About this opportunity
Lakeshore Financial Group lists this Personal Financial Planner opportunity in madison, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
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 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
n•
nCompensation:
$75,000-$100,000 per year
Worksite address
madison, WI, 53774, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.