Financial Services Associate Advisor

Job overview

The Financial Services Associate Advisor role is onsite in Green Bay, WI, with compensation of $100,000–$115,000 per year. Laura Mossakowski LLC supports clients with tailored financial advice to help them pursue their financial goals. The role supports senior advisors by researching and developing personalized financial strategies, gathering client information, and preparing clear reports and recommendations. It also helps implement and monitor plans so clients can make informed decisions and their strategies remain aligned with their goals.

What you'll do

• Collaborate with senior advisors on personalized financial plans
• research and analyze information for financial strategies
• gather client financial information
• prepare reports and presentations
• assist with plan implementation
• monitor client progress and recommend updates to plans and investments
• stay informed about industry trends and regulatory changes.

What we're looking for

Skills & competencies

financial services

associate advisor

financial planning

client advice

investment monitoring

research and analysis

financial strategies

green bay wi

laura mossakowski llc

sie

series 66

series 7

wisconsin insurance licenses

$100k–$115k/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Life, disability, vision, and dental insurance
• retirement plan with match
• bonus eligibility
• paid time off
• investments at NAV
• training and license reimbursement
• charitable contribution matching.

Why this role

Benefits include life, disability, vision, and dental insurance; retirement plan with match; bonus eligibility; paid time off; investments at NAV; reimbursement for industry training and licenses; and charitable contribution matching. Group health insurance is not currently offered. Current SIE, Series 66 (or equivalent), Series 7, Wisconsin health, and Wisconsin life insurance licenses are required; CFP is a plus.

About the employer

Laura Mossakowski LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.