Personal Financial Planner

Lakeshore Financial Group; Madison (WI); On-site; USD 75,000 - 100,000; Full time

Job summary

Lakeshore Financial Group in Madison, WI is looking for an entry-level financial advisor who is passionate about developing long-term relationships and can analyze financial data effectively. The successful candidate will gather client's financial information and recommend tailored financial plans.

Candidates should hold a Bachelor's degree in finance or a related field, and exhibit strong communication and analytical skills. Compensation ranges from $75,000 to $100,000 at plan earnings.

Qualifications

• Interest in financial data, estate planning, and business administration is necessary.
• Basic understanding of the role of a financial advisor or consultant.
• Proven track record of building strong client relationships.

Responsibilities

• Gather and assess each client’s financial information.
• Develop tailored financial plans for clients.
• Make strategic product and investment recommendations.

Skills

Listening skills

Communication skills

Analytical skills

Relationship building

Mathematical skills

Education

Bachelor’s degree in finance, business administration, or related field

Tools

Microsoft Office

Financial planning software

CRM systems

Google Suite

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money‑minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry‑level financial advisor candidate has a passion for developing long‑term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Responsibilities

• Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications

• Up‑to‑date FINRA Series 7 & 63/66 documents are a bonus
• Basic understanding of the role of a financial advisor or financial consultant, as well as an interest in the financial industry and financial products is necessary
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• A Bachelor’s degree in finance, business administration, or an alternate related analytical field is required

Compensation

$75,000 - $100,000 at plan earnings