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Holistic Financial Advisor - Client & Planning

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Lakeshore Financial Group
Full Time position
Listed on 2026-08-30
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
Position: Holistic Financial Advisor - Client Growth & Planning

Lakeshore Financial Group in Milwaukee, WI is seeking a Licensed Financial Advisor to empower clients with tailored financial strategies and holistic planning. You will evaluate and develop personalized plans, build lasting client relationships, and help clients achieve their financial goals with a client‑first approach.

We offer a collaborative environment that supports professional growth, with occasional in‑office presence for local candidates.

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