Join a Client-Focused Financial Planning Team We are a client-centered, financial planning firm based in Green Bay, WI, dedicated to supporting, empowering, and educating clients on their financial journey. We are seeking a hard-working, detail-oriented, dependable Associate Advisor. This is an on-site, in-person role. If you enjoy completing and processing documents, analyzing investment data, and adhering to compliance, this is the role for you. Our team values every client’s perspective. We believe in building lasting relationships with clients—treating them like family and helping them achieve financial stability. We have a friendly, well-trained dog as part of our office environment. Comfort with animals and a willingness to help care for her during the day are required. Responsibilities: • Work closely with the advisor 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 friendly demeanor with all communications: in person, via phone, text, and email. • High ethical standards, discretion, compliance, accountability, and confidentiality to protect clients and team. • Self-motivated, resilient, and able to work independently as well as part of a high-performance team. Compensation: $80,000 - $95,000 yearly plus incentives

• Work closely with the advisor 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.