Lake Country Flat Fee · 1 week ago
Financial Services Consultant
Sussex, WI
Part-time
Onsite
New Grad, Entry LevelLake Country Flat Fee is a leading alternative real estate company in Southeast Wisconsin, specializing in helping clients save money and sell their homes quickly. The Financial Services Consultant will assist clients with financial planning and guidance, develop personalized financial strategies, and provide advice on budgeting, investments, and financial risk management.
Property ManagementReal EstateReal Estate Brokerage
Responsibilities
Assist clients with financial planning and guidance
Assess their financial needs
Develop personalized financial strategies
Provide professional advice on areas such as budgeting, investments, and financial risk management
Maintain accurate records
Analyze data
Track market trends
Ensure compliance with financial regulations
Qualification
Required
Knowledge of financial planning, investment strategies, and risk management
Analytical skills for assessing client needs, market trends, and financial data
Excellent communication and interpersonal skills to build client relationships and explain financial concepts
Problem-solving abilities and proficiency in financial software tools
Strong organizational skills and attention to detail for maintaining accurate records
Familiarity with financial regulations and compliance requirements
Preferred
Bachelor's degree in Finance, Economics, or a related field
Previous experience in financial services or consulting
Company
Lake Country Flat Fee
Lake Country Flat Fee is a real estate brokerage company.
Founded in 2002
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase