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Relationship Manager

4 months ago

Fort Washington, United States La Crosse Financial Planning Inc. Full time

Grow your skills by growing our impact with the potential for full-time work after graduation. If you lack these, you won’t like working here. Growth Mindset

– Desire to Learn Driven

– Desire to Succeed Friendly

– Fun to Work With Fast Learner

– Ability to Learn Web Apps Quickly Comfort Buster

– Able to expand beyond comfort zone Interest

– Interested in a Career in Financial Planning Preferred Skills

Skill in these areas help, otherwise we will teach you. Phone Skills

– Able to call People Mac Skills

– We use Macs Financial Planning

– Finance Major on the CFP Track Senior

– Graduating May 2025 Our Values

We have a fantastic culture and fitting that is our primary concern. Fiduciary

– We operate in the best interest of our clients, always. Team

– We support and exhort each other to be our best, while having fun. Ownership

– We take responsibility for our wins and our mistakes. Kaizen

– We are always growing and continuously improving. Logistics

You’ll grow in this role. Guaranteed. Compensation

– $15/hr, then $18/hr Hours

– 10-20 Hours/wk Timeframe

– During 8:00-5:00 Hours. Start

– As soon as possible Launch your epic Financial Planning Career the

right

way. Spend less time acquiring licenses to sell financial products and more time learning

real

financial planning strategies to serve clients. Learn about the Financial Planner Track and our Team

Hear One of Our Own on the Kitces Financial Advisor Success Podcast

Check out the 3D Retirement Income book

Explore the LaxFP Extended Content Library

Apply for the Relationship Manager

Name * Email * Phone * Communication Preference * Major * When are you Graduating * Digital Experience (Check all that apply) * Microsoft Word Microsoft Excel Microsoft Powerpoint eMoney Client Relationship Manager (CRM) Are you interested in Full-Time Work after Graduating? * Is there anything else you’d like us to know about you? Write as much or as little as you’d like. *

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