Licensed Financial Advisor — Flexible Growth & Impact

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

Benefits offered by this job

Health benefits (dental & vision)

Life and disability insurance

401(k) plan

Job summary

Lakeshore Financial Group in Milwaukee is seeking a Licensed Financial Advisor to develop personalized financial plans and build lasting client relationships, guiding diverse clients toward their goals with a holistic approach.

You will evaluate opportunities, conduct comprehensive analyses, and educate clients through workshops, while enjoying a flexible, supportive environment and access to advanced planning tools.

Qualifications

• Experience in developing customized financial plans that align with clients' unique goals.
• Ability to build and maintain long-term client relationships with a focus on trust and transparency.
• Proven track record of conducting comprehensive financial assessments to identify growth opportunities.
• Strong knowledge of industry trends and regulatory changes to provide up-to-date client advice.
• Ability to collaborate effectively with team members to deliver holistic financial solutions.
• Experience in facilitating educational workshops and seminars to enhance client financial literacy.
• Proficiency in using advanced financial tools and software for data analysis and portfolio optimization.

Responsibilities

• Develop tailored financial plans that align with each client's unique goals and aspirations.
• Build and nurture long-term relationships with clients, ensuring trust and transparency in all interactions.
• Conduct comprehensive financial assessments to identify opportunities for growth and risk management.
• Stay informed on industry trends and regulatory changes to provide clients with up-to-date advice.
• Collaborate with team members to deliver holistic financial solutions that address diverse client needs.
• Facilitate educational workshops and seminars to empower clients with financial literacy and confidence.
• Utilize advanced financial tools and software to analyze data and optimize client portfolios effectively.

Skills

Client relationship management

Financial analysis

Regulatory knowledge

Collaborative teamwork

Financial literacy workshops

Tools

Financial planning software

Job description

Lakeshore Financial Group in Milwaukee is seeking a Licensed Financial Advisor to develop personalized financial plans and build lasting client relationships, guiding diverse clients toward their goals with a holistic approach.

You will evaluate opportunities, conduct comprehensive analyses, and educate clients through workshops, while enjoying a flexible, supportive environment and access to advanced planning tools.