Join our dedicated and customer-focused small business in Green Bay, WI as we seek to welcome a driven, sincere, precise, and principled Paraplanner to our team. • Work closely with our Advisors to offer clients thorough financial planning and investment management services. • The perfect candidate will be a forward-thinking, compassionate team player who adores animals and is eager to collaborate with diligent colleagues dedicated to assisting individuals in attaining financial stability and peace of mind. • A beloved member of our team is a friendly office dog, so being at ease around animals and ready to care for her during the day is essential. Responsibilities: • Analyze data and assist Advisors with the entire financial planning process to maximize efficiency and service to clients • Prepare client forms and agendas in alignment with needs for all client meetings • Identify, meet, and follow through with clients’ and Financial Advisors’ needs and requirements with keen attention to detail and a high level of effectiveness • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts and financial planning data • Responsible for documenting client contact/calls and completing follow-up and workflows • Maintain files and records in accordance with the regulatory and compliance systems and protocol • Establish, service, monitor, and maintain client investment accounts (this includes contributions/distributions, beneficiary designations, and other changes) 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

• Analyze data and assist Advisors with the entire financial planning process to maximize efficiency and service to clients • Prepare client forms and agendas in alignment with needs for all client meetings • Identify, meet, and follow through with clients’ and Financial Advisors’ needs and requirements with keen attention to detail and a high level of effectiveness • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts and financial planning data • Responsible for documenting client contact/calls and completing follow-up and workflows • Maintain files and records in accordance with the regulatory and compliance systems and protocol • Establish, service, monitor, and maintain client investment accounts (this includes contributions/distributions, beneficiary designations, and other changes)