Personal Financial Planner at Lakeshore Financial Group in Madison, WI

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