Associate Financial Planner

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

Benefits offered by this job

Flexible schedule

Comprehensive training

Full medical, dental, and vision benefits

401(k) and pension plan

Job summary

A financial services firm is seeking an entry-level financial advisor in Milwaukee, WI. The role offers part-time employment with opportunities for professional development and comprehensive training. Ideal candidates should have a strong desire to help clients navigate financial options, including investment and retirement planning. Compensation ranges from $75,000 to $100,000 per year, along with benefits like medical, dental, and a 401(k) plan. Join us to make a meaningful impact on clients' financial futures.

Qualifications

• Eager and driven candidate with a passion for helping clients achieve financial goals.
• Ability to develop custom financial wellness strategies.
• Strong communication and interpersonal skills.

Responsibilities

• Help clients identify and achieve their financial goals.
• Develop customized financial wellness strategies for clients.

Skills

Client relationship management

Sales

Risk management

Debt management

Investment management

Real estate planning

Retirement planning

Mutual funds knowledge

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry‑level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services and hone skills related to risk management, estate planning, debt and investment management, real‑estate, retirement planning, mutual funds, and other financial options.

Why Join Lakeshore Financial Group?

• Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
• Flexible Schedule: Enjoy the freedom to work part time or full time, allowing you to balance your work with your personal life.
• Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
• Professional Development: Gain valuable experience in sales, finance, and client relationship management.
• Benefits: Our full‑time positions offer full medical, dental, and vision benefits, 401(k), and pension plan.

Compensation: $75,000 - $100,000 per year

Seniority level

Entry level

Employment type

Part‑time

Job function

Finance and Sales

Location: Milwaukee, WI

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