Join our team at a customer-centric small business in Green Bay, WI as we look to welcome a motivated, genuine, detail-oriented, and ethical Paraplanner. Collaborate with our Advisors to provide clients with comprehensive financial planning and investment management services. We are seeking an innovative, caring team player who is excited to work alongside dedicated colleagues committed to helping individuals achieve financial stability and peace of mind. An important part of our team is a lovable office dog, so comfort around animals and willingness to care for her throughout the day is a must. Responsibilities: • Collaborate with Advisors to analyze data and streamline the financial planning process for optimal client service • Generate client forms and agendas tailored to individual meeting requirements • Address and fulfill clients’ and Advisors' needs with meticulous attention to detail and effectiveness • Provide clients with requested information regarding their accounts and financial planning data • Document client interactions and ensure timely follow-up and workflow completion • Manage client investment accounts by handling contributions, distributions, and beneficiary designations • Maintain accurate files and records in compliance with regulatory standards Qualifications: • This is a full-time on-site role in a professional office setting • Have current SIE, Series 66 (or equivalent), Series 7 (or 6), WI health, and WI life insurance licenses • 2-3 years of experience within the financial service industry are preferred • Experience working with LPL Financial is preferred • Excellent organizational, time management, and communication skills • Professional and positive attitude, friendly demeanor both in-person and by telephone • A high level of ethics, discretion, compliance, confidentiality to protect clients and team • Resilient self-directed individual who can work both independently and with a high-performance team Compensation: $65,000 - $75,000 yearly

• Collaborate with Advisors to analyze data and streamline the financial planning process for optimal client service • Generate client forms and agendas tailored to individual meeting requirements • Address and fulfill clients’ and Advisors' needs with meticulous attention to detail and effectiveness • Provide clients with requested information regarding their accounts and financial planning data • Document client interactions and ensure timely follow-up and workflow completion • Manage client investment accounts by handling contributions, distributions, and beneficiary designations • Maintain accurate files and records in compliance with regulatory standards