Client-Centric Financial Planner - Commission-Based

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

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.