Associate Financial Planner

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 and hone skills related to risk management, estate planning, debt and investment management, real‑estate, retirement planning, mutual funds, and other financial options. 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. Benefits: Our full‑time positions offer full medical, dental, and vision benefits, 401(k), and pension plan. Compensation: $75,000 - $100,000 per year Seniority level Entry level Employment type Part‑time Job function Finance and Sales Location: Milwaukee, WI Referrals increase your chances of being interviewed at Lakeshore Financial Group by 2x. #J-18808-Ljbffr