We are seeking a Full-Time on-site dedicated individual to join our dynamic small business in Green Bay, WI, US as a Financial Advisor/Financial Planner. Our team is client-centric and high-performing, and we are looking for someone who embodies ambition, professionalism, hard work, honesty, and ethics. Key Responsibilities: • Utilize creativity and innovation to address complex issues • Provide top-tier financial planning and investment management advice • Establish and nurture trust with our clients Qualities We Value: • Ambitious and eager to learn • Committed to team growth and long-term company expansion • Proactive, trustworthy, and a team player • Enjoys assisting clients in achieving financial security and peace of mind Comfortable working with animals and caring for our gentle office dog Perks: • On-site position with opportunities for career advancement • Access to mentorship and professional growth at LML If you are someone who loves helping others achieve financial security, values teamwork, and is ready to contribute to our team's success, we welcome you to apply for this exciting opportunity in Green Bay, WI, US. Responsibilities: Client Service & Acquisition (40%) • Comfortable being in charge of client meetings, follow-up, and implementation. • Excellent focus and works well in teams with a sense of urgency and direction. • Thrives on continually bringing in new high-quality clients and helping them reach their unique financial goals. Financial Planning & Investment Management (40%) • Integrates creativity and innovation in solving complex situations. • Implements efficient solutions to meet our clients' needs. • Keeps up on industry changes & helps our team, firm, and clients adapt and thrive through it all. Business Management (20%) • Bring creativity and innovation to the work environment. • Assists in creating & implementing the goals, strategic vision, & growth of the team & firm. • Assists with exploring & implementing new technology & solutions. Qualifications: • 3+ years of relevant experience within the financial industry is ideal. Insurance industry experience is also helpful. • Has current Series 7, Series 66 (or equivalent), WI Health, and WI Life Insurance licenses or is obtaining the qualifications currently. • Ability to work independently and as part of a team to help clients. • Exceptional verbal and written communication skills. • Excellent problem-solving skills. • Must be professional with a positive attitude and friendly demeanor. Compensation: $100,000+ based on experience & production

• Client Service & Acquisition (40%) • Comfortable being in charge of client meetings, follow-up, and implementation. • Excellent focus and works well in teams with a sense of urgency and direction. • Thrives on continually bringing in new high-quality clients and helping them reach their unique financial goals.Financial Planning & Investment Management (40%) • Integrates creativity and innovation in solving complex situations. • Implements efficient solutions to meet our clients' needs. • Keeps up on industry changes & helps our team, firm, and clients adapt and thrive through it all.Business Management (20%) • Bring creativity and innovation to the work environment. • Assists in creating & implementing the goals, strategic vision, & growth of the team & firm. • Assists with exploring & implementing new technology & solutions.