Financial Advisor, Financial Planner, Personal Financial Planner
4 Year Degree
Role Team up with the Executive Level Staff to position Lake Growth as the premier financial planning firm in Chicago.
Benefits High level training, networking and success coaching. Lake Growth subsidizes a portion of startup costs for marketing efforts and event costs. Subsidized office and meeting space cost. Weekly mentoring meetings. 90 day evaluation meetings. Other benefits to be discussed.
About Lake Growth Financial Services:
We work with people (individuals, families and business owners) who want to grow their wealth in ways that are safe and predictable, become their own source of financing, and create tax-free income in retirement.
Responsibilities and Expectations
Demonstrates solid coaching and listening skills to support client needs, especially in the areas
of case design, sales process improvements, marketing and retention
Stays current with industry trends and developments impacting our business
Meets or exceeds the established sales and retention goals established for their job function
Plans and prioritizes the work day/week and consistently meets deadlines
Conducts in-person and virtual six month review meetings with Lake Growth’s client base
Demonstrates quality in work product: accuracy, neatness, attention to detail
Participates in office business needs or company sponsored initiatives & programs
Self-directed, can manage day to day tasks with minimal supervision or direction
Conducts business with professionalism and compliance and works with other agents to
maintain a high degree of integrity in all facets of the business
Maintains a “system” to manage workflow and deliverables, keeps up todate information in
Lake Growth’s Customer Relationship Manager (CRM)
5 openings. Telecommuting is allowed.
Additional Salary Information: Tiered compensation packages based on production.
Lake Growth is a full financial firm committed to working with individuals and business-owners in creating wealth in a safe and predictable way, creating tax-free income, establishing clients as their own source of financing, and more.