Financial Advisor

Lakeshore Financial Group; Green Bay (WI); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Flexible work arrangements

Ongoing training

Supportive work environment

Job summary

Lakeshore Financial Group is looking for passionate individuals eager to help clients in Green Bay, Wisconsin. The role emphasizes a commission-based model with the flexibility to design your work style. Candidates should have exceptional communication skills and an entrepreneurial drive.

The ideal applicants may also possess Life & Health Insurance Licenses or relevant financial registrations. Join a collaborative environment focused on nurturing your growth and ensuring client satisfaction.

Qualifications

• Entrepreneurial drive to expand your practice.
• Strong communication and interpersonal skills.

Responsibilities

• Maximize financial rewards through a commission-based model.
• Build enduring client relationships to effect real change.
• Take ownership of client relationships and practice.

Skills

Exceptional communication skills

Interpersonal skills

Entrepreneurial drive

Education

Life & Health Insurance License

Series 7, Series 66, and SIE Registrations

Job description

Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where your potential is limitless?Whether you’re a seasoned professional or looking to launch your career in financial services, Lakeshore Financial Group offers a supportive and rewarding environment. We’re seeking individuals who are passionate about helping clients, eager to learn and grow, and committed to providing exceptional service. Join our team and enjoy flexible work arrangements, ongoing training, and competitive compensation.

Job Description

What Sets Lakeshore Financial Group Apart?

• Uncapped Earning Potential - Embrace a commission-based model without income caps, giving you the potential to maximize your financial rewards
• Flexibility & Support - Work with our fully remote Wisconsin team while receiving access to top-of-the-line tools and technology, bolstered by in-house support teams dedicated to providing you with the resources you need to excel.
• Client-Focused Culture: Our priority lies in fostering enduring client relationships, empowering you to effect real change.
• Collaborative Atmosphere - Thrive in a supportive, cooperative workplace that nurtures continuous learning and development.
• Own Your Book & Practice - Embrace independence and take ownership of your client relationships and practice. We provide the platform and support you need to build and grow your business on your terms.
• Work-Life Harmony - Build a gratifying career with the flexibility to harmonize professional and personal pursuits. Design your work style on your terms.

Qualifications

Must Haves:

• Entrepreneurial drive and a hunger to expand your practice within a supportive framework
• Exceptional communication and interpersonal skills

Nice-to-Haves:

• Life & Health Insurance License
• Series 7, Series 66, and SIE Registrations
• Experience as a financial advisor or wealth management professional.
• Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies.

Additional Information

All your information will be kept. Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc. [ESI], known as Vermont Equity Services in WI, NH, CO & MO, Member FINRA/SIPC, 1 N. Franklin Street, Suite 3450, Chicago, IL 60606. PH: 312-236-2500. Lakeshore Financial Group is independent of ESI. TC7188911(1024)3 confidential according to EEO guidelines.