Financial Services Representative jobs in United States
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Lakeshore Financial Group · 1 month ago

Financial Services Representative

positionMadison, WI
timePart-time
remoteHybrid
seniorityNew Grad, Entry Level
money$65K/yr - $85K/yr

Lakeshore Financial Group is 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 help clients secure their financial future through customized strategies.

Financial ServicesInsuranceLife Insurance
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Growth Opportunities

Responsibilities

Develop long-term client relationships
Delve into diverse areas like estate planning, business administration, and mutual funds
Help families and individuals secure their financial future by developing customized financial wellness strategies
Gain valuable experience in sales, finance, and client relationship management

Qualification

Financial data analysisClient relationship managementEstate planningBusiness administrationCommunication skills

Required

Passion for connecting with people
Ability to turn financial data into actionable strategies
Excellent communication skills
Meticulous approach

Benefits

Full medical, dental, and vision benefits
401(k)
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