation:

$80,000 - $90,000 yearlyResponsibilities:

• Work closely with advisors to analyze client data and help streamline the financial planning process for outstanding service.
• Prepare customized client forms and meeting agendas to meet individual needs.
• Address the needs of both clients and advisors with exceptional attention to detail and efficiency.
• Provide accurate information to clients regarding their accounts and financial planning matters.
• Document all client interactions and ensure timely follow-up and workflow completion.
• Manage client investment accounts, including handling contributions, distributions, and beneficiary designations.
• Maintain precise files and records, adhering to all regulatory compliance standards.

Qualifications:

• Full-time, on-site role in a professional office setting.
• Active Series 66, Series 7 (or 6), WI health, WI life insurance licenses required.
• 2-3 years of experience in the financial services industry preferred.
• Experience with LPL Financial preferred.
• Notary license is a plus.
• Excellent organizational, time management, and communication skills.
• Professional and positive attitude, with a friendly demeanor both in person and over the phone.
• High ethical standards, discretion, compliance, accountability, and confidentiality to protect clients and team members.
• Self-motivated, resilient, and able to work independently as well as part of a high-performance team.

Join our team and help to make a meaningful difference in the lives of our clients while growing your career in a supportive and collaborative environment.About Company
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

• Work closely with advisors to analyze client data and help streamline the financial planning process for outstanding service.
• Prepare customized client forms and meeting agendas to meet individual needs.
• Address the needs of both clients and advisors with exceptional attention to detail and efficiency.
• Provide accurate information to clients regarding their accounts and financial planning matters.
• Document all client interactions and ensure timely follow-up and workflow completion.
• Manage client investment accounts, including handling contributions, distributions, and beneficiary designations.
• Maintain precise files and records, adhering to all regulatory compliance standards