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Part Time Entry Level Financial Analyst Remote Jobs in Wisconsin

This temporary part-time opportunity is designed to help manage critical operational workloads ... Remote--candidate must live within a 75 mile radius of Madison, WI Responsibilities The primary ...

This temporary part-time opportunity is designed to help manage critical operational workloads ... Remote--candidate must live within a 75 mile radius of Madison, WI Responsibilities The primary ...

Intern Data Analytics

Eau Claire, WI · On-site +1

$20 - $21/hr

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We ... This intern will work part-time during the school year and full-time through the summer of 2027.

SIE Tutor

Milwaukee, WI · Remote

$18 - $40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

SIE Tutor

Madison, WI · Remote

$18 - $40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

Consumer Products Sales Intern

Plymouth, WI · On-site +1

$15 - $20.25/hr

Top-performing interns may be considered for a remote co-op during their senior year (up to 16 ... Analyze business data to identify key drivers and trends, develop actionable insights, and present ...

$50K - $150K/yr

This nationwide, remote, part-time contractor opportunity combines predictable flexibility with ... We pay our providers every month for immediate financial benefit and planning ease. * Culture of ...

Gain valuable skills and experiences to be prepared for entry level opportunities * Mentorship and ... Flexible work week onsite Mondays through Thursdays and optional remote Fridays; plus, half day ...

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Entry-Level Financial Services Representative

Lakeshore Financial Group

Milwaukee, WI • On-site, Remote

Full-time, Part-time

Medical, Dental, Vision, Retirement

Posted 7 days ago


Job description

Description
Training Provided
Are you a driven, client-focused professional seeking career advancement and amazing income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Milwaukee team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career.
Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth.
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.

Occasional in-office presence is required so candidates must be local to Milwaukee, WI or surrounding cities.
Responsibilities
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
Who We're Looking For:
• Sales experience is a plus, but not required. We are willing to train the right person
• Must be able and willing to obtain a life insurance license
• Highly motivated and self-driven individuals
• Excellent communication and interpersonal skills
• A passion for helping others
• A strong work ethic and a desire to succeed
• This is an upside 100% commission-based opportunity.
Why Join Us?
• Be part of a supportive and collaborative team
• Represent a reputable and respected company
• Enjoy the flexibility and freedom of a self-driven career
• Make a positive impact on the lives of others
• Earn a competitive income