Licensed Financial Advisor - Holistic Wealth Planning

Lakeshore Financial Group; 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

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.