财务顾问
Financial Advisor
Lakeshore Financial Group 有什么特别之处？
- 无上限的收入潜力 - 采用基于佣金的模式，没有收入上限，使您有机会最大化您的财务回报
- 灵活性与支持 - 与我们位于威斯康星州的远程团队合作，同时可以使用顶级工具和技术，由内部支持团队提供资源，帮助您取得成功
- 客户导向的文化：我们的重点是建立持久的客户关系，让您能够带来真正的改变
- 协作氛围 - 在一个支持性、协作的工作环境中茁壮成长，促进持续的学习和发展
- 拥有您的客户群和业务 - 享受独立性，对自己的客户关系和业务负责。我们为您提供平台和支持，让您按自己的方式建立和扩展业务
- 工作与生活平衡 - 建立一份令人满意的事业，拥有灵活的时间来平衡职业和个人追求。按照自己的方式设计工作方式
必备条件：
- 具有企业家精神，渴望在支持性的框架内扩展您的业务
- 优秀的沟通和人际交往能力
加分项：
- 人寿与健康保险执照
- Series 7、Series 66 和 SIE 注册资格
- 有财务顾问或财富管理专业人士的经验
- 有培养客户关系、理解财务目标并制定有效策略的实绩
所有信息将被保密。证券和投资咨询业务仅通过 Equity Services, Inc. [ESI] 的注册代表和投资顾问代表提供，ESI 在威斯康星州、新罕布什尔州、科罗拉多州和密苏里州称为 Vermont Equity Services，是 FINRA/SIPC 成员，地址：1 N. Franklin Street, Suite 3450, Chicago, IL 60606。电话：312-236-2500。Lakeshore Financial Group 与 ESI 独立。TC7188911(1024) 根据 EEO 指南保密。
您是否准备好将您的金融服务业专长带入一个被重视和支持的环境？您是否正在寻找一个潜力无限的职业？无论您是经验丰富的专业人士还是希望在金融服务业开启职业生涯，Lakeshore Financial Group 都提供一个支持且有回报的环境。我们正在寻找对帮助客户充满热情、渴望学习和成长，并致力于提供优质服务的人才。加入我们的团队，享受灵活的工作安排和持续的培训。
查看英文原文
What Sets Lakeshore Financial Group Apart?
- Uncapped Earning Potential - Embrace a commission-based model without income caps, giving you the potential to maximize your financial rewards
- Flexibility & Support - Work with our fully remote Wisconsin team while receiving access to top-of-the-line tools and technology, bolstered by in-house support teams dedicated to providing you with the resources you need to excel.
- Client-Focused Culture: Our priority lies in fostering enduring client relationships, empowering you to effect real change.
- Collaborative Atmosphere - Thrive in a supportive, cooperative workplace that nurtures continuous learning and development.
- Own Your Book & Practice - Embrace independence and take ownership of your client relationships and practice. We provide the platform and support you need to build and grow your business on your terms.
- Work-Life Harmony - Build a gratifying career with the flexibility to harmonize professional and personal pursuits. Design your work style on your terms.
Must Haves:
- Entrepreneurial drive and a hunger to expand your practice within a supportive framework
- Exceptional communication and interpersonal skills
Nice-to-Haves:
- Life & Health Insurance License
- Series 7, Series 66, and SIE Registrations
- Experience as a financial advisor or wealth management professional.
- Proven track record of cultivating client relationships, understanding financial objectives, and devising effective strategies.
All your information will be kept Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc. [ESI], known as Vermont Equity Services in WI, NH, CO & MO, Member FINRA/SIPC, 1 N. Franklin Street, Suite 3450, Chicago, IL 60606. PH: 312-236-2500. Lakeshore Financial Group is independent of ESI. TC7188911(1024)3 confidential according to EEO guidelines.
Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where your potential is limitless? Whether you’re a seasoned professional or looking to launch your career in financial services, Lakeshore Financial Group offers a supportive and rewarding environment. We're seeking individuals who are passionate about helping clients, eager to learn and grow, and committed to providing exceptional service. Join our team and enjoy flexible work arrangements, ongoing training, and competitive compensation.
Originally posted on Himalayas