Licensed Financial Advisor - Holistic Wealth Planning
WizeHire, Inc
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Benefits offered by this job
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
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.
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