Financial Planning Associate

Our Hiring Process | What You Can Expect

Go to https://lakegrowth.com/careers/

1. Complete the formal application steps (at the URL above) and see our hiring process.

2. View additional available positions.

The Role of the Financial Planning Associate

We are seeking an in-office Financial Planning Associate to join our team in our St. Charles, IL office. This unique opportunity allows you to learn from a CERTIFIED FINANCIAL PLANNER™ and create lasting solutions for our clients. You will collaborate with Mark Willis, CFP®, Lake Growth’s CEO, and the Lake Growth team to provide solid financial strategies to our 1400 clients nationwide. This is a great opportunity for those seeking mentoring to secure their CFP® designation or similar financial designations.

Responsibilities

• Build and maintain strong client relationships through deep listening
• Conduct client interviews and regular six-month reviews
• Dress professionally in business casual attire
• Demonstrate solid coaching skills to support clients’ needs, especially in case design, sales process improvements, marketing, and client retention
• Stay current with industry trends and developments impacting our business
• Plan the work day and work week to prioritize core activities, so we can consistently meet benchmarks
• Execute with accuracy, clarity, organization, and attention to detail in work product
• Prepare and present financial solutions for clients, in person and virtually
• Call providers to clarify, move business, and troubleshoot as needed
• Provide service for new and existing clients, as needed
• Collaborate with team members in regular meetings

Skills and Requirements

• Bachelor’s degree (or higher preferred, but not required)
• Computer literacy and proficiency in Zoom, DocuSign, Spreadsheets, Word processing, PDF editing software, VOIP software, digital file services, and database entry skills
• Strong communication skills in English, both written (email) and verbal (phone and in person)
• High level of confidentiality and integrity
• Must protect client privacy, following confidentiality and HIPAA guidelines
• Excellent customer service skills
• Highly organized, able to maintain a system to manage workflow and deliverables
• Active Life & Health Insurance License (or ability to obtain this license), CERTIFIED FINANCIAL PLANNER™ designation (or ability to obtain this designation)
• Ability to get contracted with various carriers (this requires an upright financial status and a clean credit report)
• Must be within a 30-minute commute to our Fox Valley office in St. Charles, Illinois
• Valid Illinois Driver’s License and a working car
• At Lake Growth, we believe in operating in alignment with each person’s unique strengths and skills. So, if your talent or expertise meets a unique need in our business, we may offer you a customized position that leverages your strengths.

Ideal Candidate Qualities

• Takes Accountability: See It, Own It, Solve It, Do It
• Solution-Orientation: Become part of the solution, respect others and their feelings
• Proactive Posture: Act now, ask “What else can I do?”
• Growth Mindset: Ask “What coaching do you have for me?” and “What can I do better?”
• Personal Ownership: Take pride in your work, reject average solutions that don’t work, and show others that you care

What you can expect

• We provide a one-year training program where you will learn the ropes and determine the next step in your career path, with ongoing training as needed.
• We provide office space for meetings, a workspace, a computer, additional tech, office supplies, and office support.
• We frequently connect through touchpoints for training, updates, questions, and clarifications.
• We offer direct access to a network of previously trained, successful Financial Planning Associates who are excelling in their businesses and can share their success secrets.
• We connect you with Mastermind access to several hundred financial planners, CPAs, and insurance agents across the country, including webinars, and professional workshops.
• We conduct 90-day (Quarterly) evaluation meetings with officers.
• We offer an excellent, growing business with opportunities for growth.

What we expect

• You consistently show up on time, always displaying a hunger for success and growth as a financial professional.
• You often demonstrate humility, teachability, conscientiousness, integrity, the ability and willingness to do hard things, and a willingness to do your best.
• You exude professionalism, excellent customer service skills, communication prowess, perseverance, and diligence.
• You treat clients and co-workers with honor, care, respect, and appreciation.
• You are self-directed, able to manage day-to-day tasks with minimal supervision.
• You place a high emphasis on compliance, working with agents to maintain integrity in all facets of business.
• You maintain a quiet and professional work environment.
• You must be reachable by mobile phone and video conference.
• You must attend in-person and virtual meetings.

Compensation

• This is a full-time, exempt position. We provide competitive pay with additional bonuses. Paid Federal holidays. Paid time off. Additional benefits and health benefits are provided.
• Salary in the first year starts at $5K/month. Same base salary with added commissions after licensing, training, and writing new business. Salary and commission compensation plan based on production, with commission-earning opportunities. We provide tiered schedules and a clear map for continual growth in your income.
• Grow with us. Compensation is in the mid-five figures in Year 1, and those who complete licensing, training, and write new business will advance to make six figures in Year 2. Year 3 and beyond present additional income-earning opportunities.

Lake Growth, Inc. is positioned to change and improve the face of financial services in Chicagoland and the country. www.lakegrowth.com

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

• Flexible schedule
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement

Work Location: In person

Salary : $60,000 - $100,000