Entry-Level Financial Services Representative

Entry-Level Financial Services Representative Lakeshore Financial Group Madison, WI Job Details Part-time | Full-time $75,000 - $100,000 a year 4 days ago Benefits Health insurance Dental insurance 401(k) Pension plan Vision insurance Flexible schedule Qualifications Finance advising Financial planning software Google Workspace Wealth management Customer relationship building Bachelor's degree in finance Computer literacy Basic math Series 66 Client relationship development Bachelor's degree in business administration Finance Series 7 Math Bachelor's degree Customer relationship management FINRA License Financial services Business Administration CRM system proficiency Productivity software Business Estate planning Communication skills Entry level Series 63 Full Job Description Do you have a passion for connecting with people and a knack for turning financial data into actionable strategies? We're offering a fantastic opportunity for a money-savvy individual to break into the dynamic world of financial services. As an entry-level financial advisor, you'll develop long-term client relationships and delve into diverse areas like estate planning, business administration, and mutual funds. If you possess excellent communication skills and a meticulous approach, we want to hear from you! Why Join Lakeshore Financial Group? Make a

Meaningful Impact:

Help families and individuals secure their financial future by developing customized financial wellness strategies

Flexible Schedule:

Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.

Comprehensive Training:

We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.

Professional Development:

Gain valuable experience in sales, finance, and client relationship management.

Benefits:

Our full-time positions offer full medical, dental, and vision benefits, 401(k), and pension plan. College degree or equivalent experience are required.

Compensation:

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

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 Embrace the role of a structured yet coachable team player open to continued education and training from other team members Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions

Qualifications:

Valid FINRA Series 7 & 63/66 preferred but not required A required Bachelor's degree in business administration, finance, or similarly related field Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers 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.