Associate Financial Planner jobs in United States
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Lakeshore Financial Group · 1 month ago

Associate Financial Planner

positionMilwaukee, WI
timePart-time
remoteHybrid
seniorityNew Grad, Entry Level
money$75K/yr - $100K/yr

Lakeshore Financial Group is seeking an eager, strategic, and definitive financial advisor for an entry-level position with growth potential. The role involves helping clients identify and achieve their financial goals through various planning services.

Financial ServicesInsuranceLife Insurance
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Growth Opportunities

Responsibilities

Help families and individuals secure their financial future by developing customized financial wellness strategies
Honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more

Qualification

Risk managementEstate planningInvestment managementRetirement planningClient relationship management

Required

Eager and strategic mindset
Ability to help clients identify and achieve financial goals
Interest in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options
Dedication to delivering excellent client service

Benefits

Full medical, dental, and vision benefits
401k
Pension plan

Company

Lakeshore Financial Group

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Lakeshore Financial Group provides financial planning, investment, and insurance services.
dateFounded in 2016
location
Chicago, Illinois, USA
people-size51-200 employees
web-link
https://www.lsfgchi.com

Funding

Current Stage
Growth Stage

Leadership Team

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Ryan Moratti
Managing Partner
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Tim Dunneback, CFP®, ChFC®
Partner, CERTIFIED FINANCIAL PLANNER™, ChFC®
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Company data provided by crunchbase