What are the responsibilities and job description for the Financial Paraplanner position at Laura Mossakowski LLC?
As part of an on-site, high-performing, client-centric small business in Green Bay, WI, we are looking to add an ambitious, honest, accurate, and ethical Paraplanner who can provide excellent service to clients.
This position collaborates with our Advisors to deliver comprehensive financial planning and investment management to clients.
The ideal candidate will be a proactive, considerate, and animal-loving team player seeking to work with hardworking individuals who enjoy helping people achieve financial security and peace of mind.
One of our team members is a gentle office dog, so you must be comfortable around animals and willing to care for her, as needed.