Demo

Personal Financial Planner

Lakeshore Financial Group
Madison, WI Full Time
POSTED ON 7/6/2026
AVAILABLE BEFORE 12/26/2026
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

Compensation: $75,000 - $100,000 at plan earnings

Salary : $75,000 - $100,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Personal Financial Planner?

Sign up to receive alerts about other jobs on the Personal Financial Planner career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$75,004 - $94,003
Income Estimation: 
$95,426 - $117,847
Employees: Get a Salary Increase
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Lakeshore Financial Group

Financial Services Professional
Apply
  • Lakeshore Financial Group Oakbrook Terrace, IL
  • We’re looking for an ambitious, people‑focused professional who wants to build a meaningful career in financial services. As a Financial Services Professio... more
  • 11 Days Ago
Financial Services Professional (Entry Level)
Apply
  • Lakeshore Financial Group Schaumburg, IL
  • Join Lakeshore Financial Group and put your passion for helping others to work in a values‑driven, relationship‑focused environment. As a Financial Service... more
  • 11 Days Ago
Financial Services Professional - Entry-Level
Apply
  • Lakeshore Financial Group Oakbrook Terrace, IL
  • Join Lakeshore Financial Group and put your passion for helping others to work in a values‑driven, relationship‑focused environment. As a Financial Service... more
  • 11 Days Ago
View More Jobs at Lakeshore Financial Group

Not the job you're looking for? Here are some other Personal Financial Planner jobs in the Madison, WI area that may be a better fit.

Financial Advisory - Junior Financial Planner
Apply
  • Bluespring Wealth Partners Madison, WI
  • Lead with Purpose. Partner with Impact. Goldstein Advisors - Middleton, WI | Financial Planning | Retirement is a client-centric, Registered Investment Adv... more
  • 11 Days Ago
Personal Care Assistant
Apply
  • Prescott Personal Care Agency Juneau, WI
  • Provide daily living assistance to members. Duties include but not limited too: light cooking and cleaning, bathing, medication reminders, companionship, a... more
  • 17 Days Ago
View More Jobs

AI Assistant is available now!

Feel free to start your new journey!