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Entry Level Financial Coach Jobs in Wisconsin (NOW HIRING)

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Entry Level Financial Coach information

What are the key skills and qualifications needed to thrive as an Entry Level Financial Coach, and why are they important?

To thrive as an Entry Level Financial Coach, you need a solid understanding of personal finance principles, budgeting, and debt management, typically supported by a relevant degree or financial education coursework. Familiarity with financial planning software, spreadsheets, and sometimes certifications like AFCPE’s Accredited Financial Counselor (AFC) can be advantageous. Outstanding interpersonal skills, active listening, and the ability to communicate complex concepts simply help coaches connect with and motivate clients. These skills and qualifications are crucial for empowering clients to achieve financial goals and fostering trust in the coaching relationship.

What is an Entry Level Financial Coach?

An Entry Level Financial Coach is a professional who helps individuals or small groups manage their personal finances, typically starting with foundational guidance. They educate clients on budgeting, debt management, saving, and basic financial planning. While they do not provide investment advice or manage assets, they support clients in setting and achieving financial goals. Entry level coaches often work with people who are new to financial planning and need help building good money habits.

What are some common challenges faced by entry level financial coaches when working with clients?

Entry level financial coaches often encounter clients who are hesitant to discuss personal finances or who may lack basic financial literacy. Overcoming these barriers requires patience, active listening, and the ability to build trust quickly. Additionally, new coaches may find it challenging to tailor advice to diverse client situations while adhering to ethical guidelines and maintaining confidentiality. Collaborating with experienced team members and staying current with financial education best practices can help new coaches develop their skills and confidence.
What are the most commonly searched types of Financial Coach jobs in Wisconsin? The most popular types of Financial Coach jobs in Wisconsin are:
What are popular job titles related to Entry Level Financial Coach jobs in Wisconsin? For Entry Level Financial Coach jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Coach jobs in Wisconsin look for? The top searched job categories for Entry Level Financial Coach jobs in Wisconsin are:
What cities in Wisconsin are hiring for Entry Level Financial Coach jobs? Cities in Wisconsin with the most Entry Level Financial Coach job openings:
Entry Level Financial Coach jobs near you

Entry-Level Financial Services Representative

Lakeshore Financial Group

Madison, WI

$100K/yr

Full-time, Part-time

Posted 14 days ago

Job description

Do you have a passion for connecting with people and a knack for turning financial data into actionable strategies? We're offering a fantastic opportunity for a money-savvy individual to break into the dynamic world of financial services. As an entry-level financial advisor, you'll develop long-term client relationships and delve into diverse areas like estate planning, business administration, and mutual funds. If you possess excellent communication skills and a meticulous approach, we want to hear from you!


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 retirement plan.


College degree or equivalent experience are required.

Compensation:

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


Responsibilities:
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management

Qualifications:
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A required Bachelor’s degree in business administration, finance, or similarly related field

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.