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 seeking an entry-level financial advisor with a passion for building long-term relationships and analytics-based planning. You will gather client data, offer strategic guidance, and learn through training opportunities in estate planning, mutual funds, and related services.

This role offers a compensation range of $75,000 to $100,000 at plan earnings and a path into financial services.

Qualifications

• Bachelor’s degree in finance, business administration, or related analytical field.
• Up-to-date FINRA Series 7 & 63/66 are a bonus.
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed.
• Basic understanding of the role of a financial advisor or financial consultant, and interest in the financial industry and products.
• Strong communication and math skills with a proven track record of building client relationships.

Responsibilities

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• 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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor

Skills

Communication skills

Math skills

Client relationships

Education

Bachelor's degree in finance

Business administration degree

Tools

MS Office

Financial planning software

Google Workspace

CRM systems

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.

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

Qualifications

• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
• A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Basic understanding of the role of a financial advisor or financial consultant, as well 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

Responsibilities

• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• 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
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor