Financial Advisor

Job not on LinkedIn

🔥 14 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 15%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Lakeshore Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2016

💸 Finance

🛡️ Insurance

Finance • Insurance

Lakeshore Financial Group is a Chicago-based financial planning and advisory firm that provides holistic wealth management and insurance-focused planning services to individuals, families, and business owners. The firm offers retirement strategies, risk management and insurance planning, estate strategies, business planning, special needs financial planning, and related tax and investment resources. Lakeshore operates through independent agents and is affiliated with broker/dealer Equity Services, Inc. and National Life Group for securities and insurance offerings, emphasizing personalized planning, ongoing education, and local client relationships.

📋 Description

• Help clients with financial services needs • Cultivate enduring client relationships • Understand clients’ financial objectives • Devise effective financial strategies • Build and grow an independent client book and practice • Provide exceptional service • Work collaboratively with in-house support teams • Use company-provided tools and technology

🎯 Requirements

• Entrepreneurial drive and hunger to expand a practice • Exceptional communication and interpersonal skills • Life & Health Insurance License (nice-to-have) • Series 7, Series 66, and SIE Registrations (nice-to-have) • Experience as a financial advisor or wealth management professional (nice-to-have) • Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies (nice-to-have)

🏖️ Benefits

• Uncapped earning potential through a commission-based model • Flexible work arrangements • Fully remote work within Wisconsin • Access to top-of-the-line tools and technology • In-house support teams • Ongoing training • Supportive and cooperative workplace • Continuous learning and development • Ownership of client relationships and practice • Work-life flexibility

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume