On site in Saint Charles, IL, Lake Growth Financial Services offers an in office path to financial planning expertise. You will learn under CERTIFIED FINANCIAL PLANNER mentoring while delivering financial strategies to more than 1,400 clients, with a potential route to CFP designation.
Benefits
- Flexible schedule
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Tuition reimbursement
Responsibilities
- Develop and sustain strong client relationships through attentive listening
- Lead client interviews and conduct six month reviews
- Maintain a professional appearance in business casual attire
- Apply coaching to support clients in areas such as plan design, sales process improvements, marketing, and retention
- Stay informed on industry trends and developments impacting the business
- Plan daily and weekly activities to prioritize core tasks and meet benchmarks
- Deliver work with accuracy, clarity, organization, and attention to detail
- Prepare and present financial solutions for clients in person or virtually
- Reach out to providers to clarify, move business, and troubleshoot as needed
- Provide service for new and existing clients as required
- Collaborate with team members through regular meetings
Requirements
- Bachelor’s degree (higher is preferred but not required)
- Proficiency with Zoom, DocuSign, spreadsheets, word processing, PDF editing software, VOIP, digital file services, and database entry
- Strong written and verbal English communication skills
- High level of confidentiality and integrity; protect client privacy in line with guidelines
- Excellent customer service capabilities
- Highly organized with a system to manage workflow and deliverables
- Active Life & Health Insurance License or ability to obtain
- CERTIFIED FINANCIAL PLANNER designation or ability to obtain
- Ability to be contracted with multiple carriers (requires solid financial status and clean credit)
- Within a 30 minute commute to the Fox Valley office in St. Charles, IL
- Valid Illinois driver’s license and access to a working car
- Lake Growth recognizes unique strengths and may tailor roles to fit individual talents
Technologies we use
- Zoom
- DocuSign
- Spreadsheets
- Word processing
- PDF editing software
- VOIP software
- Digital file services
- Database entry skills
Compensation
This is a full time exempt role with a competitive pay package and eligibility for bonuses. Federal holidays are paid, along with paid time off, and the plan includes health benefits. In the first year, the base salary starts at $5,000 per month, with commissions added after licensing, training, and new business writing. The compensation structure is production based with tiered growth and clear pathways for higher earnings.
Year 1 earnings sit in the mid five figures, with licensing, training, and new business activity opening the door to six figures in Year 2 and additional income opportunities thereafter.
What you can Expect
- A one year training program to learn the business and define the next career steps, with ongoing training as needed
- Office space for meetings, a workstation, computer, additional tech, office supplies, and support
- Regular touchpoints for training, updates, questions, and clarification
- Direct access to a network of seasoned Financial Planning Associates and peers sharing best practices
- Mastermind access to hundreds of financial planners, CPAs, and insurance agents nationwide, including webinars and workshops
- Quarterly progress reviews with leadership
- Opportunities for growth within a developing business framework
What We Expect
- Consistent punctuality and a strong drive for success in financial services
- Humility, teachability, conscientiousness, integrity, and a readiness to tackle challenging tasks
- Professionalism, excellent customer service, clear communication, perseverance, and diligence
- Respect for clients and colleagues in all interactions
- Self direction with the ability to manage daily tasks with minimal supervision
- Commitment to compliance and operating with integrity in every facet of the business
- A quiet, professional work environment and reliable access to mobile and video conferencing
- Willingness to attend both in person and virtual meetings
Ideal Candidate Qualities
- Accountability: see it, own it, solve it, do it
- Solution orientation: contribute to solutions while respecting others
- Proactive posture: act now and seek what else can be done
- Growth mindset: seek coaching and opportunities to improve
- Personal ownership: take pride in work and pursue effective, meaningful results
