Holistic Financial Advisor - Client Growth & Planning

Lakeshore Financial Group; Milwaukee (WI); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Heavily subsidized health, dental, and

vision insurance

401(k)

Job summary

Lakeshore Financial Group in Milwaukee, WI is seeking a Licensed Financial Advisor to empower clients with tailored financial strategies and holistic planning. You will evaluate and develop personalized plans, build lasting client relationships, and help clients achieve their financial goals with a client‑first approach.

We offer a collaborative environment that supports professional growth, with occasional in‑office presence for local candidates.

Qualifications

• Proven prior success in either insurance, investments, or both.
• Experience in developing and implementing personalized financial plans tailored to clients' unique goals.
• Proven track record of building and maintaining strong, trusting relationships with clients.
• Ability to conduct comprehensive financial assessments to identify growth opportunities.
• Proficiency in using advanced financial tools and software to enhance client plan accuracy.
• Strong understanding of industry trends and regulatory changes to provide up-to-date advice.
• Ability to collaborate effectively with team members to foster a culture of innovation and learning.
• Commitment to continuous professional development to expand expertise and better serve clients' needs.

Responsibilities

• Develop and implement personalized financial plans that align with clients' unique goals and aspirations.
• Build and maintain strong, trusting relationships with clients by providing ongoing support and guidance.
• Conduct comprehensive financial assessments to identify opportunities for growth and improvement.
• Collaborate with team members to share insights and strategies, fostering a culture of innovation and learning.
• Stay informed about industry trends and regulatory changes to ensure clients receive the most up-to-date advice.
• Utilize advanced financial tools and software to enhance the accuracy and efficiency of client plans.
• Engage in continuous professional development to expand your expertise and better serve our clients' needs.

Skills

Client relationships

Financial planning

Communication

Collaboration

Regulatory awareness

Tools

Financial planning software

Job description

Lakeshore Financial Group in Milwaukee, WI is seeking a Licensed Financial Advisor to empower clients with tailored financial strategies and holistic planning. You will evaluate and develop personalized plans, build lasting client relationships, and help clients achieve their financial goals with a client‑first approach.

We offer a collaborative environment that supports professional growth, with occasional in‑office presence for local candidates.