Financial Planner

We are a wealth management firm with a mission of helping clients achieve their goals and what is truly most important to them. We are a proud fiduciary, always acting in our clients' best interest.We are seeking a financial planner with the CFP® designation, focused on servicing our existing clients. The ideal candidate is detailed-oriented, organized, and has strong communication skills.QualificationsCFP® certification required.Must have a minimum of 2 years of experience in wealth management or financial planning.Must be able to lead client meetings without assistance and have strong communication skills and writing ability.Role Expectations & ResponsibilitiesYou will be assigned approximately 125 clients as the primary advisor.You will lead meeting preparation, delivery, and meeting follow-up without assistance.You will follow-up meetings with a meeting summary, including items discussed and next steps. Additionally, you will follow-up with clients by phone and email on any outstanding tasks.You will have flexibility to service your clients as you would like so long as the firm process and philosophy is followed.No sales expectations. The focus of this role is 100% client service.No management responsibilities.Pay and Benefits$100k salary + $12k profit share bonus18 -25 days of PTO based on years of service + 12 paid holidays3% 401(k) employer contributionHealth, dental, and vision insuranceMokosak Advisory Group, LLC is a Registered Investment Adviser and Equal Opportunity Employer.

Created: 2025-02-21