Personal Financial Planner

Lakeshore Financial Group • Madison, WI, US

Posted 1 year ago

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 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

Compensation

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

About Lakeshore Financial Group

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.