Financial Planning and Information Services is a fee-only investment advisory firm based in De Pere, WI who is seeking an experienced professional to join our team as a Client Services Associate. The ideal candidate is a team player who will be dedicated to providing exceptional service experiences for clients of the firm.
What you will do
The ideal candidate will be a self-starter and problem solver and must interact effectively with office staff and be a goal-oriented team player. The primary role is onboarding new clients, opening additional accounts for existing clients, mutual fund and ETF trading in new client accounts, and continued servicing of clients’ accounts. This position will also assist with other operations tasks as needed.
Why you should consider this position?
Paid time off
Basic short and long-term disability
Basic group term life insurance
401k and Health Insurance
What you need to have
For this position, you must have a minimum of one to two years’ experience working in a registered investment advisory (RIA) firm. An Associate Degree is preferred, but not required. You must have high integrity with a strong work ethic and demonstrate excellence in organization and time management skills. Must be competent in Microsoft Suite (Word, Outlook, Excel), maintain a high level of accuracy as well as excellent administrative, communication, customer service, and teamwork skills.
About Financial Planning & Information Services, Inc.
Financial Planning and Information Services, Inc. (FPIS, Inc.) was established in 1985 by Lon Mishler. Lon was a finance instructor at Northwest Technical College in Green Bay, Wisconsin who had developed a passion for personal financial planning and investments. Throughout the years, friends and co-workers would stop by Lon’s office and ask him financial related questions knowing they would receive honest, accurate answers. As the number of questions increased, some offered to pay him so Lon incorporated the business in 1986. He was philosophically opposed to selling products, or accepting commissions, and, instead, charged fees for his efforts recommending no-load, low cost investment vehicles. This fee-only approach is generally viewed as the best solution for most individuals. Through referrals from existing clients, the business quietly achieved continuous growth from an expanding, loyal client base. In early 2000, Lon took an early retirement from teaching to work in the business full-time.
The business continues to grow through referrals and remains true to the same philosophy and goals that Lon established in the mid 80’s. FPIS, Inc. has been a fee-only advisory ...firm from the beginning based on the belief of its founder that selling products was not in the best interest of the client. Collecting commissions often results in higher costs and, more importantly, discourages portfolio adjustments after the initial sale. We believe it is important to develop long-term relationships through services that go beyond simply selling products.