Entry Level Financial Advisors & Experienced Financial Advisors

 (No experience required)
$40k – $80k • No equity
Published: 5 months ago

Job Location

Job Type

Full Time

Visa Sponsorship

Not Available

Remote Work Policy

In office

Relocation

Allowed

Skills

Leadership
Integrity
Communication Skills
Self Motivated
Teamwork

Hiring contact

Sara Copeland

The Role

Entry Level Advisors have the opportunity to grow their practice with on site development and training from our experienced financial professionals.
Requirements:

  • Develop and cultivate your own client base using various prospecting tools.
  • Strategize with new leads to develop a financial plan that meets their needs.
  • Generate new business that meets or exceeds monthly targets.
  • Complete proprietary training in finance, life insurance, wealth planning, and investment strategies and product knowledge.
  • Provide excellent customer service to new and existing clients.
  • Participate in weekly market/product training and sales meetings.
  • Highly motivated
  • Growth mindset
  • Problem solving
  • Attention to detail
  • Great communication skills
  • Collaborate in a team environment
  • Obtain or invest in obtaining your Series 7, 63, CFP, and additional licensing to expand your product knowledge and ability to sell financial products and services.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Benefits
•Opportunity for a full health benefits package
•Group life and disability income insurance
•Unlimited income potential with some of the most competitive payouts in the industry
•Exceptional pension plan
•Tuition reimbursement program for professional designations and continuing education
•Recognition and award programs including trips to desirable worldwide destinations!
•Transitional financing available for qualified individuals
•Transitional Financing is available based on prior production
•1 Compensation, benefits, and incentive programs are based on various levels of production, years of practice, and licensing
•Pay: $75,000.00 - $200,000.00 per year
•401(k)
•Dental insurance
•Employee assistance program
•Health insurance
•Health savings account
•Professional development assistance
•Referral program
•Vision insurance
•Monday to Friday
•Commission pay

We offer unlimited income potential: what you earn is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals and bonuses. The salary range is an average and is based on production, bonus, and financing career tracks.
-For experienced financial advisors, we offer a remote/hybrid work arrangement. For new financial advisors in office training is required Monday through Friday with flexibility. This training in house is essential to your development and mentorship as you grow your business.

More about Lakeshore Financial Group

Perks and Benefits

Healthcare benefits
Retirement benefits
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