Short- and long-term disability (own occupation). Equity ownership for all full-time physicians. 55 hours of physician coverage daily. 50 hours of APP coverage.

Makes outgoing client courtesy calls. Lead in answering routine client questions. Compiles and analyzes client data to develop financial plans.

Must have and maintain valid Wisconsin drivers license and reliable transportation for. Maintains high level of technical knowledge through interactions with

Perform office activities, such as welcoming visitors, filing, processing outgoing and incoming mail, routing and screening all incoming calls, and distributing

Retirement - 403B Plan with employer base and matching. Assists Finance Manager with preparation and processing of biweekly payroll, monthly financial