Personal Financial Planner in Madison

Energy Jobline ZR; Madison (WI); On-site; USD 75,000 - 100,000; Full time

Job summary

Lakeshore Financial is seeking an entry-level Financial Advisor focusing on analytics-based strategies and long-term client relationships. The role emphasizes developing financial plans, assessing client data, and providing guidance on wealth management and investments.

Ideal candidates bring strong communication and math skills, a finance-related degree, and a willingness to grow through training opportunities. Compensation includes performance-based earnings with a $75,000–$100,000 plan.

Qualifications

• FINRA Series 7 & 63/66 documents are a bonus.
• Basic understanding of the financial advisor role and industry is necessary.
• Strong communication and math skills with a proven track record of building client relationships.
• Proficiency with Microsoft Office, Google Suite and CRM systems is needed.
• Bachelor’s degree in finance, business administration, or related analytical field is required.

Responsibilities

• Gather and assess each client’s financial information to determine factors like financial status, cash flow, goals, and wealth management needs.
• Tailor financial plans considering life stage, professional circumstances, and changing needs.
• Be coachable, organized, and open to training and education opportunities.
• Seek and secure strong relationships with new clients as their trusted financial advisor.
• Make strategic product, plan, and investment recommendations to help clients reach monetary goals.

Skills

Communication skills

Math skills

Client relationships

Attention to detail

Education

Bachelor's degree in finance or business administration

Analytical field

Tools

Microsoft Office

Google Suite

CRM systems

Financial planning software

Job description

Job DescriptionJob DescriptionDo 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,

Compensation

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

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 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 alternate related analytical field is required

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.