Financial Service Associate / Service Advisor

Job Description

Job Description

At Laura Mossakowski LLC, we empower you to grow in a supportive and dynamic environment. As a Financial Services Associate, you'll play a crucial role in helping clients navigate their financial journeys. You'll enjoy a competitive salary that reflects your education and experience, along with a comprehensive benefits package. This includes life, disability, vision, and dental insurance, a retirement plan with matching contributions, and eligibility for incentive bonuses. Plus, you'll have the opportunity to invest at NAV, access paid time off, and receive reimbursement for industry training and licenses. We believe in giving back, so we match charitable contributions too.

In this role, you'll collaborate with a dedicated team to deliver exceptional financial services. Your expertise will guide clients in making informed financial decisions that align with their goals. We're committed to your growth, offering an environment that fosters innovation and creativity. If you're looking for a place where your contributions are valued and your professional development is a priority, Laura Mossakowski LLC is the perfect fit. Let's work together to shape a brighter financial future for our clients and for you. Compensation:

$100,000 - $115,000 yearly

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. CFP designation is a plus!

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.