Broker Check

Careers

Financial Advisor/Financial Planner

At BlueLake Wealth, we are independent advisors that help our clients confidently achieve their financial and life goals. Our comprehensive approach to financial planning and investment management builds long-lasting relationships with our clients. Our team of advisors and staff help clients by giving them the confidence and peace of mind in making financial decisions. 

We are seeking a Financial Advisor/Financial Planner to join our growing team and assist two well-established advisors! BlueLake Wealth Advisors will provide you with a constructive, team-oriented environment to grow your career alongside experienced advisors. We will provide you with the training, development, support and growth opportunities to become a successful advisor with strong client relationships. 

What You'll Do 

  • Build and maintain relationships with high net worth families and small business owners 
  • Communicate with clients and attend client meetings on a regular basis 
  • Prepare and maintain financial plans using eMoney 
  • Assist with developing and adjusting investment models and reports in Evestnet 
  • Review mutual fund and ETF performance with Morningstar and Envestnet 
  • Develop client relationships and help onboard new clients 
  • Review account performance and rebalance accounts 

What You Should Have 

  • Bachelor's degree from accredited institution required 
  • Series 7 required. Series 66, or 63 and 65, an/or CFP is a plus 
  • 3 to 7 years of professional experience 
  • Excellent consultative, interpersonal, and communication skills 
  • Strong attention to detail and to deadlines 
  • Positive attitude, self-starter and team-player mindset 
  • Strong Excel skills 
  • Experience with eMoney, Envestnet and/or Redtail is a plus 

What You'll Get 

  • Compensation commensurate with experience 
  • Comprehensive benefits package 
  • Work/Life Balance 
  • Mentorship program and career planning with successful advisors 
  • Collaborative, team-focused environment  

Have a Question?

Name
Email
Phone
Question
Thank you! Oops!