Associate Financial Planner

Lakeshore Financial Group; Milwaukee (WI); Hybrid; USD 75,000 - 100,000; Part time

Benefits offered by this job

Competitive income

$12,000 financial support for new hires

Flexible working conditions

Job summary

Lakeshore Financial Group in Milwaukee, WI is seeking a motivated Financial Advisor to develop client relationships and provide tailored financial advice. Ideal candidates will have a Bachelor’s degree, excellent communication skills, and a willingness to learn through training.

This role offers the freedom of self-driven work with the potential for substantial income through commissions. New hires can receive financial support to kickstart their careers in finance.

Qualifications

• Basic understanding of financial advisor roles and products.
• Willingness to obtain a life insurance license.

Responsibilities

• Build relationships with potential clients and understand their financial needs.
• Make strategic recommendations and provide financial advice.
• Guide clients through the application and policy issuance process.

Skills

Communication skills

Interpersonal skills

Math skills

Sales experience

Education

Bachelor’s degree in business administration, finance, or related field

Tools

Microsoft Office

CRM systems

Financial planning software

Google Suite

Job description

Responsibilities

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

What You'll Do

• Build relationships with potential clients and understand their financial needs
• Present and explain products and solutions
• Guide clients through the application and policy issuance process
• Provide ongoing support and service to clients
• Attend training and development sessions

Qualifications

• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products is necessary
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• A required Bachelor’s degree in business administration, finance, or similarly related field

Who We're Looking For

• College degree or equivalent experience required
• Highly motivated and self-driven individuals
• Excellent communication and interpersonal skills
• A passion for helping others
• A strong work ethic and a desire to succeed
• Sales experience is a plus, but not required. We are willing to train the right person
• Must be able and willing to obtain a life insurance license
• This is an upside, 100% commission-based opportunity
• We offer new hires the opportunity to receive $12,000 as financial support

Why Join Us

• Be part of a supportive and collaborative team
• Represent a reputable and respected company
• Enjoy the flexibility and freedom of a self-driven career
• Make a positive impact on the lives of others
• Earn a competitive income

Compensation

$75,000 - $100,000 at plan earnings