Licensed Financial Advisor

WizeHire, Inc; Milwaukee (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k)

Job summary

Lakeshore Financial Group is seeking a Licensed Financial Advisor in Milwaukee to help clients achieve financial goals. You will evaluate and develop personalized financial plans, empowering clients through a holistic approach and supportive collaboration.

The role offers opportunities for professional growth within an inclusive environment, with flexible arrangements and active engagement in client-centric strategies.

Responsibilities

• Evaluate and develop personalized financial plans for clients.

Job description

Join Lakeshore Financial Group as a Licensed Financial Advisor, where you'll be part of a forward-thinking team committed to empowering clients with tailored financial strategies. We pride ourselves on fostering strong, meaningful connections with a diverse range of clients, ensuring their financial well-being is at the forefront of everything we do. As a valued member of our team, you'll have the opportunity to grow professionally while making a tangible impact on clients' lives through our unique, holistic approach to financial wellness.

You’ll be instrumental in evaluating and developing personalized financial plans that cater to individual needs. Our inclusive environment encourages collaboration and innovation, supporting your professional development every step of the way. We offer flexible working arrangements and career advancement opportunities to ensure you thrive within our dynamic work culture. If you're ready to be part of a transformative journey, let's work together to help clients achieve their financial goals with confidence.

Benefits:

• Heavily subsidized health, dental, and vision insurance
• Life and disability insurance
• 401(k)

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