ZipRecruiter

Log In

2

Entrylevel Financial Coach Jobs in Wisconsin (NOW HIRING)

next page

Showing results 1-20

All JobsEntrylevel Financial Coach JobsEntrylevel Financial Coach Jobs in Wisconsin

Entrylevel Financial Coach information

What is the difference between Entrylevel Financial Coach vs Financial Advisor?

AspectEntrylevel Financial CoachFinancial Advisor
CertificationsNone required, some may pursue CFP or similarCFP, CFA, or other financial planning certifications often required
Work EnvironmentCommunity centers, non-profits, online platformsFinancial firms, banks, independent practices
Primary FocusBudgeting, debt management, financial educationInvestment planning, wealth management, comprehensive financial advice

Entrylevel Financial Coaches typically focus on helping clients improve budgeting and financial literacy, often with minimal certifications. Financial Advisors usually provide investment and wealth management services, often requiring professional certifications. While both roles serve clients' financial needs, Coaches emphasize foundational skills, whereas Advisors handle complex financial planning.

What are popular job titles related to Entrylevel Financial Coach jobs in Wisconsin? For Entrylevel Financial Coach jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Coach jobs in Wisconsin look for? The top searched job categories for Entrylevel Financial Coach jobs in Wisconsin are:
What cities in Wisconsin are hiring for Entrylevel Financial Coach jobs? Cities in Wisconsin with the most Entrylevel Financial Coach job openings:
Entrylevel 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

Key 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.

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.