What are the responsibilities and job description for the Financial Planner position at Mokosak Advisory Group, LLC.?
We are a wealth management firm with a mission of helping clients achieve their goals and what is truly most important to them. We are a proud fiduciary, always acting in our clients' best interest.
We are seeking a financial planner with the CFP® designation, focused on servicing our existing clients. The ideal candidate is detailed-oriented, organized, and has strong communication skills.
Qualifications
- CFP® certification required.
- Must have a minimum of 2 years of experience in wealth management or financial planning.
- Must be able to lead client meetings without assistance and have strong communication skills and writing ability.
Role Expectations & Responsibilities
Pay and Benefits
Mokosak Advisory Group, LLC is a Registered Investment Adviser and Equal Opportunity Employer.
Salary : $12,000