Jobs · Finance · Wisconsin

Personal Financial Planner

Lakeshore Financial Group · Madison, WI · 2 wk ago
HybridFinance$75k–$100k/yrFull-time

Compensation

  • $75,000 - $100,000 at plan earnings

About the role

We are seeking a money-minded individual looking to break into the financial services industry. The successful candidate will have a passion for developing long-term relationships and an interest in areas such as financial data, estate planning, business administration, mutual funds, and more.

Qualifications

Great listening skills and a knack for developing effective, analytics-based strategies.

Skills

  • Great communication skills
  • An eye for detail

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