Financial Services Consultant

Overview

Lake Country Flat Fee is a leading alternative real estate company in Southeast Wisconsin, specializing in helping clients save money and sell their homes quickly. By offering a flat-fee, full-service multiple listing service (MLS), the company provides an efficient and affordable option for homeowners in Lake Country, Waukesha, and Metro Milwaukee. With a focus on outstanding client service and cost-effective solutions, Lake Country Flat Fee has built a reputation for delivering results.

The team is dedicated to making the home-selling process smooth and seamless for all clients.

This is an on-site, part-time role located in Sussex, WI, for a Financial Services Consultant. The Financial Services Consultant will assist clients with financial planning and guidance, assess their financial needs, develop personalized financial strategies, and provide professional advice on areas such as budgeting, investments, and financial risk management. The role also involves maintaining accurate records, analyzing data, tracking market trends, and ensuring compliance with financial regulations.

• 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
• Bachelor's degree in Finance, Economics, or a related field is preferred
• Previous experience in financial services or consulting is a plus