Entry-Level Financial Advisor: Build Plans & Relationships

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

Job summary

Lakeshore Financial Group in Madison, WI is looking for an entry-level financial advisor who is passionate about developing long-term relationships and can analyze financial data effectively. The successful candidate will gather client's financial information and recommend tailored financial plans.

Candidates should hold a Bachelor's degree in finance or a related field, and exhibit strong communication and analytical skills. Compensation ranges from $75,000 to $100,000 at plan earnings.

Qualifications

• Interest in financial data, estate planning, and business administration is necessary.
• Basic understanding of the role of a financial advisor or consultant.
• Proven track record of building strong client relationships.

Responsibilities

• Gather and assess each client’s financial information.
• Develop tailored financial plans for clients.
• Make strategic product and investment recommendations.

Skills

Listening skills

Communication skills

Analytical skills

Relationship building

Mathematical skills

Education

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

Tools

Microsoft Office

Financial planning software

CRM systems

Google Suite

Job description

Lakeshore Financial Group in Madison, WI is looking for an entry-level financial advisor who is passionate about developing long-term relationships and can analyze financial data effectively. The successful candidate will gather client's financial information and recommend tailored financial plans.

Candidates should hold a Bachelor's degree in finance or a related field, and exhibit strong communication and analytical skills. Compensation ranges from $75,000 to $100,000 at plan earnings.