Entry-Level Financial Planner: Grow & Impact Lives

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

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.