Lakeshore Financial Group
Entry Level Financial Planner
Lakeshore Financial Group, Saint Louis, Missouri, United States, 63146
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual looking to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have excellent communication skills and an eye for detail, apply today!
Responsibilities:
Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives.
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects.
Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals.
Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.
What You'll Do:
Build relationships with potential clients and understand their financial needs.
Present and explain products and solutions.
Guide clients through the application and policy issuance process.
Provide ongoing support and service to clients.
Attend training and development sessions.
Qualifications:
Bachelor’s degree in business administration, finance, or a related field.
Valid FINRA Series 7 & 63/66 licenses are a plus but not required.
Experience with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other business or money management tools is desired.
Basic understanding of the role of a financial advisor or consultant and an interest in financial products.
Superior communication, relationship-building, and math skills.
Who We're Looking For:
Highly motivated and self-driven individuals.
Excellent communication and interpersonal skills.
A passion for helping others.
Strong work ethic and desire to succeed.
Sales experience is a plus but not required; training will be provided.
Willing to obtain a life insurance license.
This is a 100% commission-based opportunity with financial support of $12,000 for new hires.
Why Join Us?
Supportive and collaborative team environment.
Reputable and respected company.
Flexibility and freedom of a self-driven career.
Opportunity to make a positive impact.
Competitive income, with compensation between $75,000 and $100,000 per year.
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Responsibilities:
Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives.
Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects.
Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals.
Create customized financial plans for each client based on their life stage, professional circumstances, and fluctuating financial needs.
What You'll Do:
Build relationships with potential clients and understand their financial needs.
Present and explain products and solutions.
Guide clients through the application and policy issuance process.
Provide ongoing support and service to clients.
Attend training and development sessions.
Qualifications:
Bachelor’s degree in business administration, finance, or a related field.
Valid FINRA Series 7 & 63/66 licenses are a plus but not required.
Experience with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other business or money management tools is desired.
Basic understanding of the role of a financial advisor or consultant and an interest in financial products.
Superior communication, relationship-building, and math skills.
Who We're Looking For:
Highly motivated and self-driven individuals.
Excellent communication and interpersonal skills.
A passion for helping others.
Strong work ethic and desire to succeed.
Sales experience is a plus but not required; training will be provided.
Willing to obtain a life insurance license.
This is a 100% commission-based opportunity with financial support of $12,000 for new hires.
Why Join Us?
Supportive and collaborative team environment.
Reputable and respected company.
Flexibility and freedom of a self-driven career.
Opportunity to make a positive impact.
Competitive income, with compensation between $75,000 and $100,000 per year.
#J-18808-Ljbffr