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Associate Financial Planner

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Lakeshore Financial Group
Full Time, Part Time position
Listed on 2026-01-24
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 75000 - 100000 USD Yearly USD 75000.00 100000.00 YEAR
Job Description & How to Apply Below

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more.

If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

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
Responsibilities
  • Build relationships with potential clients and understand their financial needs
  • Present and explain products and solutions
  • Guide clients through the application and policy issuance process
  • Provide ongoing support and service to clients
  • Attend training and development sessions
Qualifications
  • Highly motivated and self-driven individuals
  • Excellent communication and interpersonal skills
  • A passion for helping others
  • A strong work ethic and a desire to succeed
  • Sales experience is a plus, but not required; we are willing to train the right person
  • Must be able and willing to obtain a life insurance license
  • This is an upside, 100% commission-based opportunity; we offer new hires the opportunity to receive $12,000 as financial support
Why Join Us?
  • Be part of a supportive and collaborative team
  • Represent a reputable and respected company
  • Enjoy the flexibility and freedom of a self-driven career
  • Make a positive impact on the lives of others
  • Earn a competitive income
Compensation

$75,000 - $100,000 per year

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Position Requirements
10+ Years work experience
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