• Full Time
  • Green Bay, WI
  • This position has been filled
  • Salary: Pay based on experience. Contact us for details.
Job ID: 142215


Are you a Direct Hire Paraplanner who has strong grammar & spelling skills? Are you a Direct Hire Paraplanner who is looking for a career opportunity within a small family-oriented environment?

Established in 2007, our client specializes in financial planning for women and their families.


As a Paraplanner, you will assist the advisors with the entire financial planning process as well as analyze financial data to put together financial plans.

  • Assist with meeting preparation, client paperwork, investment transactions, client meeting
  • Follow-up, supply ordering & answering phones


  • Financial experience that has Series 66, Series 7, SIE, Wisconsin Health and Life licenses preferred
  • Will consider someone interested in getting into the financial world and willing to get their licenses within 120 days (client will pay)
  • Associate or Bachelor’s degree in Business or Finance preferred
  • MSWD & Excel skills
  • Adobe experience a plus
  • Friendly with excellent phone voice and top notch customer service skills
  • Self-motivated, a sense of urgency, take initiative and stay focused to get the work done
  • Handle priorities that change daily
  • Accurate/detailed, proper grammar and spelling skills
  • Positive demeanor & career-driven


  • Small, family-oriented, positive work environment
  • Company and employees are involved in community and charity work and desire to make positive impacts on the community
  • Strong work/life balance
  • Foster great customer/client relationships
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Paid vacation & holidays
  • Retirement plan


Hours: 8:30am-5:00pm (must be open to stay a little late as needed)

Length: Direct Hire

Pay for the Paraplanner position: $45,000-$60,000/yr. based on experience

Location: Green Bay, WI

Job ID: 142215

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.