Entry-Level Financial Services Representative

WizeHire, Inc; Milwaukee (WI); On-site; USD 42,000 - 72,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) and retirement plan

Job summary

Lakeshore Financial Group is seeking motivated Financial Service Representatives to join our Milwaukee team. You’ll build client relationships, develop financial expertise, and enjoy flexibility in a role with strong income potential.

Launched in 2016, we mentor new and experienced advisors, offering collaboration, learning, and growth opportunities with full benefits for full-time roles. Occasional in-office presence is required for local candidates.

Qualifications

• Make a meaningful impact by helping families and individuals secure their financial future.
• Flexible schedule: part-time or full-time to fit your life.
• Comprehensive training with ongoing support.
• Professional development in sales, finance, and client relationships.

Responsibilities

• Build lasting client relationships and develop your expertise in financial wellness strategies.
• Mentor and support new and experienced advisors for growth.
• Occasional in-office presence required; local to Milwaukee, WI.

Job description

Training Provided

Are you a driven, client-focused professional seeking career advancement and amazing income potential?Lakeshore Financial Group is seeking ambitious individuals to join our Milwaukee team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career.

Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth.

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 retirement plan.

Occasional in-office presence is required so candidates must be local to Milwaukee, WI or surrounding cities.