Job Details
Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to capitalize on your expertise and elevate your career.
What Sets Lakeshore Financial Group Apart?
- Limitless Earning Potential: Embrace a commission-based model without income caps, giving you the potential to maximize your financial rewards.
- Client-Focused Culture: Our priority lies in fostering enduring client relationships, empowering you to effect real change.
- Autonomy & Empowerment: Your wealth of experience is valued and encouraged. Share your seasoned financial insights to craft tailored solutions for clients' unique objectives. We're here to fuel your success, not impede it.
- In-House Support & Top-of-the-Line Resources: Access top-of-the-line technology and compensation packages, bolstered by in-house support teams dedicated to providing you with the resources you need to excel.
- Own Your Book & Practice: Embrace independence and take ownership of your client relationships and practice. We provide the platform and support your need to build and grow your business on your terms.
- Work-Life Harmony: Forge a gratifying career with the flexibility to harmonize professional and personal pursuits. Design your work style on your terms.
Qualifications:
- Life & Health Insurance License
- Series 7, Series 63, and SIE Registrations
- Minimum of 2 years experience as a financial advisor or wealth management professional.
- Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies.
- Exceptional communication and interpersonal skills
- Entrepreneurial Drive: A hunger to expand your practice within a supportive framework.
- This is a fully remote opportunity, candidates must be located in the state of Wisconsin
Ready to Elevate Your Career?
If you're a driven and seasoned financial advisor seeking an opportunity to make a tangible impact, we invite you to apply!
Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc. [ESI], known as Vermont Equity Services in WI, NH, CO & MO, Member FINRA/SIPC, 1 N. Franklin Street, Suite 3450, Chicago, IL 60606. PH: 312-###-####. Lakeshore Financial Group is independent of ESI. TC141354(0424)3