As a Licensed Associate Advisor - Paraplanner at Laura Mossakowski LLC, you'll be part of a team committed to helping clients achieve their financial goals. You'll play a key role in supporting advisors and clients with precision and care, making a real impact. We believe in empowering your growth through career advancement opportunities and a supportive, collaborative work environment. Our competitive compensation package includes life, disability, vision, and dental insurance, a retirement plan with a match, and bonus opportunities, ensuring you're well taken care of as you help others. Join us and benefit from investments at NAV, reimbursement for industry training and licenses, and charitable contribution matching. Although we're currently exploring options for group health insurance, we do not provide it at this time. Our other comprehensive benefits support your well-being. At Laura Mossakowski LLC, your expertise is valued, and your professional journey is our priority. Let's work together to guide clients to financial success while fostering your career development. Responsibilities: • Ensure all client documentation is prepared, processed accurately, and in compliance with industry regulations. • Help craft personalized financial plans that align with clients' unique goals and aspirations. • Analyze investment data to provide insightful recommendations that enhance clients' financial strategies. • Collaborate with senior advisors to refine and implement effective financial planning solutions. • Maintain up-to-date knowledge of financial products and market trends to better serve clients. • Foster strong, trust-based relationships with clients, treating them as valued partners in their financial journey. • Assist in the preparation of client meetings, ensuring all necessary materials are organized and ready for discussion. 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 is 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 the team. Compensation: $76,000 - $86,000 yearly

• Ensure all client documentation is prepared, processed accurately, and in compliance with industry regulations. • Help craft personalized financial plans that align with clients' unique goals and aspirations. • Analyze investment data to provide insightful recommendations that enhance clients' financial strategies. • Collaborate with senior advisors to refine and implement effective financial planning solutions. • Maintain up-to-date knowledge of financial products and market trends to better serve clients. • Foster strong, trust-based relationships with clients, treating them as valued partners in their financial journey. • Assist in the preparation of client meetings, ensuring all necessary materials are organized and ready for discussion.